株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
ワサッチ・ロング/ショート・アルファ・ファンドのAsana（ASAN）のショートポジションが奏功
Wasatch Long/Short Alpha Fund’s Short Position in Asana (ASAN) Paid Off
The panel is divided on Asana's (ASAN) outlook, with concerns about AI disruption and execution risks, but also potential for …
JP Morganは、ASMLの評価を引き上げ、半導体メーカーが以前に予想されていたよりもはるかに多くのEUVツールを供給できるとシグナルを送った。
JP Morgan raises ASML estimates as chipmaker signals it can supply far more EUV tools than previously guided
The panel is divided on JP Morgan's upgrade of ASML's EUV tool capacity. While some see significant EPS tailwinds and …
SpaceXは1兆6000億ドルの米国通信業界を破壊するとOppenheimerは述べている
SpaceX will disrupt $1.6 trillion US communications industry, Oppenheimer says
The panelists generally agreed that SpaceX's Starlink faces significant challenges in disrupting the $1.6 trillion US broadband market, despite its …
オンライン販売の課題がFitLife Brands (FTLF) の第1四半期に影響
Challenges in Online Sales Hurt FitLife Brands (FTLF) in Q1
FitLife Brands (FTLF) faces significant challenges with its legacy business, including structural decay and reliance on volatile Amazon search algorithms. …
VersaBank Q2 決算説明会ハイライト
VersaBank Q2 Earnings Call Highlights
VersaBank's Q2 performance shows strong growth, but panelists express concerns about concentration risk, operational risks associated with the real-time SRP …
Medtronic、10 年で最も強い年間売上成長を報告
Medtronic reports strongest annual revenue growth in a decade
Medtronic's FY26 revenue growth was strong, but the deceleration in FY27 guidance (6.75-7.25%) raises concerns about the sustainability of growth. …
IGV 9月18日オプション取引開始
IGV September 18th Options Begin Trading
The panel consensus is neutral, warning of 'fat tail' risk and high implied volatility in IGV options strategies, with significant …
U.S. 工場注文が予想以上に大幅に増加
U.S. Factory Orders Spike More Than Expected In April
The panel is mixed on the interpretation of April's factory orders, with some seeing potential signs of a turning point …
この2つの株式を最大限に購入してください
Buy Every Share You Can of These 2 Stocks
The panel consensus is bearish, with the main concerns being META's unproven AI monetization and potential capex trap, and MELI's …
Plug Powerは次のBloom Energyになれるか？
Could Plug Power Become the Next Bloom Energy?
The panel consensus is bearish on Plug Power, citing its unproven hydrogen supply chain, high capex/O&M, and lack of binding …
OpenAI CEOサム・アルトマン氏、ワシントンで議員やトランプ政権関係者と会談
OpenAI CEO Sam Altman to meet with lawmakers, Trump officials in D.C.
The panel discusses the implications of OpenAI's engagement with U.S. regulators following a voluntary 30-day pre-release AI model review order. …
ビットコイン、最近の売りで2026年の新安値更新へ、トレーダー予測
Bitcoin set to slump to new lows for 2026 after recent sell-off, traders forecast
The panelists agreed that Bitcoin's price is influenced by both macroeconomic factors and specific cryptocurrency-related dynamics. They debated the significance …