株式市場ニュース
最新の金融ニュース · 更新 7月 16, 2026
コカ・コーラ（KO）はFIFA史上最大のマーケティング攻勢から恩恵を受ける可能性＝シティグループ
Coca-Cola (KO) Could Benefit From Biggest-Ever FIFA Marketing Push, Says Citigroup
The panelists have mixed views on Coca-Cola's (KO) recent guidance and Citigroup's price target upgrade. While some see potential volume …
Palo Alto Networks (PANW) は、第1四半期決算を前にTruistから大幅な目標株価引き上げを獲得
Palo Alto Networks (PANW) Gets Major Price Target Boost from Truist Ahead of Q1 Results
Analysts are cautiously optimistic about PANW's near-term momentum driven by AI and recent acquisitions, but express concerns about integration risks, …
モルガン・スタンレー、四半期報告を受けてギリアド・サイエンシズ（GILD）の見通しを再評価
Morgan Stanley Reassesses Gilead Sciences (GILD) Outlook Following Quarterly Report
Analysts express caution on Gilead's (GILD) long-term prospects despite Q1 beats, citing potential patent cliffs, competitive pressures, and execution risks …
Nvidiaの決算発表を前に、インテル、マイクロンなどの半導体株が上昇を延長
Intel, Micron, and other semiconductor stocks extend bounce ahead of Nvidia earnings
Despite a recent bounce, semiconductor stocks remain fragile due to valuation, macro risks, and fundamental divergences. The sector's rally hinges …
アナリストレポート：ニューモント・コーポ
Analyst Report: Newmont Corp
The panel consensus is bearish on Newmont (NEM) due to concerns about volatile free cash flow, dividend pressure, and the …
テザーが韓国で7件の商標を出願、ウォン連動型USDTの憶測を呼ぶ
Tether Files 7 South Korea Trademarks, Sparking Won-Pegged USDT Speculation
Tether's KRW stablecoin trademark filings hint at strategic positioning in South Korea, but regulatory hurdles, especially reserve audits and local …
シチグループ、ジェネラル・ダイナミクス（GD）の目標株価を引き下げ、最近の反落後に機会を見出す
Citigroup Lowers General Dynamics (GD) Target but Sees Opportunity after Recent Pullback
General Dynamics' robust backlog and strong fundamentals are offset by geopolitical tail risks, execution uncertainty, and potential margin compression due …
コール買いの熱狂がS&P 500に意味すること
What the Call Buying Frenzy Means for the S&P 500
The panel agrees that the market is driven by momentum and sentiment, with tech hardware dominating call volume, but they …
モルガン・スタンレー、同行者に中国渡航用の別端末持参を指示、情報筋
Morgan Stanley asks bankers to carry a separate phone for China trips, source says
Morgan Stanley's use of dedicated devices for mainland China travel signals rising operational costs and risks for international banks operating …
TD Cowen、American Electric Power (AEP)のさらなる成長を見込む
TD Cowen Sees More Growth Ahead for American Electric Power (AEP)
The panel consensus is bearish on AEP, citing its high valuation, regulatory risks, and execution challenges in accelerating capex. The …
クレジットスコアには欠陥がある。FICOはキャッシュフローデータを追加した新モデルを発表。必要な後押しを提供してくれるかもしれない
Credit scores are flawed. FICO has a new model that adds cashflow data. It might just offer the boost you need
FICO's UltraFICO with Plaid integration could significantly expand credit access for non-prime borrowers with positive cash flows, potentially benefiting both …
Barclays、セクター再評価の可能性からアルトリア（MO）の目標株価を引き上げ
Barclays Raises Altria (MO) Price Target on Potential Sector Re-Rating Opportunity
The panel consensus is bearish on Altria, with concerns about slowing nicotine pouch growth, competition, and the risk of FDA …