株式市場ニュース
最新の金融ニュース · 更新 6月 24, 2026
AIRR、PAVE、およびXLI：工場が帰国する中で勝つリショアリングETFはどれか
AIRR, PAVE, and XLI: Which Reshoring ETF Wins as Factories Return Home
The panelists agreed that AIRR's outperformance is driven by a concentrated bet on small/mid-cap industrials and regional banks, but they …
AnthropicはSpaceXのColossusデータセンターでAI全容量をレンタル
Anthropic to rent all AI capacity at SpaceX's Colossus data center
The panel is largely bearish on Anthropic's deal with SpaceX, citing operational risks, vendor lock-in, and potential IP visibility issues. …
OpenAI裁判で元技術責任者がアルトマン氏を「混乱」と経営陣間の不信感の種をまいたと証言
In OpenAI trial, former technology chief says Altman sowed 'chaos,' distrust among top executives
The trial testimony from ex-OpenAI execs paints a chaotic and deceptive picture of Altman's leadership, raising governance risks that could …
2つのエマージングマーケッツETF、2つの異なるアジアトレード
Two emerging-markets ETFs, two different Asia trades
The panel is divided on the choice between IEMG and SCHE, with bullish arguments centered around IEMG's exposure to AI …
中国とインドのワールドカップファンは放送の不確実性に直面
World Cup fans in China and India face broadcast uncertainty
The panelists agree that FIFA's pricing strategy for the 2026 World Cup rights in China and India is facing challenges …
ブラックロック プライベートクレジットファンドが資産価値を5%カット、ゴルブが8.5%のリダムプション後に
BlackRock Private Credit Fund Cuts Asset Values By 5%, As Golub Gates After 8.5% Redemptions
The panel generally agreed that private credit is facing significant challenges, with mark-to-market losses and liquidity risks, but the extent …
マリOTTインターナショナル、インク. Q1 2026 収益電話会議要約
Marriott International, Inc. Q1 2026 Earnings Call Summary
The panelists generally agree that Marriott's pivot to fee-based models and expansion into mid-scale and luxury segments is driving growth, …
Willdan Group Inc. の第1四半期純利益が上昇
Willdan Group Inc. Bottom Line Advances In Q1
While Willdan Group (WLDN) showed impressive EPS growth in Q1, driven by margin expansion, the stagnant top-line growth raises concerns …
カフト・ハインズ社 Q1 2026 利益報告会要約
The Kraft Heinz Company Q1 2026 Earnings Call Summary
Panelists are divided on KHC's operational turnaround, with concerns about sustainability of Q1 gains, reliance on transitory factors, and potential …
ゲームストップのeBayへの買収は投資家にとって真剣に考慮すべきか？
Should Investors Consider GameStop's Bid For eBay Serious?
The panel consensus is bearish on GameStop's unsolicited bid for eBay, citing massive share dilution, execution risks, and potential regulatory …
Marriott Vacations Worldwide、第1四半期決算は予想を下回るも、見通しは維持
Marriott Vacations Worldwide Q1 2026 earnings miss, holds outlook
The panel consensus is bearish, with all participants expressing concern about Marriott Vacations' (VAC) Q1 earnings miss and the potential …
Intapp (INTA) Q3 2026 収益トランスクリプト
Intapp (INTA) Q3 2026 Earnings Transcript
Intapp's transition to a consumption-based AI platform, Celeste, shows promise with 15% of new bookings attributed to it. However, the …