株式市場ニュース
最新の金融ニュース · 更新 7月 17, 2026
なぜマーベル・テクノロジー株は上昇しているのか
Why Marvell Technology Stock Is Moving On Up
The panel is largely bearish on Marvell (MRVL), citing an overly optimistic valuation (46x forward earnings) that assumes flawless execution …
英国のインフレ率、エネルギー価格上限の引き下げにより2.8%に鈍化
UK inflation slows to 2.8% as energy price cap softens impact of rising fuel costs
The panel agrees that the UK's 2.8% inflation rate is a temporary relief and will likely rebound towards 4% by …
ジェームズ・マードック、ボック・メディアの半分を買収、取引額は3億ドルと報じられる
James Murdoch to acquire half of Vox Media in deal reportedly worth $300m
The acquisition of half of Vox Media, including New York Magazine, by James Murdoch's Lupa Systems is seen as a …
油先物市場が原油とペルシャ湾の紛争について語っていること
Here's What the Futures Markets Are Saying About Oil and the Conflict in the Persian Gulf
The panel discusses the implications of oil futures curve backwardation, with some seeing it as a temporary supply disruption supporting …
Target、ウォール街の予想を上回り、買い物の戻りとともに売上見通しを引き上げ
Target beats Wall Street estimates, hikes sales outlook as shoppers start to return
Despite a strong revenue beat and gross margin surprise, panelists express concern about Target's sustainability due to heavy capex, potential …
イラン、米国とイスラエルが攻撃を再開すれば紛争を「地域外」に拡大すると脅迫
Iran threatens to extend conflict ‘beyond the region’ if U.S. and Israel resume attacks
The panel agrees that the situation is volatile and headline-driven, with a stalemate likely but risks of a deal unfavorable …
住宅ローン金利の上昇がリスクの高いローンへの需要急増を引き起こす
Rising mortgage rates cause surge in demand for riskier loans
The panel agrees that the housing market is fragile at current mortgage rates, with a significant risk of payment shock …
ローウズ、厳しい住宅背景の中、ウォール街の予想を上回る
Lowe's beats Wall Street expectations against 'challenging' housing backdrop
Lowe's delivered a modest beat but faces headwinds including weak DIY demand, inventory risks, and uncertainty around its 'Total Home' …
民主党在美墨加协定审查前向美国贸易代表提出要求
Democrats make demands of U.S. Trade Representative ahead of U.S.-Mexico-Canada Agreement review
The discussion panel generally agrees that the upcoming USMCA review, driven by Democrats' push for stricter labor enforcement and curbs …
ホーム・デポは間違いだったが、今売却すればさらに悪化する。なぜ持ち続けるのか
Home Depot was a mistake but selling it now would compound it. Why we're hanging on
The panel consensus is bearish, with key concerns being the potential simultaneous weakness in both residential and commercial construction channels, …
ステランティスは中国の東風のヴォヤ EV をフランスの工場で生産
Stellantis to build Dongfeng’s Voyah EVs at French plant
The panel is bearish on Stellantis' Rennes plant deal with Dongfeng for Voyah EVs, citing labor risks, regulatory uncertainties, and …
株式市場の今日：Nvidiaの決算発表を前にダウ、S&P 500、ナスダック先物が上昇
Stock market today: Dow, S&P 500, Nasdaq futures rise in countdown to Nvidia earnings
Despite Nvidia's earnings being a potential catalyst, the panel is largely bearish due to global long-bond yields reaching 2008 levels, …