株式市場ニュース
最新の金融ニュース · 更新 8月 22, 2026
インドのZ世代、モディ首相に「聞く、応える、行動する」を強要 - 与党の弱点を露呈
India's Gen Z forced Modi to listen, respond and act — exposing chinks in the ruling party's armor
The resignation of Dharmendra Pradhan and the formation of a task force are seen as tactical concessions by the BJP …
SpaceXの弱気派、バリュエーションは正しくもタイミングは誤りか
SpaceX Bears May Be Right On Value And Wrong On Timing
The panel largely agrees that SPCX is overvalued and faces significant risks, with the upcoming earnings and share unlock being …
米国債、真逆の入札結果：2年債は好調、5年債は低調で計1390億ドル売り上げ
US Treasury Sells $139BN In Two Polar Opposite Auctions: A Stellar 2Y And A Dismal 5Y
The panelists agree that there's a stark divergence between the 2Y and 5Y auctions, signaling differing views on the curve. …
SpaceXのロックアップ解除時期をマッピング：HSBCが株式市場投入の可能性時期を算出
Mapping SpaceX's Lockup Expirations: HSBC Calculates When The Shares Could Hit The Market
The panel consensus is bearish, with the main concern being the potential supply shock from the HSBC lockup expiration on …
アルファベットの大規模なAI投資強化が示す、エヌビディアにとってさらなる利益の可能性
Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia
The panel discusses Alphabet's increased capex and its potential impact on Nvidia's GPU sales. While some panelists are bullish on …
インテル、好調な第2四半期決算とフリーキャッシュフローを発表 — INTCプット売り戦略が依然として最善の一手
Intel Corp Shows Strong Q2 Results and Free Cash Flow - Shorting INTC Puts is Still the Best Play
The panel consensus is bearish, with concerns about Intel's ability to sustain its Q2 earnings momentum due to heavy capex …
ジェットブルー、最安値基本運賃から柔軟エコノミーまで全面改定。知っておくべきポイント
JetBlue overhauls fare options, from basic first to flexible economy. Here's what to know
JetBlue's fare revamp aims to boost premium revenue and loyalty but faces execution risks and potential cannibalization. The introduction of …
ネタニヤフ氏とゼレンスキー氏、グラハム氏葬儀で訪米、戦火の中トランプ氏と会談へ
Netanyahu, Zelenskyy come to DC for Graham's funeral, meetings with Trump amid wars
The panelists agree that the meeting between Netanyahu, Zelenskyy, and Trump at Graham's funeral is more about optics than policy …
トランプ口座の登録700万件に到達――ベセント「政府史上最も成功した開始」
Trump Account signups reach 7 million — Bessent says it's 'the most successful launch in government history'
While the Trump Accounts program has seen impressive initial sign-ups, the panelists agree that the success hinges on sustained contributions. …
AMDがエヌビディアを打倒できるか？
Could AMD Dethrone Nvidia?
The panel's net takeaway is that while AMD has made significant strides with partnerships and hardware performance, it still faces …
SpaceXの決算は8月4日発表、投資家にとって8月6日がさらに重要になる可能性
SpaceX Earnings Are Coming Aug. 4. Here's Why Aug. 6 Could Be Even More Important For Investors.
The panel consensus is that the discussion's premise is invalid due to the absence of a verified ticker for SpaceX …
ロンドン、再びPEの「やわらかい」買収標的に ― ニルス・プラトリー
Private equity finds soft takeover targets in London – yet again | Nils Pratley
The panel generally agrees that the DCC Energy takeover by KKR and Energy Capital Partners is symptomatic of a deeper …