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
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 …
Polymarket イランの賭けが新たな論争と内部調査を引き起こす
Polymarket Iran Bets Draw Fresh Dispute and Insider Scrutiny
The panel consensus is that prediction markets like Polymarket face significant structural risks, particularly the 'Oracle Problem' and insider trading …
機関投資家の債券ポジショニング、一般の人々のために翻訳
Institutional Bond Positioning, Translated for the Rest of Us
The panel generally agrees that Wedmont's addition of VTC is a defensive move rather than a high-conviction play, with risks …