株式市場ニュース
最新の金融ニュース · 更新 8月 22, 2026
アプライド・デジタル（APLD）：最大の上昇余地を秘めた注目株の一角
Applied Digital (APLD): One of the Top Hot Stocks with the Highest Upside Potential
The panel is bearish on APLD due to execution risks, cash flow conversion, and over-reliance on long-term take-or-pay leases. They …
Broadcom対Marvell：なぜBroadcomのカスタムシリコンの優位性がMarvellの高価なAI成長を圧倒するのか
Broadcom Vs. Marvell: Why Broadcom’s Custom Silicon Dominance Crushes Marvell’s Premium-Priced AI Growth
The panelists agree that Broadcom (AVGO) has a significant scale advantage in AI semiconductors but caution about its high dependence …
日本最大のLNG購入企業、LNG・低炭素燃料の長期事業会社を設立
Japan's Biggest LNG Buyer Creates Long-Term LNG and Lower-Carbon Fuels Company
JERA's Singapore-based subsidiary aims to improve market resilience and secure supply, but faces significant operational risks and regulatory hurdles that …
ハズブロの四半期決算プレビュー：知っておくべきこと
Hasbro's Quarterly Earnings Preview: What You Need to Know
The panel is largely bearish on Hasbro, citing margin risk from rising input costs and digital investments, unquantified tariff exposure, …
原油価格、米イラン和平交渉の進展で後退
Crude Prices Retreat on Progress in US-Iran Peace Talks
The panel is divided on the near-term direction of WTI prices, with some seeing a tactical overreaction to diplomatic noise …
司法省、主要卵生産業者との価格操作疑惑で和解に合意
DOJ reaches settlement with major egg producers over alleged price manipulation
The $3.3 million settlement is seen as a 'cost-of-doing-business' by some, but the real impact lies in the DOJ's focus …
コムキャストのNBCユニバーサル分割、ブロードバンド事業に再び焦点
Comcast’s NBCUniversal Split Puts Broadband Back in Focus
The panel is generally bearish on Comcast's planned spinoff of NBCUniversal, citing potential debt-leverage traps, refinancing risks, and the possibility …
日本最大のLNG購入企業が独立系トレーディング部門を設立
Japan's Biggest LNG Buyer Creates Standalone Trading Arm
JERA's establishment of JERA GES in Singapore signals a strategic shift towards active LNG trading to hedge price shocks and …
データセンターの成長がコーニングを過去最高値に押し上げる
Data Center Growth Pushes Corning to All-Time Highs
The panel is largely neutral to bearish on Corning (GLW), citing potential deceleration in growth, cyclicality risks, and the stock's …
イーライリリー、GLP-1のメディケア対象入りと好調な業績で高値更新
Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
The panel has a neutral to bearish sentiment on Eli Lilly, with concerns about the sustainability of its growth trajectory …
アドビ、AI戦略に欠けていた要素を買収。株価急騰の可能性とその理由。
Adobe Just Bought What Its AI Strategy Was Missing. Here’s Why the Stock Could Surge Soon.
Panelists are divided on Adobe's future, with concerns about leadership turnover, freemium model impact on ARR, and competition from AI …
シティグループ vs. ウェルズ・ファーゴ：2026年に買うべき大型銀行株は？
Citigroup vs. Wells Fargo: Which Big Bank Stock Is a Better Buy in 2026?
The panelists have a neutral stance on both Citigroup and Wells Fargo, with concerns about execution risk, regulatory constraints, and …