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 14, 2026
ジム・クレイマーはビストラのことをこう語る：「ユーティリティ企業だということは知っているが、気にしない、これはお得だ」
Jim Cramer on Vistra: “I Know It’s Utility, Doesn’t Matter, It’s a Steal”
The panel's net takeaway is that Vistra (VST) is mispriced as a traditional utility, with EPS projected to double, but …
ジム・クレイマーはUberについてこう語る：「この売却は割安な取引を生み出している」
Jim Cramer on Uber: “This Sell-Off Is Creating Bargains”
Despite Uber's growth potential and partnerships, panelists express concern about its fragile profitability, regulatory risks, and the unproven nature of …
ジム・クレイマーはマイクロソフトについてこう語る：「ビジネスは私が望むような成長をしていない」
Jim Cramer on Microsoft: “The Business Isn’t Growing the Way I’d Like It To”
The panel consensus is that while Azure's growth remains crucial, the market is over-indexing on AI hype at the expense …
TSMC Q1 収益は期待を上回り、AIチップの需要により利益が急増
TSMC beats Q1 expectations as profits surge on AI chip demand
TSMC's Q1 results were impressive, with high gross margins and strong AI-related demand. However, the sustainability of these margins and …
ジム・クレイマーはメタの才能投資が報い始めていると強調
Jim Cramer Highlights Meta Talent Investment Paying Off
The panelists agreed that Meta's AI investments are crucial for its future, but they differ on the timing and magnitude …
ジム・クレイマーは「NVIDIAに起こるはずだった悪いことが、ただ起こらなかった」と言う
Jim Cramer Says “Whatever Bad That Was Supposed to Happen to NVIDIA, It Just Didn’t Happen”
The panelists agreed that NVDA's recent rebound was primarily a relief rally, not a fundamental change in long-term demand. They …
バーンスタインはインテルの目標株価を60ドルにほぼ倍増、チップメーカーの転換はついに実現したのか？
Bernstein Nearly Doubles Intel’s Price Target to $60: Has the Chipmaker’s Turnaround Finally Arrived?
The panel consensus is bearish on Intel, with the key concern being the foundry's projected $2.51B operating loss in 2025 …
ジム・クレイマーは「ブラックロックはプライベートクレジットに優れている」と強調
Jim Cramer Highlights “BlackRock Has Good Private Credit”
Panelists agree that BlackRock's private credit exposure carries risks, particularly around illiquidity, opacity, and potential regulatory changes. They disagree on …
AmEx は Altman 氏が支援する Hyper を買収し、AI を活用した経費ツールを強化
AmEx to buy Altman-backed Hyper in push for AI-powered expense tools
The panel is mixed on AmEx's acquisition of Hyper, with concerns about integration risks, talent retention, and uncertain ROI, but …
グレアム・スティーブンが、ロサンゼルスの賃貸物件を全てリストアップし、撤退することで不動産界に衝撃を与えた。最終的な決定要因となったのは以下の通り。
Graham Stephan Stuns The Real Estate Community By Listing All His LA Rentals And Walking Away. Here's What The Final Straw Was
The panelists agree that Graham Stephan's decision to exit the LA rental market signals a broader issue with collapsing risk-adjusted …
予測：1年間で5倍以上上昇したこの人工知能（AI）株は、さらに66%以上上昇する可能性があります
Prediction: This Artificial Intelligence (AI) Stock That Has Jumped by Over 5x in a Year Can Still Soar by 66% or More
The panel is largely bearish on Applied Digital (APLD), citing high customer concentration, execution risks in data center construction and …
S&P 500 指数と金、どちらがより良い ETF 投資先か？
What Is the Better ETF Investment, the S&P 500 Index or Gold?
The panel generally agrees that while GLD can serve as a useful hedge, SPY is the better choice for long-term …