株式市場ニュース
最新の金融ニュース · 更新 7月 31, 2026
ハンタウイルス発生のクルーズ船に乗船中の英国人乗客、検疫のためマージーサイドへ空輸
UK passengers on hantavirus-hit cruise to be flown to Merseyside for quarantine
The panel is bearish on the cruise sector due to the potential 'narrative contagion' risk and the administrative burden of …
あなたの月額 HOA 料金が 600 ドルから 1,300 ドルに跳ね上がった場合：月額料金と特別料金が住宅所有者をどのように締め付けているか
When your $600 monthly HOA payment jumps to $1,300: How monthly and special fees are strangling homeowners
The panel agrees that rising HOA fees pose a significant risk to homeowners and the real estate sector, particularly in …
AI搭載の詐欺電話がより巧妙に、より一般的になっている：「彼女の声だった、彼女の怯えた叫び声だとわかった」
AI-powered scam calls are getting more convincing—and more common: 'It was her voice, I know her scared cry'
The panel agrees that AI-driven voice cloning poses a significant risk to current phone-based authentication methods, leading to a shift …
ジム・クレイマー氏、Shopifyについて：「株が完全に冷え切った時に買いたい」
Jim Cramer on Shopify: “You Want to Buy It When the Stock’s Ice Cold”
The panel agreed that Shopify's recent growth deceleration has led to a valuation reset, but they disagreed on whether the …
ジム・クレイマー、アリスタ・ネットワークスについて「買いのタイミング」
Jim Cramer on Arista Networks: “Time to Buy”
Arista Networks (ANET) faces supply constraints that could last 1-2 years, impacting its ability to meet hyperscaler demand and potentially …
ジム・クレイマー氏「慈善信託のために100ドル前にデルを買っておけばよかった」
Jim Cramer Says “I Wish I’d Bought Dell for My Charitable Trust a Hundred Points Ago”
The panelists agreed that Dell's role in AI infrastructure is a significant tailwind, but they disagreed on the sustainability of …
Chimera Investment Q1 決算説明会ハイライト
Chimera Investment Q1 Earnings Call Highlights
Panelists have mixed views on Chimera's Q1 performance. While some appreciate the liquidity improvement and dividend coverage, others express concerns …
ジム・クレイマー氏、サーモフィッシャーについて「この水準で買えると思う」と発言
Jim Cramer on Thermo Fisher: “I Think You Can Buy It at This Level”
Despite beating earnings and raising guidance, TMO's stock dropped due to concerns about near-term visibility and potential slowdown in organic …
ジム・クレイマー氏、エクストリーム・ネットワークスについて「このような株は推奨しません」
Jim Cramer on Extreme Networks: “I Don’t Recommend Stocks Like This”
Panelists are divided on Extreme Networks (EXTR). While some see potential in its fabric-based architecture and growing SaaS revenue, others …
ジム・クレイマー、台湾セミについて：「彼らは手に負えないほどのビジネスを抱えている」
Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”
TSMC's (TSM) strong backlog and near-monopoly on advanced nodes drive bullish sentiment, but geopolitical risks, potential yield degradation, and capacity …
ジム・クレイマー、Solstice Advanced Materialsの決算報告をレビュー
Jim Cramer Reviews the Earnings Report from Solstice Advanced Materials
The panel is bearish on Solstice Advanced Materials (SOLS) due to concerns about margin pressure, potential demand softness, and structural …
AMETEK株主、取締役会を支持 — 同社は2025年記録達成、第1四半期も好調
AMETEK Shareholders Back Board as Company Highlights Record 2025, Strong Q1
The panel's discussion on AMETEK (AME) highlights strong 2025 results but raises concerns about sustainability of growth and valuation. While …