株式市場ニュース
最新の金融ニュース · 更新 7月 22, 2026
アナリストレポート：サイモン・プロパティ・グループ社
Analyst Report: Simon Property Group Inc
The panel's net takeaway is that while Simon Property Group's (SPG) shift to a pure-play REIT model and consolidation of …
RTX：レイセオン、海軍調査局から契約を獲得
RTX: Raytheon Gets Contract From Office Of Naval Research
The panel agrees that the Raytheon (RTX) contract for software-defined radar is early-stage R&D with limited near-term impact, despite its …
IMF、イングランド銀行は利上げの必要はなく、むしろ利下げが必要になる可能性もあると指摘
Bank of England does not need to hike interest rates, says IMF — it may even need to cut
The panel is largely bearish, with concerns about persistent inflation, stagflation risks, and the UK's fiscal constraints. The IMF's growth …
AIロケット船のような株と再び注目を集める株を削減します
We're trimming an AI rocket ship of a stock and one that's now back in favor
Panelists agree that Cramer's trims of ARM and CRWD reflect risk management rather than a rejection of the AI thesis, …
トランプ氏、100億ドルのIRS訴訟を取り下げ
Trump drops $10 billion lawsuit against IRS
The Trump Organization's voluntary dismissal of a $10 billion IRS suit with prejudice, potentially signaling a shift in executive branch …
Meta、AIの厳しい現実を映すレイオフを今週開始
Meta layoffs starting this week stress harsh AI reality inside Zuckerberg’s company
Meta's high-stakes AI bet is risky due to potential talent loss, uncertain ROI, and execution risks, but could pay off …
「これは悪い」：戦略家らは、在庫が枯渇するため、数週間以内に欧州で石油不足が発生すると見ている
‘This is bad’: Strategists see European oil shortages within weeks as inventories are depleted
The panel agrees that Europe faces an acute oil supply crunch due to Hormuz disruptions, with low inventories and potential …
JPMorganの富裕層向け夏の読書リストには、AI、リーダーシップ、レモンに関する書籍が含まれる
JPMorgan's summer reading list for the wealthy includes books on AI, leadership and lemons
The panel discusses JPMorgan's reading list for ultra-high-net-worth clients, highlighting themes of AI, longevity, and generational wealth transfer. While some …
170年の歴史を持つ高級ファッション小売業者が21店舗をひっそりと閉鎖
170-year-old luxury fashion retailer quietly closes 21 stores
Despite cost savings and store rationalization, Burberry faces significant headwinds from weak Asia-Pacific demand, reliance on wholesale partners, and potential …
ユナイテッドヘルス・グループの株価、バークシャー・ハサウェイがヘルス・インシュアーラーのポジションを解消した後に下落
UnitedHealth Group stock slides after Berkshire Hathaway exits position in the health insurer
The panelists generally agree that Berkshire Hathaway's sale of its entire UnitedHealth stake is likely a portfolio rebalancing move rather …
週間株式リスト
Weekly Stock List
The panel consensus is that Argus' Focus List lacks sufficient data for investors to make informed decisions, with high turnover …
キオクシア、AIメモリチップブームの中での米国でのADS上場を計画
Kioxia plans U.S. ADS listing amid AI memory chip boom
Panelists are divided on Kioxia's U.S. ADS listing and Q2 guidance. While some see it as a 'sell the news' …