株式市場ニュース
最新の金融ニュース · 更新 7月 31, 2026
Clean Harbors、ガイダンス引き上げとPFASの勢いで2026年のアップサイドを視野に入れる
Clean Harbors Eyes 2026 Upside After Guidance Boost, PFAS Momentum
Panelists are divided on Clean Harbors' (CLH) outlook, with concerns about execution risks, balance sheet strain, and uncertain PFAS growth …
キーフ・ブリュイエットとみずほがアーチ・キャピタル・グループ（ACGL）の目標株価を引き下げ
Keefe Bruyette and Mizuho Lowers PT on Arch Capital Group (ACGL)
The panel is divided on Arch Capital Group (ACGL) with valid points from both bullish and bearish perspectives. Bulls highlight …
BMO、トラベラーズ・カンパニーズ（TRV）の目標株価を引き上げ
BMO Raises PT on The Travelers Companies (TRV)
The panel's net takeaway is that while TRV has potential EPS beats from conservative reserves and net investment income tailwinds, …
D.R. Horton（DHI）は、今すぐ購入すべき最も割安な高品質株の一つ
D.R. Horton (DHI) Among the Most Undervalued High Quality Stocks To Buy Now
Panelists agree that D.R. Horton's (DHI) current valuation appears attractive, but they express concerns about the potential impact of higher …
ニューモント・コーポレーション（NEM）に対するウォール街の強気姿勢
Wall Street Bullish on Newmont Corporation (NEM)
Panelists agree that Newmont's Q1 results were impressive, but there's caution regarding its high debt load, capital intensity, and potential …
Grove Collaborative Q1決算説明会ハイライト
Grove Collaborative Q1 Earnings Call Highlights
Grove Collaborative's Q1 showed improved margins and adjusted EBITDA, but revenue and customer base declined. The company's cash position is …
ウォール街はアドビ ($ADBE) をどう見ているか
Here’s What the Street Thinks About Adobe (ADBE)
The panel consensus is that Adobe's current valuation is likely misleading and may compress due to competitive pressure from smaller, …
シモーネ・バイルズ、2万2千ドルの美容代に「永遠に家にいる」と発言 — ライフスタイル・クリープは誰にも容赦しない理由
Simone Biles says she's 'staying inside' forever after being hit with $22K glam bill — why lifestyle creep spares no one
The panel discusses the phenomenon of 'lifestyle creep' using Simone Biles' $22K glam bill as an example, with most agreeing …
リンカーンパークの小売ブームにもかかわらず、LLJは1000万ドルのローン債務不履行を処理中
Despite Lincoln Park retail boom, LLJ working through $10M loan default
The panel consensus is bearish on the $10M default at 1123-1131 W Armitage, with concerns about the 'higher-for-longer' interest rate …
Granite Ridge Resources Q1 決算説明会ハイライト
Granite Ridge Resources Q1 Earnings Call Highlights
The panel is divided on Granite Ridge's (GRNT) prospects. While some see potential in the Admiral partnership and hedging strategies …
なぜアマゾン（AMZN）はキャシー・ウッドのトップAI株なのか？
Why Amazon (AMZN) is a Top AI Stock Pick of Cathie Wood?
The panelists debated AMZN's valuation, with concerns about AWS growth deceleration, capital intensity, and retail demand softening, but also optimism …
Advanced Micro Devices (AMD) は Nvidia (NVDA) に勝つ必要はない – キャシー・ウッドのトップAIチップ株
Advanced Micro Devices (AMD) Doesn’t Need to Beat Nvidia (NVDA) To Be a Winner – Cathie Wood’s Top AI Chip Stock
The panel's net takeaway is that AMD's success hinges on its software ecosystem (ROCm) gaining traction to challenge Nvidia's CUDA …