株式市場ニュース
最新の金融ニュース · 更新 5月 18, 2026
アマゾン、スターリンクとの競争激化のため衛星企業に110億ドルを投下
Amazon to spend $11bn on satellite firm in growing Starlink rivalry
The panel is divided on Amazon's acquisition of Globalstar, with concerns about regulatory risks and Apple's stake outweighing the benefits …
連邦準備制度理事会（FRB）理事候補のケビン・ウォーシュ氏、1億9000万ドルを超える資産を明らかにする
Fed Chair Nominee Kevin Warsh Reveals Assets Worth Over $190 Million
The panel consensus is bearish, expecting a more hawkish Fed under Warsh, which could compress equity multiples, especially in rate-sensitive …
AI は世界的な電力危機を引き起こしている。この燃料電池株は 20% 以上急騰し、さらなる上昇の余地があるかもしれない。
AI Is Creating a Power Crisis. This Fuel Cell Stock Just Surged More Than 20% and Could Have More Room to Run.
The panel generally agrees that Bloom Energy's 'Bring Your Own Power' model is validated by Oracle's 2.8 GW expansion, with …
暗号通貨取引所Kraken、米国での新規株式公開を機密裏に申請
Crypto exchange Kraken confirms it has confidentially filed for an IPO
The panel is divided on Kraken's IPO prospects, with concerns about valuation haircut, fee compression, and regulatory risks, but also …
より成長志向の投資家向けのより優れたフィンテック株：Nu Holdings vs. SoFi
Better Fintech Stock for Growth Investors: Nu Holdings vs. SoFi
The panelists agree that Nu Holdings (NU) has impressive penetration in Latin America but disagree on its growth prospects and …
アマゾン株が急上昇した理由
Why Amazon Stock Just Popped
The panel is divided on Amazon's acquisition of Globalstar. While some see the deal as strategically sound, providing Amazon with …
宇宙戦争が激化：アマゾンは低軌道衛星会社のグローバルスターを買収。スペースXのスターリンクに挑戦できるか？
The Space War is Heating Up: Amazon Just Bought a Low-Earth Orbit Satellite Company. Could it Challenge SpaceX's Starlink?
The panelists generally agreed that Amazon's acquisition of Globalstar is a strategic move to secure spectrum rights and integrate with …
グローバル石油需要の成長は、ペルシャ湾のエネルギーショックによって完全に打ち消された
Global Oil Demand Growth Completely Wiped Out By Gulf Energy Shock
The panel is divided on the validity of a reported 13 million bpd export loss through Hormuz, with Claude and …
湾岸戦争が明らかにする英国防衛における「手抜き」
How war in Gulf reveals the ‘cut corners’ on British defence
The panel agrees that the UK's increased defense spending commitment creates a multi-year investment opportunity for domestic primes like BAE …
新エリック・スワルウェル告発者ロンナ・ドリューエス氏「彼は私をレイプした」、警察への届け出を計画
New Eric Swalwell accuser Lonna Drewes says 'he raped me,' plans to file police report
The resignation of Rep. Eric Swalwell due to sexual misconduct allegations has minimal direct financial market impact, but it could …
アナリストレポート：アトモス・エナジー社
Analyst Report: Atmos Energy Corp
The panel discusses Atmos Energy (ATO) with a mix of views, highlighting its predictable cash flows, regulatory advantages, and dividend …
SpaceXは史上最大のIPOになる可能性。過去5回のメガIPOの行方。
SpaceX Could Be the Biggest IPO in History. Here's What Happened to the Last 5 Mega-IPOs.
The panel consensus is bearish on SpaceX's upcoming IPO, with the main concern being its excessive valuation that prices in …