株式市場ニュース
最新の金融ニュース · 更新 7月 28, 2026
UAEが秘密裏にイランへの攻撃を実行、戦闘行為に発展
UAE Secretly Carried Out Attacks On Iran, Making It An Active Combatant
The UAE's direct kinetic involvement in the conflict, marked by its strikes on Iran's Lavan Island refinery, significantly elevates regional …
テスラの株主にとっての悪いニュース：株式を売るべきか？
Bad News for Tesla Shareholders: Should You Sell the Stock?
The panelists agree that European regulatory hurdles pose a significant risk to Tesla's FSD rollout and valuation, with the key …
メルツはフィコにモスクワVデー訪問に対して叱責を約束
Merz Promises Fico A Spanking For Slovak Leader's Moscow V-Day Trip
The panel agrees that the diplomatic tension between Chancellor Merz and PM Fico signals a deepening fracture in the EU's …
アラムコ、パイプライン増強でホルムズ海峡の混乱を相殺し利益が急増
Aramco Profit Jumps as Pipeline Ramp-Up Counters Hormuz Disruption
Aramco's Q1 2026 results show strong earnings and geopolitical risk mitigation, but concerns about working capital build, dividend sustainability, and …
Constellation Energy（CEG）– データセンター需要急増に伴う12銘柄のベスト電力ユーティリティ株のひとつ
Constellation Energy (CEG) – Among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge
Panelists agree that Constellation Energy (CEG) benefits from the data center surge and nuclear power's value in an AI-hungry grid. …
NextEra Energy (NEE)の目標株価がアナリストによって引き上げられる
NextEra Energy (NEE) Price Target Raised by Analysts
Panelists agree that NextEra Energy (NEE) is well-positioned to capitalize on the AI data center boom, but disagree on the …
NRGエナジー（NRG）はQ1の結果が混在し、2026会計年度のガイダンスを再確認
NRG Energy (NRG) Reports Mixed Q1 Results, Reaffirms FY 2026 Guidance
NRG's Q1 results show strong revenue growth but concerning margin compression, with high operating costs and interest expenses raising doubts …
American Electric Power Company (AEP)が第1四半期の利益と収益の予想を上回る
American Electric Power Company (AEP) Beats Profit and Revenue Estimates in Q1
The panelists generally agree that AEP's Q1 results and increased 2030 load forecast are driven by data center demand, but …
アナリスト、第1四半期決算はまちまちながらもエクセル・エナジー（XEL）の目標株価を引き上げ
Analyst Raises Xcel Energy (XEL) Price Target Despite Mixed Q1 Report
The panel is divided on Xcel Energy (XEL) with valid arguments for both bullish and bearish stances. Bulls point to …
デューク・エナジー（DUK）が第1四半期報告で予想を上回る
Duke Energy (DUK) Exceeds Estimates in Q1 Report
Duke Energy's Q1 beat and data center demand expansion are impressive, but the panel is divided on the sustainability of …
サザン・カンパニー（SO）の第1四半期決算が予想を上回ったため、目標株価が引き上げられる
The Southern Company (SO) Price Target Raised Following Better-than-Expected Q1 Report
The panel consensus is bearish, with the main concern being the regulatory approval timeline for Vogtle cost recovery, which could …
コーニングがAIクライアントと契約を締結した後、記録新高に達
Corning Hits Record High After Signing Up AI Clients
Despite the bullish consensus, panelists agree that Corning's (GLW) transition to high-volume optical margins is critical for sustaining its recent …