株式市場ニュース
最新の金融ニュース · 更新 7月 31, 2026
ホワイトハウスの新対テロ戦略に関する4つの重要ポイント
4 Key Points From New White House Counter-Terror Strategy
Panelists generally agree that the shift in counterterrorism strategy towards cartels and hemispheric threats will drive defense spending and potentially …
Cameco、AP1000原子力発電所20基の建設を視野に
Cameco Sees As Many As 20 AP1000 Nuclear Reactors On The Horizon
Despite the potential for a nuclear renaissance, the panel agrees that the execution risks and supply chain bottlenecks, particularly the …
大豆は金曜日に高値圏に回復
Soybeans Recover Higher on Friday
The panel is divided on the soybean market's direction, with concerns about weak export demand and persistent bearish fundamentals, but …
Nvidiaが今日のIREN株を押し上げた34億ドルの理由
The $3.4 Billion Reason Nvidia Drove IREN Stock Higher Today
Panelists agree that IREN's pivot to AI cloud services is promising, but execution risks, regulatory hurdles, and potential dilution from …
CoreWeave株、予測未達で下落
CoreWeave stock sinks after forecast miss
CoreWeave's recent earnings miss signals a potential profitability crisis, with margin compression due to competitive pricing or front-loaded capex. The …
コットンが金曜日に反発
Cotton Rallies Back on Friday
Panelists agree that the cotton futures rally is driven by speculative momentum rather than fundamental demand, with the divergence between …
Blackbaud Inc. (BLKB) の第1四半期決算とガイダンスは、強い成長の勢いを主張
Blackbaud Inc. (BLKB)’s First Quarter Results and Guidance Assert Strong Growth Momentum
Despite a solid Q1 beat, Blackbaud's growth prospects remain uncertain, with organic recurring revenue stuck at 5% and Evercore cutting …
‘Happening on U-Hauls’: WSJ 経済学者が、$2兆ドルが低税負担のレッド州へブルー州から流出していると語る。デモ党の解決策は？さらなる課税
‘Happening on U-Hauls’: WSJ economist says $2T has fled blue states for low-tax red states. Dems' solution? More taxes
The panelists agreed that tax policy is not the sole driver of domestic migration, with demographic momentum, remote work, and …
Snap株が下落中。イラン戦争がセルフィーにも悪影響を及ぼすことが判明
Snap Stock Is Selling Off. It Turns Out the Iran War Is Bad for Selfies Too
The panel consensus is bearish on Snap's stock, citing a significant decline in North American DAUs, lack of product-market relevance, …
McKesson (MCK) 2026年度第4四半期決算トランスクリプト
McKesson (MCK) Q4 2026 Earnings Transcript
McKesson's FY26 results were strong with 18% EPS growth, driven by oncology and specialty pharmacy expansion. The company's plan to …
Brookfield Business Corporation 2026年第1四半期決算説明会サマリー
Brookfield Business Corporation Q1 2026 Earnings Call Summary
The panel's net takeaway is that while Brookfield Business Corp (BBU) has shown strong capital generation and growth potential, its …
クリエイティブ・メディア・アンド・コミュニティ・トラスト・コーポレーション 2026年Q1 利益報告要約
Creative Media & Community Trust Corporation Q1 2026 Earnings Call Summary
CMCT's restructuring efforts face significant challenges, with the key risk being the successful refinancing of the Oakland office portfolio before …