株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
賢明な投資家は、これらの打撃を受けたソフトウェア株2銘句をためらわずに購入している
The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks
The panelists agreed that Oracle's high debt levels and negative free cash flow pose significant risks, with potential solvency issues …
イーライリリー・アンド・カンパニー（LLY）は今買うべき銘柄か？
Is Eli Lilly and Company (LLY) A Good Stock To Buy Now?
Panelists are divided on Lilly's (LLY) growth prospects, with concerns about patent cliffs, pricing pressure, and execution risks countering optimism …
Goldman SachsはAevex株価について大胆な見通しを発表
Goldman Sachs makes bold call on Aevex stock price
The panel consensus is bearish on Aevex (AVEX), with the key risk being its heavy dependence on Ukraine revenue (60-70% …
Ecolab (ECL)はAIデータセンターの構築から恩恵を受ける企業リストにBofAが選定
Ecolab (ECL) Among BofA’s List of Companies Set to Benefit from AI Data Center Buildout
Ecolab's (ECL) pivot to AI data center cooling via CoolIT and OVIVO could unlock higher margins, but near-term risks include …
地政学的不確実性下で持つべき最高の石油株
The Best Oil Stock to Own During Geopolitical Uncertainty
The panel's net takeaway is that while Energy Transfer (ET) offers an attractive 6.7% yield and is resilient to commodity …
AerCap Holdings N.V.（AER）は今買うべき銘柄か？
Is AerCap Holdings N.V. (AER) A Good Stock To Buy Now?
Panelists agree that AerCap (AER) is undervalued based on current metrics, but disagree on the sustainability of its earnings power …
Accenture plc (ACN) は今買うべき良い株か？
Is Accenture plc (ACN) A Good Stock To Buy Now?
The panel discussion on Accenture (ACN) reveals a mixed sentiment, with concerns about organic growth, AI-driven labor compression, and execution …
Blackstone、新規長期ファンドで80億ドルのコアプライベートエクイティ事業を拡大
Blackstone Builds On $8 Billion Core Private Equity Franchise With New Long-Hold Fund
The panel discusses Blackstone's expansion of its 'Core Private Equity' strategy, with Gemini and Grok expressing bullish views on its …
より暖かい米国での気温が空調の使用と天然ガス価格を押し上げる
Warmer US Temps Boost Air-Conditioning Usage and Nat-Gas Prices
The panel consensus is bearish, with all participants agreeing that the current market dynamics are oversupplied and any price spikes …
高級マクドナルド競合、十数店舗をひっそりと閉鎖
Upscale McDonald's rival quietly closed over a dozen locations
The panel's net takeaway is that Five Guys' recent closures may signal more than just 'financial hardship' pruning, potentially indicating …
バークシャーの現金山はデータセンターに向かうかもしれないが、それは自社の条件で
Berkshire's Cash Pile Might Go To Data Centers, But On Its Own Terms
Panelists debate Berkshire's cash management, with some seeing it as a 'fortress' for dislocations and others as a missed opportunity …
万和控股有限公司全年利润下滑
Man Wah Holdings Limited Bottom Line Retreats In Full Year
Man Wah Holdings (1999.HK) faces significant margin compression due to a cooling Chinese property market and weak US housing starts, …