株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
転換社債は終焉に向かうのか？
Is the convertible heading into the sunset?
The panel consensus is bearish on the future of convertibles, citing high regulatory burdens, narrow margins, and low volumes that …
米国で事業主の引退が相次ぎ、従業員への事業売却が増加
As more US business owners retire many are selling up to their staff
The panel generally agrees that employee ownership via ESOPs and EOTs is an understated solution to the 'silver tsunami' of …
SpaceXの長年の投資家キャシー・ウッド、IPO当日にこの動き。あなたも追随すべきか？
Longtime SpaceX Investor Cathie Wood Made This Move on IPO Day. Should You Follow?
The panel consensus is bearish on Cathie Wood's SpaceX investment, citing lack of liquidity, extreme valuation, forced holding risk, and …
Toast株：短期的な逆風に直面する、高確信度のレストランテックの勝者
Toast Stock: A High-Conviction Restaurant Tech Winner Facing Near-Term Headwinds
The panel consensus is bearish on Toast (TOST), citing its exposure to the cyclical restaurant sector, high customer acquisition costs, …
ラテンアメリカのフィンテックと消費ブーム：ハイリスク・ハイリターンの機会
Latin America's Fintech and Consumer Boom: A High-Risk, High-Reward Opportunity
The panel consensus is bearish on Latin American fintech stocks like DLocal, Nu Holdings, and BBB Foods due to significant …
「退屈」な3つの高配当株が示す魅力的なテクニカルサイン
3 'Boring' Dividend Stocks With Tasty Technical Setups
Panelists agreed that while MO, EPD, and NNN offer attractive yields and have shown strong YTD gains, their structural headwinds, …
UFC、ホワイトハウス選手への報酬をトランプ社発行の暗号資産で支払う
UFC to pay White House fighters in crypto issued by Trump company
The panel consensus is bearish on World Liberty Financial's (WLF) move to pay UFC fighters in its USD1 stablecoin at …
アモックの崩壊がヨーロッパの気候を想定より10倍速く変える可能性。私たちは準備不足
Amoc collapse could change Europe’s climate 10x faster than expected. We aren’t ready
The panel agrees that the underfunding of Atlantic Meridional Overturning Circulation (AMOC) monitoring poses significant risks to European agriculture, coastal …
レッドワイア株が今週急落した理由
Why Redwire Stock Plummeted This Week
Redwire's 17.8% drop was driven by a combination of macro factors (CPI, Iran headlines) and internal issues (high valuation, lack …
SpaceXの歴史的IPO、OpenAIとAnthropicの大型上場への道を開く
SpaceX’s historic IPO opens the door for OpenAI and Anthropic’s mega-listings
The panel is divided on SpaceX's $2T valuation, with concerns about high burn rates, uncertain monetization, and regulatory risks outweighing …
取締役が1万株売却後、EZCORPは売却すべきか？
Should You Sell EZCORP After a Director Sold 10,000 Shares?
The panelists generally agree that the 10,000-share sale by EZPW director Pablo Lagos Espinosa is not a significant bearish signal, …
天然ガス価格、LNG出荷増で回復
Nat-Gas Prices Recover on Strong LNG Shipments
The panelists are divided on the outlook for natural gas prices, with some seeing a 'tug-of-war' between structural tailwinds and …