株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
Argus、好決算を受けてNew Jersey Resources（NJR）の目標株価を引き上げ
Argus Raises Price Target on New Jersey Resources (NJR) After Strong Q2 Earnings Beat
NJR's 24% EPS growth was driven by one-time weather-related gains, not sustainable operational improvements. The core regulated utility business faces …
CoStar Group, Inc. (CSGP)が住宅市場データプロバイダーZondaを買収へ
CoStar Group, Inc. (CSGP) To Acquire Housing Market Data Provider Zonda
The panel's net takeaway is that CoStar's acquisition of Zonda carries significant risks, including potential revenue leakage due to churn, …
ロッキード・マーティン（LMT）がICSベースラインを初めて配信
Lockheed Martin (LMT) Makes its First Delivery of ICS Baseline
Lockheed Martin's ICS delivery and Troy facility expansion signal steady defense spending, but execution risks, commoditization concerns, and uncertain procurement …
Public Service Enterprise (PEG)がTruistによる目標株価3ドル引き下げに直面
Public Service Enterprise (PEG) Sees a $3 Price Target Cut at Truist
Analysts generally agree that PEG's valuation is unsustainable due to regulatory risks and heavy capex, with Truist's $3 price target …
Nvidiaが新しいAIチップをパーソナルコンピューター向けに発表したことで、Microsoft、Dell、HPの株価が上昇
Microsoft, Dell, and HP stocks rise as Nvidia announces new AI chip for personal computers
The panel consensus is bearish on the immediate prospects of Nvidia's RTX Spark Superchip entering the PC market, citing software …
ピープル・インコーポレイテッドがMGMリゾーツの買収を提案
People Incorporated Proposes To Acquire MGM Resorts
The panel is largely bearish on IAC's non-binding bid to take MGM private due to financing uncertainties, regulatory risks, and …
SpaceXとTeslaの将来的な合併に関する報道が勢いを増している。しかし、そのような複雑な取引は実際に実現可能なのだろうか？
Reports of a Future SpaceX-Tesla Merger Are Picking Up Steam. But Is Such a Complex Deal Actually Feasible?
The panel is overwhelmingly bearish on the proposed SpaceX-Tesla merger, citing massive dilution risk, governance issues, unproven synergies, and potential …
バリー・ディラー率いるPeople Inc.、MGMリゾーツの非公開化に向けた買収提案
Barry Diller People Inc. bid to take MGM Resorts private
The panel is largely bearish on the $18B non-binding take-private offer for MGM at $48.30, with key concerns being financing …
Nvidia CEO、AI PCの再発明はスマートフォンシフトに匹敵する「新たな始まり」と宣言
Nvidia CEO Declares AI PC Reinvention A "New Beginning" On Par With Smartphone Shift
The panelists have mixed views on Nvidia's RTX Spark announcement, with concerns about the PC market's ability to drive significant …
うわー…かわいい踊るロボット警察国家監視犬を見てみましょう…
Aww... Look At The Cute Dancing-Robot Police-State Surveillance-Dog...
While the deployment of Boston Dynamics' Spot at FIFA 2026 venues signals a promising commercial validation for Hyundai-owned Boston Dynamics …
原油反発にもかかわらず先物上昇、NvidiaがAI高揚感を維持
Futures Rise Despite Oil Bounce, As Nvidia Keeps AI Euphoria Going
The panel consensus is bearish, warning that the current market rally is built on fragile assumptions about a US-Iran deal …
IRGC、米国による攻撃後にクウェートへの新たな攻撃を開始：「最後の米兵が去るまで」
IRGC Launches New Strikes On Kuwait After US Attacks: "Until The Last American Soldier Leaves"
The panel agrees that the current situation is a test of the Iran-US ceasefire, with both sides claiming restraint. While …