株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
この億万長者は、市場は「息をのむような」調整を迎える可能性があると述べているが、それでもAI株を購入している。その理由は以下の通り。
This billionaire says the market may be in for a ‘breathtaking’ correction — but he’s still buying AI stocks. Here’s why
The panel generally agrees that the AI cycle is overhyped and risks a significant correction, with concerns around capex ROI, …
ゲイツ財団がマイクロソフト株を全売却。ビル・アックマンは買い増し。ウォール街は何を見落としているのか？
Gates' foundation sold all of its Microsoft shares. Bill Ackman is loading up on the stock. What is Wall Street missing?
The panelists have mixed views on MSFT's future, with concerns about Copilot adoption, regulatory risks, and high capex offsetting optimism …
AnthropicのシャドーIPO市場はすでに兆ドル規模の価格を点灯させている
Anthropic's shadow IPO market is already flashing trillion-dollar prices
The panel agrees that 'shadow' markets for private companies like Anthropic create more noise than signal, with extreme price volatility …
ムーディーズのマーク・ザンディ氏は、トランプ氏の関税が雇用成長の減速を引き起こしたと指摘—そして、景気後退が次に起こる可能性があると警告
Moody's Mark Zandi says job growth has declined since Trump's tariffs — and warns a recession may be next
The panel generally agrees that tariffs and geopolitical volatility pose significant risks to the economy, with a potential impact on …
ライアン・コーエン氏のeBay買収提案は当初から不条理だった
Ryan Cohen's eBay bid has been absurd all along
The panel generally agrees that Ryan Cohen's bid for eBay is a desperate move that damages his credibility and may …
フロリダの住宅所有者は保険料の支払いに苦しむ — 全米平均より3,400ドル多く支払う
Florida homeowners drown in insurance costs — paying $3,400 more than the national average. 3 ways to stay afloat
The panel agrees that Florida's insurance crisis is a structural solvency issue, with high premiums threatening mortgage affordability and potentially …
Dell株、2024年以来最高の週に。さらなる急騰の確率は高い。
Dell Stock Just Had Its Best Week Since 2024. The Odds of Another Surge Are High.
Dell's 92% YTD rally is driven by a massive AI server backlog, but supply chain bottlenecks, customer concentration risk, and …
ジム・クレイマー、BillionToOneについて「買いだと私は言います」
Jim Cramer on BillionToOne: “I Say Buy It”
The panel consensus is bearish on BillionToOne (BLLN), citing significant risks such as intense competition, uncertain reimbursement, and potential dilution …
ジム・クレイマー、デザイン・セラピューティクスについて：「純粋な投機、純粋な投機」
Jim Cramer on Design Therapeutics: “Pure Spec, Pure Spec”
DSGN is a high-risk, high-reward biotech play with a promising platform targeting repeat expansion disorders. However, it faces significant clinical …
ジム・クレイマー、ウィン・リゾーツについて「今は控えるべき」
Jim Cramer on Wynn Resorts: “I Gotta Hold Off for Now”
The panel's discussion on Wynn (WYNN) highlights the importance of understanding the company's debt situation and Macau's demand trends. While …
Shoals TechnologiesのCFO、54,000株超を売却。投資家にとって何を意味するか？
Shoals Technologies' CFO Sold Over 54,000 Company Shares. What Does That Mean for Investors?
Despite the CFO's sale being potentially liquidity-driven, the panel agrees that SHLS's high forward P/E (51.5x) makes it vulnerable to …
ジム・クレイマー氏、トレン・テクノロジーズについて「事業全体が好調」と語る
Jim Cramer on Trane Technologies: “The Whole Business Is Thriving”
Panelists agree that Trane Technologies' (TT) valuation is high, with forward P/E ratios ranging from 28x to 35x. They debate …