株式市場ニュース
最新の金融ニュース · 更新 8月 20, 2026
米失業率低下の背景は「米国人が豊かすぎるから」とバンク・オブ・アメリカ
Bank Of America: The US Unemployment Rate Is Falling Because Americans Are Too Rich
The panel generally agrees that a 35%+ S&P 500 rally has led to early retirements among older workers, shrinking the …
米国、国内鉱業に20億ドル規模の支援策を発表
US unveils $2bn boost for domestic mining initiatives
The panel generally agrees that the $2B+ package is a modest start towards addressing US critical mineral supply chain vulnerabilities, …
シーイン、米関税の影響で欧州売上減を警告
Shein warns Europe sales could fall as U.S. tariffs bite
Panelists generally agree that Shein's IPO filing reveals significant challenges, including decelerating revenue growth, profitability decline, and the impact of …
「送電塔にポンド」初のエネルギー料金割引サイトが公開
First 'pounds for pylons' energy bill discount sites revealed
The 'pounds for pylons' scheme is a pragmatic but controversial attempt to accelerate grid modernization, with significant risks including regulatory …
日焼けしたカリフラワーとごつごつしたジャガイモ - 猛暑が生む美味しい野菜
Sun-tanned cauliflowers and knobbly spuds - the heatwave veg that's good to eat
The UK's heatwave-driven 'ugly' vegetables signal a structural margin compression for fresh produce retailers. While relaxing cosmetic standards may mitigate …
トランプ・メディア、仮想通貨下落で2億3800万ドルの損失を計上
Trump Media reports $238m loss as crypto falls
The panel consensus is that Trump Media & Technology Group (DJT) is a highly speculative investment, with a $2bn valuation …
トランプ氏、ホルムズ海峡の完全支配を主張、イランに賠償要求、緊張高まる
Trump claims total control of Hormuz, demands Iran pay reparations as standoff deepens
The panel agrees that the U.S. claim of total control over the Strait of Hormuz is questionable, and markets are …
NvidiaとSpaceXの提携がAI覇権への明確なシグナルを送る
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
The panelists agree that Nvidia's AI dominance is reinforced by SpaceX's exclusive pivot to Vera Rubin, but they caution about …
Nvidia、AIデータセンター開発へ大手銀行から5000億ドル調達
Nvidia gets $500bn from major banks to develop AI data centres
The panel generally agrees that Nvidia's $500bn financing initiative signals a significant shift in treating 'compute' as a distinct, investable …
サンディスク、12ヶ月で3000%超上昇 — 株価分割は近いか？
Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?
The panelists agree that Sandisk's 3,000% rally is driven by AI demand and enterprise SSD growth, but they express concerns …
AIがIT業界の雇用を奪う：オラクルとマイクロソフトが20年ぶりの高水準のレイオフ率を押し上げ
AI is Hollowing Out Tech Sector Jobs: Oracle and Microsoft Help Push Layoff Rate to 20-Year High
The panel discusses the 2.3% tech layoff rate, driven by Oracle and Microsoft's AI-related cuts. While some see this as …
「麻薬社会主義のネズミども、逃げるがよい」：コロンビアのトランプ支持「エル・ティグレ」、FARCへ大規模攻勢を開始
"Narco-Socialist Rats Better Start Running": Colombia's Trump-Backed "El Tigre" Launches Major Offensive Against FARC
The panel generally agrees that a hardline security push in Colombia, backed by a $1B U.S. security package, carries significant …