株式市場ニュース
最新の金融ニュース · 更新 7月 26, 2026
SONAR、国際ロードチェック週間に合わせてキャリア安全ダッシュボードをローンチ
SONAR Launches Carrier Safety Dashboard — Right on Time for International Roadcheck Week
The panel generally agrees that SONAR's Carrier Safety Dashboard is a timely product launch, leveraging FMCSA/CSA data to help brokers …
金と銀の供給増加 – 通貨への警告？
Gold and Silver Deliveries Escalate – A Warning for Currencies?
The panel discussed the silver market's supply-demand dynamics, with a consensus that while there's a real deficit driven by industrial …
インドの株式は早朝取引で変動
Indian Shares Fluctuate In Early Trade
The panel agrees that the market is volatile due to macro headwinds, with a focus on crude oil volatility, rupee …
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SoftBank posts $46 billion gain at Vision Fund driven mainly by massive OpenAI bet
The panel consensus is bearish on SoftBank's investment strategy, highlighting the significant risks associated with its concentrated bet on OpenAI …
ジェイミー・ダイモン氏、スターマー氏が英首相を辞任すればJPモルガンはロンドンの新オフィス計画を再考する可能性ありと警告
Jamie Dimon warns JP Morgan may rethink new London office if 'very smart' Starmer is ousted as UK PM
The panelists generally agree that JPMorgan's threat to abandon its 3M sq ft Canary Wharf tower project due to a …
CNBC's UK Exchange ニュースレター：スターマー氏のEU推進は厳しい政治現実と直面
CNBC's UK Exchange newsletter: Starmer’s EU push faces a harsh political reality
The panel generally agrees that Starmer's 'dynamic alignment' strategy faces significant challenges, with most participants expressing bearish sentiments. The key …
欧州市場は上昇、スターマー首相が辞任要求を退け英国債が上昇
European markets open higher, UK gilts rally as PM Starmer defies calls to quit
Despite a relief rally in European equities following Starmer's defiance, panelists remain bearish due to underlying fragility, geopolitical risks (U.S.-Iran …
株式は好決算で上昇して引け
Stocks Settle Higher on Strong Earnings
The panel consensus is bearish, warning of a fragile market held up by narrow AI/chip strength while fundamentals crack elsewhere. …
国債先物（30年・10年）の季節的な追い風が整いつつある – セットアップはこちら
Seasonal Tailwinds Are Aligning for 30 & 10-Year Treasuries – Here's the Setup
The panel consensus is bearish, with key risks being the structural supply-demand imbalance, heavy upcoming U.S. debt issuance, and potential …
CoreWeave株、AIの成長ストーリー鈍化で下落
CoreWeave Stock Falls as the AI Growth Story Slows Down
Despite impressive revenue growth and a substantial backlog, CoreWeave faces significant challenges, including high customer concentration, substantial cash burn, and …
ZoomInfo Technologies Inc. (GTM):ラリー・ロビンズは強気姿勢を継続
ZoomInfo Technologies Inc. (GTM): Larry Robbins Continues Bullish Stance
The panel consensus is bearish on ZoomInfo (GTM), with key concerns being the slowdown in revenue growth, the threat of …
GM株価ニュース：ゼネラル・モーターズのIT労働者に対するレイオフ
GM Stock News: General Motors Layoffs Hit IT Workers
The panel is largely bearish on GM's stock due to concerns about execution risks in its pivot to AI and …