株式市場ニュース

モルガン・スタンレー Q1 収益増加

Morgan Stanley Q1 Income Advances

Morgan Stanley's Q1 results show strong top-line growth, but lack of segment breakdowns and forward commentary leaves sustainability uncertain. Key …

‘彼らは権利を否定し続けるつもりだ’: バーモント州の54億ドルの乳製品業界で働く人々が、基本的な労働保護のために戦う

‘They want to keep denying us our rights’: workers in Vermont’s $5.4bn dairy industry fight for basic labor protections

The panel consensus is that Vermont's dairy industry faces significant challenges due to labor exploitation, federal exemptions, and consolidation. Mandating …

ウォール街がアマゾンのGlobalstar買収に夢中になっている理由

Why Wall Street loves Amazon's deal to buy satellite firm Globalstar

The panel is divided on Amazon's acquisition of Globalstar, with concerns about the high price, execution risk, and regulatory hurdles, …

AnthropicはCrowdStrikeやPalo Alto NetworksをAIサイバーセキュリティ株の勝者と決定したのか？

Did Anthropic Just Crown CrowdStrike and Palo Alto Networks the AI Cybersecurity Stock Winners?

The panelists generally agree that Anthropic's Claude Mythos access for CRWD and PANW is a tactical win but not a …

ASML、AIチップ需要を受けて2026年の売上高予測を引き上げ

ASML raises 2026 sales forecast on AI chip demand

ASML's Q1 beat and raised 2026 guidance confirm strong AI-driven demand, with memory tools at 51% of new sales. However, …

$400 未満のフェラーリは買うべきか？

Should You Buy Ferrari While It's Below $400?

Panelists agree that Ferrari's high valuation is concerning, with a 35.2x forward P/E trading at a 70% premium to its …

2027年の社会保障COLAの大幅な引き上げは確実なものですか？真実をお伝えします。

Think a Larger Social Security COLA in 2027's a Sure Thing? Here's the Truth.

The panel agrees that the article's 2.8% COLA projection for 2027 is uncertain and may be influenced by various factors …

Bank Of America Q1 26 収益会議電話 AT 8:30 AM ET

Bank Of America Q1 26 Earnings Conference Call AT 8:30 AM ET

The panelists agree that the Bank of America Q1 2026 earnings call will be crucial for understanding the bank's performance …

モルガン・スタンレーはCFインダストリーズ（CF）の目標株価を引き上げ、RBCキャピタルも価格上昇を受けて同調

Morgan Stanley Lifts CF Industries (CF) Target, RBC Capital Follows with Increase on Strong Fertilizer Prices

The panel is divided on CF Industries' (CF) outlook, with concerns about cyclicality, capital allocation, and dividend sustainability countering bullish …

Altria (MO) は BofA から目標値引き上げ、EPS 予想値の上昇

Altria (MO) Gets Target Hike from BofA as EPS Estimates Move Higher

The panel is largely bearish on Altria (MO), with concerns about the execution risk of nicotine pouches (on! PLUS) and …

アメリカン・バンク・オブ・アメリカが決算を発表する。何を見込むべきか

Bank of America is set to report earnings. Here's what to expect

Bank of America's Q1 results were strong, driven by trading revenue and net interest income, but the sustainability of these …

United CEO had been considering a merger last fall, months before bringing it up to the Trump administration

The panel consensus is that a UAL-AAL merger is highly unlikely due to significant regulatory hurdles, labor contract issues, and …