株式市場ニュース
最新の金融ニュース · 更新 6月 25, 2026
堅調な雇用統計、FRBは据え置きか、戦争とエネルギー価格がインフレをより大きな懸念材料に
Strong jobs report to keep Fed on hold as war and energy prices make inflation the bigger worry
Despite a 115k payroll beat, panelists remain bearish due to declining labor force participation, sticky inflation, and potential stagflation risks …
株価暴落後、Sweetgreenは15ドル未満のラップに未来を託す
After a stock crash, Sweetgreen pins its future on under-$15 wraps
The panel consensus is bearish on Sweetgreen's (SG) wrap launch and Infinite Kitchen (IK) pivot, citing risks of cannibalization, high …
アナリストレポート：Waste Management Inc
Analyst Report: Waste Management Inc
Despite differing views on the extent of municipal insourcing risk, panelists agree that Waste Management's (WM) pricing power and ability …
アナリストレポート：エマーソン・エレクトリック・カンパニー
Analyst Report: Emerson Electric Co
The panel's net takeaway is that Emerson Electric (EMR) is transitioning towards software-centric automation, which could provide recurring revenue streams …
Figs 株が本日急落した理由
Why Figs Stock Crashed Today
Figs' stock price is reacting to a significant slowdown in growth, with a 29% drop despite beating earnings estimates. The …
Nvidia、AIインフラ拡大のためIRENに21億ドルを賭ける
Nvidia Bets $2.1 Billion On IREN To Expand AI Infrastructure
Nvidia's $2.1B investment in IREN is a strategic move to secure power supply for its AI chips, but the execution …
ジム・クレイマーがイートンについて語る：「とにかくそれを買いなさい」
Jim Cramer on Eaton: “Just Go Buy That One”
Panelists debate Eaton's (ETN) valuation and growth prospects, with Gemini and Grok disagreeing on the size and impact of utility-scale …
ジム・クレイマー氏「アマゾンとアルファベットは長年にわたる巨額の利益を保証した」
Jim Cramer Says “Amazon and Alphabet Have Ensured Years and Years of Colossal Profits”
The panel's discussion centered around the sustainability of high valuations for AMZN and GOOGL, driven by their significant investments in …
ジム・クレイマーはウォーターズ・コーポレーションの四半期結果を受けて、ウォーターズ・コーポレーションによる買収を強調
Jim Cramer Highlights Acquisition By Waters Corporation Following Quarterly Results
Panelists are divided on Waters Corporation's (WAT) current valuation, with concerns over integration risk and potential margin compression from the …
分散化された11資産のポートフォリオは、2025年に米国の株式やクラシックな60/40の組み合わせを上回りました。分散化の時ですか？
A diversified 11-asset portfolio outperformed both US stocks, the classic 60/40 mix in 2025. Is it time to diversify?
The panelists generally agree that the 2025 outperformance of the 11-asset model was driven by temporary tailwinds and may not …
Blue Cross Blue Shield、26億7000万ドルの和解金支払いを開始
Blue Cross Blue Shield $2.67 billion settlement payments begin
The settlement, while not financially impactful, may have long-term implications due to regulatory precedent and potential changes in market competition. …
ジム・クレイマー氏、セルエスティカのコール客に「ハウスマネーでプレイしろ」と推奨
Jim Cramer Recommends a Caller to Play With the House’s Money in Celestica
The panel is largely bearish on Celestica (CLS), citing elevated valuation, customer concentration risk, and lack of margin expansion despite …