株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
InterDigital, Inc. (IDCC) 2026年度第1四半期決算を発表
InterDiInterDigital, Inc. (IDCC) Announces Financial Results for First Quarter 2026
InterDigital's Q1 beat is clouded by one-time catch-up revenue and higher operating expenses. While licensing the top three smartphone vendors …
Palantir (PLTR)は元従業員が設立した競合企業の申し立てを仲裁する必要があると判事が判断
Palantir (PLTR) Must Arbitrate Claims made by Former Staffers who Started a Rival Company, Judge says
The panel agrees that the arbitration ruling reduces near-term transparency and reputational risk for Palantir, but introduces new risks related …
Microsoft (MSFT) のアフリカデータセンター、支払い要求で苦戦 - ブルームバーグ・ニュースが報道
Microsoft’s (MSFT) African Data Center Struggles with Payment Requests, Bloomberg News Reports
The Kenya data center project highlights significant risks in emerging market expansion for cloud providers like Microsoft, including sovereign credit …
これらの投資レジェンドの動きに大賛成です
I’m a Big Fan of the Moves These Investment Legends Have Been Making
The panel generally agreed that while Li Lu and Pabrai's concentrated, low-turnover portfolios have historically outperformed, mimicking this strategy may …
BarclaysはArista Networks, Inc. (ANET)のOverweightレーティングを維持
Barclays Maintains an Overweight Rating on Arista Networks, Inc. (ANET)
Arista's impressive growth and margins are supported by its dominance in data center switching and potential architectural dominance in AI …
Keefe BruyetteはDave Inc.（DAVE）のOutperformレーティングを維持
Keefe Bruyette Maintains an Outperform Rating on Dave Inc. (DAVE)
The panelists agree that Dave Inc. has demonstrated strong Q1 results but express concerns about the sustainability of its growth …
Citi、ユニバーサル・ディスプレイ・コーポレーション（OLED）にニュートラル・レーティングを維持
Citi Retains Neutral Rating On Universal Display Corporation (OLED)
The panel generally agrees that OLED is facing significant challenges, including a 14% revenue contraction, 44% drop in net income, …
シェブロンのCEOが1970年代風の石油危機を警告。夏までに急騰する可能性のあるエネルギー株3選
Chevron's CEO Is Warning of a 1970s-Style Oil Crisis. These 3 Energy Stocks Could Surge Before Summer.
The panel discusses the potential impacts of a Hormuz closure on oil prices and energy stocks, with mixed views on …
2026年に夫婦が依然として犯している3つのソーシャルセキュリティのミス
3 Social Security Mistakes Married Couples Are Still Making in 2026
While delaying the higher earner's Social Security claim to maximize survivor benefits can be mathematically sound, it exposes households to …
Rippleは毎週銀行との契約を締結：XRP保有者が利益を得られない理由
Ripple Is Closing Bank Deals Every Week: Why XRP Holders Aren’t Seeing the Benefit
The panel generally agrees that Ripple's success in institutional adoption and stablecoin (RLUSD) growth does not translate to XRP token …
主要都市のモール小売大手、26年の歴史に幕を下ろし最後の店舗を閉鎖
Mall retail giant closes final store in key city after 26 years
Despite positive trends like 7% Gap brand growth and 39% digital penetration, the panel is concerned about Athleta's 10% decline …
AMDが史上最高値を更新 -- 今からでも買うのは遅すぎるか？
AMD Just Hit an All-Time High -- Is it Too Late to Buy?
The panel discusses AMD's record-breaking quarter, with concerns around valuation, supply chain constraints, and demand visibility. The key debate revolves …