株式市場ニュース
最新の金融ニュース · 更新 7月 25, 2026
SpaceX IPO報道を受け、ロケットラボが57%上昇し宇宙関連株の上昇をリード
Rocket Lab Leads Space Rally With 57% Gain Following SpaceX IPO Report
The panel is largely bearish on current space stocks, warning of overhyped momentum driven by SpaceX IPO rumors and a …
Meta Platformsは今、割安に見える
Meta Platforms Looks Like a Bargain Right Now
Meta's strong revenue growth and attractive valuation are offset by significant risks, including high capex, unproven AI monetization, and potential …
韓国のコスピ、トランプ・習氏会談が2日目に突入し8,000を更新
South Korea's Kospi hit fresh record of 8,000 as Trump-Xi talks enter second day
The panel consensus is bearish on the Kospi's recent rally to 8,000, citing extreme concentration in Samsung Electronics and SK …
イラン戦争の影響でシンガポール航空が支援するエア・インディアは国際線の27%を運休
Iran war fallout forces Singapore Airlines-backed Air India to cancel 27% of international flights
The panel consensus is bearish on Air India's 27% international flight cuts, citing geopolitical airspace closures, rupee weakness, and fuel …
コスタ・グループ（CSGP）がQ1で下落した理由
Here’s Why CoStar Group (CSGP) Slid in Q1
The panel is bearish on CoStar (CSGP) due to concerns about heavy cash burn on Homes.com, margin compression, and the …
ウェイツ・ラージキャップ・エクイティ・ファンドのHEICO社（HEI）への投資はリターンポテンシャルによって
Weitz Large Cap Equity Fund’s Investment in HEICO Corporation (HEI) Driven by Return Potential
The panel is divided on HEICO (HEI) with valid arguments for both bullish and bearish stances. The key debate revolves …
Weitz Large Cap Equity Fund は、Ingersoll Rand (IR) を業績の状況において支援
Weitz Large Cap Equity Fund Backs Ingersoll Rand (IR) on Earnings Setup
The panel is divided on Ingersoll Rand (IR), with concerns about macro headwinds, valuation compression, and margin resilience under a …
ゴールドマン・サックス株について、ウォール街は強気か弱気か？
Is Wall Street Bullish or Bearish on Goldman Sachs Stock?
The panel consensus is bearish on Goldman Sachs, citing concerns about earnings quality, revenue declines in key segments, and the …
FRA以降に社会保障給付を請求することがほとんど意味がない唯一の状況
There Is One Situation Where Claiming Social Security Benefits After FRA Almost Never Makes Sense
The panel agrees that spousal benefits max at 50% of the worker's PIA at FRA and don't grow with delayed …
オーストラリア市場は控えめに高騰
Australian Market Modestly Higher
The panel is divided on the ASX 200's recent rally, with some seeing it as a 'dead cat bounce' or …
台湾半导体制造公司有限公司（TSM）为何成为最佳公司之一？
What Makes Taiwan Semiconductor Manufacturing Company Limited (TSM) One of the Best Companies?
The panelists agreed that TSM's dominance in AI foundry services is undisputed, but they differ on whether its current valuation …
SpaceXは忘れて。これが今年最も注目されるIPOかもしれない。
Forget SpaceX. This Might Be the Hottest IPO of the Year.
The panel consensus is bearish on Fervo's $7.7B IPO valuation, citing significant risks including massive dilution, capex intensity, unproven technology …