マーケットニュース＆AI分析
最新の金融ニュース · 更新 5月 13, 2026
Credo Technology (CRDO) は格上げを受け、6%上昇
Credo Technology (CRDO) Gets Upgrade, Jumps 6%
The panel is divided on CRDO's prospects. While some see potential in the Mizuho upgrade and DustPhonics acquisition, others caution …
ソーシャル・セキュリティは本当に破産するのか？事実とフィクションを分ける。
Is Social Security Really Going Bankrupt? Separating Fact From Fiction.
The panel agrees that Social Security faces a significant funding gap, with benefits likely to be cut by 20-25% by …
リチャード・デズモンド氏、ギャンブル委員会との損害賠償訴訟に敗訴、ナショナル・ロトリー紛争に終止符
Richard Desmond loses damages battle with Gambling Commission, ending national lottery dispute
The dismissal of Richard Desmond’s £1.3bn claim is a significant win for regulatory stability and institutional credibility in the UK …
ONEOK (OKE) 価格目標が1ドル引き上げられ、‘アウトパフォーム’格付けを維持
ONEOK (OKE) Price Target Raised by $1, ‘Outperform’ Rating Maintained
The panel's net takeaway is that ONEOK's midstream resilience is being challenged by anemic earnings growth, elevated commodity price risks, …
コロンビア、気候変動対策の「合意形成の連帯」を招集し、世界の化石燃料の行き詰まりを打破しようとする
Colombia convenes climate ‘coalition of the willing’ to break global fossil fuel deadlock
The panel is largely skeptical about the Santa Marta conference's impact on global fossil fuel transition. They argue that the …
TSMC 引き上げ、AIチップの需要を満たすために資本支出を増やす
TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand
TSMC's strong Q1 results and increased capex signal confidence in the long-term AI-driven chips cycle, but geopolitical risks, potential macro …
J.B. Hunt Transport Services, Inc. 2026年第1四半期 決算コール サマリー
J.B. Hunt Transport Services, Inc. Q1 2026 Earnings Call Summary
The panel is divided on JBHT's prospects, with concerns about demand normalization, driver hiring bottlenecks, and the risk of prefunded …
Allbirds 株価は水曜日に急騰。AI投資は報われるか？
Allbirds Stock Soared Wednesday. Can Its AI Bet Pay Off?
The panel consensus is overwhelmingly bearish on Allbirds' (BIRD) pivot to GPU leasing, citing lack of expertise, high competition, and …
$5,000以上を月額で社会保障金を受け取るには？その方法をご紹介します。
Want Over $5,000 a Month in Social Security? Here's How to Get It.
The panel agrees that maximizing Social Security benefits by delaying retirement until 70 is statistically unlikely and risky, given the …
Uber 株が 50 日移動平均を上回った。ラリーに追随すべきか？
Uber Stock Just Broke Above Its 50-Day Moving Average. Should You Chase the Rally?
The panel consensus is bearish on Uber's robotaxi strategy, citing significant risks including massive capital expenditure, regulatory delays, and potential …
S&P 500 closes at fresh record, recovering all losses since start of US-Iran war
The panel is largely bearish, warning of a fragile market setup despite recent gains in the S&P 500. Key concerns …
ジェフリースのアナリストは、クラトス・ディフェンス株が26%上昇する可能性があると考えています。なぜですか？
Jefferies Analysts Think Kratos Defense Stock Can Gain 26%. Why?
The panel's net takeaway is that KTOS's future hinges on successful Valkyrie production ramp and timely NDAA funding, with significant …