株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
AnthropicのIPOが目前に迫る。知っておくべきこと
Anthropic's IPO is Just Ahead. Here's What You Need to Know.
The panelists generally express skepticism about Anthropic's $965B valuation, citing lack of audited financials, potential over-reliance on run rates, and …
ヴィクトリアズ・シークレットの2026年第1四半期決算が予想を上回り、通期ガイダンスを上方修正しました
Victoria's Secret Q1 2026 earnings beat, raises full-year guidance
Victoria's Secret delivered a strong quarter with 13% comp growth and a significant guidance raise, but there are concerns about …
ダラー・ゼネラル、第1四半期の利益増加を発表
Dollar General Corporation Reveals Advance In Q1 Income
The panelists generally agreed that while Dollar General's Q1 results showed modest operational progress, the sustainability of its EPS growth …
近年、住宅所有者保険の保険料が急騰しています。費用を削減する方法
Homeowners insurance premiums have soared in recent years. How to reduce your costs
The panel consensus is that the homeowners insurance market is facing a structural crisis due to climate risk, with insurers …
ビットコインが70,000ドルを下回り、4月以来の最安値となる
Bitcoin falls below $70,000, hitting lowest level since April
The panel largely agrees that the recent Bitcoin price drop is not primarily driven by MicroStrategy's small sale, but rather …
MorningstarはSpaceXを$780 billionと評価し、IPO目標の半分です。
Morningstar values SpaceX at $780 billion, half its IPO target
The panel's net takeaway is that SpaceX's $1.75T IPO valuation is ambitious and hinges on successful execution of both Starlink …
億万長者ポール・シンガーはヒューレット・パッカード・エンタープライズ（HPE）について正しかった
Billionaire Paul Singer Was Right About Hewlett Packard Enterprise (HPE)
The panelists' consensus is that HPE's AI infrastructure play faces significant execution risks, particularly around the Juniper acquisition and the …
今日のテクノロジー株：Google株は800億ドルの増資計画で下落、Nvidia CEOはMarvell株を祝福
Tech stocks today: Google stock falls on plans to raise $80 billion, Nvidia CEO blesses Marvell stock
The panel is largely bearish on Alphabet's $80B capital raise, citing potential margin compression, delayed returns, shareholder dilution, and uncertain …
アマゾン株投資家にとっての朗報！
Great News for Amazon Stock Investors!
The panelists agree that AWS's role in agentic AI is significant, but they differ on the extent to which it …
HIVE Digital Technologies、2026会計年度の売上高急増を受け、$660M ARRへの道筋を描く
HIVE Digital Technologies maps path to $660M ARR after fiscal 2026 revenue surges
HIVE's pivot to AI infrastructure via the Toronto Gigafactory is promising but faces significant execution risks and funding challenges, with …
ブラジャー販売がVictoria’s Secretの転換を後押し、株価は35%急騰
Bra Sales Power Victoria’s Secret Turnaround and Shares Soar 35%
The panel is skeptical about Victoria's Secret's Q1 results, with concerns around margin trajectory, sustainability of sales growth, and the …
PJTパートナーズのインサイダー売りはノイズ — 注視すべきはディールフロー
PJT Partners Insider Sale Is Noise — Deal Flow Is What to Watch
The panel is divided on PJT's stock, with concerns about deal velocity and earnings growth, but also noting the company's …