株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
Strategyは潜在的な売却を示唆しているにもかかわらず、さらにビットコインを購入
Strategy Buys More Bitcoin Despite Signaling Potential Sales
The panel consensus is bearish on MicroStrategy's Bitcoin strategy, with key concerns being the company's reliance on equity dilution to …
Circle株、ステーブルコインの利用事例の拡大に伴い13%上昇
Circle stock climbs 13% as stablecoin use cases grow
Circle's Q1 shows strong USDC growth and margin expansion, but earnings miss and heavy operational expenditure raise concerns. The 'AI …
6桁の退職貯蓄があっても、早期退職を後悔する可能性がある理由トップ3
Even if you have six-figure retirement savings, you still may regret retiring early — and here are 3 reasons why
The panel agreed that a 'six-figure' retirement fund may be insufficient for a 30-year horizon due to sequence-of-returns risk, inflation …
UBS、GTA VIへの期待からテイクツー・インタラクティブを米国ゲーム株トップに指名
Take-Two Interactive named top US gaming pick by UBS on GTA VI optimism
The panel is divided on Take-Two Interactive (TTWO) stock, with concerns about GTA VI's development costs, potential monetization backlash, and …
Mammoth Energy Services, Inc. Q1 2026 決算説明会サマリー
Mammoth Energy Services, Inc. Q1 2026 Earnings Call Summary
TUSK's recent operational progress, including positive adjusted EBITDA and significant cost cuts, has been noted, but concerns remain about its …
Seadrill Limited Q1 2026 決算説明会サマリー
Seadrill Limited Q1 2026 Earnings Call Summary
Seadrill's (SDRL) Q1 performance was strong, but the panel is divided on its sustainability. While some see potential in 2027 …
なぜアナリストは依然としてServiceNow, Inc. (NOW)を支持するのか
Why Analysts Still Favor ServiceNow, Inc. (NOW)
Panelists are largely bearish on ServiceNow due to its high valuation, reliance on aggressive growth assumptions, and risks from AI …
キール・インフラストラクチャー、ビットコインマイナーからAIへの転換完了で1億4500万ドルの損失を計上
Keel Infrastructure Posts $145 Million Loss as Firm Completes Pivot From Bitcoin Miner to AI
Panelists largely agree that Keel Infrastructure's 'AI pivot' is facing significant challenges, with a 23% revenue decline and a $98 …
アナリストはWorkiva Inc. (WK)に強いリスク・リワードを見出す
Analysts See Strong Risk-Reward in Workiva Inc. (WK)
Despite a strong Q1 and promising AI-driven expansion, Workiva's (WK) long-term growth prospects and valuation are debated. While some panelists …
Goldman SachsはなぜEPAM Systems, Inc. (EPAM)を中立に転換したのか
Why Goldman Suddenly Turned Neutral on EPAM Systems, Inc. (EPAM)
EPAM's stock is facing significant headwinds due to discretionary spending weakness, geopolitical risks, and high client concentration. While AI services …
アナリストは目標株価引き下げにもかかわらず、Itron, Inc. (ITRI)に強気姿勢を維持
Analysts Stay Bullish on Itron, Inc. (ITRI) Despite Target Cut
The panel consensus is bearish on Itron (ITRI) due to concerns about Q1 revenue pull-forward, weak Q2 guidance, and potential …
SpaceXへの投資を検討する前に、このトップの競合他社を考慮してください
Before You Invest in SpaceX, Consider This Top Competitor
The panel generally agrees that while Amazon's Project Kuiper has potential, it's still in its infancy and faces significant challenges, …