株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
IBM株主にとってのプラスアルファなし：IBM Think 2026イベント後
No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
IBM's 'Sovereign Core' strategy and pivot to full-stack enterprise AI face execution risks, long sales cycles, and competition from hyperscalers. …
アクマン氏のパーシング・スクエア、マイクロソフト株を取得、アルファベット株を売却
Ackman's Pershing Square takes Microsoft stake, exits Google parent Alphabet
The panel's discussion on Ackman's pivot from Alphabet to Microsoft is mixed, with concerns about Microsoft's ability to successfully monetize …
ローリンス株：アナリスト予測と評価
Rollins Stock: Analyst Estimates & Ratings
Rollins' current valuation (40x forward earnings) is debated due to its growth rate (10.7% EPS forecast) not justifying the premium, …
アメリカのインフレ率が再び給与を上回るペースに。専門家は2026年後半は「緊縮財政」がすべてだと警告
Inflation in America is rising faster than paychecks — again. Expert warns rest of 2026 is all about ‘belt tightening.’
The panelists agreed that the 'belt-tightening' narrative is oversimplified, with Gemini and ChatGPT focusing on companies' pricing power and productivity …
「あらゆるレベルで安全ではない」：ジム・クレイマーは2026年は1999年ではない、むしろ「より悪い」と発言。なぜ今ほど「厳しい」のか
'You are unsafe at any level': Jim Cramer says 2026 isn't 1999 — it's worse. Why it's so much more 'punishing' now
The panel agrees that AI-driven companies are leading the market, but there's disagreement on whether this is a bubble or …
Cerebras、AI IPO市場の復活でナスダックデビューで69%急騰（CBRS）
Cerebras Jumps 69% in Nasdaq Debut as AI IPO Market Roars Back (CBRS)
The panel consensus is bearish on Cerebras' $100B valuation, citing high price-to-sales ratio, reliance on a single customer, and potential …
68歳でIRAの95万ドルを生涯にわたって持たせるにはどうすればよいですか？
How Can I Make $950k in an IRA Last for Life at Age 68?
The panel consensus is that the article's reliance on the '4% rule' and static portfolio strategies is dangerously outdated for …
FedEx取締役会、トラック事業のスピンオフを承認
FedEx board approves trucking business spinoff
The panel is bearish on the FedEx Freight spin-off (FDXF), citing operational risks during IT migration, potential loss of scale …
やれやれ！連邦準備制度理事会（FRB）の5月のインフレ予測が発表され、2027年の社会保障COLAに大きな影響を与える。
Yikes! The Federal Reserve's May Inflation Forecast Is In, and It Has Big Implications for Social Security's 2027 COLA.
Panelists generally agree that energy-driven inflation may temporarily boost the 2027 COLA but caution that this could be offset by …
2031 年までに 1 トークンあたり 100 万ドルに達するトップ暗号通貨
1 Top Cryptocurrency to Buy Before It Hits $1 Million Per Token by 2031, According to VanEck
Panelists generally agree that VanEck's $1 million Bitcoin target by 2031 is overly optimistic and relies on multiple tailwinds, with …
$5,000 を持っていますか？ Cameco は、今日のエネルギー危機を長期的な富に変える原子力燃料のチャンピオンになる可能性があります。
Got $5,000? Cameco Could Be the Nuclear Fuel Champion That Turns Today's Energy Crisis Into Long‑Term Wealth.
The panel is divided on Cameco's valuation, with concerns about execution risk, geopolitical fragility, and the timing of AI-driven demand. …
予測：NuScale Power（SMR）株への5,000ドル投資が10年後にいくらになるか
Prediction: Here's What a $5,000 Investment in NuScale Power (SMR) Stock Will Be Worth in 10 Years
NuScale's (SMR) long-term potential is uncertain due to significant risks, including first-of-a-kind engineering challenges, potential share dilution, geopolitical fuel-security dependencies, …