株式市場ニュース
最新の金融ニュース · 更新 7月 27, 2026
ニューヨーク市長ゾーハン・マンダニ氏の pied-à-terre（準拠地）の不動産税が前進している。しかし、それは機能するだろうか？
New York City Mayor Zohran Mamdani's pied-à-terre property tax is moving ahead. But will it work?
The panel generally agrees that NYC's pied-à-terre tax is more political theater than effective fiscal policy, with limited impact on …
2026-27年の学生ローン金利は上昇の見込み：専門家分析
Student loan interest rates are set to rise for 2026-27: Expert analysis
The panel agrees that the 13bps increase in federal loan rates is marginal, but the real impact comes from the …
注目されていないAI株が半導体セクター最高の四半期決算を発表
An under-the-radar AI stock just delivered the best quarter of the chip sector
While Qnity's Q1 results and pivot to 3D packaging are impressive, the stock's valuation and potential cyclicality pose significant risks. …
BofA、FRBの利下げについて厳しい警告を発令
BofA drops blunt warning about Fed rate cuts
The panel largely agrees that the market is underpricing the 'higher-for-longer' structural risk, with the Fed potentially staying at 3.50-3.75% …
学生ローン残高5万5000ドルが突然消滅 — 10ヶ月後、SoFiが訴訟を起こす
Her $55,000 student loan balance vanished overnight — 10 months later, SoFi took her to court
The panel consensus is that SoFi (SOFI) faces significant operational risks and potential regulatory scrutiny due to issues with loan …
中国人は自国の車を欲しておらず、ワシントンも同様
The Chinese Don't Want Their Cars, And Neither Does Washington
The panel consensus is bearish, with concerns about Chinese OEMs' profitability due to export reliance, margin compression, and potential supply …
Circle、アークトークン・プレセールで2億2200万ドルを調達
Circle Raises $222 Million From ‘Arc Token’ Presale
The panel is divided on Circle's $222 million raise for the Arc blockchain. While some see it as a strategic …
市場アップデート：FSLR、NYT、UPS、FBIN、CEG
Market Update: FSLR, NYT, UPS, FBIN, CEG
The panel consensus is bearish, with the core CPI print at 2.8% confirming sticky inflation and dashing hopes for imminent …
モーニング・ミニット：クラリティ法案のマークアップは5月14日
Morning Minute: The Clarity Act Markup Comes May 14
The panel discusses the Clarity Act markup and BlackRock's tokenization push, with most panelists bullish on the long-term potential of …
Global Payments株：ウォール街は強気か弱気か？
Global Payments Stock: Is Wall Street Bullish or Bearish?
Despite recent earnings beats, Global Payments (GPN) faces structural challenges such as margin compression, competitive pressure from fintechs, and high …
Cerebras、需要増を受けIPO価格を引き上げへ
Cerebras To Raise IPO Price Amid Strong Demand
The panel is divided on Cerebras' IPO, with concerns about valuation, software moat, and power consumption offsetting the bullish case …
大豆は月曜日の朝に急騰
Soybeans Rallying Early on Monday Morning
The panel is bearish on soybean futures, expecting a potential reversal due to weak export data and uncertainty in new …