株式市場ニュース
最新の金融ニュース · 更新 7月 25, 2026
ガス価格の急騰：低所得層の苦境、シティが警告
$5-plus gas prices are starting to hammer low-income consumers: By the numbers
The panel largely agrees that low-income consumers are facing significant financial strain due to inflation, particularly in energy prices, which …
台湾積体電路製造 (TSM) はAIチップの需要増で上昇
Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips
TSMC's dominance in sub-7nm nodes and strong AI-driven demand are driving its growth, but geopolitical risks and potential competition from …
CoreWeave株を買うべき1000億ドルの理由
A $100 Billion Reason to Buy CoreWeave Stock
The panel consensus is bearish on CoreWeave, citing high capex, unsustainable burn rate, and significant risks including technological obsolescence, power …
3電気インフラストラクチャーの株式、圧倒的なリターンを記録する3社
3 Electrical Infrastructure Stocks With Shockingly Strong Returns
The panel is divided on the infrastructure supercycle, with concerns about execution risk, customer concentration, and potential margin erosion from …
ティム・クック氏が史上最高値に近い株価でアップル株を売却。あるアナリストがアルファベットの方が賢明な投資だと語る理由
Tim Cook Just Sold Apple Stock Near All Time Highs. Here Is Why One Analyst Says Alphabet Is the Smarter Trade
The panelists debate the valuation of Apple (AAPL) and Alphabet (GOOGL), with concerns raised about Apple's hardware margins, insider selling, …
IPO後の株価が200%近く上昇したAIチップ株に、あるテクノロジーファンドが580万ドルを投じた理由
Why This Tech Fund Made a $5.8 Million Bet on an AI Chip Stock Up Nearly 200% Post-IPO
The panel unanimously expressed bearish sentiments towards Ambiq Micro (AMBQ), citing its rich valuation, high customer concentration, and questionable path …
Owls NestはnCinoの全株式を売却。投資家は懸念すべきか？
Owls Nest Just Sold Its Entire nCino Stake. Should Investors Worry?
The panel is divided on nCino (NCNO), with concerns about valuation compression, potential capital raises, and a possible slowdown in …
BigBear.aiは割安なAI株か？
Is BigBear.ai an Undervalued AI Stock to Buy?
The panel consensus is bearish on BigBear.ai (BBAI), citing lack of fundamentals, high burn rate, customer concentration risk, and potential …
このAI半導体株はS&P 500を9ポイント上回った。ファンドが完全に撤退
This AI Semiconductor Stock Beat the S&P 500 by 9 Points. A Fund Just Exited Completely
The panel consensus is bearish on Ambarella, with key concerns being high valuation, negative GAAP earnings, and high concentration risk …
今すぐドアダッシュ株を買うべきか？
Should You Buy DoorDash Stock Right Now?
The panel consensus is bearish, with concerns about DoorDash's (DASH) profitability, competition, and regulatory risks outweighing potential growth opportunities.
台湾証券取引所、木曜日の上昇を延長か
Taiwan Bourse May Extend Thursday's Gains
The panel is divided on the sustainability of the Taiwan Stock Exchange's recent gains, with concerns over elevated energy costs …
大手銀行、保守派のデバンキング疑惑で法的圧力に直面
Major Bank Faces Legal Heat Over Allegations Of Debanking Conservatives
The panel consensus is that Capital One (COF) faces significant operational and reputational risks due to the ongoing litigation and …