株式市場ニュース
最新の金融ニュース · 更新 7月 31, 2026
なぜJoby Aviationの株はこの週急騰したのか
Here's Why Joby Aviation Shares Lifted Off This Week
The panel is generally bearish on Joby's stock, citing concerns about FAA certification delays, high cash burn rates, and the …
MONECO Advisorsがこの満期到来型債券ETFを大量購入 — なぜそれが重要なのか
MONECO Advisors Loads Up on This Defined-Maturity Bond ETF -- Here's Why It Matters
The panel consensus is bearish on MONECO's BSCW purchase, citing significant duration risk, credit quality concerns, and potential mark-to-market losses …
「自己満足の度合い」：サプライチェーンは進行中のイラン戦争の影響に備えているか？
‘Degree of complacency’: are supply chains prepared for impact of ongoing Iran war?
The panel largely agrees that the market is underestimating supply chain risks, particularly in manufacturing, due to the closure of …
王の演説でBritish Steelの全面国有化が予想される
Full nationalisation of British Steel expected in King’s speech
Panel consensus is bearish on the full nationalisation of British Steel, citing high fiscal costs, structural uncompetitiveness, and potential political …
マイク・アシュリー、JDスポーツ会長を失脚させた映像の背後にいたことを認める
Mike Ashley admits he was behind video that brought down JD Sports chair
The panel's net takeaway is that Mike Ashley's admission of orchestrating surveillance at JD Sports creates significant reputational and potential …
トランプ関税の還付が実際に進行中 – 企業は注目すべき
Trump tariff refunds are actually happening – and businesses should pay attention
The panel is divided on the impact of $166bn tariff refunds. While some see potential working capital relief and boosts …
ハンタウイルスに襲われたクルーズ船、避難を開始
Hantavirus-Plagued Cruise Ship Begins Evacuations
The panel consensus is that this is a contained outbreak, not a pandemic, with the real risk being headline volatility …
住宅市場の重要な「春の販売シーズン」は台無しに
Housing Market's Crucial "Spring Selling Season" Is In Tatters
The panel agrees that the housing market is facing significant headwinds, with high mortgage rates and inflation causing a slowdown …
レバノンでの死者数急増、イスラエルとヒズボラの本格戦闘が再燃
Soaring Death Toll In Lebanon Toll As Full-Fledged Israel, Hezbollah Fighting Returns
The panel agrees that the escalating Israel-Hezbollah conflict poses significant risks, with a potential spike in Brent crude and energy …
イラン関連メディア、ホルムズ海峡の海底インターネットケーブルにデータ税を提案
Iran-Linked Media Floats Data Tax On Hormuz Undersea Internet Cables
Iran's attempt to impose a 'data tax' on Hormuz undersea cables is more about geopolitical signaling and creating uncertainty than …
真に強気とは何か？壊れたものを実際に直すこと
What Would Be Truly Bullish? Actually Fixing What's Broken
The panelists agreed that the U.S. healthcare system is unsustainable and faces significant challenges, with AI's role in addressing these …
Vistra (VST): データセンター需要にとって買いの最高の発電株
Vistra (VST): The Best Power Generation Stock To Buy For Data Center Demand
The panel consensus is bearish on Vistra (VST) due to potential structural margin compression from ERCOT's regulatory reforms, outweighing the …