株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
SpaceXとTeslaは合併するのか？ 驚くべき理由でメガ合併を予測
Will SpaceX and Tesla Merge? I'm Predicting a Megamerger for 1 Surprising Reason
The panel consensus is that a Tesla-SpaceX merger faces overwhelming regulatory hurdles, governance issues, and potential value destruction, making it …
Nebiusは年末までにデータセンター収益を540%成長させることを目指しています。株価が依然として過小評価されている可能性がある2つの理由。
Nebius Is Targeting 540% Data Center Revenue Growth by Year-End. 2 Reasons the Stock Could Still Be Undervalued.
Panelists express concern about Nebius' execution risk, demand risk, customer concentration, and geopolitical risks, casting doubt on its ability to …
HPE は好調な決算を受けて 25% 押し上げられ、史上最高の 1 日となる見込み
HPE surges 25% after blowout earnings, pacing for its best day ever
HPE's strong Q2 results, driven by AI-related server demand, have led to a significant stock price increase. However, there is …
Core Scientific (CORZ): AIテックランドスケープにおける「すぐに使える」リーダー
Core Scientific (CORZ): A Shovel-Ready Leader in the AI Tech Landscape
The panel consensus is that CORZ's stock faces significant execution risks, with the primary concern being the company's ability to …
FIBK Q4 2025 決算カンファレンスコール記録
FIBK Q4 2025 Earnings Transcript
FIBK's 'shrink-to-grow' strategy faces significant headwinds due to deposit outflows and weak loan growth, despite improvements in credit quality and …
XRP が 4% 滑落、ビットコインがアルトコインを引きずり下げる
XRP Slides 4% As Bitcoin Pulls Down Altcoins
The panel largely agrees that XRP's recent decline is primarily due to its beta behavior with Bitcoin, but they differ …
HPE株が爆騰したシンプルな理由：ついにAI関連銘柄と見なされた
HPE stock explodes for one simple reason: It's finally seen as an AI play
The panel is divided on HPE's long-term prospects. While some see a successful shift to AI and high-performance compute, others …
Anthropic、Project Glasswingを200のパートナーに拡大
Anthropic expanding Project Glasswing to 200 partners
Anthropic's Glasswing expansion signals enterprise demand for automated vulnerability discovery, but the 6-12 month commoditization risk remains a significant concern. …
エリザベス・ウォーレンは、ケビン・ワルシュをトランプ大統領の「手先」と非難した。彼の最初の連邦準備制度理事会（FRB）理事会での会合で、彼女の意見が間違っていることが証明されるかもしれない
Elizabeth Warren Branded Kevin Warsh Trump’s ‘Sock Puppet.’ His First Fed Meeting May Prove Her Wrong
The panel consensus is bearish, with the key risk being the erosion of the Fed's independence and credibility under a …
トランプ大統領、住宅規制担当ビル・パルテ氏を国家情報長官代行に任命
Trump Taps Housing Regulator Bill Pulte As Acting Director Of National Intelligence
The panel unanimously expresses concern over Bill Pulte's appointment as Acting DNI while retaining his FHFA directorship and Fannie/Freddie chairmanship, …
先週の株式市場：週明けの低迷
Futures Suggest Wall Street To Open Lower
The panel is divided on the market's direction, with concerns about high valuations and geopolitical risks countering optimism about solid …
SoFi株が5月に13%急騰した理由
Why SoFi Stock Soared 13% in May
The panel has mixed views on SoFi's recent performance, with concerns around tech platform concentration risk, stablecoin regulatory scrutiny, and …