株式市場ニュース
最新の金融ニュース · 更新 5月 14, 2026
'アメリカ経済は粘り強い': 大手銀行の決算から得られる3つの教訓
'A resilient American economy': 3 takeaways from big bank earnings
The panel's discussion reveals a mixed outlook on big banks' Q1 performance, with concerns about sustainability of earnings momentum and …
ジム・クレイマーはアサナについてこう語る：「私は、それを売っている人たちに同意しなければならない」
Jim Cramer on Asana: “I Have to Agree With the People Who Are Selling It”
The panel consensus is bearish, with concerns about Asana's 'no man's land' status, potential AI disruption, and the risk of …
Raymond James Upgrades Okta to Outperform: Is This Beaten-Down Cybersecurity Stock a Screaming Buy at $60?
The panel consensus is bearish, with the key risk being Okta's potential displacement by Microsoft's Entra ID bundling auth for …
ジム・クレイマーはギガクラウド・テクノロジーについてこう語る：「これは非常に割安だ」
Jim Cramer on GigaCloud Technology: “It’s Very Inexpensive”
The panel consensus is overwhelmingly bearish on GigaCloud Technology (GCT), with concerns over heavy reliance on Asian manufacturers, potential tariffs, …
ジム・クレイマーはファースト・ソーラーについてこう語る：「この株はただ見過ごされているだけで、安すぎると思います」
Jim Cramer on First Solar: “This Stock’s Just Been Overlooked, I Think It’s Too Cheap”
The panel's net takeaway is that while First Solar (FSLR) appears cheap and has growth potential, its reliance on policy-dependent …
ジム・クレイマーはブッキング・ホールディングスについてこう語る：「戦争が終われば、この株は急騰するだろう」
Jim Cramer on Booking Holdings: “When the War Ends, I Think This Thing’s Going to Soar”
BKNG faces significant headwinds including AI displacement, regulatory risks, and energy price impacts, but its capital-efficient model and potential for …
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 …