株式市場ニュース
最新の金融ニュース · 更新 7月 31, 2026
Cipher Digital (CIFR)が2026年度第1四半期の決算を発表
Cipher Digital (CIFR) Releases Q1 2026 Financial Results
The panel consensus is that Cipher Digital's (CIFR) Q1 2026 results indicate a precarious transition phase, with high capital intensity, …
NeedhamはZeta Global Holdings（ZETA）株の買いレーティングを維持
Needham Maintains Buy Rating on Zeta Global Holdings (ZETA) Stock
Panelists are divided on Zeta Global's (ZETA) prospects. Bulls highlight impressive momentum, strong execution, and potential AI-driven growth, while bears …
ヘリウムショック後の最高の人工知能（AI）成長株は、ホルムズ海峡を必要としないもの
The Best Artificial Intelligence (AI) Growth Stocks After the Helium Shock Are the Ones That Don't Need the Strait of Hormuz
The panelists agreed that Datadog and CrowdStrike's high multiples make them vulnerable to even modest growth misses, and the 'helium …
FTAI Aviation (FTAI)が2026年第1四半期の決算を発表
FTAI Aviation (FTAI) Releases Financial Results for Q1 2026
The panel's net takeaway is that FTAI's current growth is driven by cyclical factors and may not be sustainable in …
バンク・オブ・アメリカ、アルタ・ビューティー（ULTA）株をアップグレード
Bank of America Upgrades Ulta Beauty (ULTA) Stock
The panel is divided on Ulta's outlook, with concerns about competition, inventory turnover, and margin sustainability, but also optimism about …
Oppenheimer、QXO（QXO）株の目標株価を引き上げ
Oppenheimer Raises PT on QXO (QXO) Stock
The panel is largely skeptical about QXO's $17 billion acquisition of TopBuild, citing significant integration risks, potential balance sheet strain, …
Reddit (RDDT)は2026年に買うべき止められない株の一つか？
Is Reddit (RDDT) One of the Unstoppable Stocks to Buy in 2026?
Reddit's impressive revenue growth and ARPU expansion are tempered by concerns about cyclical ad demand, potential regulatory headwinds, and the …
バーガーキングがWhopperを改善するために行った珍しいこと
Burger King did something unusual to fix the Whopper
While the panel agrees that Burger King's 'Reclaim the Flame' strategy has shown initial success with a 5.8% same-store sales …
Robinhood Markets (HOOD): 2026年に買うべきアンストッパブルな株
Robinhood Markets (HOOD): Unstoppable Stock to Buy in 2026
The panelists had mixed views on Robinhood's Q1 2026 results. While some saw resilience and successful diversification, others raised concerns …
ここにNVIDIA (NVDA)が2026年に購入すべき止められない株式の1つである理由があります
Here is Why NVIDIA (NVDA) Is Among the Unstoppable Stocks to Buy in 2026
The ServiceNow partnership is seen as a strategic move by NVIDIA to expand its software ecosystem and lock in enterprise …
Ameriprise Financial (AMP)の目標株価をPiper Sandlerが引き上げた理由
Here’s Why Piper Sandler Raised PT on Ameriprise Financial (AMP)
Despite strong Q1 results, Ameriprise's (AMP) valuation remains controversial. While bulls point to impressive growth in AUM and earnings, bears …
Devon Energy (DVN) が最も割安な高品質株の1つである理由
Here’s Why Devon Energy (DVN) Is One of the Most Undervalued High Quality Stock
The panel consensus is bearish on Devon Energy (DVN), citing a significant earnings miss, integration risks from the Coterra merger, …