株式市場ニュース
最新の金融ニュース · 更新 7月 31, 2026
MRNA株アラート：モデルナ、ハントウイルスワクチンの希望で急上昇
MRNA Stock Alert: Moderna Surges on Hantavirus Vaccine Hopes
The panel is largely bearish on Moderna's current financial situation, with concerns about long-dated vaccines, declining COVID-19 booster uptake, and …
「指数関数的に悪化」：ボルチモアの無法状態が郊外に拡大、民主党は支配を失う
"Exponentially Deteriorating": Baltimore's Lawlessness Spreads Into Suburbs As Democrats Lose Control
The panel agrees that Maryland's fiscal swing from surplus to deficit is a legitimate concern, but there's a lack of …
ペルシャ湾の供給ショックとウォーシュFRBの対決：スタグフレーションと迫り来るAIバブル崩壊
When The Persian Gulf Supply Shock Meets The Warsh Fed: Stagflation & The Coming AI Bubble Bust
The panel discussed the potential impact of a Persian Gulf supply shock, a 'Warsh Fed', and AI capex on the …
Jim Cramer は「GE Vernova を手に入れたいと思うかもしれない」と提案
Jim Cramer Suggests “Might Want to Get Some GE Vernova”
The panel is largely bearish on GE Vernova (GEV), with concerns about its high valuation, supply chain bottlenecks, and the …
ブラジルレアル高で砂糖価格は上昇
Sugar Prices Settle Higher on Brazilian Real Strength
The panel is divided on the outlook for sugar prices, with some arguing that supply constraints and geopolitical risks could …
イーロン・マスク氏のSpaceX IPOへの期待の中、注目すべき宇宙関連株3選
3 Space Stocks To Watch Amid Elon Musk’s SpaceX IPO Hype
The panel consensus is bearish on RKLB, ASTS, and LUNR, with the SpaceX IPO hype being highly speculative and potentially …
米国の家計債務、2025年第4四半期に過去最高の18兆8000億ドルに達する
U.S. household debt hit record $18.8 trillion in Q4 2025
The panel agrees that the record household debt, particularly the surge in credit card debt and high FHA mortgage delinquencies, …
S&P 500が6週続伸。株式市場の上昇を牽引したものとは
S&P 500 extends winning streak to 6 weeks. What drove the stock market gains
The panel is largely bearish, warning of a fragile market structure vulnerable to geopolitical risks and economic deceleration, despite recent …
カルパイン買収でコンステレーション・エナジー・コーポレーション（CEG）が高成長ユーティリティ株として強化される
Calpine Acquisition Strengthens Constellation Energy Corporation (CEG) as a High-Growth Utility Stock
Panelists debate CEG's $26.6B Calpine acquisition, with bulls highlighting expanded capacity, retail accounts, and AI demand potential, while bears caution …
チャールズ・リバー・ラボラトリーズ・インターナショナル Q1 利益呼び出しハイライト
Charles River Laboratories International Q1 Earnings Call Highlights
CRL's Q1 results show resilience but underlying issues persist. The 'Pathway to Purpose' plan aims to drive margin expansion through …
なぜ Warby Parker の株が今週急騰したのか
Why Warby Parker Stock Soared This Week
Panelists generally agree that Warby Parker's recent stock pop is overhyped, with modest fundamentals and uncertain prospects for the AI …
大統領トランプはSocial Securityを守ると約束したが、彼の政策はその問題を悪化させている
President Trump Promised to Protect Social Security, but His Policies Are Making Its Problems Worse
The panel agrees that Social Security's solvency is a structural demographic issue, not solely due to Trump's tax policy. They …