株式市場ニュース
最新の金融ニュース · 更新 8月 23, 2026
スーパーマイクロ、AIサーバー受注390億ドルも株価下落。今が買い時か？
Super Micro Has $39 Billion in AI Server Orders, Yet Shares Fell on the News. Time to Buy the Stock?
The panel consensus is bearish, with the key risk being the company's cash burn and working capital issues, and the …
SpaceX、上場初日に時価総額2兆ドル超えか、予測市場トレーダーの見方
SpaceX to close above $2 trillion market cap on its debut, prediction market traders say
The panel consensus is bearish on SpaceX's IPO, with key concerns being the lack of disclosed cash-flow paths, high capital …
カーメロ・アンソニーの家族、オースティン・メトカーフ氏の死を利用した資金調達は不可能に
Karmelo Anthony's Family Can No Longer Fundraise Off Austin Metcalf's Death
The panel discusses the potential risks and shifts in the crowdfunding sector following GiveSendGo's closure of a high-profile campaign. While …
SpaceX、過大評価懸念もあり史上最高額の1.78兆ドル浮上へ
SpaceX heads for record $1.78tn float amid fears it is overvalued
The panelists generally agree that SpaceX's IPO is overvalued and carries significant risks, including high execution risk, uncertain catalysts for …
Avalanche Treasury Co、仮想通貨プロキシ取引の進化に伴いナスダックで取引開始へ
Avalanche Treasury Co set to start trading on Nasdaq as crypto proxy trade evolves
AVAT's active allocation strategy is highly leveraged to AVAX price moves and faces significant risks including post-merger SPAC dilution, liquidity …
ウォール街、データセンター冷却株モディーン・マニュファクチャリング($MOD)の目標株価を引き上げ継続
Wall Street Continues To Raise Price Target On Data Center Cooling Stock Modine Manufacturing (MOD)
Modine's recent growth and data center contract are promising, but the stock's high valuation and risks such as customer concentration, …
マイクロストラテジー、ビットコイン下落局面で買い増し。投資家が一転してMSTR株を評価し始めた理由。
MicroStrategy Is Buying the Bitcoin Dip. Why Investors Are Turning Course and Suddenly Rewarding MSTR Stock.
The panel consensus is bearish on MicroStrategy (MSTR), citing its reliance on repeated equity raises and Bitcoin price appreciation for …
KLA株ホルダーの皆様、6月12日を要注目
Dear KLA Stock Fans, Mark Your Calendars for June 12
The panel consensus is bearish on KLA Corporation (KLAC), with the main concern being its high valuation (52x forward non-GAAP …
ビジネス相、英IT大手売却なら拒否権行使と発言
I'd have vetoed foreign sale of UK tech giant, says Business Secretary
The panelists generally agreed that the UK's tech policy needs to address structural issues like visa constraints, tax friction, and …
「少しで長持ち」：ニューヨークの菓子店が経済の暗雲を甘くする
'A little goes a long way': New York's candy stores sweeten economic gloom
Despite anecdotal growth in NYC candy retail, the panel expresses caution, citing ongoing margin risks from input cost volatility, tariffs, …
税関・国境保護局長、国境の壁は2027年後半までに完成すべきと発言
CBP Chief Says Border Wall Should Be Finished By Late 2027
While the $46.5 billion border wall allocation presents opportunities for defense and construction contractors, particularly in 'smart' surveillance technologies, the …
メキシコ、人食いウジバエ懸念で米国からの生きた家畜輸入を一部停止
Mexico Suspends Certain Live Animal Imports From US Over Flesh-Eating Screwworm Concerns
The panel agrees that the suspension is a precautionary measure, but there's disagreement on its potential duration and impact. The …