株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
ゲリマンダー戦争は終わっていない、民主党が会議を招集したとジェフリーズ氏が発言
Redistricting war isn't over, Democrats say as Jeffries calls a meeting this week
The panel generally agrees that redistricting will likely lead to increased legislative gridlock, potentially capping the upside for major fiscal …
元テスラのCFO、Deepak Ahuja氏がRedwood Materialsに入社
Former Tesla CFO Deepak Ahuja joins EV battery recycler Redwood Materials
Redwood Materials' hiring of Deepak Ahuja signals a shift towards operational efficiency and capital discipline, potentially preparing for an IPO. …
半導体株が急騰中。安く買う方法はこちら
Chip stocks continue to surge. Here's how to buy one for less
The panelists agreed that Applied Materials (AMAT) is facing significant valuation risk, trading at 33x forward earnings against a 23x …
Genius Sports Limited (GENI):ラリー・ロビンズが新規ポジションを開設
Genius Sports Limited (GENI): Larry Robbins Opens New Position
Genius Sports presents significant risks, including high customer concentration and uncertain profitability, despite impressive revenue growth. The panel is divided …
アナリストレポート：Jacobs Solutions Inc
Analyst Report: Jacobs Solutions Inc
Panelists agree that Jacobs Solutions' (J) large backlog suggests growth, but the quality and conversion rate of this backlog are …
Hain Celestial (HAIN) Q3 2026 決算トランスクリプト
Hain Celestial (HAIN) Q3 2026 Earnings Transcript
Despite management's optimism, Hain Celestial's turnaround remains fragile with a 6% organic sales decline, razor-thin margins, and high leverage. The …
アクセンチュア（ACN）：ラリー・ロビンズ氏が新規ポジションを開示
Accenture plc (ACN): Larry Robbins Discloses New Position
The panel is divided on Accenture's (ACN) future, with concerns about 'Talent Debt' and the risk of fixed-price contracts becoming …
アナリストレポート：Fidelity Natl Information Serv
Analyst Report: Fidelity Natl Information Serv
Despite potential margin expansion, FIS faces significant headwinds including structural erosion of its core banking revenue due to 'build vs. …
Circle (CRCL) 2026年第1四半期決算トランスクリプト
Circle (CRCL) Q1 2026 Earnings Transcript
The panel's discussion on Circle's Q1 2026 performance highlights its strong execution with USDC growth and the Arc token presale, …
Myriad Genetics Inc. (MYGN): ラリー・ロビンスはこの株を好む
Myriad Genetics Inc. (MYGN): Larry Robbins Likes This Stock
The panel consensus is that Myriad Genetics (MYGN) is a value trap masquerading as a turnaround play, with subpar revenue …
Lithia Motors Inc. (LAD):ラリー・ロビンズはこの株を買い増している
Lithia Motors Inc. (LAD): Larry Robbins Is Loading Up on This Stock
The panel is bearish on Lithia Motors (LAD) due to significant margin compression, high debt levels, and the risk of …
Townsquare (TSQ) Q1 2026 決算トランスクリプト
Townsquare (TSQ) Q1 2026 Earnings Transcript
Townsquare's digital pivot is delivering near-term mix improvement, but the financial bridge to growth remains unclear due to offsetting declines …