株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
SpaceX：過去の事例から見る、最大級IPOのほとんどを凌駕した唯一の投資先
SpaceX: History Shows This 1 Investment Has Outperformed Almost All of the Largest IPOs
The panel consensus is bearish, with the key risk being the diversion of Starlink cash flows into Starship R&D, potentially …
米イラン和平合意で原油・債券利回り急落、株式は上昇
Stocks Rally as US-Iran Peace Deal Sinks Oil and Bond Yields
Panelists agree that the current market rally is driven by geopolitical relief and liquidity, but they disagree on its sustainability. …
イラン、トランプ氏の合意で石油販売再開へ、米海軍の海上封鎖をタンカーが突破
Iranian Tankers Cross US Naval Blockade After Trump Deal Allows Iran To Restart Oil Sales
The panel generally agrees that the reported deal enabling immediate Iranian oil exports could add significant supply to the market, …
スペースXのIPO調達額、アンダーライターがグリーンシューオプションを行使し857億ドルに増加
SpaceX IPO haul rises to $85.7 billion after underwriters exercise greenshoe
The panelists generally agreed that SpaceX's $85.7 billion IPO was a success due to extreme demand, but they expressed concerns …
米伊平和合意を受けて株価が急騰
Stocks Soar on US-Iran Peace Agreement
The panel is largely bearish, citing potential 'fiscal dominance' trap, 'stagflationary' risks, and the fragility of the current rally built …
カナダのNuvei、クロスボーダー決済拡大でPayoneerを27億5,000万ドルで買収
Canada's Nuvei to buy Payoneer for $2.75 billion in cross-border payments push
The panel is largely bearish on Nuvei's acquisition of Payoneer due to significant execution risks, regulatory hurdles, and potential customer …
米伊朗合意後、株先物上昇、原油下落
Stock Futures Rally, Oil Drops After U.S.-Iran Deal
Despite an initial relief rally, the unsigned U.S.-Iran interim deal and deferred nuclear talks leave room for reversal. The Fed's …
Nuvei、Payoneerを$2.75Bで買収
Nuvei to buy Payoneer for $2.75B
The panel is bearish on Nuvei's $2.75B acquisition of Payoneer due to significant integration risks, potential customer churn, and concerns …
SpaceX CFOブレット・ジョンセン、750億ドルIPOで億万長者に：Trial Balance
SpaceX CFO Bret Johnsen joins billionaire ranks after $75B IPO: Trial Balance
Panelists debate SpaceX's $75B IPO valuation, with bulls focusing on long-term orbital infrastructure control and bears emphasizing near-term cash burn …
米イラン和平合意でリスク選好が高まり市場上昇 ダウ・ジョーンズ、S&P、ナスダック、ウォール街先物
Markets Rally as U.S.-Iran Peace Agreement Lifts Risk Appetite: Dow Jones, S&P, Nasdaq, Wall Street Futures
Despite the market's initial relief rally following the reported U.S.-Iran interim deal, panelists express skepticism due to incomplete terms, short …
SpaceX、AIコーディングスタートアップCursorを600億ドルで買収
SpaceX to acquire the AI coding startup Cursor for $60 billion
The panel expresses strong bearish sentiments regarding SpaceX's proposed acquisition of Cursor, citing concerns over the deal's valuation, Cursor's declining …
投資家はSpaceX IPOの現実検証に備えるべき
Investors Should Brace for a SpaceX IPO Reality Check
The panel agrees that the article's IPO premise is flawed, and the real risks lie in SpaceX's cash burn, Starship's …