株式市場ニュース

Eli LillyのRetevmoフェーズ3 LIBRETTO-432は、RET陽性早期NSCLCにおいて再発リスクを83%削減

Eli Lilly's Retevmo Phase 3 LIBRETTO-432 Cuts Recurrence Risk 83% In RET+ Early-Stage NSCLC

Eli Lilly's selpercatinib (Retevmo) showed promising results in a Phase 3 trial, reducing recurrence risk by 83% in early-stage RET-positive …

このトップ株で珍しい買い場のチャンスが到来するかもしれません

A Rare Buying Opportunity May Be Here With This Top Stock

Despite strong fundamentals like 75% recurring revenue and 17% procedure growth, the panel is cautious due to high valuation (51x …

SoundHound AIの株価は過去6ヶ月間で29%下落 – それでも長期保有に値する理由はこちら

SoundHound AI's Stock Price Is Down 29% in the Last 6 Months -- Here's Why It Still Could Be a Long-Term Buy

The panel consensus is bearish on SoundHound's planned acquisition of LivePerson, citing immediate dilution, unproven synergies, high integration risk, and …

This AI Hardware Bottleneck Is Determining the Next Trillion-Dollar Tech Companies

The panel generally agrees that while AI is driving demand for memory, the cyclical nature of the industry and potential …

英国では移動中にモバイル信号にアクセスできない人が4割

Four in 10 struggle to access mobile signal on the move in the UK

The UK's mobile connectivity issues stem from uneven rollout favoring urban areas and congestion in city centers. While government initiatives …

SpaceXのIPOは、小売投資家がイーロン・マスクを非常に好むため、彼の赤字帝国の資金を調達するだろうという賭けである。

The SpaceX IPO Is a Bet That Retail Investors Love Elon Musk So Much They’ll Fund His Money-Losing Empire

The panel consensus is bearish on SpaceX's $2T valuation, citing high burn rate, reliance on external capital, and risks associated …

「すべて疲れ果てる」 イギリスのソーシャルメディア規制、もどろどろと前進し続ける

"It's All So Tiresome": UK's Social Media Ban Trudges Ever Onward

The panel generally agrees that UK proposals for under-16 social media restrictions could significantly impact tech stocks like Meta and …

ホームレス者向けの住宅供給業者が信仰団体による税金回避計画に関与

Supplier of housing for homeless linked to faith group tax avoidance scheme

The panel consensus is bearish, highlighting systemic risks in UK local government procurement and tax enforcement, with a focus on …

ル・ペン氏、新たなフランス大統領選決選投票の世論調査で主要なライバルを上回る

Le Pen Leads Every Major Rival In New French Presidential Runoff Polling

The panel consensus is bearish, warning of increased policy risk for EU fiscal integration and immigration controls if Le Pen …

データセンターチップ機器スーパーサイクルに乗る上位5銘柄

Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

The panel agrees that there's an AI-driven capex upcycle for semiconductor equipment players, but they differ on its sustainability and …

アメリカン・エクスプレス 対 ビザ：プレミアム消費支出への賭け方として2つの異なる方法

American Express vs. Visa: 2 Different Ways to Bet on Premium Consumer Spending

The panelists generally agree that both Visa and American Express (Amex) have their strengths and risks, with Amex's closed-loop model …

経済の警告サインが点灯 – そして、2027年の社会保障COLAの上昇を示唆

An Economic Red Flag Is Flashing -- and It Points to a Higher 2027 Social Security COLA

The panel agrees that a higher 2027 COLA is possible but uncertain, and while it may provide a nominal buffer …