株式市場ニュース
最新の金融ニュース · 更新 5月 14, 2026
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 …
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 …