株式市場ニュース
最新の金融ニュース · 更新 7月 30, 2026
NVIDIA Corp. (NVDA)がコーニングと提携し、光学接続性の製造能力を強化
NVIDIA Corp. (NVDA) Partners with Corning to Boost Optical Connectivity Manufacturing Capacity
The panelists agree that NVIDIA's partnership with Corning to expand optical connectivity capacity is a strategic move, but they differ …
ビル・アックマン氏の新規IPOは大きな取引になるはずだった。PSUS株が下落する中、彼は今、個人投資家を非難している。
Bill Ackman’s New IPO Was Supposed to Be a Big Deal. Now He’s Blaming Retail Investors as PSUS Stock Falls.
The panel consensus is bearish on PSUS, citing a lack of unique value proposition, persistent discount risk due to no …
買われすぎのKOSPI、さらに上昇か
Overbought KOSPI Called Higher Again
The panel is largely bearish on the KOSPI's recent rally, citing parabolic moves, narrow leadership, and risks from geopolitical tensions …
Cerebras、需要急増でIPO価格帯を150〜160ドルに引き上げへ、関係筋
Exclusive-Cerebras to raise IPO price range to $150-$160 as demand surges, sources say
Cerebras' IPO surge signals strong demand for AI inference-focused chips, but panelists express concerns about customer concentration, operational risks, and …
原油市場、供給ショック悪化で安全クッションを使い果たす
Oil Market Runs Down Safety Cushion as Supply Shock Worsens
The panel is divided on the outlook for oil prices, with bullish arguments centered around supply shortages and geopolitical risks, …
地球を祝う：この2つの止められないグリーンエネルギー株
Celebrate Earth With These 2 Unstoppable Green Energy Stocks
The panelists agree that BEP and NEE are steady, capital-intensive plays with modest growth, but they differ on the impact …
XRP テスト $1.50 レジスタンス 再び: XRP は今回、ブレイクアウトするか、フェイクアウトするか？
XRP Tests $1.50 Resistance Again: Will XRP Break Out or Fake Out This Time?
Panel consensus is bearish, with the key risk being the $1.46 supply wall and the key opportunity being a potential …
ジム・クレイマー氏、コーニングとの契約でエヌビディアは「打ち負かすのが難しい」と発言、グーグル、アマゾンには「複数のアドバンテージを持つ対戦相手」がいると指摘
Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Opponent With Multiple Legs Up'
Nvidia's $500M investment in Corning is a strategic play to secure optical interconnect supply, potentially commoditizing 'pipes' of the AI …
社会保障を維持するための最も（そして最も不人気な）魅力的な方法のいくつか
Some of the Most (and Least) Appealing Ways to Save Social Security
The panel consensus is bearish on Social Security reform, highlighting the political gridlock, structural funding gap, and potential economic consequences …
Tigress Financial PartnersがOklo (OKLO)株のカバーを開始
Tigress Financial Partners Initiates Coverage of Oklo (OKLO) Stock
The panel consensus is bearish on Oklo (OKLO) due to significant regulatory, engineering, and financial risks associated with its first-of-a-kind …
Holley Q1決算説明会ハイライト
Holley Q1 Earnings Call Highlights
The panel's net takeaway is that Holley's (HLLY) Q1 results show resilience, with EBITDA margins expanding despite a revenue decline, …
Horace Mann Educators Q1 決算電話会議ハイライト
Horace Mann Educators Q1 Earnings Call Highlights
While HMN's Q1 results showed strong core earnings growth and a significant combined ratio improvement, the sustainability of these gains …