株式市場ニュース
最新の金融ニュース · 更新 7月 17, 2026
なぜロケーションがNebius株にとって唯一重要なのか
Why Location Is the Only Thing That Matters for Nebius Stock
Nebius' 'first-mover' advantage in Europe is real but not durable due to execution risks, hyperscaler competition, and significant capital intensity …
ジョンソン・エンド・ジョンソン（JNJ）は、2026年後半に購入すべき最高の「ドッグス・オブ・ザ・ダウ」銘柄の一つか？
Is Johnson & Johnson (JNJ) One of the Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026?
JNJ's recent upgrade and guidance raise signal confidence, but the path to sustained double-digit growth relies heavily on new drugs …
Cisco (CSCO)にHSBCが大幅な目標株価引き上げ
Cisco (CSCO) Gets Major Price Target Increase from HSBC
HSBC's upgrade to Buy with a $137 target reframes Cisco as an AI-growth story, citing a $6B 2027 AI revenue …
NVIDIA Corporation (NVDA): マーク・キューバンがAIリテラシーの重要性を強調
NVIDIA Corporation (NVDA): Mark Cuban Highlights Importance of AI Literacy
The panelists generally agreed that the article's focus on Mark Cuban's AI literacy and NVDA's hiring spree as a bullish …
Amazon.com Inc. (AMZN): AI時代においてもマーク・キューバンは強気
Amazon.com Inc. (AMZN): Mark Cuban Remains Bullish in AI Era
Despite differing views, panelists agree that Amazon's valuation is tied to AWS margin expansion and AI, and that regulatory risks, …
一部の非常に賢いお金は、アルファベット社の急騰株についてどうすべきか合意できない
Some Very Smart Money Can't Agree On What to Do With Alphabet's Soaring Stock
Despite differing views on the reasons behind Ackman's sale and Buffett's purchase, panelists agree that Alphabet's valuation is under scrutiny …
その波紋：Apple (AAPL) は絶好調だった。さて、次は？
The Spill: Apple (AAPL) Just Crushed It. Now What?
Apple's recent performance is strong, but the high valuation (33.5x forward P/E for sub-10% revenue growth) is a concern, as …
Every Market Correction During the Smartest Tech Stock to Buy。それはあなたが期待するものとは違います。
The Smartest Tech Stock to Buy During Every Market Correction. It's Not What You'd Expect.
Panelists generally agree that Apple's high valuation (28x forward P/E) and regulatory risks (EU DMA rules, China exposure) make it …
2027 年のソーシャルセキュリティの COLA が必ずしも大きくなるわけではない -- 退職者はショックを受ける可能性がある
A Bigger 2027 Social Security COLA Isn't Guaranteed -- and Retirees May Be Shocked
Retirees face a structural bind with COLA adjustments failing to keep up with living costs, especially in healthcare. Persistent inflation …
アクマン氏、アルファベット株の大部分を売却し、代わりにマイクロソフト株を購入。全投資家が学ぶべきパターンとは。
Bill Ackman Dumped Most of His Alphabet Stock to Buy Microsoft Instead. Here's the Pattern Every Investor Should Study.
The panel discusses Bill Ackman's shift from Alphabet to Microsoft, with mixed views on the timing and risks of the …
Stellantis、東風汽車集団と欧州で合弁事業を計画、東風のエネルギースポーツカーを対象に
Stellantis Plan Europe JV With Dongfeng Motor Group For Dongfeng Energy Vehicles
The panel is generally bearish on Stellantis' JV with Dongfeng to produce and distribute Voyah EVs in Europe, citing potential …
Nvidia、Alphabet、Apple、Microsoftに次ぐ3兆ドルクラブ入りする前に買うべき、止まらない株1銘柄
1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion Club
The panel has a bearish consensus on Micron's $3T valuation by 2030, citing cyclical commodity nature of memory chips, geopolitical …