株式市場ニュース
最新の金融ニュース · 更新 7月 25, 2026
秘密で利益の大きいランブリア品種改良の世界の中へ
Inside the secretive and lucrative world of orchid breeding
The panel is divided on the future of Floricultura. While some see potential in marker-assisted breeding and data-driven licensing, others …
ホルムズ海峡の閉鎖により世界的な供給が引き締まり原油価格が支えられる
Crude Oil Prices Supported as Hormuz Closure Tightens Global Supplies
The panel is divided on the sustainability of current oil price levels, with some arguing that insurance-driven inflation and supply …
S&P Globalは、金融業界で最も強固な参入障壁を持つ銘柄の一つに静かに成長した
S&P Global Has Quietly Become One of the Widest-Moat Stocks in Finance
Despite SPGI's diversified revenue and strong track record, panelists are cautious due to cyclical ratings segment, regulatory scrutiny, and the …
シスコにとって良いことはブロードコムにとっても良いこと。両株が急騰した3つの理由
What's good for Cisco is good for Broadcom. 3 reasons both stocks are soaring
The panelists agree that Broadcom (AVGO) is well-positioned to benefit from the AI networking boom, driven by Cisco's strong hyperscaler …
2026年末までにスティグフレーションの可能性が40％に – トレーダーが語る
Nearly 40% chances of stagflation by end of 2026, traders say
The panel is divided on the likelihood of stagflation by 2026, with some attributing the 40% probability on Kalshi to …
FRB理事ミラン氏が辞任、新議長にウォルシュ氏を支持
Fed Governor Miran submits resignation, throws support behind Warsh as new chair
The panel largely agrees that Warsh's appointment signals a hawkish shift, with a focus on deregulation and aggressive balance sheet …
スターバックスのアップグレードは、株主の懐疑論者が提起した難問に取り組む
A Starbucks upgrade tackles a thorny issue pushed by the stock's skeptics
The panel is bearish on Starbucks' $120 price target, citing execution risks, margin durability skepticism, and the potential impact of …
SpaceXのIPO目論見書、来週にも提出か 情報筋
SpaceX IPO prospectus could land as soon as next week, sources say
The panel is divided on the SpaceX-xAI merger and IPO, with concerns about valuation, execution risk, and Musk's influence outweighing …
デムはエプスタインのインタビューをめぐりルットニックの辞任を要求：「あなたは嘘をついた」
Dems demand Lutnick resign over Epstein interview: 'You lied'
The panel agrees that the situation creates a 'distraction premium' for Lutnick, potentially impacting his ability to effectively lead the …
債券市場は、ウォーシュ氏が引き継ぐ中、FRBがインフレに遅れをとっていると見ている
Bond market believes Fed behind the curve on inflation as Warsh takes over
The panelists generally agree that the bond market's inversion signals investor skepticism about current monetary policy, with most expecting a …
カシュ・パテル氏、元FBI当局者フィグリッツィ氏に対する名誉毀損訴訟の棄却を不服申し立て
Kash Patel appeals dismissal of defamation lawsuit against ex-FBI official Figliuzzi
The panel discusses the implications of FBI Director Kash Patel's defamation suits, with a consensus that while the suits themselves …
一部の空売り筋は、このテクノロジー熱狂に機会を見出している。彼らはどのように偽のAI株を見抜いているのか
Some short sellers are seeing opportunity in this tech mania. How they're spotting fake AI stocks
The panel generally agrees that the AI sector faces significant risks, with the most pressing being the potential for a …