株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
ジム・クレイマー氏、シリコン・モーションについて「一部買い、その後反落を待つ」と発言
Jim Cramer on Silicon Motion: “You Buy Some, and Then You Wait for a Pullback”
The panel consensus is that Silicon Motion (SIMO) is a risky investment due to its reliance on uncertain hyperscaler capex, …
マーベルについてジム・クレイマー：「さらに上昇する可能性がある」
Jim Cramer on Marvell: “It Can Go Higher”
Panelists agree that Marvell (MRVL) is benefiting from AI demand but caution about its high valuation and potential cyclicality in …
ジム・クレイマー、セレブラスについて：「私の祝福なしに、この高値で買うしかないでしょう」
Jim Cramer on Cerebras: “You’ll Have to Buy It Up Here Without My Blessing”
The panel consensus is bearish on Cerebras (CBRS) due to its high valuation, customer concentration risk, and uncertainty around its …
ジム・クレイマー氏、チャールズ・シュワブについて「市場はこの銘柄を誤解していると思う」
Jim Cramer on Charles Schwab: “I Think the Market’s Misjudging This One”
The panel consensus is bearish on Schwab, citing structural headwinds such as net interest margin compression, rising expenses, and uncertainty …
ジム・クレイマー氏、GEエアロスペースについて「買い、GEはラリー・カルトだ」
Jim Cramer on GE Aerospace: “Buy, GE Is Larry Culp”
The panel's net takeaway is that GE Aerospace's stock is overvalued and risky at current multiples, with concerns about capital …
ジム・クレイマー、NVIDIAについて「ジェンスン・フアンなしではAI革命はなかっただろう」と語る
Jim Cramer on NVIDIA: “There Would Be No AI Revolution Without Jensen Huang”
The panelists agreed that NVDA's valuation is risky due to assumptions about earnings growth and the cyclical nature of semiconductor …
ジム・クレイマーは「今回こそ、シスコは上昇に値するものだった」と述べています。
Jim Cramer Says “This Time, Cisco Deserved the Run”
Panelists agree that Cisco's recent rally is driven by AI infrastructure and software-defined networking, but they differ on the sustainability …
もしあなたのファイナンシャルアドバイザーが65歳で債券を追加するように言ったなら、それは1995年には正しかった。2026年のアドバイスはこうあるべきだ。
If Your Advisor Said to Add Bonds at 65, They Were Right — in 1995. Here’s What That Advice Should Sound Like in 2026.
The panel consensus is that the article's high-equity retirement glide path and advocacy for VTI as a safe growth core …
Intelは新しいCPU時代を迎えるはずだが、AMDとArmに市場シェアを奪われている
Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm
The panel consensus is that Intel's current valuation is unsustainable given its shrinking server market share, high forward P/E ratio, …
SpaceXのIPO時期が加速：知っておくべき10のこと
SpaceX Accelerates Its IPO Timeline: 10 Things You Need to Know
The panel generally agrees that SpaceX's IPO is risky, with a high valuation that leaves little margin for error, despite …
Wix.com株はAIトレードの最新の犠牲者となり、株価は30％近く急落
Wix.com Stock Is the Latest Victim of the AI Trade as Shares Plunge Nearly 30%
The panel is divided on Wix's future, with concerns about high costs, potential user churn, and AI competition, but also …
Uber株：アナリストが50%超の上昇ポテンシャルを見込む3つの理由
Uber Stock: 3 Reasons Why Analysts See Over 50% Upside Potential
Despite strong growth in Uber One memberships and gross bookings, the panel expresses concern about regulatory risks, margin compression due …