株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
原油、米イランの再衝突で中東供給懸念再燃、価格上昇
Oil rises as renewed U.S.-Iran strikes reignite Middle East supply fears
The panel is divided on the impact of U.S.-Iran strikes on oil prices, with some arguing that geopolitical risks will …
今後10年間保有できる3つの人工知能株
3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
The panelists generally agreed that the article's recommendations of Palantir, Alphabet, and SMH ETF as decade-long AI winners are overhyped …
ウォール街ベッツ投資家がウェンディーズに再び強気、ミーム株急騰の中でのWEN銘柄の戦略
Wall Street Bets Investors Are Bullish Again on Wendy’s. How to Play WEN Stock Amid a Meme Surge Here.
The panel is largely bearish on Wendy's (WEN) due to deteriorating fundamentals, high execution risk, and the unsustainability of the …
米・イラン衝突停止でS&P500銘柄の6割に「買い」評価
60% of S&P 500 Stocks Carry Buy Ratings as US, Iran Halt Strikes
The panel consensus is bearish, warning of a potential market pullback due to fragile geopolitical conditions, high 'Buy' ratings, and …
ゲームストップ、eBayへの買収提案を拒否されるも継続を表明
GameStop pledges to pursue its takeover offer for eBay despite rejection
The panel unanimously agrees that GameStop's $56B bid for eBay is a high-risk, low-probability move that is unlikely to succeed …
Binance、欧州でのサービス提供を終了へ
Binance To No Longer Provide Service In Europe
Binance's exit from the EU is a regulatory milestone that may have structural implications for the exchange's global liquidity dominance …
ウォーレン・バフェット銘柄2選—今後20年にわたって保有すべき株式
2 Warren Buffett Stocks to Buy and Hold for the Next 20 Years
The panel generally agreed that while Coca-Cola (KO) and American Express (AXP) have durable moats, their current valuations may not …
マイクロソフトがCommvaultをAzureのネイティブサービスに。CVLT株の活用方法を解説。
Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
The panel is mixed on Commvault (CVLT) due to the Azure ISV partnership's potential distribution tailwind and execution risks. While …
ドナルド・トランプ・ジュニア氏、予測市場Kalshi株を無償取得——時価総額400億ドル視野で数十億ドル規模に化ける可能性：報道
Donald Trump Jr. Got A Kalshi Stake For Free— Now It Could Be Worth Billions As Prediction Market Platform Eyes $40 Billion Valuation: Report
The panel is largely bearish on Kalshi's $40B valuation, citing unproven monetization, regulatory risks, and potential legal challenges.
BofA、データセンター拡張とAIインフラ需要でNebius（NBIS）の目標株価を引き上げ
BofA Boosts Price Target on Nebius (NBIS) Amid Data Center Expansion and AI Infrastructure Demand
The panel discussion on Nebius (NBIS) reveals a mixed sentiment, with concerns about execution risk, regulatory hurdles, and potential margin …
アナリスト、アストロニクス（ATRO）に21%の上昇余地を見込む
Analysts See 21% Upside To Astronics Corporation (ATRO)
The panel agrees that ATRO's recent Army order and Q1 results are positive, but they express caution due to funding …
S&P 500、2000年以来の珍しい動き、歴史が示唆する今後の展開とは？
The S&P 500 Is Doing Something It Hasn't Done Since 2000. Here's What History Suggests Could Come Next.
The panel agrees that current CAPE levels are stretched and pose risks, with the main concern being the concentration of …