株式市場ニュース
最新の金融ニュース · 更新 5月 14, 2026
TSMCとASMLの決算後の株価動向は、チップメーカーにとって何が待ち受けているかの兆候となる可能性がある
TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies
The panel is divided on TSMC and ASML's outlook, with concerns about margin sustainability, capital intensity, and potential demand softening …
'この映画は以前にも見た': Allbirdsの不可解なAIシフトにネットが反応
'I've seen this movie before': The internet reacts to Allbirds' puzzling AI pivot
The panel unanimously agrees that Allbirds' (BIRD) pivot to AI infrastructure is a high-risk, low-reward 'meme' play, driven by AI …
Myseum は Allbirds に続き、新たな AI リブランドの波の中で離陸
Myseum takes flight after Allbirds in fresh AI rebrand wave
The panel unanimously agrees that Allbirds (BIRD) and Myseum's rebranding as AI-focused companies is a desperate attempt to secure capital, …
ガソリン価格だけではありません。イラン戦争があなたの食費に迫ってきている理由。
It's not just gas prices. How the Iran war is coming for your grocery bill.
While there's consensus that energy costs are a pressure point, the panel is divided on the extent and timing of …
3 月にステーブルコインの使用が3倍に
Institutional Stablecoin Use Tripled In March
While stablecoins show significant growth (211% YoY) in institutional use, their current volume ($584.5M) is negligible compared to traditional payment …
Starlinkユーザーの成長が加速、SpaceXが株式市場への新規参入を視野に入れていると報道
Starlink user growth accelerates as SpaceX eyes public market debut, report says
Panelists agree that Starlink's growth is impressive but raises significant concerns about sustainability, margins, and geopolitical risks. The key debate …
'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 …