株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
WBD株の異常なオプション取引、WBD-パラマウント統合が8月前に完了と示唆
Unusual Options Activity in WBD Stock Hints the WBD-Paramount Deal Will Close Before August
The panel consensus is bearish on the near-term prospects of the WBD-Skydance deal, with key risks including regulatory delays, financing …
マイクロソフト、シェブロン社との提携でAIの最大のボトルネックを解消
Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal
The panel discusses Microsoft's 20-year fixed PPA with Chevron for a 2.67 GW gas plant, co-located to power Azure AI. …
JPモルガン・チェース、ペトノ氏とロアボー氏を共同社長に昇格、ダイモン氏の後継候補をさらに2名設定
JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon
JPMorgan's succession plan, involving the promotion of four co-presidents and significant retention bonuses, signals potential internal power struggles and slower …
英王室の税務申告に見る3つの特異な点
Three unusual things about the King's tax bill
The panel consensus is that the King's £12.9m tax disclosure is a performative gesture lacking transparency, with the real risk …
チャールズ国王の納税額が判明、極めて少額と判明
Now we know how much tax King Charles pays, and it is very little
The panel consensus is that the focus on the King's tax bill misses the structural complexities of the Duchy of …
決算プレビュー：Darden Restaurantsの決算発表で何が期待できるか
Earnings Preview: What To Expect From Darden Restaurants’ Report
Panelists express bearish sentiments towards Darden's stock, citing persistent cost pressures, potential traffic softness, and concerns about the sustainability of …
FuelCell Energy、Fit Energyとのデータセンター向け主要電力供給契約で急騰 ($FCEL)
FuelCell Energy Jumps on Major Data Centre Power Agreement With Fit Energy (FCEL)
The panel is largely bearish on FuelCell Energy's 380 MW fuel cell capacity deal with Fit Energy, citing execution risk, …
アリババ、防衛省に中国軍需企業ラベル撤回を提訴
Alibaba sues Pentagon to remove Chinese military company label
The panel generally agrees that Alibaba's lawsuit is a strategic move to mitigate near-term procurement friction, but the long-term risks …
FRB議長候補ウォーシュ氏、トランプ氏の要求を退けるも、当局最大の批判者への配慮も示唆
New Fed Chair Kevin Warsh Has So Far Defied President Trump at Every Turn. But He May Yet Find a Way to Deliver for One of the Fed's Biggest Critics.
Despite initial hawkish signals, the panel agrees that Fed Chair Warsh's policy stance remains uncertain, with a potential pivot to …
アクティブ型ETF、5月までに資産総額が2.49兆ドルの記録更新
Active ETFs Hit Record $2.49T in Assets Through May
While active ETFs have seen impressive growth with $2.49T in assets and 74 months of inflows, panelists agree that the …
これが私が繰り返し買い増し続ける唯一の割安ハードウェア大手だ
Here Is the 1 Dirt-Cheap Hardware Juggernaut I Keep Accumulating on Repeat
The panel has mixed views on Nvidia's future, with concerns around a potential slowdown in AI capex, hyperscaler ROI, and …
セールスフォース $CRM、52週安値更新 - 株価動向に注目
CRM Stock Alert: What to Know as Salesforce Hits a New 52-Week Low
Despite strong ARR growth, CRM faces significant integration risks and margin pressure, which could keep multiples compressed and lead to …