株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
インドのアダニ氏、米国の民事詐欺事件で1800万ドルを支払うことで和解に合意
India's Adanis agree to pay $18m to settle civil fraud case in the US
The panel's net takeaway is that while the SEC and DOJ settlements remove immediate legal threats, they do not eliminate …
欧州のグリーンディールは崩壊しつつある
Europe's Green Deal Is Unraveling
The panel agrees that the Green Deal poses significant near-term challenges for European competitiveness, particularly in energy-intensive sectors. They expect …
悪化からさらに悪化へ：連邦準備制度の5月インフレ予測は株式投資家にとって悲惨なニュース
From Bad to Worse: The Federal Reserve's May Inflation Forecast Is Terrible News for Stock Investors
The panelists agreed that the article's narrative of a 'war in Iran' driving inflation is speculative and not a reliable …
エネルギー消費の激しいデータセンターと電子ゴミの環境コスト | レター
Energy-hungry datacentres and the environmental cost of e-clutter | Letters
The panel agrees that the energy demand from AI and data centers is a significant issue, but they differ on …
トランプ氏、2日間の中国訪問を終え、習氏に9月の訪中を招待
Trump wraps up two-day China trip; invites Xi for a September visit
The panelists generally agree that the invitation signals a thaw in U.S.-China trade relations, but they remain skeptical about the …
シンガポール航空、損失にもかかわらずエア・インディアと「長期戦」を継続
Singapore Airlines sticking with Air India for the "long game" despite losses
The panel is largely bearish on Singapore Airlines' (SIA) investment in Air India, citing accelerating losses, geopolitical risks, and operational …
Rocket Labの株価は大幅に上昇。投資家は今年後半のNeutron打ち上げに賭けている。
Rocket Lab Stock Is Getting a Major Lift. Investors Are Betting on Its Neutron Launch Later This Year.
The panel consensus is bearish on Rocket Lab (RKLB) due to its extreme valuation (TTM P/S near 96x vs peers …
キャシー・ウッドはテスラのロボタクシーに強気姿勢を維持。TSLA株はさらなる上昇への財務的トリガーを待つ。
Cathie Wood Remains Bullish About Tesla’s Robotaxi. TSLA Stock Is Waiting for a Financial Trigger Higher.
The panel largely agrees that Tesla's current valuation is overinflated, trading at an absurd 361x forward P/E, and is priced …
キャシー・ウッドはカルシに賭けるが、彼女のARKイノベーションETFは勝者のタイミングを捉えるのが得意ではなかった
Cathie Wood Bets On Kalshi, But Her Ark Innovation ETF Hasn't Been Great At Timing Winners
The panelists generally agree that Cathie Wood's investment in Kalshi, a prediction market platform, is risky due to its aggressive …
ウォルシュ氏、FRB議長に承認、インフレ進行中
Warsh wins confirmation as Fed chair, with inflation on the march
The panel consensus is bearish, warning of potential 'policy whipsaw', 'policy inconsistency', and 'liquidity event' risks due to Warsh's confirmation …
プラグパワー株は年間96％上昇し、好調な第1四半期決算を受けて新高値を記録。転換はついに成功するかもしれない。
Plug Power Stock Climbed 96% YTD and Hit New Highs After a Solid Q1 Beat. The Turnaround Might Be Finally Sticking.
Despite a Q1 revenue beat, Plug Power's cash burn, litigation risk, and inventory concerns outweigh the positives, leading to a …
NVDA株ウオッチ：ジェンスン・フアン氏がトランプ・習氏会談に参加するにあたり何を期待すべきか
NVDA Stock Watch: What to Expect as Jensen Huang Joins Trump-Xi Summit
The panel's net takeaway is that while Nvidia's inclusion in Air Force One discussions may provide a short-term boost, the …