株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
Robo.ai が AI データ成長のために Neurovia を 1 億ドルの取引で買収
Robo.ai to acquire Neurovia in $100m deal for AI data growth
The panelists debate the strategic value of Robo.ai's all-stock acquisition of Neurovia, with opinions ranging from a 'sovereign data play' …
市場は「ボトルネックを追いかける」のが大好き：ウォール街、AI株の記録的な上昇を分析
Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks
The panel is bearish on 'bottleneck' suppliers due to potential inventory corrections, hyperscaler capex scrutiny, and vertical integration by hyperscalers …
$1兆ドルクラブの新しいメンバーがAIブームを牽引：今日の注目チャート
The $1 trillion club's new members are powering the AI boom: Chart of the Day
The panel's net takeaway is that while Samsung's entry into the $1 trillion club signals the importance of hardware in …
Autoliv、トルコ製造から撤退し2,200人を削減
Autoliv to cut 2,200 jobs as it exits Türkiye manufacturing
Autoliv's (ALV) decision to exit Turkish manufacturing by 2028 is seen as a necessary capacity rationalization in a declining European …
WECエナジーグループ（WEC）、第1四半期決算で予想を上回る
WEC Energy Group (WEC) Tops Estimates in Q1 Report
WEC's Q1 beat is impressive, but investors should look beyond headline EPS growth. The real risk lies in the massive …
Public Service Enterprise Group (PEG)がQ1で予想を上回り、2026年見通しを再確認
Public Service Enterprise Group (PEG) Beats Estimates in Q1, Reaffirms 2026 Outlook
PSEG's Q1 beat was driven by extreme weather, but long-term growth relies on regulatory approvals and potential data center demand. …
FH Capital、JinkoSolar米国子会社の株式75.1％を取得へ
FH Capital to buy 75.1% stake in JinkoSolar US subsidiary
The panelists generally agree that JinkoSolar's divestment of a majority stake in its US subsidiary to FH Capital is a …
エンタージー（ETR）のQ1決算好調を受け目標株価を引き上げ
Entergy (ETR) Price Target Raised Following Q1 Earnings Beat
Entergy's $57B capex plan, driven by 16% annual industrial growth, faces significant risks including regulatory approval, supply chain constraints, and …
Dominion Energy（D）の目標株価が「堅調」な Q1 レポートを受けて上昇
Dominion Energy (D) Price Target Boosted Following “Solid” Q1 Report
Panelists agree on Dominion Energy's (D) significant data center exposure and growth potential, but disagree on the regulatory risks and …
Inspire Brands、IPO申請を米証券取引委員会に提出へ
Inspire Brands prepares to go public with confidential US IPO filing
The panelists have a neutral to bearish sentiment on Inspire Brands' IPO due to concerns about high leverage, potential 'royalty …
ウェンディーズの純利益が2026年第1四半期に2270万ドルに減少
Wendy’s net income declines to $22.7m in Q1 2026
Wendy's Q1 2026 results showed deteriorating earnings quality, with net income and operating profit down significantly despite revenue growth. The …
アラムコ、CEOの石油供給に関する警告の中、第1四半期利益が25%増加
Aramco Q1 income rises 25% amid CEO’s warning on oil supply
Aramco's strong Q1 earnings masked cash flow concerns, with free cash flow contracting due to a working capital build. While …