株式市場ニュース
最新の金融ニュース · 更新 6月 24, 2026
Guggenheim、EPAM Systems (EPAM) の目標株価を引き下げ、第2四半期収益見通しにリスク
Guggenheim Cuts PT on EPAM Systems (EPAM) Amid Risks to Q2 Revenue Outlook
EPAM's 'quality vendor' status is being challenged due to potential margin compression in Q2, driven by a 'softer demand environment' …
AIインフラブームで最も大きな勝者がウォールストリートが思っている人ではない理由
Why the Biggest Winner of the AI Infrastructure Boom Isn't Who Wall Street Thinks
While Dell's AI revenue growth and backlog are promising, the panelists have significant concerns about the sustainability of margins, potential …
ドイツ銀行、Q2プレビューの一環でビルケンシュトック・ホールディング（BIRK）の目標株価を引き下げ
Deutsche Bank Cuts PT on Birkenstock Holding (BIRK) As Part of Q2 Preview
The panel is divided on Birkenstock's outlook, with concerns about inventory levels, geopolitical risks, and currency volatility offsetting optimism about …
グルー プブリュッセル ランバート Q1 利益 31% 減、NAV は低下
Groupe Bruxelles Lambert Q1 Profit Falls 31% As NAV Declines
GBL's Q1 results show a complex picture with cash earnings up 21% but NAV down 14%. The company is pivoting …
メタの1000ドルへの道は、たった1つの巨大な疑問にかかっている
Meta's Path to $1000 Depends on One Massive Question
The panel is divided on Meta's path to $1000 share price, with concerns about AI capex, regulatory risks, and competition, …
金曜日の4月の雇用統計発表から期待すること
Here's what to expect from Friday's release of the April jobs report
The panel consensus is that the labor market is stagnating despite superficial stability, with a K-shaped wage divergence causing real …
Anthropic CEOダリオ・アモデイ氏は、一部のソフトウェア企業が「完全に破綻する」と警告
Anthropic CEO Dario Amodei warns some software companies will 'completely go bust'
The panel discusses the impact of AI on software complexity moats, with a consensus that while AI integration is rampant, …
Super MicroはAIサーバー需要に賭け、好調な業績見通しを提供、株価は急騰
Super Micro bets on AI server demand to provide upbeat forecast, shares soar
Despite a strong Q4 revenue guidance, Super Micro's (SMCI) stock price increase is largely driven by relief rather than fundamentals. …
AEP、2026年第1四半期GAAP利益が9%増の8億7,400万ドルに
AEP Q1 2026 GAAP earnings rise 9% to $874m
The panel has mixed views on AEP's prospects. While some see it as a prime AI power play with robust …
Citi、バンカーとウェルスマネージャーの紹介手数料を変更
Citi changes referral pay for bankers and wealth advisers
Citi's shift to direct referral payouts aims to boost synergies and fee-based revenue, but faces execution risks and potential regulatory …
ピーボディ・エナジー第1四半期決算コール ハイライト
Peabody Energy Q1 Earnings Call Highlights
Despite strong seaborne thermal performance, Centurion's operational issues and unhedged diesel exposure pose significant risks. The panel is divided on …
なぜネビュアス・グループ株は4月に33%も急騰したのか、そしてなぜさらに上昇し続けるのか
Why Nebius Group Stock Popped 33% in April and Why It Continues to Power Higher
Nebius' high valuation is based on distant milestones and speculative partnerships, with significant execution risks including geopolitical overhang, power grid …