株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
Circle、USDCトランザクション量が急増するもQ1はまちまちな結果に
Circle posts mixed Q1 as USDC transaction volume surges
Circle's Q1 shows strong USDC dominance and growth, but there's disagreement on sustainability of margins and potential risks from take-rate …
テスラ：この水準での購入は、Optimusを「無料」で入手することを意味するとPiper Sandlerは述べています
Tesla: Buying at these levels means you get Optimus for 'free', Piper Sandler says
The panel consensus is bearish on Tesla's current valuation, with concerns around the high FY27 earnings multiple (233x), the 'free' …
5月に買うべき配当エネルギー株4選
4 Dividend Energy Stocks to Buy in May
The panel's discussion highlights key risks in midstream energy investments, particularly throughput sensitivity, regulatory challenges, and tight cash flow coverage, …
JIVE、AER、TIGO、VIPS：ETF インフロー注意報
JIVE, AER, TIGO, VIPS: ETF Inflow Alert
The panel consensus is bearish on JIVE, with concerns about mechanical ETF inflows driving price without corresponding fundamentals, risk of …
ハンタウイルス感染症の発生が製薬・バイオ株の急騰を引き起こす — その理由は以下の通りです
Hantavirus cases spark surge in pharma and biotech stocks — here’s why
The panel consensus is bearish, with participants agreeing that the recent rally in MRNA, INO, EBS, and NVAX stocks is …
トレーダーはこのレガシーテクノロジー大手企業を次の「ミーム株」のように扱っている
Traders are treating this legacy tech giant like the next 'meme' stock
The panel is largely bearish on Cisco's recent rally, citing elevated implied volatility, a crowded call options position, and potential …
‘嫌いな人は嫌がる’: ダニ・アイヴスはAIラッシュが拡大する中でナスダック30,000を予測
‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands
The panel consensus is bearish, with key risks including power bottlenecks, regulatory delays, and the decoupling of hardware demand from …
マイケル・ベリーは信じていない：「急騰する株式については、ほぼ完全にポジションを縮小せよ」
Michael Burry is not a believer: 'For any stocks going parabolic reduce positions almost entirely'
The panelists generally agree that current tech valuations are elevated and may be at risk, but they differ on the …
コール・アレン、トランプ氏暗殺未遂の罪状認否で無罪を主張
Cole Allen pleads not guilty to trying to assassinate Trump
The panel consensus is that the Cole Allen case, despite initial concerns, is unlikely to significantly impact the market due …
62歳でのソーシャル・セキュリティ受給開始がSNSで話題に — 専門家は慎重な判断を促す
Social Security claims at 62 get social media buzz — experts say proceed with caution
The panel agreed that the 'wait until 70' advice for Social Security claiming is oversimplified and ignores personal liquidity needs, …
会話を救うことができる最も過小評価されているコミュニケーションスキルNo.1—専門家によると、それはシンプルでありながら「強力な」テクニックです
The No. 1 most underrated communication skill—it's a simple but 'powerful' technique that can save a conversation, says expert
The discussion revolves around the 'pull-back' technique in high-stakes conversations, with panelists debating its strategic value, market impact, and potential …
Teradyne (TER) はAI投資の次のフェーズに入る可能性がある
Teradyne (TER) Could Be In The Next Phase Of AI Investing
Teradyne's (TER) valuation is aggressive given its core cyclical semiconductor test business, despite promising robotics and AI narratives. Risks include …