株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
金利が数年間高止まりする可能性を示唆するFRB議長ケビン・ウォーシュ氏の18の言葉
18 Words From Fed Chair Kevin Warsh That Could Keep Interest Rates Higher for Years
The panel generally agrees that Warsh's appointment signals a shift towards credibility-dependent policy, which could delay rate cuts and accelerate …
Rosenblatt、データセンター収益が前年同期比40%急増した後にCoherent（COHR）の目標株価を引き上げ
Rosenblatt Raises Coherent (COHR) Target After Its Data Center Revenue Surges 40% Year Over Year
The panelists generally agree that while COHR's recent performance is impressive, the stock's valuation is sensitive to execution risks, particularly …
S&P 500配当利回りが1.08%に低下。1800年代以来の最低水準は退職後の赤信号。
S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.
The panel agrees that the 1.08% S&P 500 yield is a red herring and not the main risk for retirees. …
Moody’sはFTAI Aviation Ltd (FTAI) の格付けをBa2に引き上げました
Moody’s Upgraded FTAI Aviation Ltd (FTAI) to Ba2
The panel is bearish on FTAI due to the refinancing cliff in 2027-28, which could be exacerbated by a softening …
退職貯蓄100万ドルを持つアメリカ人はわずか4.6% — その確率を打ち破る方法
Only 4.6% of Americans have $1 million in retirement savings — here's how to beat those odds
The panel consensus is that the article's suggestion of using crypto assets like Bitcoin to close the retirement savings gap …
トランプ氏の「ビッグ・ビューティフル・ビル」が529プランを「生涯教育」口座に変えた、専門家が語る：活用方法
Trump's 'big beautiful bill' turned 529 plans into 'lifelong education' accounts, expert says: How to take advantage
The panel generally agrees that the 529 expansion allows tax-free funding of career credentials and licenses, potentially benefiting high-income households …
Barclays、Western Digital（WDC）の目標株価を10%引き上げ
Barclays Raises its Price Target on Western Digital (WDC)
The panelists generally agreed that while Western Digital's (WDC) recent analyst upgrades are driven by AI storage demand and 40TB …
BofA、Ciena（CIEN）の目標株価を引き上げ
BofA Raises its Price Target on Ciena (CIEN)
The panel discusses the bullish consensus on Ciena (CIEN) driven by AI-driven data-center capex and optical networking as a bottleneck, …
オッペンハイマーはEMCOR (EME) のカバレッジを開始し、アウトパフォームを評価
Oppenheimer Initiates Coverage of EMCOR (EME) with Outperform
The panel is bearish on EMCOR (EME) due to concerns about margin sustainability, labor cost risks, and potential deterioration in …
最新の1兆ドル企業を知る
Meet the Latest $1 Trillion Stock
The panel consensus is bearish on Micron's current valuation, with concerns about supply normalization in 2025-2026 and potential compression of …
バリー・ディラー、AIでは代替できない現実世界の資産に大金を賭け、MGMリゾーツ買収で
Barry Diller Bets Big On Real-World Assets AI Can't Replace With MGM Resorts Bid
The panel is largely bearish on Barry Diller's bid for MGM Resorts, citing significant risks including cyclical tourism exposure, refinancing …
Google、病気の蔓延と闘うためにカリフォルニアとフロリダで3200万匹の蚊を放す計画
Google Plans To Release 32 Million Mosquitoes In California And Florida To Fight Disease Spread
The panel generally agrees that Alphabet's Verily mosquito release program is a significant proof-of-concept for its Wolbachia approach, but the …