株式市場ニュース
最新の金融ニュース · 更新 8月 23, 2026
CONL年初来67%下落、Coinbaseは33%下落 — デイリーリセット型レバレッジのボラティリティ税露呈
CONL Lost 67% Year to Date While Coinbase Fell 33%, Exposing the Volatility Tax in Daily-Reset Leverage
The panel consensus is bearish on CONL, with key risks including high volatility, structural issues with COIN, and potential liquidity …
7月15日前にUPSは買い時と断言
I'm Calling It: UPS Is a Buy Before July 15
The panel is largely bearish on UPS's H2 2026 inflection point narrative, citing volume risks, competition, and the potential for …
Jim Chanos、ドナルド・トランプとバーニー・サンダースが政府保有株で意外な一致を見せ驚き：「これって何と呼ぶの…？」
Jim Chanos Stunned As Donald Trump And Bernie Sanders Find Common Ground on Government-Owned Stocks: 'What Do You Call It...?'
The panelists generally agree that the prospect of government equity stakes in AI firms introduces significant risks, including dilution, regulatory …
トランプ政権高官10人、過去最高額のSpaceX IPOで最大4400万ドル保有か：倫理専門家は「前例なし」と指摘
Ten Trump Officials Sit On Up To $44 Million In Record SpaceX IPO: 'No Analogs,' Ethics Lawyers Say
The panelists unanimously expressed bearish sentiments regarding SpaceX's reported IPO, citing concerns about its valuation, governance issues, and potential disruptions …
日本株、月曜に一段安の可能性も
Japan Shares May Take Further Damage On Monday
The panel consensus is bearish, with the Nikkei 225 expected to face continued downside risk due to global tech weakness, …
トランプ政権、米石炭火力近代化に8.5億ドル、新設2基も発表
Trump Admin Announces $850MM To Modernize US Coal Capacity, Build 2 New Plants
The panel consensus is bearish on the $850M DPA-backed coal modernization push, citing structural demand decline, high capital intensity, stranded …
退職後の「4%ルール」、あなたには通用しないかも？――こうすれば大丈夫
The Famous 4% Retirement Rule May Not Work for You -- Unless You Do This
The panel generally agreed that the 4% rule's rigidity is not the main risk, but rather the sequence-of-returns risk and …
VICI Properties Inc. (VICI) は今買い時か？
Is VICI Properties Inc. (VICI) A Good Stock To Buy Now?
The panelists have mixed views on VICI Properties, with concerns about tenant concentration, potential tenant distress, and rising interest rates, …
グローバル・シップ・リース（GSL）株、今が買い時か？
Is Global Ship Lease, Inc. (GSL) A Good Stock To Buy Now?
The panel consensus is bearish on GSL, with key risks including re-chartering risk post-2027, fleet age, and potential compression of …
テクノロジーETF対決：今、投資家にとってSOXXとIYWのどちらがより良い買いか？
Technology ETF Showdown: Is SOXX or IYW the Better Buy for Investors Right Now?
The panel consensus is that while SOXX (Semiconductors) has shown impressive returns, it's a high-risk, high-volatility play due to its …
キャシー・ウッド率ARK、CoinbaseとCircleを買い増し、ArcherとBaiduは売却
Cathie Wood’s ARK Buys Coinbase and Circle While Trimming Archer and Baidu
The panel consensus is that ARK's purchase of COIN and CRCL shares during a crypto sell-off is a tactical move …
PBWの年初来34%高、繰り返される金利サイクルで5年間の厳しいパターンを覆い隠す
PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats
The panel generally agrees that PBW's 34% YTD gain is vulnerable to rising interest rates due to its long-duration cash …