株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
AIへの8000億ドルの支出がGDPと株式を押し上げ — 実質賃金が下落し、アメリカ人が商品購入を控える中
$800B in AI spending is juicing GDP and stocks — while real wages fall and Americans cut back on goods
The panel generally agreed that the $800B AI capex surge is creating a 'bifurcated' economy, with a high concentration of …
2年国債利回りが4.09% なぜビットコイン（BTC）は上昇できないのか？
Is the 2-Year Treasury at 4.09% Why Bitcoin (BTC) Can’t Break Out?
The panel agrees that Bitcoin's current price range is influenced by macro factors, particularly the 2-year Treasury yield, but they …
EverQuote、保険会社の回復が10億ドルの収益成長を牽引
EverQuote Sees Insurance Carrier Comeback Fueling Growth Toward $1B Revenue
EverQuote's bullish thesis relies on a shift in carrier spending and growth in the digital insurance ad market, but it …
決算急騰後のARM、チップ製造で大胆な計画
1 Chip Stock Making Bold Plans
The panel generally agrees that while ARM's move into chip manufacturing has potential long-term benefits, the current valuation appears to …
リスクの高い統合か、それとも報われるリターンか？ サウンドハウンドによるライブパーソン買収の賭け金
Risky Integration or Rewarding Returns? The Stakes of SoundHound's LivePerson Acquisition.
The panel generally views SoundHound's acquisition of LivePerson as a high-risk move, with significant doubts about the strategic value and …
石油、地政学、そしてオクシデンタル・ペトロリアム：12ヶ月後の同社株価はどうなるか
Oil, Geopolitics, and Occidental Petroleum: Here's Where the Stock Could Be in 12 Months
The panel is largely neutral on Occidental Petroleum (OXY), with concerns about execution risk, competitive bidding, and the market's discounting …
グレッグ・エイベル体制下のアップル株、バークシャー・ハサウェイのポートフォリオに残り続ける見込み
Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio
The panelists generally agreed that Berkshire's portfolio rebalancing reflects a shift towards growth tech and AI exposure, with Abel's moves …
予測：次の1兆ドル企業になるのはこれだ
Prediction: This Will Be the Next $1 Trillion Company
The panel consensus is bearish on Micron Technology (MU), with concerns about its cyclical nature, commoditization, and the risk of …
SoFi株は今年、完全に叩き潰されている。今こそ買い時か？
SoFi Stock Is Getting Absolutely Crushed This Year. Is It Finally Time to Buy?
Panelists agree that SoFi's stock decline reflects more than just being oversold, with concerns around the tech platform's revenue collapse …
ケビン・ウォルシュ氏が就任、ジェローム・パウエル氏は退任。新たなFRB議長がトランプ氏の強気相場に与える影響とは。
Kevin Warsh Is In. Jerome Powell Is Out. Here's What a New Fed Chair Means for Trump's Bull Market.
The panelists agreed that the 'Warsh Pivot' introduces policy ambiguity, with inflation and oil volatility keeping the Fed in play. …
ACI Worldwide株、ファンドが保有株を440万ドル削減しS&P 500に40ポイント遅れをとる
ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million
The panel is divided on ACIW's future. While some see operational improvements and a potential re-rating, others caution about debt …
「犯罪弁護の準備をすべきだ」：ベセラ氏、カリフォルニア州知事選最終討論で窮地に
"You Should Be Preparing Your Criminal Defense": Becerra Feels The Heat In Final California Governor's Debate
The panel is divided on the impact of the corruption scandal on California's gubernatorial race and municipal bonds. While Gemini …