株式市場ニュース
最新の金融ニュース · 更新 7月 25, 2026
ジム・クレイマーは高値から10%下落したこの株を今すぐ買いたいと考えている。その理由は以下の通り
Jim Cramer wants to buy this stock now 10% below its highs. Here's why
The panel consensus is bearish on TJX Companies, with key risks including potential inventory sourcing issues and high valuation, and …
Cisco CEO、AI需要の強さで株価14%上昇、「ネットワーキングスーパーサイクル」に突入と発言
Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong AI demand
Cisco's AI infrastructure guidance upgrade signals robust demand, but workforce cuts and limited visibility raise concerns about sustainability and margin …
ベッセント氏、新FRB議長就任のウォルシュ氏と共に「大幅なデフレ」を予測
Bessent sees 'substantial disinflation' ahead as Warsh takes over the Fed
The panel consensus is bearish, expecting sustained higher inflation and a 'higher for longer' interest rate environment, which will compress …
Cerebras、ナスダック上場初日に時価総額1000億ドル超え、IPO記録を更新
Cerebras almost doubles in Nasdaq debut, topping $100 billion market cap after blockbuster IPO
Panel consensus is bearish on Cerebras' extreme valuation, high customer concentration, and geopolitical risks, despite its impressive tech and partnerships.
フォード、2日間で20%急騰。エネルギー転換でAI「ミーム」株になる可能性
Ford surges 20% in two days. It might be an AI 'meme' stock after energy pivot
The panel is bearish on Ford's recent surge, citing execution risks, geopolitical exposure, and unsustainable valuation. They agree that the …
米国国境警備隊長マイク・バンクス氏が辞任
U.S. Border Patrol Chief Mike Banks resigns
The resignation of Chief Mike Banks at the U.S. Border Patrol, amidst political volatility and recent misconduct allegations, signals operational …
中国がホルムズ海峡再開を水面下で支援するとベッセント氏が発言
China will work behind the scenes to help reopen the Strait of Hormuz, Bessent says
The panel is bearish on the energy sector (XLE) due to the high probability of diplomatic failure in resolving the …
OpenAI裁判中にイーロン・マスク氏が中国訪問、弁護士がCEO不在を謝罪
Musk's China trip during OpenAI trial prompts apology from his lawyer for CEO's absence
The panelists agree that Musk's decision to attend a geopolitical event during a high-stakes trial carries significant risks, primarily related …
ゴールドマン、テクノロジー株の「アップクラッシュ」はさらなる上昇の兆候だと指摘
Goldman says tech stock 'up crash' is sign of even more gains to come
The panelists debated Goldman's 'up crash' thesis, with most expressing caution due to high valuations, concentration risks, and potential unwind …
バイオジェン、失望するデータにも関わらず、アルツハイマー病薬を後期試験に進める
Biogen advances Alzheimer's drug to late-stage trial despite disappointing data
Biogen's push for Phase 3 on diranersen is risky due to lack of dose-response in Phase 2, echoing Aduhelm's issues, …
ボーイング、中国から長年のジェット機受注を獲得。それにもかかわらず株価が下落する理由
Boeing lands a long-awaited jet order from China. Why the stock is falling anyway
The panel consensus is bearish, with the key risk being the uncertainty around China's 737 MAX recertification and the potential …
Olaplex Holdings (OLPX)の買収はバリュー投資の仮説を裏付けるが、投資家はそれ以上のものを求めていた
Olaplex Holdings (OLPX) Takeover Validates Value Thesis, but Investors Wanted More
The panel is divided on the Olaplex acquisition, with some viewing it as a sign of distress due to the …