株式市場ニュース
最新の金融ニュース · 更新 7月 15, 2026
フェアホルムから控えめな削減 — なぜJOEがまだ検討に値するのか
A Modest Trim From Fairholme — Here's why JOE Is Still Worth a Look
The panel is divided on JOE's valuation, with concerns about monetization timing, insurance costs, regulatory risks, and liquidity. Berkowitz's trim …
この決済株は50%下落。あるファンドは先四半期に6300万ドルの持ち分を売却
This Payments Stock Is Down 50%. One Fund Sold a $63 Million Stake Last Quarter
Despite strong Q1 results, the panel is divided on Shift4 Payments' future due to concerns about growth sustainability, potential margin …
1 素晴らしい成長株：Wall Streetによると、急騰する前に購入すべき
1 Spectacular Growth Stock to Buy Before It Soars by as Much as 124%, According to Wall Street
Sea Limited's Q1 2026 results show strong revenue growth, but profitability remains a concern due to razor-thin margins and heavy …
ShawSpringのmonday.com株2400万ドル売却、株価73%下落後のシグナルは？
What This Fund's $24 Million monday.com Sale Could Signal After a 73% Stock Drop
The panelists agree that ShawSpring's full exit from its MNDY position signals a significant shift in institutional sentiment, with most …
イランがペンタゴンのMQ-9 Reaperドローン艦隊の20%を破壊：報道
Iran Destroyed 20% Of Pentagon's MQ-9 Reaper Drone Fleet: Report
The panel agrees that the loss of MQ-9 drones is significant but may not immediately impact the broader defense market. …
ジム・クレイマー氏、アナログ・デバイセズ（ADI）の市場について議論
Jim Cramer Discusses Analog Devices’ (ADI) Market
Panelists agree that ADI's growth is not solely dependent on AI/data-center, with automotive and industrial IoT also being significant drivers. …
このファンドの$660万ドルUroGen売却と600%株価上昇について知るべきこと
What to Know About This Fund's $6.6 Million UroGen Sale After a 600% Stock Surge
Superstring's 46% trim of URGN was likely a risk management move to avoid dilution, given the company's unsustainable burn rate …
S&P 500を記録近くまで押し上げる強気筋 — 先週の市場を動かした要因はこれだ
Bulls push the S&P 500 back near records — here’s what drove the market last week
The panel is cautious about the current rally, citing narrow breadth, elevated macro risks, and potential private-to-public market contagion from …
スティーヴン・コルバート、地元のミシガン局への出演でテレビに復帰
Stephen Colbert returns to TV in appearance on local Michigan station
The panelists agree that Colbert's move to a public-access station is more symbolic and entertaining than financially significant. They also …
Microsoftの新任責任者、AI開発のスピードを人間中心に進める方法について語る
Microsoft’s new responsible tech lead on how to humanize high-speed AI development
Microsoft's centralization of 'Responsible Tech' under Jenny Lay-Flurrie aims to mitigate enterprise risk and create a 'safe' sandbox for procurement, …
ジム・クレイマー氏、エクイニクスについて「データセンターをプレイする素晴らしい方法」と語る
Jim Cramer on Equinix: “It’s a Great Way to Play the Data Center”
The panel consensus is bearish on Equinix (EQIX), citing its expensive valuation, reliance on a sustained capex cycle, and risks …
ジム・クレイマーは「Xometryの成長は雑草のように急成長していることを知っている」
Jim Cramer Says “I Know Xometry’s Growing Like a Weed”
The panel consensus is bearish on XMTR, citing concerns about margin compression, ERP integration friction, quality control issues, and the …