株式市場ニュース

The Goldman Sachs Group, Inc. Q1 2026 Earnings Call Summary

Panelists have mixed views on Goldman Sachs' Q1 2026 performance, with concerns around private credit stress, reliance on IPOs and …

Nvidiaは、DellとHPの上昇を引き起こした買収の噂を否定

Nvidia Denies Acquisition Rumor That Sparked Dell, HP Rise

Despite the denial, Nvidia's strategic moves in AI compute stack are being priced in by the market. While a full …

バークレイズはトムソン・ロイターズ（TRI）の目標株価を引き下げ、AIの物語が依然として優勢であると述べています。

Barclays Cuts Thomson Reuters (TRI) Target, Says AI Narrative Still Dominates

Panelists debate TRI's valuation and growth prospects, with bearish views prevailing due to concerns about AI narrative fatigue, competitive pressure, …

エアバス株主、2026年総会決議を承認

Airbus Shareholders Approve 2026 AGM Resolutions

Airbus's AGM showed governance continuity with a planned chair transition and board renewals, signaling stability despite industry challenges. The €3.20 …

オブシディアン・セラピューティクス、ガレラとの合併をリバース・マージョンにより実施

Obsidian Therapeutics To Merge With Galera In Reverse Merger

The panel is largely bearish on the Obsidian-Galera merger, citing significant dilution for existing shareholders, high risks associated with solid …

株式市場はイラン戦争の損失から回復、平和合意の期待の中で最高値を目前に；リーヴスとベッセントはIMFで会談 – ビジネスライブ

Stock markets recovering Iran war losses amid peace deal hopes; Reeves and Bessent to meet at IMF – business live

The panel is bearish on the current market rally, citing geopolitical uncertainty, high mortgage rates, and potential liquidity crunch in …

AA教習所は、隠れた料金について8万人の運転免許取得者を払い戻すよう命じられた。

AA driving schools ordered to refund 80,000 learner drivers over hidden fees

The CMA's enforcement action against AA for drip pricing signals a shift towards aggressive use of new powers, potentially leading …

AAおよびBSMは、隠れた手数料について運転免許取得者の払い戻しを命じられました。

AA and BSM ordered to refund learner drivers for hidden fees

The consensus is that the £4.2m fine and £760k refunds are material but not existential for AA/BSM, with the real …

チップ大手ASML、2026年のガイダンスを上方修正、AI半導体需要が依然として堅調

Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong

Despite ASML's strong Q1 and raised 2026 guidance, panelists express concern about geographic concentration risk, particularly the high exposure to …

スタンリー・ druckenmiller は、今日でも魅力的に見える巨大なベットを 1 つ行い、トップのポジションを 2 つ削減しました

Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions

The panel is divided on Druckenmiller's Alphabet (GOOGL) position, with some seeing it as a bet on AI infrastructure and …

米国における異常気象により天然ガス価格が下落

Nat-Gas Prices Retreat on Above-Normal US Temps

After verifying the lack of confirmed damage to Ras Laffan, the panel consensus shifted to bearish, focusing on the US's …

ホルムズ海峡への米国の封鎖開始に伴い原油が急騰

Crude Oil Rallies as US Blockade of Strait of Hormuz Begins

The panel is divided on the impact of a potential US naval blockade of the Strait of Hormuz on oil …