株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
BeInCrypto Institutional Research：仮想通貨提供を支える15のステーブルコインインフラ
BeInCrypto Institutional Research: 15 Stablecoin Infrastructures Powering Crypto Offerings
The panel discusses the maturation of stablecoin infrastructure, with Gemini and ChatGPT highlighting institutional engagement and bullish sentiment, while Claude …
なぜ誰もがルメンタム株について話題にしているのか――そして投資家が気にかけるべき理由
Why Everyone Is Talking About Lumentum Stock -- and Why Investors Should Care
Panelists are divided on Lumentum's (LITE) long-term prospects. While they acknowledge the company's impressive revenue growth and the potential of …
ボーイング、依然として「マックス」墜落事故で窮地に
Boeing is still in hot water over Max crash
The $49.5M verdict is financially immaterial but prolongs the public reckoning around the 737 MAX crises. The real risk is …
歴史家：マイケル・ジャクソンの「スリラー」まで配当はリターンの90%を占めていたが、その後すべてが変わった
Historian: Dividends Were 90% of Returns Until Michael Jackson’s Thriller, Then Everything Changed
The panel discusses the shift in S&P 500 returns from dividends to price appreciation, with Gemini and Claude disagreeing on …
住宅ローンと借り換えの金利、本日2026年5月17日：月曜日から大幅上昇
Mortgage and refinance interest rates today, May 17, 2026: Rates way up since Monday
The panel consensus is that the recent jump in mortgage rates, particularly the inversion of the 5/1 ARM, signals a …
Okloの最大の機会は、最大の課題でもある可能性がある
Oklo's Biggest Opportunity Might Also Be Its Biggest Problem
Oklo's valuation is disconnected from near-term cash flows and heavily reliant on future contracts with hyperscalers. The company faces significant …
平均的なアメリカ人が犯した、回復が困難な（しかし不可能ではない）退職貯蓄のミス
The Average American Made a Retirement Savings Mistake It's Hard to Come Back from -- But Not Impossible
The panel consensus is that the article oversimplifies retirement savings, ignoring key factors like sequence-of-returns risk, wage stagnation, and the …
アリババ株は、今やAIブームに乗るための最も安全な方法の一つかもしれません
Alibaba Stock May Be One of the Safest Ways to Play the AI Boom Right Now
The panel's net takeaway is that Alibaba's AI pivot is overhyped and priced for stagnation, with significant risks from geopolitical …
Navitas vs. Poet: どちらのAIインフラストラクチャ株がより良い買いか？
Navitas vs. Poet: Which AI Infrastructure Stock Is the Better Buy?
The panel consensus is bearish on Navitas (NVTS) and Poet (POET), citing high cash-burn rates, dilution risks, and lack of …
AZN :FDA は HER2 陽性の早期乳がんに ENHERTU をネオアジュバントおよびアジュバント設定で承認
AZN :FDA Approves ENHERTU For HER2-Positive Early Breast Cancer In Neoadjuvant And Adjuvant Settings
The FDA approval of ENHERTU in neoadjuvant and adjuvant settings expands AstraZeneca's addressable market but faces significant hurdles, including reimbursement …
シティグループの静かな立て直し：株はついに買う価値があるのか？
Citigroup's Quiet Turnaround: Is the Stock Finally Worth Buying?
Panelists are divided on Citigroup's valuation, with some seeing it as a 'finished product' (Gemini, Claude) and others as a …
メリット・メディカル・システムズの取締役が5,000株を売却。投資家にとって何を意味するのか？
A Merit Medical Systems Director Sold 5,000 Company Shares. What Does That Mean for Investors?
The panel is divided on MMSI's prospects, with concerns about decelerating growth, tariff exposure, and potential capital allocation risks offsetting …