株式市場ニュース
最新の金融ニュース · 更新 7月 26, 2026
ガーディアン紙の国王演説に関する見解：確信を欠く政権の課題 | 論説
The Guardian view on the king’s speech: an agenda for a government that lacks conviction | Editorial
The panel agrees that the Starmer government's policy incoherence and fiscal caution pose significant risks to the UK's economic growth …
ガンマとモメンタム：歓喜と落胆のレシピ
Gamma And Momentum: A Recipe For Cheers And Tears
The panel consensus is bearish on semiconductor stocks, with key risks including overvaluation, reliance on short-dated options, and potential supply …
元受刑のハッカー双子の兄弟 – 懲戒解雇後、わずか数分で96の政府データベースを消去
Ex-Con Hacker Twins Fired - Proceed To Wipe Out 96 Government Databases In Minutes
The panel agrees that this incident exposes systemic risks in government contractor vetting and access management, likely driving increased scrutiny, …
フィリピン上院内で銃撃事件、元「麻薬戦争」の執行者が国際逮捕状を回避
Gunfire Erupts Inside Philippine Senate As Former 'Drug War' Enforcer Evades International Arrest Warrant
The panel consensus is bearish, with the incident marking a significant escalation in political risk for the Philippines. Key risks …
醜い、テールを引いた30年債入札、2007年8月のグレート・クオンツ・クラッシュ以来初の5%超利回りで歴史を作る
Ugly, Tailing 30Y Auction Makes History With First 5%+ Yield Since The Great Quant Crash Of Aug 2007
The panel agrees that the 30Y auction signals a significant repricing of long-term interest rates, with yields reaching 5% for …
注視すべき最高裁判所の差し迫った判決
Imminent Supreme Court Rulings To Watch For
The panel is divided on the market impact of upcoming Supreme Court rulings. While some argue that a deregulation tailwind …
B200s または B-2s?
B200s Or B-2s?
The panel agrees that the market is mispricing geopolitical risks, with the Strait of Hormuz closure and potential U.S.-China trade …
カタール、主要LNG港の船舶に安全のため「消灯」を要請
Qatar Asks Vessels At Key LNG Port To Go Dark for Safety
The panel discusses the impact of 'dark' shipping in the Persian Gulf on global energy markets, with a focus on …
Goldman 米国のある地域における問題のある住宅ローン延滞率の上昇を指摘
Goldman Flags Troubling Mortgage Delinquency Rise Across This U.S. Region
The panel agrees that the surge in serious delinquencies, driven by FHA loans, poses a significant risk to the mortgage-backed …
この注目されていないAI株は、最近の急騰にもかかわらずさらに上昇する可能性がある
Why this unheralded AI stock can go higher despite its recent massive rally
Despite Qnity's strong YTD performance, the panel agrees that macro headwinds, such as high inflation and interest rates, pose significant …
AIに「置き換えられない」スキルを示す方法：キャリア専門家が語る、注目の面接質問への回答法
How to answer this tricky interview question, says career expert: It shows you have skills that 'cannot be replaced' by AI
The panel generally agrees that while 'soft skills' are often framed as AI-proof, the reality is more nuanced. There's a …
ジム・クレイマー氏が火曜日の株式市場で注目すべきトップ10項目
Jim Cramer's top 10 things to watch in the stock market Tuesday
The panel is bearish on the market, citing sticky inflation, disconnect between AI hype and tightening monetary conditions, and risks …