株式市場ニュース
最新の金融ニュース · 更新 5月 20, 2026
OpenAI、英国のStargateプロジェクト中止後、初の常設ロンドンオフィス開設を発表
OpenAI announces first permanent London office after halting UK Stargate project
Despite OpenAI pausing its Stargate data center project due to high energy costs, the panel agrees that the UK remains …
今日の住宅ローンおよび借り換え金利：2026年4月13日。まもなく6%未満の金利に戻るでしょうか？
Mortgage and refinance interest rates today, April 13, 2026: Will we see sub-6% rates again soon?
Despite a modest drop in 30-year fixed mortgage rates, the panel remains bearish due to persistent ARM inversion, divergent forecasts, …
「問題になる」：ジェイミー・ダイモン氏、米国の39兆ドルの債務が市場のボラティリティと金利上昇を招くと発言
‘It will become a problem': Jamie Dimon says America's $39 trillion debt will mean volatile markets and rising rates
The panel agrees that the U.S. debt level and rising interest payments pose a significant structural risk, potentially crowding out …
Baker Hughes、WaygateをHexagonに14.5億ドルで売却
Baker Hughes Sells Waygate to Hexagon for $1.45 Billion
Baker Hughes' divestment of Waygate for $1.45B strengthens its balance sheet and allows it to focus on core areas like …
触媒アラート：Anthropicとの取引により、Alphabetの株式は必携に
Catalyst Alert: Anthropic Deal Makes Alphabet Stock a Must-Buy
The panel discusses the implications of Alphabet's TPU deal with Anthropic, with mixed views on the potential revenue and risks. …
ジム・クレイマーがレジェネロン（REGN）について語る：「ここで株価がブレイクアウトしていると思う」
Jim Cramer on Regeneron (REGN): “I Think The Stock’s Breaking Out Here”
The panel's net takeaway is that Regeneron's (REGN) stock valuation is around 14-15x forward earnings, with the main risks being …
ジム・クレイマー氏、D-Wave（QBTS）について：「科学プロジェクトがうまくいくかもしれないが、それは科学プロジェクトという側面が強い」
Jim Cramer on D-Wave (QBTS): “Maybe the Science Project Works Out, But It Is More of a Science Project”
D-Wave (QBTS) is still an early-stage, speculative play with a high price-to-sales ratio. While it has commercial traction and a …
AI株の暴落：長期的な勝者を見つける方法
AI Stock Sell-Off: Here's How to Find the Long-Term Winners
The panel consensus is bearish, with key concerns being overstated capex figures and the risk of deglobalization fragmenting demand for …
ジム・クレイマー氏、Newsmax (NMAX)について「赤字だから」と弱気な見方
Jim Cramer Bearish on Newsmax (NMAX) Because “They’re Losing Money”
The panel consensus is bearish on NMAX, citing its reliance on meme stock dynamics, thin float, and existential risks such …
ジム・クレイマー氏、「利回り5.25%ならキンバリー・クラーク（KMB）を保有したい」と発言
Jim Cramer Says “I Think at 5.25% Yield, I Want to Own Kimberly-Clark (KMB)”
The panel's net takeaway is that Kimberly-Clark (KMB) may not be the defensive play it appears, with a dividend yield …
ジム・クレイマー氏、ザ・ビタココ・カンパニー（COCO）について「良い買い場になると思う」と語る
Jim Cramer on The Vita Coco Company (COCO): “I Think This Could Be a Nice Buying Opportunity”
The panel consensus is bearish on COCO, with key concerns being the unsustainability of high growth rates, heavy reliance on …
X-Energyは億万長者メーカー株か？
Is X-Energy a Millionaire-Maker Stock?
X-Energy's SMR technology has potential but faces significant hurdles, including regulatory delays, geopolitical commodity risks, and customer commitment uncertainties. Success …