株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
トランプ氏、イランに「動き出せ」、さもなければ「何も残らなくなる」と警告
Trump warns Iran to 'get moving' or 'there won’t be anything left'
The panel agrees that geopolitical risks, particularly the closure of the Strait of Hormuz, are significantly impacting energy markets and …
景気後退が心配ですか？大型商品購入前に家電メーカーが語ること
Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items
The panel generally agrees that Whirlpool's struggles are not solely due to a recession, but rather a combination of factors …
Thermo Fisher Scientific Inc. (TMO)は、画期的な治療法の開発を目指すバイオプロセス設計センターを発表しました。
Thermo Fisher Scientific Inc. (TMO) Unveils Bioprocess Design Center to Develop Life-Changing Therapies
The opening of Thermo Fisher's Plainville Bioprocess Design Center is seen as a strategic move to secure long-term recurring revenue …
これがウォール街がDoorDash Inc. (DASH)の長期見通しに楽観的な理由
This is why Wall Street Firms are Optimistic about DoorDash Inc. (DASH)’s Long-Term Outlook
The panelists generally agree that DoorDash's high valuation is unsustainable, with concerns about labor litigation, margin compression, and competition from …
Capital One Financial Corporation (COF)取締役会、トップライン成長の中で四半期配当を承認
Capital One Financial Corporation (COF) Board Approves Quarterly Dividend amid Top Line Growth
The panel consensus is bearish on COF, citing sequential revenue decline, lack of credit data, and regulatory risks surrounding the …
ダッチ・ブラザーズ株はディップで買いでしょうか？同じ店舗売上高が引き続き好調な中
Is Dutch Bros Stock Is a Buy on the Dip as Same-Store Sales Continue to Sizzle?
Despite strong top-line growth, Dutch Bros faces margin compression due to expansion costs and shifting to built-to-suit leases, raising concerns …
これがオートデスク社（ADSK）がスティーブ・コーエン氏の大型株ピックの1つである理由です
This is why Autodesk, Inc. (ADSK) is one of Steve Cohen’s large-cap Stock Picks
The panel consensus is bearish, with key concerns being the shift to discretionary, consumption-based pricing (Flex tokens) and the potential …
Atlassian Corporation (TEAM) はスティーブ・コーエン氏のアップサイドポテンシャルが高い株の選択肢の一つか？
Is Atlassian Corporation (TEAM) One of Steve Cohen’s Stock Picks with High Upside Potential?
The panel's net takeaway is that Atlassian's forced migration to the cloud by 2027 poses a significant risk due to …
バークレイズ、ファンダメンタルズと比較の改善を受け、ホーム・デポ（HD）に強気
Barclays Bullish on Home Depot Inc. (HD) amid Improving Fundamentals and Comparisons
The panel's net takeaway is that HD's pivot to the 'Pro' customer and the Mingledorff's acquisition comes with significant risks, …
堅調な第1四半期とガイダンスが、ダナハー・コーポレーション（DHR）がスティーブ・コーエン氏の大型株ピックの一つである理由を強調
Solid Q1 and Guidance Underlines Why Danaher Corporation (DHR) is one of Steve Cohen’s Large-Cap Stock Picks
Panelists express caution about Danaher's (DHR) $9.9B Masimo acquisition due to regulatory risks, high premium, and long closing timeline, despite …
Sea Limited (SE) は、堅調な収益成長により、トップのスティーブ・コーエン大型株ピックとして際立っています
Sea Limited (SE) Stands Out as a Top Steve Cohen Large-Cap Pick on Robust Revenue Growth
Panelists agree that Sea Limited's impressive top-line growth is accompanied by concerning margin deterioration and high capital intensity. The role …
NVIDIA（NVDA）：UBSはAI需要が堅調に推移するため、さらなる上昇を見込む
NVIDIA (NVDA): UBS Sees More Upside as AI Demand Stays Healthy
Panelists agreed that NVDA's expansion into AI and robotics is strategic, but they differ on the timing and extent of …