株式市場ニュース
最新の金融ニュース · 更新 7月 17, 2026
オーマン氏、原油価格が50%以上急騰した今、パニック売りするのは究極の投資ミスだと語る
Orman says panic-selling stocks now when oil prices have surged over 50% would be the ultimate investment mistake
The panel consensus leans bearish, warning of potential stagflation due to sustained high oil prices, which could compress corporate margins …
Wealthspire Retirement、FLXRを2100万ドル新規取得
Wealthspire Retirement Loads Up on FLXR With New $21 Million Position
The panel generally views Wealthspire's FLXR purchase as a defensive, yield-oriented diversification rather than a conviction bet, with a small …
モーニング・ビッド：エヌビディアの動向
Morning Bid: Nvidia vigil
Despite strong AI demand, Nvidia's earnings could face headwinds from macroeconomic factors such as rising yields, geopolitical risks, and potential …
Hasbro、デジタルゲームの好調な需要で四半期予想を上回る
Hasbro beats quarterly estimates on strong demand for its digital games
Despite a Q1 beat, Hasbro faces durability issues due to slowing digital growth, tariff pressures, and softening demand for traditional …
AntoraとPOET、サウスダコタ州で5GWhのサーマルバッテリーシステムを稼働
Antora, POET commission 5GWh thermal battery system in South Dakota
The panel discusses Antora's 5GWh thermal storage deployment at POET's Big Stone bioprocessing plant, with mixed views on its significance …
Evercore ISI、AIインフラ需要の増加を受けてMarvell Technology（MRVL）の目標株価を引き上げ
Evercore ISI Raises Marvell Technology (MRVL) Price Target on Rising AI Infrastructure Demand
Despite analyst upgrades, panelists express concern about Marvell's (MRVL) potential margin compression due to the shift towards custom ASICs in …
競争圧力によりTruistがInsmed (INSM)の目標株価を引き下げ
Competitive Pressures Prompt Truist to Cut Target on Insmed (INSM)
Panelists agree that Truist's PT cut signals materializing competitive threats to BRINSUPRI, with concerns about sustaining demand post the initial …
バーンスタインは、原油供給に関する懸念を抱えるダイヤモンドバック・エナジー（FANG）に対し、アウトパフォームを再確認
Bernstein Reiterates Outperform on Diamondback Energy (FANG) Amid Oil Supply Concerns
The panelists generally agreed that FANG's valuation is sensitive to oil price movements, with potential risks including a supply glut …
連邦準備制度理事会（FRB）議事録で発表されるワッシュ氏を待つ部門
Divisions awaiting Warsh to be on display in Fed minutes release
The panel consensus is bearish, expecting a 'higher-for-longer' interest rate path due to inflation hawks winning the argument, despite incoming …
Freedom Broker、目標株価引き上げにもかかわらずONEOK（OKE）に慎重姿勢
Freedom Broker Turns Cautious on ONEOK (OKE) Despite Higher Price Target
The panelists generally agree that ONEOK's recent performance and valuation are concerning, with risks including spread compression due to increased …
AIファイナンスが米国の転換社債販売の急増を促進
AI financing fueling a surge in U.S. convertible bond sales
The panel generally agrees that the surge in U.S. convertible issuance, driven partly by AI-linked deals, signals late-cycle financing dynamics …
住宅ローンと借り換え金利、本日2026年5月20日：30年固定が25年8月以来の最高金利に
Mortgage and refinance interest rates today, May 20, 2026: 30-year fixed hits highest rate since August '25
The panel agrees that rising mortgage rates, particularly the inversion of the 5/1 ARM, will put significant pressure on the …