株式市場ニュース
最新の金融ニュース · 更新 7月 30, 2026
Comp En De Mn Cemig ADS Q1 利益報告会のハイライト
Comp En De Mn Cemig ADS Q1 Earnings Call Highlights
CEMIG's Q1 2026 results show strong distribution EBITDA growth, but the panel is divided on the sustainability of this growth …
GMがカリフォルニア州のドライバーのプライバシーに関する和解金として1275万ドルを支払うことに同意
GM agrees to pay $12.75M in California driver privacy settlement
The panel is divided on the impact of GM's $12.75M California privacy settlement. While some argue it's a minor 'housekeeping …
クアルコムがガイダンスを逃した。投資家はデータセンターがQCOM株を押し上げるのを待つ間、無視している。
Qualcomm Missed on Guidance. Investors Are Shrugging It Off as They Wait for Data Centers to Take QCOM Stock Higher.
The panel is divided on Qualcomm's pivot to AI infrastructure, with concerns about competition, revenue visibility, and potential delays in …
Ferrariが見込みを上回った。なぜ株価が下落しているのか？
Ferrari Beat Estimates. So Why Is the Stock Down?
The panel is divided on Ferrari's stock, with concerns about the Luce EV's pricing and potential impact on the brand's …
Nano Dimension (NNDM) Q1 2026 決算トランスクリプト
Nano Dimension (NNDM) Q1 2026 Earnings Transcript
Nano Dimension is effectively liquidating its operational identity, with a focus on monetizing assets and pursuing a reverse merger. The …
BlackRockのラリー・フィンク氏、AIが新たな1兆ドル規模の資産クラスを創出 — トランプ政権の政策がそれを加速させる可能性も
BlackRock’s Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump’s Policies May Accelerate It
The panelists debate the viability of 'compute futures' and the potential of utilities like CEG in the face of AI's …
神戸製鋼 FY25 業績が低下、H1、FY26 を見通し
Kobe Steel FY25 Earnings Falls; Guides H1, FY26
Panelists debate Kobe Steel's outlook, with most expressing caution due to front-loaded weakness, reliance on automotive sector, and uncertainty around …
インド株、米・イラン緊張でブレント原油が105ドルに達し下落
Indian Shares Slump As Brent Crude Touches $105 On US-Iran Tensions
The panel consensus is bearish, with the key risk being a potential currency crisis due to the rupee depreciation and …
トランプ氏と習近平氏が会談へ。米中関税の現状は？
Trump and Xi are set to meet. Where do US-China tariffs stand?
Despite a potential short-term 'truce', panelists agree that the underlying structural issues in US-China trade relations remain unresolved, with a …
評議会、300ポンドの暖房用石油支援を確認
Council confirms £300 heating oil support
The panel agrees that the £300 support payments are a localized, insufficient measure that masks structural policy failures in UK …
CSL、50億ドルの非現金減損を計上し、FY26見通しを下方修正。株価急落
CSL Sees $5 Bln Non-Cash Impairments, Cuts FY26 Outlook; Stock Plunges
The panel consensus is bearish, with the $5B impairment indicating a failure in CSL's capital allocation strategy, particularly the Vifor …
南韓のコスピが原油価格上昇とイランのリスクのある中、アジア市場は混調しつつも記録を更新
South Korea's Kospi hits fresh record as Asia markets trade mixed amid oil surge, Iran risks
The panel agrees that the Kospi's record-breaking performance is unsustainable, driven by momentum and currency factors rather than fundamentals. They …