株式市場ニュース
最新の金融ニュース · 更新 7月 14, 2026
ドラフトキングス（DKNG）が2026年Q1で165億ドルの収益を報告、YoYで17%増
DraftKings (DKNG) Reports Q1 2026 Revenue of $1.65B, Up 17% YoY
The panelists generally agreed that while DraftKings (DKNG) achieved GAAP profitability and showed revenue growth, the company faces significant challenges …
Core Scientific (CORZ)、マスキーキャンパスの総電力1.5GWへの拡張戦略を発表
Core Scientific (CORZ) Announces Strategy to Expand Muskogee Campus to 1.5 GW of Gross Power
Core Scientific's expansion to 1.5 GW gross power via the Polaris DS acquisition is ambitious and risky, with execution challenges …
油が米国とイランの平和の見通しに注目されて変動
Oil Swings With Market Focused on US-Iran Peace Prospects
Despite optimism around potential peace talks, the panel agrees that the market is underestimating the complexity and time required to …
イラン戦争への懸念からドルは6週間ぶりの高値に
Dollar near six-week high amid Iran war jitters
The panel generally agrees that the dollar's strength is fragile and driven by temporary factors, with energy supply shocks and …
NvidiaはH100 GPU価格が依然として上昇していると発表。これはNebius株にとって朗報。
Nvidia Says Its H100 GPU Prices Are Still Rising. That’s Good News for Nebius Stock.
Panelists generally view Nebius' current performance as impressive but express skepticism about its long-term prospects due to intense competition, potential …
世代を分かつ機会：大幅な上昇の可能性を秘めた5つの人工知能（AI）株式
A Once-in-a-Generation Opportunity: 5 Artificial Intelligence (AI) Stocks Primed for Massive Upside
The panel expresses concerns about execution risks, unit economics, and cyclical nature of AI capex, suggesting a potential correction in …
ウォール街はラム・リサーチの株式に対して強気か弱気か？
Is Wall Street Bullish or Bearish on Lam Research Stock?
The panel consensus is bearish on Lam Research (LRCX), with key concerns being the stock's high valuation, cyclical nature of …
なぜこのファンドは10億ドルの自社株買い計画にもかかわらずBILL株を1100万ドル売却したのか
Why This Fund Sold $11 Million of BILL Stock Despite a $1 Billion Buyback Plan
The panel generally agrees that Light Street's sale of BILL shares signals skepticism about the company's ability to achieve durable …
マイクロソフト株式、オープンAIがIPOを準備中：その理由とは？
Microsoft Stock Is a Buy as OpenAI Prepares for an IPO. Here’s Why.
The panel is largely bearish on Microsoft's OpenAI stake due to potential dilution, loss of exclusivity, and increased competition. The …
取引における唯一の真実はVWAP。最悪の市場でそれをどのように活用するか。
The Only Truth Left in Trading is VWAP. Here’s How to Use It in the Sickest Market Ever.
The panel consensus is that Kenny Glick's VWAP trading strategy, while potentially profitable in current market conditions, is likely overhyped …
サンディスク株は8月以降3,126%上昇。ウォール街はさらなる上昇を確信。
Sandisk Stock Is Up 3,126% Since August. Wall Street Is Confident That More Upside Is Ahead.
The panel consensus is bearish on the NAND flash memory market, with key concerns being the cyclical nature of the …
ブリュードッグ創業者ジェームズ・ワットが新しいビールブランドで復活を計画
BrewDog founder James Watt plots comeback with new beer brand
The panelists generally view James Watt's 'Second Best' venture as a PR move rather than a strong business strategy, with …