株式市場ニュース
最新の金融ニュース · 更新 7月 26, 2026
KLXエナジーサービス Q1決算説明会ハイライト
KLX Energy Services Q1 Earnings Call Highlights
The panel is divided on KLXE's outlook, with concerns over liquidity, debt, and operational sensitivity to completion activity, but also …
市場が気づく前に買うべきロボタクシーストック2選
2 Robotaxi Stocks to Buy Before the Market Catches On
The panelists agreed that the robotaxi opportunity is significant but faces substantial hurdles, including regulatory approval, liability frameworks, and insurance …
アナリストのお気に入り：BHPグループがトップメタルピックにランクイン
Analyst Favorites: BHP Group Ranks As a Top Metals Pick
The panel's net takeaway is that BHP's valuation is heavily influenced by iron ore prices and Chinese demand, with significant …
U.S. 株価、インフレデータを受けてまちまちのパフォーマンス
U.S. Stocks Turning In Mixed Performance Following Inflation Data
The panel consensus is bearish, with all participants agreeing that the recent inflation surge, exacerbated by geopolitical tensions, poses significant …
Alphabet株を買い漁るべき4600億ドルの理由
460 Billion Reasons to Buy Alphabet Stock Hand Over Fist
The panelists agree that while Alphabet's GCP backlog and growth are impressive, the focus should be on profit and margin …
「アメリカ人の財政状況は考えていない」とトランプ氏、イラン交渉中に発言
‘I don’t think about Americans’ financial situation,’ says Trump amid Iran talks
The panel generally agrees that high energy costs, driven by geopolitical risks, will lead to stagflationary pressures, hurting retail and …
中国の裁判所、AIに職を奪われた解雇労働者に補償を命じる
Chinese court awards compensation to sacked worker replaced by AI
The ruling increases the cost of capital for Chinese tech companies deploying LLMs in the short term, potentially hindering AI …
トランプ氏のメガドナー、経済的不確実性を理由にウィスコンシン州の開発プロジェクトを一時停止
Trump mega-donors pause Wisconsin development project, citing economic uncertainty
Uline's delay in constructing a 1M sq ft facility in Kenosha until 2027, citing 'economic unsettlement' and high interest rates, …
クラブの株式市場で水曜日に注目すべきトップ10
The Club's top 10 things to watch in the stock market Wednesday
The panel expresses concern about the market's overemphasis on AI and speculative stocks, warning of potential volatility due to persistent …
卸売物価指数、4月は年率6%上昇、2022年以来最大の伸び
Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022
The panel agrees that the recent PPI spike signals a structural shift in inflation, with tariff-related cost-push inflation being passed …
トランプ大統領、習主席との会談を前にCEOらと共に北京に到着
Trump arrives in Beijing with CEOs ahead of Xi meetings
The panel is divided on the implications of the US-China trade summit, with some seeing a potential 'sell-the-news' event or …
アルトマン氏、マスク氏のOpenAIとの決別を詳述「非営利団体は死にゆく運命だった」
Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'
The panel consensus is that the trial's outcome may disrupt OpenAI's governance and execution timelines, potentially impacting Microsoft's AI defensibility …