株式市場ニュース
最新の金融ニュース · 更新 7月 31, 2026
レイモンド・ジェームス、サザン・カンパニー（SO）の目標株価を104ドルに引き上げ
Raymond James Raises its Price Target on Southern Company (SO) to $104
The panel is divided on Southern Company (SO), with concerns about regulatory risks and financing costs offsetting optimism about data …
Talen Energy (TLN) Q1 EPS予想を上回る
Talen Energy (TLN) Reports Q1 EPS Beat
The panel is divided on Talen Energy (TLN), with bullish views on its data center real estate potential and hedged …
NRGエナジー（NRG）が第1四半期調整後EPS1.49ドルを発表
NRG Energy (NRG) Reports Q1 Adjusted EPS $1.49
NRG's Q1 results show robust top-line growth but margin compression due to ERCOT weather and lower power prices. The company …
データセンター需要にとって買いに最適な発電株はConstellation Energy (CEG)か？
Is Constellation Energy (CEG) the Best Power Generation Stock To Buy For Data Center Demand?
The panelists debate the sustainability of CEG's valuation, with bulls focusing on data center demand and structural grid scarcity, while …
ポートランド・ジェネラル・エレクトリック（POR）が第1四半期EPSを発表
Portland General Electric (POR) Reports Q1 EPS
The panel consensus is bearish on Portland General Electric (POR) due to significant earnings miss in Q1, reliance on regulatory …
フランクリン・テンプルトン社の大胆なS&P 500予測がウォール街を驚かせる
Franklin Templeton’s bold S&P 500 call stuns Wall Street
The panel is mixed on the S&P 500's target of 7,000-7,400, with concerns about earnings sustainability, multiple compression, and macro …
Ameren (AEE)がQ1 EPSで予想を上回る
Ameren (AEE) Reports Q1 EPS Beat
Ameren's (AEE) Q1 EPS beat was driven by operational efficiency, not demand growth. While maintained FY26 guidance signals confidence, the …
Ormat Technologies (ORA)、予想を上回る第1四半期EPSを発表
Ormat Technologies (ORA) Reports Q1 EPS Above Estimates
The panel is divided on Ormat's (ORA) Q1 beat, with concerns raised about the sustainability of its margin expansion, high …
ウォルマート（WMT）– 2026年に購入すべきインフレヘッジ株トップ10入り
Walmart (WMT) – Among the 10 Best Inflation-Hedge Stocks to Buy for 2026
Despite Walmart's strength in grocery demand and higher-income shoppers, the panel expresses caution due to high valuation, margin pressures, and …
「長い道のり」：コミュニティカーシェアリングは英国の気候目標達成に役立つか？
‘A long road ahead’: could community car-sharing help UK hit climate targets?
The panel consensus is bearish on UK green transport stocks and the current approach to decarbonization, citing structural issues in …
T. Rowe Price Group 株主は取締役会を支持、ETF資産は250億ドル超え
T. Rowe Price Group Shareholders Back Board as ETF Assets Top $25 Billion
The panel consensus is bearish on T. Rowe Price (TROW), citing structural headwinds from passive index funds, persistent net outflows, …
HSBCの富裕層担当責任者が、従来の退職モデルは死んだと言う—そして、新しいモデルを試した人の87%が、それが人生を変えたと言う
HSBC's head of wealth says the old retirement model is dead — and 87% who've tried the new one say it changed their life
The panel is divided on HSBC's 'multi-retirement' narrative. While some see it as a marketing success that could boost HSBC's …