株式市場ニュース
最新の金融ニュース · 更新 7月 28, 2026
Rigel Pharma、ArvinasおよびPfizerとVeppanuのライセンス契約を締結
Rigel Pharma Signs Licensing Agreement With Arvinas And Pfizer For Veppanu
The panel is largely bearish on Rigel's (RIGL) licensing deal for Veppanu due to significant execution risks, high upfront costs, …
Under Armour、第4四半期の損失を縮小
Under Armour Posts Narrower Loss In Q4
The panel consensus is bearish, with concerns about Under Armour's inventory risk, lack of top-line growth, and the potential for …
Strategyは売上高の116倍の営業損失を計上したが、市場はおそらく気にしない理由
Strategy Just Posted an Operating Loss That Was 116 Times the Size of Its Revenue. Here's Why the Market Probably Won't Care
The panel agrees that MicroStrategy's (MSTR) recent 'loss' is primarily a mark-to-market adjustment due to its Bitcoin holdings, not a …
ロータス、ノーフォーク工場へのコミットメントを表明し、英国政府の支援を求める
Lotus boss calls for UK government support as it commits to Norfolk plant
Lotus is pivoting to a hybrid luxury model, but faces significant challenges in scaling production and securing necessary funding from …
世界の砂危機：置き換わるよりも速く使い果たされている
The global sand crisis: it’s being used up faster than it can be replaced
The panel agrees that the sand crisis is a significant supply-chain bottleneck, with potential impacts on construction costs and project …
米国インフレ、イラン戦争でエネルギーコストが急騰し3.8％に跳ね上がる
US inflation jumps to 3.8% as energy costs surge from Iran war
The panel largely agrees that the recent CPI print signals stagflationary pressures, with energy prices driving the increase but core …
「世界的に共鳴する可能性」：韓国が「AI税」の脅威で市場に混乱を引き起こす
'Could Resonate Globally': Korea Sparks Market Chaos With 'AI Tax' Threat
The discussion reveals fragility in the AI semiconductor market, with concerns over potential 'AI taxes' and the impact on companies …
HIMS株、ブランドGLP-1への移行が業績見通しに影響し急落
HIMS Shares Plunge As Pivot To Branded GLP-1s Weighs On Outlook
HIMS is undergoing a challenging transition from low-margin compounded GLP-1s to higher-margin branded drugs, with near-term margin compression and uncertainty …
ジェット燃料不足が世界中の航空会社への圧力を深める
Jet Fuel Shortage Deepens Pressure On Global Airlines
The panel consensus is bearish, with the key risk being the potential collapse of airline margins due to rising fuel …
「信頼性も魅力もない」：eBay、GameStopの買収提案を拒否
"Neither Credible Nor Attractive": eBay Rejects GameStop's Takeover Bid
The panel unanimously agrees that GameStop's $56B bid for eBay is unlikely to succeed due to financing issues, antitrust concerns, …
AIチャットボット規制を急ぐ上院は、すべての人にとって悪い
Senate's Rush To Regulate AI Chatbots Is Bad For Everybody
The panel generally agrees that the GUARD Act poses significant risks to the AI sector, with potential compliance costs favoring …
トランプ氏と中国の習氏とのハイリスク首脳会談で、貿易、台湾、イランに何が懸かっているか
What's at stake for trade, Taiwan and Iran in Trump's high-risk summit with China's Xi
The panel generally views the summit as a high-stakes distraction with limited substance, expecting a short-lived market rally followed by …