株式市場ニュース
最新の金融ニュース · 更新 7月 28, 2026
シーメンス・エナジー Q2 純利益が増加；FY26 見通しを上昇
Siemens Energy Q2 Net Income Increases; Raises FY26 Outlook
Despite strong Q2 results and raised FY26 guidance, Siemens Energy faces significant risks, including order backlog quality, execution risk at …
富士フイルム、26年度決算増収、27年度ガイダンス発表、株価上昇
Fujifilm Earnings Up In FY26; Guides FY27; Share Rise
Fujifilm's FY26 results were strong, driven by bio-CDMO and semiconductor materials, but FY27 guidance suggests potential margin compression and heavy …
ブリティッシュ・スチール国有化：何がうまくいかなかったのか、そしてこれからどうなるのか？
British Steel nationalisation: what went wrong, and what happens now?
The panel consensus is that nationalizing Scunthorpe Steel is a 'zombie asset' preservation strategy with significant fiscal risks, including a …
「一貫した嘘のパターン」：マスク対OpenAI裁判でサム・アルトマンに対する内部関係者の見解が明らかに
‘A consistent pattern of lying’: Musk v OpenAI trial exposes what insiders think of Sam Altman
The trial's testimony has damaged Altman's personal credibility and raised governance concerns, potentially impacting talent retention and investor confidence. The …
カリフォルニア州で致命的な事故が相次いだ後、Amazonは違法な高速電動自転車の販売を停止
Amazon halts sales of illegal high-speed ebikes in California after fatal crashes
The panel generally agrees that Amazon's delisting of high-speed ebikes in California is a compliance move to mitigate regulatory risk, …
7日勤務と「借金による束縛」：欧州初の中国電気自動車工場、労働者虐待疑惑で泥沼化
Seven-day weeks and ‘debt bondage’: China’s first electric car plant in Europe mired in allegations of worker abuse
The panel consensus is bearish on BYD's European expansion due to significant ESG risks, labor abuse allegations, and potential regulatory …
ロイヤル・カリビアンは、障害のある息子の予約で私に「不当に」請求しました
Royal Caribbean ‘unfairly’ charged me over booking for disabled son
The panel agrees that while this incident may not have significant financial impact on Royal Caribbean, it highlights potential operational …
UKはEUに再加盟すべき、ロンドン市長がCNBCに語る
UK should commit to rejoin the EU, London mayor tells CNBC
The panel consensus is bearish, with the UK's potential rejoin to the EU seen as politically challenging, economically uncertain, and …
大手石油企業の第1四半期業績を支えた静かなるトレーディング部門の台頭
Behind Big Oil’s first-quarter beat: The quiet rise of trading desks
The panel is divided on the sustainability and value of European majors' trading desks. While some see it as a …
パラントリー株は、この評価指標ではアルファベットよりも安価である
Palantir stock is cheaper than Alphabet on this valuation metric
The panel consensus is bearish on Palantir, citing high valuation multiples, FCF volatility, and execution risks in transitioning to a …
完璧なタイミングの70億ドルの石油賭けがインサイダー取引の懸念を引き起こす
$7 Billion In Perfectly Timed Oil Bets Sparks Insider Trading Fears
The panel discussed large-scale trades in energy futures that preceded geopolitical announcements, with some suggesting insider trading or market manipulation. …
シティ、Veradermics, Incorporated (MANE)に対して強気の見方を維持
Citi Remains Bullish on Veradermics, Incorporated (MANE)
The panel is divided on MANE's potential. While some see promise in its Phase 2/3 Part A data and the …