株式市場ニュース
最新の金融ニュース · 更新 7月 18, 2026
ジム・クレイマーはチャールズ・シュワブ（SCHW）に興味津々
Jim Cramer Is Intrigued By Charles Schwab (SCHW)
The panel's net takeaway is that Schwab's reliance on net interest margin (NIM) compression and potential risks from rate cuts, …
セレブラスCEOが米国チップ製造の追いつめが15年かかる可能性を警告
Cerebras CEO Warns US Chip Manufacturing Catch-Up Could Take 15 Years
The panelists generally express bearish sentiments regarding Cerebras' IPO, citing concerns about TSMC's supply constraints, software lock-in, and wafer-scale chip …
ジム・クレイマー、Netflix（NFLX）、JPMorgan、リスク・リワードについて議論
Jim Cramer Discusses Netflix (NFLX), JPMorgan & Risk-Reward
The panel's discussion on Netflix (NFLX) highlights optimism around NFL games and ad sales, but also raises significant concerns about …
ジム・クレイマーはテイク・ツー（TTWO）のネガティブな見方を買いません
Jim Cramer Isn’t Buying The Negativity About Take-Two (TTWO)
The panel generally agrees that Take-Two Interactive's (TTWO) stock valuation heavily relies on the success of Grand Theft Auto VI …
Quantum Cyber (QUCY) の株価が、米国防関連の子会社の設立の後に急騰
Quantum Cyber Shares Jump After Launch of U.S. Defense-Focused Subsidiary (QUCY)
The panel consensus is bearish on QUCY's recent premarket spike, citing lack of existing contracts, revenue, and proven technology, as …
ジム・クレイマーがナイキ（NKE）と中国について議論
Jim Cramer Discusses Nike (NKE) & China
Panelists agree that Nike faces significant challenges in China, with a shift towards domestic brands and potential spillover effects on …
ウォール街のアナリストは、Old Dominion Freight Line株が上昇すると予測しているのか、それとも下落すると予測しているのか？
Are Wall Street Analysts Predicting Old Dominion Freight Line Stock Will Climb or Sink?
The panel consensus is bearish on Old Dominion Freight Line (ODFL) due to concerns about volume declines, margin compression, and …
ボストン・サイエンティフィック株、20億ドルの自社株買いとMiRusへの投資で上昇 (BSX)
Boston Scientific Shares Rise After $2 Billion Buyback and MiRus Investment (BSX)
Boston Scientific's $2B buyback offers modest EPS lift, while $1.5B MiRus bet is a high-risk, high-reward strategic move for an …
日本市場は大幅に下落
Japanese Market Significantly Lower
The panelists generally agree that the Nikkei 225 is under pressure due to Omicron-related mobility curbs, tech sell-offs, and central …
本日インテル株が上昇した理由
Why Intel Stock Climbed Today
The panelists generally express skepticism about Intel's recent stock price increase, citing concerns about execution, competition, and capital intensity. They …
INDUSは2銘柄に絞ったポートフォリオを運用 — そして大きい方にさらに買い増し
INDUS runs a two-stock book — and just added more of the bigger one
The panel consensus is that INDUS Capital's highly concentrated bet on HTHT (86.37% of its portfolio) exposes it to significant …
永遠に保有すべき配当株2選
2 Dividend Stocks to Buy and Hold Forever
The panel has mixed views on Microsoft and Abbott, with concerns about high valuations, patent risks, and potential regulatory headwinds. …