株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
最高指導者がイラン軍に「断固たる作戦の継続」を命じる
Khamenei Orders Iran's Army To 'Continue Decisive Operations'
The panel agrees that the current situation in the Strait of Hormuz poses significant geopolitical risk, with the potential for …
「スターマー解任」のオッズ（＆ギルト利回り）上昇、窮地の英首相が「疑う者に証明する」と誓う
'Starmer Out' Odds (& Gilt Yields) Rise As Embattled UK PM Vows To 'Prove Doubters Wrong'
The panel consensus is bearish, with the market pricing in a potential return to fiscal profligacy due to political instability …
フューチャーは微動だにせず、原油はイラン和平交渉の決裂を受けて急騰
Futures Flat, Oil Jumps After Iran Peace Talks Break Down
The panel consensus is bearish, warning of a potential market correction due to rising energy costs, geopolitical risks, and the …
メモリの圧迫が任天堂の株価を弱気市場にさらに深く引き込む
Memory Crunch Sends Nintendo Shares Deeper Into Bear Market
Nintendo's stock is facing significant headwinds due to a ¥100 billion margin hit from memory costs and tariffs, a conservative …
MP Materials (MP)は2028年までに磁石生産量を10倍にする見込み
MP Materials (MP) Said To Be On Track To Produce Ten Times More Magnets By 2028
MP Materials' 10x magnet production target by 2028 is ambitious but risky, hinging on successful execution of multi-year capex, permitting, …
MicronがDRAMを65億ドル到達最速ETFに押し上げ：Chart of the Day
Micron helps DRAM become the fastest ETF to hit $6.5 billion: Chart of the Day
The panel is bearish on the DRAM ETF due to cyclical oversupply risks, geopolitical tensions, and the ETF's concentration in …
monday.com Q1は、エンタープライズ顧客の成長とAI導入により好調
monday.com Q1 beat driven by enterprise customer growth and AI adoption
The panel is divided on monday.com's (MNDY) prospects, with concerns about competition, consumption pricing risks, and lack of key metrics …
Northland、MACOM Technology (MTSI)の目標株価を375ドルに引き上げ
Northland Raises its Price Target on MACOM Technology (MTSI) to $375
The panelists discussed MTSI's recent earnings beat and guidance lift, with analysts raising price targets significantly. However, they disagreed on …
Roth Capital、ON Semiconductor（ON）の目標株価を125ドルに引き上げ
Roth Capital Raises its Price Target on ON Semiconductor (ON) to $125
The panel is divided on ON Semiconductor's future, with concerns about automotive demand softness, capital intensity of SiC transition, and …
アナリストによると、Advanced Micro Devices (AMD) が買うべきアメリカの半導体株トップ9に選ばれた理由
Here is Why Advanced Micro Devices (AMD) is Among the 9 Best American Semiconductor Stocks to Buy According to Analysts
The panel is bearish on AMD's Rackspace partnership, citing concerns about the counterparty risk of Rackspace's debt, the ambitious price …
BPがウォール街でダブルアップグレードを獲得：Argus、RBCともに回復ストーリーに強気
BP Just Got a Wall Street Double Upgrade: Argus, RBC Both Turn Bullish on Recovery Story
Despite a strong Q1 performance and a $20B divestment plan, BP's execution history and potential write-downs on offshore wind assets …
JEPI、ROST、NEE、ETN：ETF インフローアラート
JEPI, ROST, NEE, ETN: ETF Inflow Alert
The panel's discussion on JEPI's inflows and its holdings' performance is inconclusive, with varying interpretations of the data and its …