株式市場ニュース
最新の金融ニュース · 更新 7月 17, 2026
Vishay Intertechnology (VSH) が新しい過渡電圧サプレッサを発表
Vishay Intertechnology (VSH) Introduces New Transient Voltage Suppressors
The panel generally views Vishay's new 3000 W TVS series as a solid engineering achievement but incremental rather than transformative …
Ambiq Micro (AMBQ)、2026年第1四半期GAAP純売上高2,510万ドルを報告
Ambiq Micro (AMBQ) Reports Q1 2026 GAAP Net Sales of $25.1M
Despite strong YoY revenue growth, Ambiq's path to profitability remains uncertain due to high operating expenses and dependence on a …
ゴールドマン・サックス株は、投資銀行手数料が第1四半期に急増した後、買うべきか？
Should You Buy Goldman Sachs Stock After Its Investment Banking Fees Surged in Q1?
The panelists generally agree that Goldman Sachs' strong Q1 performance is driven by a cyclical M&A boom, but they express …
トウモロコシ価格は上昇へ。強気筋が支配的。
Corn Prices Are Headed Higher. The Bulls Are in Control.
Panelists generally agreed that September corn (ZCU26) has shown technical strength but expressed caution due to unquantified supply-demand balances, potential …
プーチン・シと会談する中、イラン戦争によるエネルギー混乱が、長年停滞していたロシアのガスパイプライン計画を再び議題に
As Putin-Xi meet, Iran war energy disruption puts long-stalled Russian gas pipeline back on agenda
The panel generally agrees that the Power of Siberia 2 pipeline is unlikely to proceed as hoped, with key sticking …
Alibaba、より強力なZhenwu AIチップと新しいLLMを発表
Alibaba reveals more powerful Zhenwu AI chip, new LLM
Alibaba's Zhenwu M890 chip shows potential in reducing Nvidia dependence, but faces challenges in software ecosystem readiness, real-world performance, and …
AIブームが世界の株式市場の序列を再編、韓国と台湾が急騰
AI boom reshuffles global stock market pecking order as South Korea and Taiwan surge
The panel generally agrees that the rise of Taiwan and South Korea in global market-cap rankings, driven by AI and …
Nvidia、シンガポールに研究拠点を立ち上げ、同国はAI計画を強化
Nvidia to launch Singapore research hub as city-state boosts AI plans
Nvidia's Singapore research hub is a strategic move to secure a foothold in the embodied AI ecosystem, targeting real-world deployment …
シンガポール、OpenAIとGoogleとAI契約を締結 - ChatGPTメーカーは地元エコシステムに2億3400万ドルを投資
Singapore inks AI deals with Google, OpenAI as ChatGPT-maker commits $234 million to local ecosystem
Singapore's National AI Partnership with Google and OpenAI signals strategic positioning and potential regional influence, but execution risks, regulatory hurdles, …
新たなZIMの買収提案が争奪戦を引き起こす可能性は？
Could new Zim offer start bidding war?
The panel is divided on the $4.5 billion all-cash bid from Haim Sakal's group for ZIM. While some see it …
DRAMは1ヶ月で51%急騰、SOXXは32%上昇したが、メモリサイクルの下降局面を生き残れるのは一つだけ
DRAM Surged 51% in One Month While SOXX Climbed 32%, but Only One Survives the Memory Cycle Downturn
The panel generally agreed that DRAM's high exposure to a few memory makers makes it a risky bet, with potential …
Take-Two株はGTA 6のアップデートで急騰。投資家は新たな楽観論を必要としていた。
Take-Two Stock Popped on GTA 6 Updates. Its Investors Needed a New Dose of Optimism.
The panel consensus is bearish, with key concerns being the over-reliance on GTA VI's success, potential delays, and the risk …