株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
スペースX、史上最高の750億ドル上場で株価30％急上昇 イーロン・マスク世界初の兆万長者に
SpaceX Soars 30% in Record $75 Billion Debut as Elon Musk Becomes the World’s First Trillionaire
Despite SpaceX's record IPO and Musk's trillionaire status, panelists express concerns about the company's operational losses, cash burn, and governance …
アナリストレポート：オラクル
Analyst Report: Oracle Corp
The panel is divided on Oracle's capex ramp, with some seeing it as necessary for cloud expansion and AI workloads, …
アナリストレポート：BJ's Wholesale Club Hldg Inc
Analyst Report: BJ's Wholesale Club Hldg Inc
The panel consensus is bearish on BJ's Wholesale Club (BJ) due to its heavy reliance on membership fees for profitability, …
5月のCPI高止まり、利下げ期待に冷水を浴びせる
Hot May CPI sticks a pin in Fed rate-cut bets
The panel agrees that the recent CPI increase, driven by energy prices, will keep the Fed on hold, reducing near-term …
シンガポールのDBS銀行、個人投資家向けにトークン化された実物ゴールドを提供開始
Singapore bank DBS to offer tokenised physical gold to retail customers
DBS's tokenized gold offering is a strategic move to widen retail access and leverage Singapore's gold hub status, but its …
SpaceX、上場初日に買うべきか？
Should You Buy SpaceX on Its First Day of Trading?
The panel consensus is bearish on SpaceX's IPO, citing high valuation, heavy capex requirements, regulatory risks, and potential selling pressure …
株式市場、6月11日：スーパーマイクロ、70億ドルの資金調達でAI受注履行に焦点移り上昇
Stock Market Today, June 11: Super Micro Rises as $7 Billion Financing Shifts Focus to AI Order Fulfillment
The panel is largely bearish on SMCI's recent equity raise, citing potential dilution, cancellable backlog, execution risks, and margin compression …
史上最もクレイジーなワールドカップとなった経済的要因とは？
Why the economics makes this the craziest world cup ever
The panel is largely bearish on the 2026 World Cup's dynamic pricing model, citing risks such as potential demand collapse, …
スーパーマイクロ、AIサーバー受注390億ドルも株価下落。今が買い時か？
Super Micro Has $39 Billion in AI Server Orders, Yet Shares Fell on the News. Time to Buy the Stock?
The panel consensus is bearish, with the key risk being the company's cash burn and working capital issues, and the …
SpaceX、上場初日に時価総額2兆ドル超えか、予測市場トレーダーの見方
SpaceX to close above $2 trillion market cap on its debut, prediction market traders say
The panel consensus is bearish on SpaceX's IPO, with key concerns being the lack of disclosed cash-flow paths, high capital …
カーメロ・アンソニーの家族、オースティン・メトカーフ氏の死を利用した資金調達は不可能に
Karmelo Anthony's Family Can No Longer Fundraise Off Austin Metcalf's Death
The panel discusses the potential risks and shifts in the crowdfunding sector following GiveSendGo's closure of a high-profile campaign. While …
SpaceX、過大評価懸念もあり史上最高額の1.78兆ドル浮上へ
SpaceX heads for record $1.78tn float amid fears it is overvalued
The panelists generally agree that SpaceX's IPO is overvalued and carries significant risks, including high execution risk, uncertain catalysts for …