株式市場ニュース
最新の金融ニュース · 更新 6月 25, 2026
Compass (COMP)が四半期利益への転換で27%上昇
Compass (COMP) Climbs 27% on Swing to Q1 Profits
Panelists agree that Compass's recent rally is largely driven by accounting consolidation and M&A, not organic growth. The real estate …
Flex Ltd (FLEX)が好決算と事業スピンオフで史上最高値を更新
Flex Ltd (FLEX) Hits All-Time High on Strong Earnings, Business Spinoff
The panel is divided on Flex's spinoff and growth prospects. While some see potential in the high-margin AI data center …
Anthropic、OpenAIのウォール街再編ディールに迫る
Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street
The panel discusses the strategic partnerships of Anthropic and OpenAI with financial institutions, highlighting both the potential distribution advantages and …
チェックリストではなく「税務計画の考え方」を構築する方法
How to Create a ‘Tax Planning Mindset’ Instead of a Checklist
The panelists debate the shift towards 'lifetime tax planning' driven by fee compression and regulatory changes, with some seeing it …
エネルギー・リカバリー第1四半期決算ハイライト
Energy Recovery Q1 Earnings Call Highlights
ERII faces significant near-term challenges due to Middle East project delays, leadership changes, and revenue visibility collapse, with the Q650 …
Amphenol (APH): 今後2年間で投資すべき最高の成長株12選
Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
Amphenol's Q1 2026 results were impressive, but growth may not be sustainable due to potential cyclicality in datacom capex, integration …
Bloom Energy（BE）は今後2年間で最高の成長株の一つか？
Is Bloom Energy (BE) One of the Best Growth Stocks for the Next 2 Years
The panel's net takeaway is that while Bloom Energy's Q1 2026 results are impressive, the company's growth and profitability hinge …
ASML Holding (ASML)による自社株買いプログラム実行に関する定期的なアップデート
ASML Holding (ASML) Provides Regular Update on Share Buyback Program Execution
Panelists generally view ASML's buyback as a neutral, routine action that doesn't address significant geopolitical risks and potential revenue deceleration. …
DexCom (DXCM)、15%増収の2026年第1四半期収益11.9億ドルを発表
DexCom (DXCM) Reports Q1 2026 Revenue of $1.19B with 15% Growth
DexCom's Q1 was strong with impressive revenue growth and margin expansion, but the stock's high valuation and potential risks from …
セレスティカ (CLS) は GenAI、ML インフラ向け 1.6TbE スイッチの提供を発表
Celestica (CLS) Announces Availability of 1.6TbE Switches for GenAI, ML Infrastructure
Celestica's DS6000-series launch is a significant milestone, but the panel is divided on its long-term impact. While some see potential …
アレス・マネジメント・コープ (ARES) がブラックストーンからローバー・パイプラインの32.4%の株式を取得
Ares Management Corp. (ARES) Acquires 32.4% Stake in Rover Pipeline from Blackstone
The panel discusses Ares Management's acquisition of a 32.4% stake in the Rover Pipeline, with mixed views on its growth …
Quanta Services (PWR)、記録的な第1四半期収益78億7,000万ドルを発表
Quanta Services (PWR) Reports Record Q1 2026 Revenue of $7.87B
Despite impressive Q1 results and a large backlog, panelists express concerns about execution risks, labor inflation, supply chain bottlenecks, and …