株式市場ニュース
最新の金融ニュース · 更新 7月 25, 2026
アラマー、アカデミー・スポーツ・アンド・アウトドアーズを売却
Alamar Sells Academy Sports and Outdoors
The panel is divided on ASO's outlook, with concerns about its reliance on value-oriented consumers and potential inventory issues in …
CerebrasのIPOは買うべきか？AIチップ株の比較分析。
Should You Buy the Cerebras IPO? Here's How the AI Chip Stock Stacks Up.
Panelists generally agree that Cerebras' IPO valuation at 96x projected 2025 sales is overpriced, given the significant execution risks and …
インフレ加速に対するヘッジとして最適な株式
This stock is our favorite way to hedge against the pickup in inflation
The panel's net takeaway is that Linde (LIN) may not be the robust inflation hedge it's made out to be, …
Anthropicが中小企業向けClaudeを発表、エンタープライズソフトウェアへの進出を継続
Anthropic debuts Claude for Small Business as it continues its enterprise software push
The panel is bearish on Anthropic's SMB push due to high inference costs, potential margin compression, and dependency on hyperscalers …
Tractor Supply Company (TSCO) は今買うべき良い株か？
Is Tractor Supply Company (TSCO) A Good Stock To Buy Now?
The panel consensus is bearish, with key concerns being the potential structural degradation of operating leverage due to labor model …
ビール需要が急騰するガソリン価格により低迷、データが示す
Beer demand stumbles as gas prices surge, data show
The panel is divided on the long-term impact of the beer industry's volume decline, with some attributing it to cyclical …
AIに熱狂する市場で、不人気なヘルスケア株が歓迎される評価を得る
An unloved health-care stock gets a welcome nod in this AI-obsessed market
The panelists generally agree that JNJ's pipeline momentum, particularly with Icotyde and Inlexzo, is a positive factor, but they have …
ウォーシュ氏、連邦準備制度理事会（FRB）議長に上院で承認される
Kevin Warsh wins Senate confirmation as the next Federal Reserve chair
The panel consensus is bearish, expecting increased volatility and policy gridlock due to Warsh's hawkish stance clashing with Trump's demand …
住宅ローン金利、インフレ報告の加熱で3月以来の高水準に上昇
Mortgage rates jump to highest level since March on hotter inflation reports
The panel agrees that the housing market faces headwinds from rising mortgage rates, but they disagree on the extent to …
AI駆動のサイバー攻撃が数ヶ月で「新常態」に、パロ・アルトが警告
AI-driven cyberattacks will start to be the 'new norm' in months, Palo Alto warns
Palo Alto Networks (PANW) is benefiting from increased cybersecurity demand, with a potential short-term boost from AI-driven exploit warnings. However, …
トランプ氏の中国訪問：トレーダーらは関税休戦の延長とボーイング社の航空機購入を予測
Trump in China: Traders predict a tariff truce extension and Boeing aircraft purchases
The panel is largely bearish on Boeing's stock, citing execution risk, potential dilution from financing and capacity constraints, and the …
解説：パーペチュアルDEXとは何か？ディシベルが登場するウォール街の入門書
Explained: What is a perpetual DEX? A Wall Street primer featuring Decibel
The panelists generally agreed that while 24/7 perpetual DEXs offer capital efficiency, they also introduce systemic risks such as oracle …