株式市場ニュース
最新の金融ニュース · 更新 5月 21, 2026
グレッグ・アベル氏がバークシャー・ハサウェイの3200億ドルの株式ポートフォリオの60%を、わずか9の主要な保有先に投資している
Greg Abel Has 60% of Berkshire Hathaway's $320 Billion Stock Portfolio Invested in Just 9 Core Holdings
The panel is divided on Berkshire's concentration under Abel's leadership, with concerns about high single-stock and sector exposure, valuation risks, …
より良い購入先は今すぐ：ジョンソン・アンド・ジョンソン 対ファイザー
Better Buy Right Now: Johnson & Johnson Vs. Pfizer
The panel is neutral on J&J and Pfizer, with concerns about J&J's patent cliff and Pfizer's integration risks and potential …
カニエ・ウェスト巡り、Wirelessフェスティバルはいかにして大失敗したのか：「トランプの城」のごとく
‘A house of cards’: how did Wireless festival get it so wrong on Kanye West?
The Live Nation (LYV) Wireless Festival cancellation due to Ye's controversy has raised significant operational and reputational risks, with the …
イーロン・マスクはかつてSpaceXのIPOは火星到達までしないと言っていた—今夏までに2兆ドルを望む
Elon Musk Once Said SpaceX Wouldn't IPO Until It Reached Mars—Now He Wants $2 Trillion By Summer
The panel is overwhelmingly bearish on the $2T valuation of SpaceX's rumored IPO, citing xAI's low revenue, lack of technical …
Anthropic はハックリスクのために Claude Mythos をロックダウン — CRWD、PANW にとってそれが何を意味するか
Anthropic Locks Down Claude Mythos Over Hack Risk — What It Means For CRWD, PANW
The panel is divided on the implications of Anthropic's Mythos for CRWD and PANW. While some see it as a …
‘魅力的な買い場’：Morgan Stanleyは、Netflix (NFLX) の目標株価を引き上げる
‘An Attractive Entry Point’: Morgan Stanley Raises Netflix (NFLX) Price Target Ahead of Earnings
The panelists' views on Netflix's valuation and future prospects are mixed, with concerns about subscriber growth deceleration, ARPU timing, and …
仮想通貨、米・イランの停戦で週後半に上昇
Crypto Ends The Week Higher After U.S.-Iran Ceasefire
The panelists generally agreed that the recent crypto rally was driven by geopolitical relief rather than fundamental shifts, and while …
デイリーETFフロー：SMH、EWJに需要
Daily ETF Flows: SMH, EWJ In Demand
Panelists agree on significant risk appetite shift, with notable inflows into US and International Equities, but disagree on the cause …
大豆は週末に向けて反発、Mealが牽引
Soybeans Rally into the Weekend, Led by Meal
The panel is bearish on the soybean complex due to weak export pace, poor crush margins, and a lack of …
Exodus Pay は自己管理を日常生活の支出に一歩近づける
Exodus Pay Pushes Self-Custody One Step Closer to Everyday Spending
Exodus Pay's self-custody wallet integration with Visa and Apple Pay is a notable step, targeting the growing stablecoin market, but …
なぜこの半導体株は今後12ヶ月で65%急騰する可能性があるのか
Why This Semiconductor Stock Could Surge 65% in the Next 12 Months
The panel consensus is that Micron's current price target of $700 is overly optimistic, with significant risks around timing, competition, …
フリート支払いWEXの経営陣が委任状争奪戦に直面
Management at fleet payments WEX faces proxy battle
The panel is divided on WEX's future, with some seeing it as a temporarily undervalued compounder in a cyclical downturn, …