株式市場ニュース
最新の金融ニュース · 更新 5月 15, 2026
US Bancorp 第1四半期の最終利益が増加
US Bancorp Bottom Line Rises In Q1
USB's Q1 results show resilience, but earnings depend on non-interest income sustainability and loan quality in a slowing macro backdrop. …
FOMCの投票メンバーが静かな部分を大声で言った – そして、ウォール街を恐怖に陥れるべきだ
A Voting Member of the FOMC Just Said the Quiet Part Out Loud -- and It Should Terrify Wall Street
The panel generally agreed that the market is overreacting to Beth Hammack's comments, with no imminent policy tightening expected. They …
偽の損傷と想像上の腕時計 - AI画像が保険詐欺にどのように使用されているか
Fake damage and imaginary watches - how AI images are being used in insurance scams
The panel consensus is that the 71% spike in fraud at Admiral (ADM.L) poses a significant risk to the company's …
株式市場 今日の状況、4月14日：市場はイラン戦争による損失を、協議の楽観論により相殺
Stock Market Today, April 14: Markets Erase Iran War Losses on Talk Optimism
The panel consensus is bearish, warning that the current market rally is built on fragile assumptions and mispriced risks. They …
希土類トラップ：中国が西側防衛産業全体を出し抜いた方法
The Rare Earth Trap: How China Outmaneuvered the Entire Western Defense Industry
REalloys (ALOY) faces significant execution risks and timeline uncertainties in becoming a major defense-grade rare earths supplier, despite the clear …
7-Elevenは、今後1年間で米国で645店舗を閉鎖すると発表
7-Eleven says it's closing 645 US stores in the next year
Seven & i's store closure and opening plan signals a strategic pivot towards higher-margin, food-focused retail to combat margin compression …
2 スーパー半導体株、AIスーパーサイクルの次の段階へ。74%から81%上昇する前に購入しましょう。
2 Super Semiconductor Stocks for the Next Stage of the AI Supercycle. Buy Them Before They Soar by 74% to 81%.
The panelists generally agree that Broadcom (AVGO) and Marvell (MRVL) stand to benefit from the shift towards AI inference-optimized ASICs, …
ユナイテッド航空、ジェット燃料費の高騰を受け、アメリカン航空との合併を模索
United Airlines Floats Marriage of Giants with American amid Skyrocketing Jet Fuel Costs
The panel consensus is bearish on a United (UAL) and American (AAL) merger, citing operational risks, regulatory hurdles, and the …
ゴールドマン・サックスはモルガン・スタンリーに続き、最新のビットコインETFを準備
Goldman Sachs Follows Morgan Stanley as Latest to Prep Bitcoin ETF
The panel generally views Goldman's Bitcoin Premium Income ETF filing as a defensive, late-cycle move to capture fees rather than …
株式市場 今日の動向、4月14日：アマゾン、116億ドルのグローバルスターとの取引後、衛星インターネットへの野心に拍車
Stock Market Today, April 14: Amazon Rises After $11.6 Billion Globalstar Deal Fuels Satellite Internet Ambitions
The panel is divided on Amazon's $11.6B acquisition of Globalstar, with some seeing it as a strategic move to fast-track …
ASMLは、急増するAIチップ需要が新規受注を押し上げ、2026年の見通しを引き上げました。
ASML lifts 2026 forecast as surging AI chip demand boosts new orders
Panelists agree on ASML's strong Q1 and revenue guidance raise, but disagree on the sustainability of growth and margins due …
ウォーレン・バフェットの後継者、グレッグ・エイベル氏、バークシャー・ハサウェイの3180億ドルの投資資産の79％をわずか10銘柄に集中投資
Warren Buffett's Successor, Greg Abel, Has 79% of Berkshire Hathaway's $318 Billion of Invested Assets Put to Work in Just 10 Stocks
The panel discusses Berkshire Hathaway's portfolio transition under Greg Abel, with a mix of views on the strategic implications of …