株式市場ニュース
最新の金融ニュース · 更新 7月 22, 2026
今からでも遅くない、エヌビディア株を買うべき理由：「トレードするな、保有しろ」
It's not too late to buy Nvidia. Here are the reasons we say 'own it, don't trade it'
The panelists generally agreed that NVDA's valuation is attractive on the surface, but they raised significant concerns about the sustainability …
ブルペン株を呼び出し、構築のために小規模で購入
We're calling up a Bullpen stock, buying small to give us room to build
The panel consensus is bearish on FedEx, with the key risk being the 'leverage trap' and loss of stable cash …
イーロン・マスク氏、サム・アルトマン氏とOpenAIに対する訴訟で敗訴 3週間におよぶ裁判で
Elon Musk loses court battle against Sam Altman and OpenAI after 3-week trial
The jury dismissed Musk's claims against OpenAI on statute-of-limitations grounds, removing a significant legal overhang for Microsoft's multi-year OpenAI partnership …
トランプ氏、中東首脳の要請で「明日のイランへの予定された攻撃」を延期すると表明
Trump says he's postponing 'scheduled attack of Iran tomorrow' at Middle East leaders' request
The postponement of the strike on Iran is seen as a temporary pause rather than a resolution, with markets likely …
Seagate、AIブームの需要増に対応するには新工場建設に「時間がかかりすぎる」とCEOが発言、メモリ株が急落
Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories
Panelists agree that Seagate's decision not to build new factories reflects capital discipline, but there's debate on whether this strategy …
ケンタッキー州選出の共和党議員トーマス・マッシー氏、トランプ氏の報復ツアーの次の標的に
Kentucky Republican Thomas Massie is Trump revenge tour's next target
The panel discusses the implications of Trump's endorsement and funding in the Kentucky primary, with most agreeing that a Massie …
エヌビディアの強気筋、決算発表に向けて苦しい戦いを展開
Nvidia bulls mount uphill battle into earnings
Despite bullish options activity, NVDA's history of post-earnings declines and potential supply constraints pose significant risks, while the elevated implied …
アドバイザーがAIインフラに賭けている理由：アプリよりも
Why Advisors Are Betting on AI Infrastructure Over Apps
Despite risks such as stranded assets, utility trap, and policy risks, the panel largely agrees that AI infrastructure can be …
ほとんどの退職者は、「より安い」都市に移住する際にこれらの5つの費用を見落としています。準備する方法
Most retirees don't see these 5 expenses coming when they move to a ‘cheaper’ city. Here's how to get prepared
The discussion highlights the complexities of retirement relocation, with valid points on both sides. While there are potential savings in …
HSBC、2026年と2027年の銀価格予測を引き上げ、上限は限定的と警告
HSBC Raises Silver Forecasts for 2026 and 2027 but Warns Upside May Be Limited
The panel largely agrees that HSBC's revised silver price forecasts are bearish, driven by a shrinking deficit and softening demand, …
Cerebras株は激しい急騰で取引を開始。NvidiaやAMDに追いつくまでにはまだ多くの道のりがある。
Cerebras Stock Opened Trading with a Wild Rally. It Still Has a Lot of Runway Before It Catches Up with Nvidia and AMD.
The panel consensus is bearish on Cerebras' (CBRS) valuation, with key concerns being its lack of proven, sustained revenue, the …
マーク・キューバン：「私は打ち負かされた」最初の85件の「Shark Tank」投資に2000万ドルを投資した後、彼らは損失を出した
Mark Cuban: 'I’ve gotten beat.' After investing 20M into his first 85 Shark Tank investments they lost money
The panel agrees that the article misrepresents Mark Cuban's Shark Tank portfolio as a cautionary tale for retail investors, while …