株式市場ニュース
最新の金融ニュース · 更新 8月 22, 2026
S&P500採用銘柄のうち14社が2026年に100%超上昇、マイクロンを今年後半の最有力候補とする理由
14 S&P 500 Stocks Are Up Over 100% in 2026. Why Micron Is My Favorite for the Rest of the Year.
Panelists debate Micron's (MU) valuation, with some arguing for a 'permanent' re-rating due to AI-driven demand and long-term supply contracts, …
FIFA、W杯収益過去最高の150億ドルを発表、予想を大きく上回る
Fifa to announce record $15bn World Cup revenue, smashing expectations
Despite record revenues, FIFA's financial sustainability is questioned due to heavy reliance on one-off windfalls, opaque finances, and potential regulatory …
急騰するAIインフラ株、ゲームチェンジの動き。NBISの投資戦略。
This Red-Hot AI Infrastructure Stock Just Made a Game-Changing Move. How to Play NBIS Here.
The panel is bearish on Nebius (NBIS) due to concerns about earnings quality, reliance on a single customer (Reflection AI), …
イーライリリー、28億ドルでアタイベックリー買収へ：$LLY株への影響は
Eli Lilly Is Buying AtaiBeckley in $2.8 Billion Deal. What It Means for LLY Stock
The panel is divided on Eli Lilly's acquisition of ATAI, with concerns about regulatory risks, commercialization challenges, and the high …
半導体株の軟調が重し、株価はまちまち
Stocks Mixed as Weakness in Chipmakers Weighs
Panelists agree that today's market is mixed, with tech weakness (AI, chips) offset by defensive and healthcare gains. They debate …
ミクロンテクノロジー：AIメモリ需要はまだ始まったばかり (NASDAQ: MU)
Micron Technology: AI Memory Demand Is Still in the Early Innings (NASDAQ: MU)
The panel agrees that Micron's (MU) long-term prospects are promising due to AI-driven memory demand, but they also highlight significant …
エリ＝エリン氏、ウォーシュ氏のFRB改革・政治的独立回復への「真剣さ」を評価
Mohamed El-Erian Says Kevin Warsh Is 'Serious' About Reforming the Fed, Restoring Political Independence
The panel is largely bearish on Kevin Warsh's Fed appointments, citing risks of regulatory capture, mission creep, and potential governance …
IBM株、数十年来最悪の下げ幅で数十億ドル消失。押し目買いは「お買い得」とは言えない。
IBM Stock Suffers Worst Day in Decades, Wiping Out Billions. Buy the Dip but Don’t Call It a Bargain.
IBM's Q2 miss and subsequent 25% drop reflect execution risks, with panelists expressing concern about infrastructure revenue decline, slow software …
ゼブラ・テクノロジーズ決算プレビュー：予想される内容
Zebra Technologies Earnings Preview: What to Expect
Panelists debate ZBRA's growth prospects, with Grok and Gemini disagreeing on the sustainability of its EPS growth and the market's …
保有株式ポートフォリオの速報：買い推奨5銘柄を含む
Here's a rapid-fire update on our stock portfolio, including the 5 names to buy
The panelists generally agree that the portfolio is rotating out of overheated AI winners and into undervalued enablers and defensives, …
Stripe、ペイパルに530億ドル買収提案もIPOは見送り
Stripe Bids $53 Billion for PayPal, and Still Won’t Go Public
The panel is divided on Stripe's $53B acquisition of PayPal, with concerns about regulatory hurdles, integration risks, and potential overlap …
アナリストレポート：プログレッシブ社（The）
Analyst Report: Progressive Corp/The
The panelists agree that Progressive (PGR) is a strong player in the P&C insurance sector, but they await the full …