株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
Capital Oneの決算ミスがより大きな疑問を投げかける：消費者はついに限界を迎えるのか？
Capital One's Earnings Miss Raises a Bigger Question: Is the Consumer Finally Cracking?
The panel is divided on Capital One's (COF) outlook, with concerns about subprime credit risk and the Discover acquisition's integration …
テスラ株はロボタクシーの全国展開前に買うべきか？歴史が示すこと。
Should You Buy Tesla Stock Before the Robotaxi Expansion Goes Nationwide? Here's What History Says.
The panelists generally agree that Tesla's current valuation is disconnected from its cash-flow generation, with the stock pricing in flawless …
第一三共、決算減益、27年度ガイダンスを提示
Daiichi Sankyo Earnings Fall; Guides FY27
Daiichi Sankyo's FY26 results show mixed signals with revenue growth but margin compression due to aggressive R&D spending. The company's …
Q.beyond 発表、第1四半期の損失拡大；2026年の見通しを確認
Q.beyond Posts Wider Loss In Q1; Confirms 2026 Outlook
Q.beyond's pivot to AI and internationalization is causing near-term margin compression, with the 2028 targets relying on successful execution and …
Stabilus SE、FabreekaとTech ProductsをVMC Groupに売却へ、FY26ガイダンスを再確認
Stabilus SE To Sell Fabreeka, Tech Products To VMC Group; Reaffirms FY26 Guidance
Stabilus' divestment of Fabreeka and Tech Products at a 10x multiple is seen as a strategic move to reduce debt …
Yindjibarndi Energy、Jinbi Solarの財務クロージングに到達、30年間のRio Tintoとの契約を締結
Yindjibarndi Energy Reaches Financial Close For Jinbi Solar, Signs 30-Yr Rio Tinto Deal
The panel generally agrees that Rio Tinto's 30-year PPA with Yindjibarndi Energy for a 75 MWac solar facility is a …
Oroco Resource、チャールズ・クライヤー氏の新CEO就任を発表
Oroco Resource Names Charles Cryer New CEO
The appointment of Charles Cryer as CEO signals a shift towards development and funding for Oroco's Santo Tomas copper project, …
社会主義-イスラム主義同盟はついに終焉を迎えるのか？
Is The Socialist-Islamist Alliance Finally Over?
The panel discusses the potential impact of a 'Socialist-Islamist' alliance fracture on European energy policy and Qatari investments. While some …
BMOキャピタルはTransAlta（TAC）の「アウトパフォーム」レーティングを維持
BMO Capital Maintains Outperform Rating on TransAlta (TAC)
TransAlta's Q1 results show a mixed picture with earnings beat but deteriorating operational cash generation and revenue. The company's pivot …
Vistra (VST)は決算予想を上回った最高の公益株か？
Is Vistra (VST) the Best Utility Stock that Beat Earnings Estimates?
Vistra's (VST) Q1 revenue beat and investment-grade upgrade are positive, but execution risks, particularly NRC delays on nuclear restarts, and …
JPMorgan、Edison International（EIX）の目標株価を75ドルに引き上げ
JPMorgan Raises its Price Target on Edison International (EIX) to $75
Despite a Q1 EPS beat, panelists remain cautious on Edison International (EIX) due to wildfire liabilities, regulatory risks, and potential …
シェブロンのCEOが世界の「供給途絶」について語ったことは、トランプ氏の経済的勢いを覆す可能性がある
What Chevron’s CEO Just Said About Global ‘Supply Outages’ Could Derail Trump’s Economic Momentum
The panel agrees that energy prices and supply disruptions pose a significant risk to consumers and the economy, with the …