株式市場ニュース

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 …

これらの2つの人工知能（AI）メモリチップ銘柄が、$1兆ドルクラブに加わりました。両方ともわずか60ドルで買える方法をご紹介します。

These 2 Artificial Intelligence (AI) Memory Chip Stocks Just Joined the $1 Trillion Club. Here's How You Can Buy Them Both for Just $60.

Despite near-term demand from AI and Nvidia GPUs, the panel consensus is bearish on SK Hynix and Micron due to …

Keel Infrastructure Corp. (KEEL): Leopold Aschenbrenner はこの株式を購入しています

Keel Infrastructure Corp. (KEEL): Leopold Aschenbrenner Is Buying This Stock

The panel's net takeaway is that Keel Infrastructure's 2.2 GW pipeline and grid interconnections are promising, but the company's heavy …

CleanSpark Inc. (CLSK): Leopold Aschenbrenner はこのAI株を買い増している

CleanSpark Inc. (CLSK): Leopold Aschenbrenner Is Loading Up on This AI Stock

The panel is largely bearish on CleanSpark (CLSK), citing execution risks, potential valuation traps, and the need for significant capital …

Core Scientific, Inc. (CORZ): Leopold Aschenbrenner Trims Holding

The panel largely agrees that Core Scientific's (CORZ) 10% stake reduction by Aschenbrenner in Q1 2026 signals potential concerns, despite …