株式市場ニュース
最新の金融ニュース · 更新 7月 17, 2026
ETF リーグテーブル：バンガード ETF が 36 億ドルを調達
ETF League Tables: Vanguard ETFs Haul In $3.6B
The panel discusses Vanguard's $3.6B single-day inflow, with mixed views on its significance. While some see it as a sign …
NextEraの670億ドル規模のドミニオン買収により、世界最大の電力会社が誕生—AIデータセンターの電力需要増加に間に合う
NextEra’s $67 billion Dominion takeover creates the world’s largest utility—just in time to win the AI data-center power surge
The panel is largely bearish on NextEra's acquisition of Dominion, citing high execution risks, potential regulatory pushback, and dilution concerns. …
HIVE株、AIインフラキャンパスの新計画で急騰
HIVE Stock Soars on New Plans for AI Infrastructure Campus
Despite the potential of HIVE's pivot to AI infrastructure, the panel consensus is bearish due to significant execution risks, including …
ナイキ、かつて急成長した中国市場で圧力増大、WSJ報道
Nike Faces Mounting Pressure in its Once-Booming China Market, WSJ Reports
Despite mixed views on the extent and permanence of Nike's China slowdown, panelists agree that the company faces significant challenges, …
Amgen (AMGN) の目標株価がパイパー・サンドラーによって引き下げられるも、長期的な成長への楽観は変わらず
Amgen (AMGN) Gets Price Target Cut at Piper Sandler Despite Long-Term Growth Optimism
The panelists agree that Amgen's transition to a rare disease strategy carries risks, including dependency on a few niche catalysts, …
ソーラーPVの収量リスクがプロジェクト設計、投資、および融資適格性に与える影響
How Solar PV Yield Risk Shapes Project Design, Investment, and Bankability
While reducing PV yield uncertainty can improve bankability and increase leverage, it's not a panacea due to cost, model risk, …
アメリカン・エキスプレス（AXP）は、見通しに変更がないにもかかわらず、Freedom Brokerによる目標株価引き上げを受ける
American Express (AXP) Gets Price Target Hike from Freedom Broker despite Unchanged Outlook
The panelists generally agree that while American Express (AXP) had a strong Q1, the unchanged full-year guidance is concerning. The …
ユナイテッドヘルス（UNH）株、バークシャー・ハサウェイの売却を受けて下落、ロイターが報道
UnitedHealth (UNH) Shares Decline Following Berkshire Hathaway Exit, Reuters Reports
The panel is divided on UNH's outlook, with concerns over regulatory risks and margin recovery timelines (Grok, Gemini) countered by …
ディズニー（DIS）にはまだ大きなアップサイドの可能性があると、Wells Fargoが指摘
Disney (DIS) Still Has Significant Upside Potential, Says Wells Fargo
The panel consensus is bearish, with key risks including ESPN's DTC pivot causing a multi-year margin cliff, and the potential …
3EDGE、SEIEの保有を3130万ドル削減 — 投資家が知っておくべきこと
3EDGE Just Trimmed Its SEIE Stake by $31.3 Million -- Here's What Investors Should Know
The panel is divided on the significance of 3EDGE Asset Management's substantial cut of its SEIE stake, with some seeing …
Home Depot (HD)は需要の低迷トレンドに直面、とPiper Sandlerが指摘
Home Depot (HD) Faces Sluggish Demand Trends, Says Piper Sandler
Analysts are mixed on Home Depot's near-term outlook, with some flagging a potential margin squeeze due to soft demand and …
JPMorgan Chase & Co. (JPM) – 2026年後半に購入すべき「配当貴族株」トップ10銘柄に選出
JPMorgan Chase & Co. (JPM) – Among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026
The panelists generally agree that JPM's recent trading revenue surge is cyclical and may not sustain, with risks including regulatory …