株式市場ニュース

原油価格、ホルムズ海峡閉鎖で急騰

Crude Oil Prices Jump as Strait of Hormuz Remains Shut

The panel is divided on the future of oil prices, with bulls emphasizing physical scarcity and geopolitical risks, while bears …

CoreWeave (CRWV)が持つものは誰もが欲しがるとニュースレターは報じる

Everyone Wants What CoreWeave (CRWV) Has, Says Newsletter

The panel consensus is bearish on CoreWeave (CRWV), citing extreme customer concentration risk, high capital expenditure, questionable profitability, and potential …

IRENは金曜日後の暴落後、9%下落：NVIDIAのAIクラウドの興奮が冷め、利益確定が起きた

IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitement Cools as Profit-Taking Hits

The panel consensus is bearish on IREN's stock, citing extreme execution risk, massive capital expenditure requirements, and potential dilution from …

ウォールストリートはCathie Woodのポートフォリオでこの目立たないAI株を過小評価しているのでしょうか？

Is Wall Street Underestimating This Under-The-Radar AI Stock Pick in Cathie Wood’s Portfolio?

Teradyne's (TER) AI-driven demand and duopoly in semi-testing are real, but the company faces cyclical risks (AI capex slowdown, vertical …

ダンスタイアのダル航空の価格ターゲットを$88に引き上げ

Bernstein Hikes Delta Air Lines Price Target to $88 on Better Fuel Insulation

The panel is divided on Delta's (DAL) refinery strategy, with some seeing it as a cyclical hedge and others as …

香港株式市場の下落が予想される

Lower Open Called For Hong Kong Stock Market

Panel is divided on Hang Seng's outlook, with bearish views prevailing due to concerns over U.S. recession fears, Chinese real …

Marvell Technology, Inc. (MRVL) Announces Acquisition of Polariton Technologies

The panel is divided on Marvell's acquisition of Polariton, with concerns about integration risks, timing, and competition from Broadcom. While …

シェイン対 Temu U.K. 著作権訴訟がロンドンで始まる

Shein vs. Temu U.K. copyright trial begins in London

The panel consensus is that the litigation between Shein and Temu is a symptom of deeper existential threats, namely the …

IPGフォトニクス社（IPGP）が2026年第1四半期決算を発表

IPG Photonics Corporation (IPGP) Announces First Quarter 2026 Financial Results

IPGP's revenue growth is solid, but margin deterioration due to tariffs and competition is a significant concern. Wide guidance and …

THE ONEグループ：トラフィックの回復、ベニハナのシナジーが利益率とキャッシュフローを押し上げる – 四半期更新報告

The ONE Group: Traffic Rebound, Benihana Synergies Lift Margins & Cash Flow – Quarterly Update Report

STKS shows operational progress with margin expansion and EBITDA growth, but preferred equity drag and reliance on traffic gains pose …

ビットコインが『完全』のボリッシュモーメンタムに回復した4つのサイン

Four Signs That Bitcoin Has Recovered To 'Full' Bullish Momentum

Panel is divided on Bitcoin's near-term outlook, with bulls citing positive spot taker CVD, recovered Stablecoin Supply Ratio, and rising …

BofAはMKS Inc. (MKSI)に強気です

BofA is Bullish on MKS Inc. (MKSI)

The panel is largely neutral to bearish on MKSI, with concerns about high debt levels, cyclicality, and potential margin erosion …