株式市場ニュース
最新の金融ニュース · 更新 8月 22, 2026
HSBC、インテル株に新規「最高値」目標株価設定 - 投資妙味大
Intel Stock Is ‘Too Good to Ignore’ as HSBC Sets a New Street-High Price Target
The panelists agree that Intel's rally depends on flawless execution, particularly in ramping up the 18A node and shifting foundry …
バンク・オブ・アメリカ：AIがFigmaの次期成長フェーズを加速
BofA Says AI Is Fueling Figma’s Next Growth Phase
Panelists are divided on Figma's future, with some seeing potential in its 'system of record' pivot to AI-driven product management, …
データセンター建設ブームの冷え込み、6月の建設計画に陰り
Cooling data center surge caused slip in June construction planning
The panelists agree that the 1.9% drop in the Dodge Momentum Index signals a pause rather than a collapse in …
ペプシコ株下落、小幅な利益未達が増収を覆い隠す
PepsiCo shares fall as slight earnings miss overshadows revenue beat
PepsiCo's international growth is strong, but North American revenue declines and margin compression due to pricing rollbacks and input costs …
半導体株の上昇で株式市場が続伸
Stocks Climb on Strength in Chipmakers
The panel is divided on the market's reaction to SK Hynix's ADR listing, with concerns raised about overreliance on AI …
トレーダーがメタに再び熱視線、強気派が描く次の一手
Traders fall back in love with Meta. Here's where bulls see it going
The panel is bearish on Meta's AI pivot, citing potential regulatory scrutiny, high capex requirements, and lack of differentiation in …
戦争回帰：米国が170のイラン目標を攻撃後、イランがクウェート・バーレーン・カタール・ヨルダンへ弾道ミサイル発射
Return To War: Iran Fires Ballistic Missiles At Kuwait, Bahrain, Qatar, Jordan, After US Struck 170 Iranian Targets
The panel agrees that the escalation in the Middle East poses significant risks to global energy markets, particularly the potential …
SKハイニックスの米国募集、7倍の申込超過と報道
SK Hynix's US Offering Reportedly Seven Times Oversubscribed
Despite the 7x oversubscription, the panel is largely bearish on SK Hynix's ADR listing due to concerns about cyclical volatility, …
K字型支出：上位10％の非必需品支出は、下位70％の合計とほぼ同水準に急減
K-shaped spending: The top 10% drop nearly as much on nonessentials as the bottom 70% combined
The panel generally agreed that the K-shaped spending data, while supporting discretionary sectors, masks underlying structural weakness in the labor …
社会保障改革を試みたが、想定より困難だった。
I Tried to Fix Social Security. It's Harder Than It Sounds.
The panel consensus is that Social Security's long-term solvency is a pressing issue, with demographic headwinds and a shrinking worker-to-beneficiary …
エスカレーションの梯子を上るか下りるかの選択は今やイランに委ねられている
The Choice To Go Up Or Down The Escalation Ladder Now Lies With Iran
The panel agrees that the Hormuz situation is volatile and could lead to short-term price spikes, but they differ on …
ブラックストーン、ジャージー・マイクスの上場申請
Blackstone files to take Jersey Mike's public
The panel is largely bearish on Blackstone's Jersey Mike's IPO, with concerns around its high valuation, potential franchisee margin compression, …