株式市場ニュース
最新の金融ニュース · 更新 8月 22, 2026
クラウドストライクが株式分割を完了、今が買い時か？
CrowdStrike Just Completed a Stock Split. Is the Stock a Buy Now?
The panelists generally agreed that CrowdStrike's high forward P/E (161x) prices in near-perfect execution and leaves little room for slowdown …
太陽光発電の税額控除は2025年12月31日まで、30%還付を受ける方法とは
Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back
The panel agrees that the sudden sunset of the Section 25D credit creates a significant challenge for residential solar installers …
トランプ氏、株式市場を自らのスコアボードに――だが多くの米国人は「蚊帳の外」
Analysis-Trump makes the stock market his scoreboard, but many Americans aren't even in the game
The panel generally agrees that Trump's equity market focus and government stakes in firms like Intel and U.S. Steel create …
社会保障の歴史的2027年COLA、2023年以来初めて明るい兆し
Social Security's Historic 2027 COLA May Have a Silver Lining for the First Time Since 2023
The panel largely agrees that the 4.7% COLA is not a 'win' for retirees due to inflationary pressures and structural …
Apple CEO Tim Cook、300億ドル規模のBroadcom取引で150億個チップ生産を発表
Apple CEO Tim Cook Announces $30 Billion Broadcom Deal to Produce 15 Billion Chips
The panel discusses Apple's $30B Broadcom deal, with mixed views on its implications for Broadcom's revenue visibility, margin expansion, and …
2027年に平均社会保障給付がどれだけ増えるか 現行COLA予測が正しければ
Here's How Much the Average Social Security Check Could Increase in 2027 If Current COLA Projections Are Correct
The panel generally agrees that the projected 3.8% to 4.7% COLA for 2027 is not a windfall for retirees but …
ジム・クレイマー氏：AI大手1社が市場の次なる動きを握る
Jim Cramer says one AI giant holds key to market’s next move
Broadcom's AI semiconductor revenue growth and hyperscaler partnerships are driving its bullish case, but the stock's valuation may be pricing …
イージージェット、米プライベートエクイティ大手により57億ポンドで買収へ
EasyJet bought by US private equity giant for £5.7bn
The panel is bearish on Apollo's 715p bid for easyJet, citing regulatory hurdles, potential execution risks, and the need for …
Vertex (VRTX)、QQQ株への投資に最適な銘柄の一つに
Vertex (VRTX) is One of the Best QQQ Stocks to Invest in
The panelists generally agreed that Vertex's (VRTX) FDA label expansion for CASGEVY is clinically meaningful but has modest financial impact. …
スーパーマイクロ株が1ヶ月で29%急落：デルやHPEへの乗り換え時期か？
Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?
The panel is divided on SMCI, with concerns about governance risks, equity dilution, and potential AI capex slowdown, but also …
SCHO対VTES：2026年、どちらの短期債ETFが買いか？
SCHO vs. VTES: Which Short-Term Bond ETF Is the Better Buy in 2026?
The panelists generally agreed that the comparison between SCHO and VTES is complex and nuanced, with both having potential advantages …
HYPEはXRPより優れているか？価格、ETF、成長性を比較分析
Is HYPE Better Than XRP? We Compared Price, ETFs, and Growth Potential
Panelists express caution on HYPE and XRP, citing concentration risks, regulatory uncertainty, and potential structural issues in HYPE's model.