株式市場ニュース
最新の金融ニュース · 更新 6月 25, 2026
OpenAIの評価額に疑問符、ソフトバンクがマージンローンを縮小
OpenAI Valuation Doubts Loom As Softbank Scales Back Margin Loan
The panel consensus is that the reduction in SoftBank's margin loan to OpenAI signals a potential repricing event and raises …
The ONE Group Hospitality, Inc. 2026年度第1四半期決算電話会議サマリー
The ONE Group Hospitality, Inc. Q1 2026 Earnings Call Summary
The panel is divided on ONE Group's (STK) growth prospects. While operational improvements and hedging strategies show resilience, concerns remain …
ジム・クレイマー氏が木曜日の株式市場で注目すべきトップ10項目を発表
Jim Cramer's top 10 things to watch in the stock market Thursday
The panelists agree that the current market rally is fragile and unsustainable, with high-growth AI names trading at unsustainable multiples …
トランプ政権、UAP/UFOに関する最初のファイル群を公開
Trump Administration Drops First Batch Of UAP/UFO Files
The panel consensus is that the 'transparency' move is likely a political distraction, with no actionable intelligence or policy shifts. …
米国の雇用者数、11.5万人増で予想を大幅に上回る。失業率は4.3%で横ばい。
US Jobs Jump 115K, Smashing Estimates; Unemployment Rate Unchanged At 4.3%
The panel consensus is that the recent jobs report masks significant underlying weakness in the labor market, with full-time job …
AnthropicのMythosがサイバーセキュリティの「ヒステリー」を引き起こす。専門家は脅威はすでに存在していたと語る
Anthropic's Mythos set off a cybersecurity 'hysteria.' Experts say the threat was already here
The panel is divided on the impact of Mythos' AI-assisted vulnerability discovery. While some see it as a catalyst for …
ビットコイン・マニア以降で最もホットなETFが、1日で10億ドルを呼び込み
The hottest ETF since bitcoin-mania just added $1 billion in a day
The panel is divided on the DRAM ETF's outlook, with concerns about its crowded momentum trade, cyclical nature, and geopolitical …
Super Micro (SMCI)の利益が343%急増、株価は急騰
Super Micro (SMCI) Profits Skyrocket 343%, Shares Soar
SMCI's impressive Q3 FY2026 results and guidance are being debated due to long-term sustainability concerns, particularly around customer concentration and …
ウォール街は決算好調でダマロ氏をディズニーの王子様のように称賛、株価を押し上げる
Wall Street Fetes D’Amaro Like a Disney Prince as Earnings Beat Buoys Stock Price
The panelists generally agree that Disney's recent stock pop is a relief rally, driven by strong streaming results, but they …
イーライリリー（LLY）がFoundayoのFDA承認を受け、2026年第1四半期の収益が56%急増したと報告
Eli Lilly (LLY) Reports Q1 2026 Revenue Surge of 56% Following FDA Approval of Foundayo
Panelists agree on Lilly's strong Q1 performance and GLP-1 demand but differ on sustainability and Foundayo's potential. Gemini and Grok …
ペプシコ年次株主総会：株主は13名の取締役を再選、報酬を承認、ガバナンスおよびESG提案を否決
PepsiCo AGM: Shareholders Re-Elect 13 Directors, Back Pay, Reject Governance & ESG Proposals
Despite strong shareholder support and a multi-year growth plan, PepsiCo's North American volume recovery and execution of AI-driven initiatives remain …
Trinity Capital Inc. Q1 2026 決算説明会サマリー
Trinity Capital Inc. Q1 2026 Earnings Call Summary
While Trinity Capital's shift to an asset-light, fee-driven model and focus on AI hardware collateralization have potential benefits, the panelists …