株式市場ニュース
最新の金融ニュース · 更新 7月 18, 2026
NextEra、AIによる米国での電力需要増を見据え、巨大電力会社創設を目指す
NextEra, Dominion want to create a massive power company as AI drives energy demand in the US
The panel is largely bearish on the NextEra-Dominion merger due to regulatory risks, particularly political resistance to rate hikes in …
ウィリング・アンド・エイブル：バークシャーの新CEO、第1四半期にポートフォリオを大幅に変更
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1
The panel discusses Berkshire Hathaway's Q1 2026 13F under new CEO Greg Abel, with a consensus that the moves represent …
C.H.ロビンソン株：アナリストの業績予測とレーティング
C.H. Robinson Stock: Analyst Estimates & Ratings
The panel's net takeaway is that CHRW's recent performance and EPS growth projections may be overoptimistic, given the direct threat …
FedEx (FDX)は第1四半期に堅調な実行により利益を上げた
FedEx (FDX) Gained From Strong Execution in Q1
Panelists are divided on FedEx's outlook, with concerns about the Freight spin-off's timing and potential loss of cash flow buffer, …
ウォルマートは忘れて。信頼と利益率でウォルマートを凌駕する食料品店が、3分の1のマルチプルで取引されている
Forget Walmart. The Grocer Beating It on Trust and Margin Trades at a Third of the Multiple
The panelists generally agree that Kroger is undervalued compared to Walmart, but they express concerns about Kroger's ability to sustain …
Nvidiaの決算は大幅な成果を出す必要がある理由
Why Nvidia earnings must deliver massively
Nvidia's earnings are pivotal for the S&P 500 due to its significant weight and contribution, but the high concentration and …
ウォール街はベクトン・ディッキンソン・アンド・カンパニーの株式に対して強気か弱気か？
Is Wall Street Bullish or Bearish on Becton, Dickinson and Company Stock?
BD's transition to a pure-play MedTech company is causing near-term earnings compression, but long-term growth potential in high-margin consumables and …
Erie Indemnity株の見通し：ウォールストリートは強気か弱気か？
Erie Indemnity Stock Outlook: Is Wall Street Bullish or Bearish?
Despite mixed earnings and a 42% decline, ERIE's EPS growth projection of 38.1% in 2026 is seen as aggressive and …
Goldman Sachs、XRPとSolanaを売却、Ethereumエクスポージャーを70%削減
Goldman Sachs Dumps XRP and Solana, Cuts Ethereum Exposure by 70%
Goldman Sachs' Q1 2026 13F shows a strategic rotation from volatile altcoin ETFs to crypto infrastructure plays, indicating a maturation …
ウォール街のアナリストによるAllstate Corporation株の目標株価は？
What Are Wall Street Analysts' Target Price for Allstate Corporation Stock?
Despite Allstate's Q1 EPS beat, analysts are divided on its long-term prospects due to expected EPS decline, persistent underperformance, and …
ASML、タタ・エレクトロニクスと提携しインド初のチップ製造工場を建設
ASML, Tata Electronics partner on India's first chip fab
The panel is largely bearish on the Tata-ASML MoU, citing execution risks, demand uncertainties, and the reliance on legacy process …
エレクトロニック・アーツ株についてウォール街は強気か弱気か？
Is Wall Street Bullish or Bearish on Electronic Arts Stock?
The panel's net takeaway is that EA's stock performance is muted despite solid quarterly results, with analysts largely maintaining a …