株式市場ニュース
最新の金融ニュース · 更新 7月 26, 2026
金チャートは反発の準備が整っているように見える。安くプレイする方法
The gold chart looks poised for a bounce. How to play it for less
The panelists agreed that the proposed risk reversal on GLD is a low-cost, clever way to capture volatility, but they …
10年物国債利回り、生産者物価の強い指標を受け年初来高値を更新
10-year Treasury yield hits new high for the year after very hot producer prices reading
The panel agrees that the recent PPI spike is a significant concern, but they differ on its implications for inflation …
Capital One、詐欺キャンペーン運営者を商標権侵害で提訴
Capital One files lawsuit against alleged 'scam campaign' operators — for trademark infringement
Capital One's (COF) 'lawfare' lawsuit is a strategic attempt to gather intelligence on fraudsters and potentially shift liability onto telecom …
トランプ氏、16兆ドルのCEOパワーを携え訪中、習氏に一つの大きな要求を突きつける
Trump Lands In China With $16 Trillion Of CEO Power — And One Big Ask For Xi
The panel consensus is bearish, warning that Trump's high-stakes 'commercial diplomacy' trip to China risks becoming a catalyst for further …
Wolfspeed株がCitriniの調査で半導体メーカーの可能性が浮き彫りになり20%高
Wolfspeed stock soars 20% after Citrini research highlights the chipmaker's potential
Despite the recent rally, Wolfspeed's (WOLF) fundamentals remain uncertain. While the CHIPS Act grant provides some relief, the company's 200mm …
Eaton (ETN) は AI データセンターの構築に向けてスイッチギアの生産能力を拡大する理由
Why Eaton (ETN) Is Expanding Switchgear Capacity for the AI Data Center Buildout
Eaton's (ETN) $30M investment in a Nebraska facility for medium-voltage switchgear addresses AI data center power bottlenecks, but the 2027 …
AIインフラの電気保護層からnVent Electric (NVT) が受ける恩恵
How nVent Electric (NVT) Benefits From the Electrical Protection Layer of AI Infrastructure
nVent (NVT) is seen as a strong play on data center infrastructure growth, with significant backlog and robust organic growth …
AIデータセンターの電力機器不足にGE Vernova（GEV）が連動する理由
Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers
The panel is divided on GE Vernova (GEV), with concerns about the Wind segment's profitability and execution risks outweighing optimism …
戦略価格予測：MSTRは1ヶ月で43%反発、当社のモデルは134%の上昇を見込む
Strategy Price Prediction: MSTR Bounced 43% in a Month and Our Model Sees 134% Upside
The panel consensus is that MSTR's significant exposure to Bitcoin's volatility and substantial dilution risk outweigh its potential upside, despite …
AIロード成長におけるユーティリティ側の賭けとなるAmerican Electric Power (AEP)
Why American Electric Power (AEP) Is a Utility-Side Bet on AI Load Growth
The panel is divided on AEP's growth prospects, with bulls focusing on the 'electrification of everything' and contracted demand from …
Quanta Services (PWR) は AI インフラストラクチャの背後にあるユーティリティの建設に乗っています
How Quanta Services (PWR) Is Riding the Utility Buildout Behind AI Infrastructure
The panel is divided on Quanta Services (PWR). Bulls highlight the strong backlog, multi-year visibility, and EPS guidance raise, while …
なぜItron (ITRI)はAIグリッド近代化のソフトウェアレイヤーに適しているのか
Why Itron (ITRI) Fits the Software Layer of AI Grid Modernization
Itron's (ITRI) strong Q1 results and 22% growth in 'Outcomes' revenue signal a promising shift towards software-as-a-service. However, the company's …