株式市場ニュース
最新の金融ニュース · 更新 7月 15, 2026
Evercore ISI、argenx（ARGX）の目標株価を195ドルに引き上げ
Evercore ISI Raises its Price Target on argenx (ARGX)
The panel is divided on the significance of argenx's FDA label expansion for Vyvgart. While some see it as a …
nVent Electric (NVT) が新たな5億ドルの株式買い戻しプログラムを承認
nVent Electric (NVT) Authorizes New $500M Share Repurchase Program
The panel's discussion on NVT's $500M buyback authorization is mixed, with concerns about timing, valuation, and potential crowding out of …
Cimpress (CMPR) が CEWE から SAXOPRINT および viaprinto を買収
Cimpress (CMPR) to Acquire SAXOPRINT and viaprinto from CEWE
The panel is generally bearish on Cimpress's acquisition of SAXOPRINT and viaprinto, citing low margins, integration risks, and potential opportunity …
IBMが260億ドルの量子コンピューティングの追い風を獲得 — 株価の上昇はまだ終わらない
IBM just scored a $26 billion quantum windfall — and the stock's rally isn't over
The panel is divided on IBM's $1B CHIPS grant for its Albany 300mm quantum foundry. While some see it as …
このAIインフラストラクチャ株は1年間で570%上昇。利益確定の時期か、それとも買い増しか？
This AI Infrastructure Stock Is Up 570% in 1 Year. Is It Time to Take Profits or Buy More?
Despite a correction in Ciena's stock gain, the panel remains cautious due to potential margin compression from a shift in …
私たちの10万ドルのブルーチップ・バリューポートフォリオは年間6,500ドルを支払い、ベビーブーマーに大きな不労所得を提供します
Our $100,000 Blue-Chip Value Portfolio Pays $6,500 per Year and Offers Boomers Big Passive Income
The panel consensus is bearish on a $100k, five-name dividend portfolio (MO, ET, GIS, UPS, VZ) targeting ~6.5k in annual …
『爆発寸前の圧力鍋』：Anthropic株を巡る熱狂的なセカンダリー市場の争奪戦
‘A pressure cooker ready to explode’: The wild secondaries scramble for Anthropic shares
The panel overwhelmingly expresses bearish sentiments regarding Anthropic's potential $900B valuation and IPO, citing unverified ARR, competition from OpenAI, potential …
AMD が今年中に 1兆ドルの株になる可能性は？
Could AMD Become a Trillion-Dollar Stock This Year?
The panel consensus is bearish on AMD reaching a $1 trillion market cap by 2026, citing Nvidia's entrenched position, AMD's …
Berkshire Hathaway Energy が Greg Abel 時代の静かなスターになる可能性
Berkshire Hathaway Energy Could Be a Quiet Star of the Greg Abel Era
BHE is Berkshire's stable cash cow, but significant risks exist around litigation, regulatory approval, and financing costs that could impact …
投資家が取引ではなく複利運用を望むAI株
The AI Stock Built for Investors Who Don't Want to Trade -- Just Compound
While Alphabet's AI-driven cost reductions and cloud profitability are notable, the panel expresses concern about the sustainability of these gains …
SkyView、COMT株1290万ドル相当を売却 -- 投資家が知っておくべきこと
SkyView Unloads $12.9 Million Worth of COMT Shares -- What Investors Should Know
The panel consensus is that SkyView's 96% reduction in COMT shares is a bearish signal, reflecting a rotation out of …
LEVIN による O-I Glass の静かな削減 — より大きな疑問に直面する O-I Glass
A Quiet Trim From LEVIN — O-I Glass Faces Bigger Questions
The panel consensus is bearish on O-I due to secular headwinds, high debt, and uncertainty around a premium glass pivot. …