株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
ゼレンスキー氏、ウクライナ製ドローンの取引を求める国が20カ国に上ると強調
Zelensky Touts That 20 Countries Seek Ukraine Drone Deals
While Ukraine's pivot to drone exports holds potential, panelists agree that execution risks, IP leakage, and supply chain fragility pose …
4月の住宅販売、住宅ローン金利の上昇が買い手を圧迫し、期待外れ
April home sales disappoint as higher mortgage rates weigh on buyers
The panel consensus is that the housing market is bearish, with demand fragile and prices driven by supply constraints. The …
Monday.com株、収益急増と見通し引き上げで急騰
Monday.com stock soars on revenue jump, raised outlook
Monday.com's Q1 results showed strong revenue growth and margin expansion, but concerns remain about the sustainability of its AI-driven growth …
SDY、O、KVUE、KMB：ETFで大規模な資金流出を検出
SDY, O, KVUE, KMB: Large Outflows Detected at ETF
The panel discusses large outflows from SDY, an ETF tracking high-dividend S&P stocks, with implications for holdings like Realty Income …
今週の主要イベント：CPI、PPI、小売売上高、トランプ・習近平首脳会談
Key Events This Week: CPI, PPI, Retail Sales, Trump-Xi Summit
The panel is unanimously bearish, warning of a 'stagflation' setup due to sticky inflation, weakening demand, and geopolitical risks. They …
GM カット数百人の給与 IT 従業員、コスト削減とニーズ評価を実施
GM cutting hundreds of salaried IT workers as it cuts costs, evaluates needs
GM's IT layoffs and hiring indicate a strategic shift towards AI and autonomous vehicles, but the execution risk is high …
ジム・クレイマー氏のAI株上昇へのアプローチ、および当社のブレイクアップ・プレイの最新情報
Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays
Panelists agree that AI infrastructure stocks, particularly Corning (GLW), are overvalued and driven by momentum rather than fundamentals, but disagree …
トランプ大統領、イーロン・マスク氏、ティム・クック氏、ラリー・フィンク氏らCEOを招き、習主席との会談のため中国へ同行
Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit
The panel generally views the U.S.-China CEO delegation as a high-stakes leverage game, with negotiations focusing on purchasing commitments and …
トランプ氏、イランの対案拒否で「終末期」の停戦発言
Trump says Iran ceasefire is 'on life support' after rejecting Tehran's counterproposal
The panel agrees that the geopolitical risk premium is underpriced in the market, with a potential kinetic escalation in the …
OpenAI裁判：ナデラ氏、マスク氏はマイクロソフトへの投資について懸念を表明したことはないと発言
OpenAI trial: Nadella says Musk never raised concerns to him about Microsoft investment
The panel's discussion reveals a mixed sentiment regarding Microsoft's OpenAI investment. While some panelists argue that Microsoft's defense is strong …
JPMorgan Chase が主導する銀行グループ、問題のある KKR プライベートクレジットファンドへの信用ラインを縮小、損失の増加を受けて
JPMorgan Chase-led bank group reins in credit line to troubled KKR private credit fund as losses mount
The panel consensus is bearish on FSK due to rising non-accruals, AI-driven software loan vulnerabilities, and banks' loss of confidence …
トランプ氏、共和党がイラン戦争の中での連邦ガソリン税停止を検討
Trump, congressional Republicans float suspending federal gas tax amid Iran war
The panel largely agrees that suspending the federal gas tax is a politically motivated, inflationary measure that offers minimal consumer …