株式市場ニュース
最新の金融ニュース · 更新 7月 27, 2026
バフェットが警告：非日常的な市場動向
Stock Investors Just Got a Massive Warning From Warren Buffett
The panelists generally agree that the market is expensive, with forward P/E ratios around 21x, but they differ on whether …
Recordati Q1純利益上昇、2026年財務目標を確認
Recordati Q1 Net Income Rises; Confirms 2026 Financial Targets
Panelists agree that Recordati's Q1 results show mixed signals, with strong net income growth but slower revenue growth and questions …
エンデバー・キャピタル、ナショナル・バンク・ホールディングスの株式を増強
Endeavour Capital Boosts Its Stake in National Bank Holdings
The panel is divided on Endeavour Capital's bet on NBHC, with concerns over deposit beta risk, energy exposure, and potential …
CJ Logistics Q1 営業利益は上昇
CJ Logistics Q1 Operating Income Rises
The panelists agree that CJ Logistics' net income decline is likely due to rising non-operating costs, potentially driven by FX …
スマートグラスは「プライバシーの侵害」 - Meta製は過去最高の売れ行き
Smart glasses are 'an invasion of privacy' - Meta's are selling better than ever
Meta's Ray-Ban smart glasses have shown significant consumer demand with 7M units sold, but regulatory risks, particularly around facial recognition …
綿が月曜日に上昇
Cotton Rallying on Monday
The panel is bearish on cotton futures, warning of a potential rapid liquidation event due to a 'crowded trade' and …
本日Circle株が急騰した30億ドルの理由
The $3 Billion Reason Circle Stock Is Surging Higher Today
The panel is divided on Circle's Arc presale, with concerns about high valuation, competition, and regulatory risks outweighing the potential …
AXT (AXTI)の年初来600%超の上昇と史上最高値更新を後押しした要因は？
What Drove AXT (AXTI)’s 600%+ Year-To-Date Surge To An All-Time High?
AXTI's 611% YTD surge is driven by InP demand and margin expansion, but significant risks remain, including customer concentration (40%+ …
Monday.com (MNDY) Q1 2026 決算トランスクリプト
Monday.com (MNDY) Q1 2026 Earnings Transcript
Panelists debate Monday.com's transition to an AI-driven consumption model. While Q1 results were strong, concerns about net dollar retention (NDR) …
Silicon Motion (SIMO) 株は、堅調な2026年第1四半期決算を受けて史上最高値を更新
Silicon Motion (SIMO) Shares At An All-Time High Following Robust Q1 2026 Results
SIMO's impressive 105% YoY revenue growth and strong Q2 guidance are countered by gross margin compression and potential competitive pressures …
Toast株はディップ買いに適しているか？
Is Toast Stock a Buy on the Dip?
The panel's net takeaway is that Toast's valuation is attractive but relies heavily on sustained growth and successful expansion into …
オーストラリア初のトランプタワープランが「毒性」ブランドのために中止：開発元が表明
Plans for Australia's first Trump Tower scrapped due to 'toxic' brand, developer says
The collapse of the AU$1.5bn Gold Coast project was primarily due to the Trump Organization's high licensing fees becoming unviable …