株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
Berkshire HathawayがTaylor Morrison取引で$6.8Bの住宅ベットを実施
Berkshire Hathaway makes $6.8 billion housing bet with Taylor Morrison deal
Berkshire's acquisition of Taylor Morrison is a strategic bet on housing recovery, with bulls seeing long-term supply shortages and bears …
アナログ・デバイス社 (ADI) の株式を購入したいですか？ Argus First の意見を聞いてみましょう
Want to Buy Analog Devices Inc (ADI) Stock? Listen to Argus First
The panelists generally agree that ADI's strong Q2 results are impressive, but they express concerns about the sustainability of growth, …
モーガン・スタンレーがデルの株価更新を予期せず報告
Morgan Stanley flags unexpected Dell stock update after earnings
Dell's impressive Q1 results, particularly the 757% growth in AI server revenue and raised guidance, have sparked debate among analysts. …
ウォール街はフィグマの目標株価を引き下げた。歴史はそれを買うべき時だと語っている。
Wall Street Just Cut Figma's Price Target. History Says That's the Time to Buy.
The panelists generally agree that Figma's current valuation and growth prospects are uncertain, with most leaning bearish due to competition …
ピーパー・サンダラーがアポロ・グローバル・マネジメント（APO）株の目標価格を引き上げる
Piper Sandler Raises PT on Apollo Global Management (APO) Stock
The panelists generally agree that APO's Q1 results were strong, with 30% YoY FRE growth and $1T AUM milestone. However, …
ウォーレン・バフェット率いるバークシャー・ハサウェイ、またもフィンテック大手に見切りをつける
Another fintech giant gets the pink slip from Warren Buffett's Berkshire
The consensus among the panel is that Berkshire's full exit from Mastercard (MA) under Greg Abel signals a significant shift …
Tower Semiconductor Ltd. (TSEM): Leopold Aschenbrenner はこの会社に対して弱気です
Tower Semiconductor Ltd. (TSEM): Leopold Aschenbrenner Is Bearish on This Company
Panelists debate Tower Semiconductor's (TSEM) outlook, with mixed views on its specialty foundry model, margin sustainability, and geopolitical risks. Aschenbrenner's …
なぜこのファンドは1年間で250％急騰した株式から撤退したのか
Why This Fund Cashed Out of a Stock That Soared 250% in Just One Year
The panelists generally agree that Brigade Capital's full exit from Nabors Industries (NBR) signals potential overvaluation or sector headwinds, rather …
IWM ETF は最近の上昇後もまだ買いですか？
Is the IWM ETF Still a Buy After Its Recent Run-Up?
Despite initial bullish cases, the panel's net takeaway is bearish, emphasizing the risks of sticky inflation, elevated rates, and geopolitical …
バークシャーがテイラー・モリソンを6.8億ドルで買収、グレッグ・アベルが初の大型取引
Berkshire Buys Taylor Morrison For $6.8 Billion In First Big Deal Under Greg Abel
The panel is divided on Berkshire's acquisition of Taylor Morrison, with concerns about rate-sensitive risks, cyclicality, and potential changes in …
アメリカ人が最も心配していることは何か？
What Are Americans Most Worried About?
The panel consensus is bearish, with concerns about persistent cost-of-living anxiety, sticky shelter inflation, and potential stagflation weighing on consumer …
1000万ドルの中国住宅大手KEホールディングスの売却について知っておくべきこと
What to Know About This $10 Million Sale of China Housing Giant KE Holdings
Despite mixed fundamentals and a significant decline in new home transactions, the panel is largely bearish on CoreView's position in …