株式市場ニュース
最新の金融ニュース · 更新 6月 24, 2026
インド株は米・イラン緊張再燃で下落の見込み
Indian Shares Seen Lower On Renewed US-Iran Tensions
The panel is divided on the near-term outlook for Indian equities, with geopolitical risks and oil price volatility clouding the …
サウジアラビアの$1Tn資産運用基金が中国との関係が深まる中上海支社を開設
Saudi Arabia's $1Tn Wealth Fund Opens Shanghai Office As China Ties Deepen
The panel generally agrees that Saudi PIF's Shanghai office signals diversification and hedging strategies, but the extent and impact of …
なぜシティのアナリスト1名が7日の決算発表前にCoreWeave株に大きく賭けているのか
Why 1 Citi Analyst Is Betting Big on CoreWeave Stock Before Earnings on May 7
The panel consensus is bearish on CoreWeave (CRWV), citing concerns about its capital intensity, widening losses, and dependence on Nvidia's …
香港株価が下落で始まる見込み
Lower Open Called For Hong Kong Shares
Despite a recent surge driven by tech stocks, the Hang Seng Index faces significant risks, including a potential downward revision …
インスタグラムのプライバシー技術が今日無効化されました- あなたのDMにはどのような影響があるのでしょうか？
Instagram privacy tech is turned off today- what does this mean for your DMs?
Meta's E2EE reversal on Instagram DMs is a controversial move that enables better AI training and ad targeting, but may …
IREN、NvidiaとAIインフラ契約を締結
IREN inks AI infrastructure deal with Nvidia
The panel is largely bearish on IREN's transition to AI infrastructure, citing significant execution risks, potential dilution, and grid constraints …
株式はテクノロジー決算とイラン・米国平和合意への期待で上昇
Stocks Rally on Tech Earnings and Hopes of a US-Iran Peace Deal
The panelists are divided on the market's sustainability, with concerns about narrow rally drivers, geopolitical risks, and potential disconnect between …
Sequans (SQNS) 2026年第1四半期 決算書き起こし
Sequans (SQNS) Q1 2026 Earnings Transcript
Sequans' future hinges on accelerating the conversion of its $300M design-win pipeline into revenue and successfully launching its 5G eRedCap …
コーニングCEOがクラマーに語る：2つの未公開のハイパースケーラーとの取引は、60億ドルのMeta契約よりも「大きい」
Corning CEO to Cramer: Deals with 2 unnamed hyperscalers 'larger' than $6B Meta pact
Corning's (GLW) recent hyperscaler deals, while significant, are not transformative in isolation. The company's ability to execute at scale and …
Nvidia、Corningと提携しAI向け米国光ファイバー工場3拠点を建設
Nvidia, Corning partner on 3 U.S. fiber optic factories for AI
The panel generally agrees that the partnership between Nvidia and Corning signals a significant shift in AI infrastructure towards optical …
BMW Q1 2026 利益が25%減少 中国、関税の影響で
BMW Q1 2026 earnings fall 25% as China, tariffs weigh
BMW's Q1 results show resilience despite headwinds, but the company faces significant risks in its transition to the Neue Klasse …
オクシデンタル・ペトロリアム・コーポレーション 2026年第1四半期決算説明会サマリー
Occidental Petroleum Corporation Q1 2026 Earnings Call Summary
Occidental (OXY) is pivoting to operational deleveraging, aiming to reduce debt to $10B, with a focus on US onshore production …