株式市場ニュース
最新の金融ニュース · 更新 7月 30, 2026
このファンドのオフィスストレスの中でのブラックストーン・モーゲージ・トラスト売却300万ドルについて知っておくべきこと
What to Know About This Fund’s $3 Million Blackstone Mortgage Trust Sale Amid Office Stress
The panel is divided on BXMT, with concerns about rate sensitivity and office exposure outweighing potential value and dividend yield.
より優れた人工知能（AI）株：アルファベットかマイクロソフトか
Better Artificial Intelligence (AI) Stock: Alphabet or Microsoft
The panelists debate the relative merits of Alphabet and Microsoft, with some favoring Microsoft's enterprise integration and Azure's margins, while …
S&P 500を下回る株価にもかかわらず、ある不動産ファンドがInvenTrust Propertiesに500万ドルの賭けをした理由
Why One Real Estate Fund Made a $5 Million Bet on InvenTrust Properties Despite the Stock Lagging the S&P 500
The panel is divided on InvenTrust Properties (IVT) with concerns about its valuation, leverage risk, and potential structural changes in …
Advanced Micro Devices (AMD)株は過去12ヶ月で320%上昇しましたが、今からでも購入するのは遅すぎるでしょうか？
Is It Too Late to Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Gain of 320%?
The panel's net takeaway is that AMD's current valuation (forward P/E near 35-38) is rich and relies heavily on unproven …
見積もり価格での交渉と未回収債権の回収 - 生活費の上昇に苦しむ職人
Haggling prices and chasing debts - tradespeople hit with cost of living headache
The panel agrees that the UK's SME trades sector is facing a critical liquidity crunch due to increased late payments, …
バーレーン、シーア派コミュニティへの弾圧を強化、IRGCとの関連疑惑で数十人を逮捕
Bahrain Intensifies Crackdown On Shia Communities, Arrests Dozens Over Alleged IRGC Links
Bahrain's domestic instability and crackdown on Shia clerics pose significant risks, including potential disruption of US naval operations, energy logistics, …
スペンサー・プラットがロサンゼルス市長選で急騰、民主党員は動揺
Spencer Pratt Surges In L.A. Mayoral Race As Democrats Grow Nervous
The discussion panel generally agrees that Spencer Pratt's LA mayoral campaign, while generating media buzz, is unlikely to win but …
トランプ大統領はFRBに手を打たせるかもしれない――ただし、予想とは異なる方法で
President Donald Trump May Force the Fed's Hand -- but Not in the Way You'd Expect
The panel consensus is bearish, with the market mispricing the transition from Powell to Warsh and the structural inflationary event …
今からでもデータセンターの勝者への投資は遅くない。その理由は以下の通り
It's not too late to start buying the data center winners. Here's why
The panel consensus is bearish on Micron and the memory market, citing cyclicality, stretched valuations, and significant risks such as …
来週の株式市場で注目すべき2つの大きなポイント
Here are the 2 big things we're watching in the stock market in the week ahead
The panel consensus is bearish on Qnity Electronics, citing rich valuation, potential earnings misses, and macroeconomic risks such as sticky …
なぜあるファンドの660万ドルのミルローズ購入は、ホームビルダーがアセットライトを維持するという賭けのように見えるのか
Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light
The panel is largely bearish on Millrose Properties (MRP), with concerns about its high dividend yield, concentration risk, and potential …
主要な米国の医療提供者が30%のサービスで事前承認を廃止 — 医師の93%が「とっくに期限切れ」と回答
Major US health provider drops prior authorization for 30% of services — and 93% of doctors say it's long overdue
UnitedHealthcare's (UNH) move to cut prior authorization by 30% is seen as a strategic pivot to protect its long-term 'license …