株式市場ニュース
最新の金融ニュース · 更新 6月 25, 2026
デイリースポットライト：非農業部門雇用者数が予想を上回る
Daily Spotlight: Payrolls Top Consensus
The panel consensus is bearish, with all participants agreeing on a decelerating labor market. The net takeaway is that while …
ポールスター、関税と価格圧力で第1四半期損失が拡大
Polestar first quarter loss widens on tariffs and pricing pressure
Panelists agree that Polestar is burning cash and needs to improve its unit economics, but they disagree on the extent …
ジム・クレイマーはデルのサーバーとバーティブの冷却を主要なAIコンポーネントとして強調
Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components
The panelists debate Dell's (DELL) role as an 'AI factory' play, with concerns about margin compression, debt servicing, and hyperscaler …
ジム・クレイマー氏、インテルとAMDのCPUの急騰価値について議論
Jim Cramer Discusses Surging Value of Intel and AMD CPUs
The panel consensus is bearish on Intel (INTC), citing execution risks in its 18A process node rollout, uncompetitive performance-per-watt against …
ジム・クレイマーはブルーム・エナジーについてこう語る：「株はロケット船だ」
Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
The panelists generally agree that Bloom Energy (BE) is overvalued and faces significant risks, including capital intensity, volatile gross margins, …
ジム・クレイマー氏、GEバーノバについて「お金を刷っている」と語る
Jim Cramer on GE Vernova: “It’s Printing Money”
The panel consensus is bearish on GE Vernova (GEV), with key concerns being the company's high valuation, potential execution risks, …
Coinbase、仮想通貨取引の低迷で予想を上回る第1四半期赤字を報告
Coinbase reported wider-than-expected Q1 loss as crypto trading slows
Despite a Q1 earnings miss and significant unrealized investment loss, the panelists agree that Coinbase's diversification into derivatives, prediction markets, …
ジム・クレイマー氏はNVIDIAの最大手企業としての地位を指摘し、新技術チップを称賛
Jim Cramer Notes NVIDIA’s Status as Largest Company While Praising New Tech Chips
The panel discussion on NVDA's future is divided, with concerns about the 'Law of Large Numbers', supply constraints, and potential …
ジム・クレイマー氏「マイクロソフトは時代遅れのソフトウェアに囚われている」と発言
Jim Cramer Says “Microsoft Appears Stuck With Old Software That Has Fallen Out of Favor”
Microsoft's Azure growth and AI strategy are promising, but high capital expenditure and regulatory risks may impact its stock performance …
2026年5月のベストバランス・トランスファー・クレジットカード：2027年まで利息なし
The best balance transfer credit cards for May 2026: Don't pay any interest until 2027
Panelists generally agree that while 0% APR balance transfer offers may provide temporary relief, they are not a long-term solution …
アナリストレポート：Flex Ltd
Analyst Report: Flex Ltd
The panel is divided on Flex Ltd (FLEX), with some bullish on the potential divestiture of non-core assets and others …
W&T Offshore (WTI) Q1 2026 収益トランスクリプト
W&T Offshore (WTI) Q1 2026 Earnings Transcript
WTI's Q1 results show operational efficiency, but long-term sustainability and reliance on regulatory tailwinds are key concerns.