マーケットニュース＆AI分析
最新の金融ニュース · 更新 5月 05, 2026
一部のうんざりしたシャー支持者が、イランへの米国による爆撃規模が明らかになった後、後悔を表明
Some Jaded Shah Supporters Express Regret After Scale Of US Bombing On Iran Revealed
The panel agrees that the ceasefire is fragile and geopolitical risk premium remains high, but they disagree on the impact …
リーマンズ・カナダの第4四半期損失が拡大
Reitman's Canada Q4 Loss Climbs
Reitmans (RET.TO) reported a widening net loss despite modest revenue growth, indicating severe margin compression and raising concerns about operational …
インテルはテラファブプロジェクトにイーロン・マスクと参加。これでINTC株は買いか？
Intel Just Joined the Terafab Project with Elon Musk. Does That Make INTC Stock a Buy?
The panel is bearish on Intel's current valuation, with concerns about execution risk, over-reliance on the Terafab partnership, and high …
ケビン・ウォーシュ連邦準備制度理事会議長指名計画、公聴会延期でつまずく
Kevin Warsh Fed chair confirmation plan hits snag as nomination hearing is delayed
The panel consensus is that the delay in Kevin Warsh's confirmation hearing is more than just procedural, with the real …
Skillsoft (SKIL) 2026年第4四半期 決算電話会議の議事録
Skillsoft (SKIL) Q4 2026 Earnings Call Transcript
Skillsoft's AI pivot shows early traction with 15 paying customers and 994% growth in AI skill completions, but revenue growth …
コジェコ・コミュニケーションズ社 第2四半期利益が上昇
Cogeco Communications Inc. Q2 Profit Climbs
The panel consensus is bearish on Cogeco (CCA.TO) due to persistent revenue pressure, unsustainable margin expansion, and significant risks from …
くら寿司（KRUS）2026年度第2四半期決算説明会トランスクリプト
Kura Sushi (KRUS) Q2 2026 Earnings Call Transcript
KRUS delivered a strong Q2 with operational beats but guidance was cautious due to geopolitical uncertainty. The panel is divided …
Robinhood Markets 決算プレビュー：期待されること
Robinhood Markets Earnings Preview: What to Expect
The panel is divided on Robinhood's (HOOD) future prospects. While some see potential in its transition to a recurring revenue …
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares 通年損失が拡大
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares FullYear Loss Climbs
Xanadu's (XNDU) significant revenue growth (190.6% YoY) is overshadowed by a widening net loss (53.7% YoY), raising concerns about its …
なぜピーボディ・エナジー株が木曜日に急落したのか
Why Peabody Energy Stock Tumbled on Thursday
The panel is divided on Peabody's (BTU) recent stock drop, with concerns about Centurion mine's volume miss and potential operational …
株式は米国とイランが停戦に合意し急騰
Stocks Soar as US and Iran Agree to a Ceasefire
The panelists generally agreed that the current market rally is driven by a temporary ceasefire, with significant risks remaining, such …
SpaceX IPOに投資すべき本当の理由：ウォール街アナリストが語る
This is the Real Reason to Invest in the SpaceX IPO, According to 1 Wall Street Analyst
The panel is largely bearish on SpaceX's 'sovereign AI' thesis due to unproven profitability, high execution risk, and significant technical …