株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
Avalanche Treasury Co、仮想通貨プロキシ取引の進化に伴いナスダックで取引開始へ
Avalanche Treasury Co set to start trading on Nasdaq as crypto proxy trade evolves
AVAT's active allocation strategy is highly leveraged to AVAX price moves and faces significant risks including post-merger SPAC dilution, liquidity …
ウォール街、データセンター冷却株モディーン・マニュファクチャリング($MOD)の目標株価を引き上げ継続
Wall Street Continues To Raise Price Target On Data Center Cooling Stock Modine Manufacturing (MOD)
Modine's recent growth and data center contract are promising, but the stock's high valuation and risks such as customer concentration, …
マイクロストラテジー、ビットコイン下落局面で買い増し。投資家が一転してMSTR株を評価し始めた理由。
MicroStrategy Is Buying the Bitcoin Dip. Why Investors Are Turning Course and Suddenly Rewarding MSTR Stock.
The panel consensus is bearish on MicroStrategy (MSTR), citing its reliance on repeated equity raises and Bitcoin price appreciation for …
KLA株ホルダーの皆様、6月12日を要注目
Dear KLA Stock Fans, Mark Your Calendars for June 12
The panel consensus is bearish on KLA Corporation (KLAC), with the main concern being its high valuation (52x forward non-GAAP …
ビジネス相、英IT大手売却なら拒否権行使と発言
I'd have vetoed foreign sale of UK tech giant, says Business Secretary
The panelists generally agreed that the UK's tech policy needs to address structural issues like visa constraints, tax friction, and …
「少しで長持ち」：ニューヨークの菓子店が経済の暗雲を甘くする
'A little goes a long way': New York's candy stores sweeten economic gloom
Despite anecdotal growth in NYC candy retail, the panel expresses caution, citing ongoing margin risks from input cost volatility, tariffs, …
税関・国境保護局長、国境の壁は2027年後半までに完成すべきと発言
CBP Chief Says Border Wall Should Be Finished By Late 2027
While the $46.5 billion border wall allocation presents opportunities for defense and construction contractors, particularly in 'smart' surveillance technologies, the …
メキシコ、人食いウジバエ懸念で米国からの生きた家畜輸入を一部停止
Mexico Suspends Certain Live Animal Imports From US Over Flesh-Eating Screwworm Concerns
The panel agrees that the suspension is a precautionary measure, but there's disagreement on its potential duration and impact. The …
トランプ氏、ホルムズ海峡経由で1億バレル超の原油を秘密裏に輸送したと発言
Trump says U.S. secretly moved more than 100 million barrels of oil through Strait of Hormuz
The panel generally agrees that the U.S. is coordinating naval operations in the Strait of Hormuz, but the claim of …
OpenAI、オハイオ州に10ギガワット級データセンターを計画
OpenAI Eyes Massive 10-Gigawatt Ohio Data Center
The panel is largely bearish on OpenAI's proposed 10 GW Ohio data center, citing massive capital intensity, regulatory risks, potential …
国土安全保障省、米国の選挙で投票した不法滞在者の国外追放を移民・関税執行局（ICE）に指示
DHS Directs ICE To Deport Illegal Aliens Who Vote In American Elections
The panel is divided on the immediate impact of the DHS directive, with some expecting symbolic enforcement and others warning …
株分割前のクラウドストライク株購入は得策か？
Should You Buy CrowdStrike Before Its Stock Split?
The panel consensus is bearish, warning that CrowdStrike's (CRWD) current valuation of 120x forward earnings is unsustainable and risks compression, …