株式市場ニュース
最新の金融ニュース · 更新 5月 22, 2026
アナリストはなぜオン・ホールディングス（ONON）で70％の株価上昇余地があると見ているのか？
Why Do Analysts See 70% Upside in On Holding (ONON)?
The panelists have mixed views on ONON's future, with concerns about execution risk and leadership transition outweighing optimism about sales …
モルガン・スタンレー、アンテロ・リソーシズ（AR）に強気姿勢を維持
Morgan Stanley Remains Bullish on Antero Resources (AR)
The panel's discussion on Morgan Stanley's price target upgrade for Antero Resources (AR) to $54 is mixed, with concerns about …
Erasca (ERAS)の年間通算約355%のリターンを牽引する要因とは
What’s Driving Erasca (ERAS)’s Nearly 355% YTD Return
The panel consensus is bearish on Erasca (ERAS) due to the high risk/reward ratio, with the stock's 355% YTD gain …
CoreWeaveのMetaとの拡大合意は、AIコンピューティング市場がどれほど急速に拡大しているかを示している
CoreWeave’s Expanded Meta Deal Shows How Fast the Market for AI Compute Is Scaling
The $21B Meta-CoreWeave deal signals a shift towards predictable AI operating expenses and validates the 'AI cloud as utility' thesis. …
Wells FargoとKeyBancはATIに強気
Wells Fargo and KeyBanc Bullish on ATI
The panelists have mixed views on ATI's future prospects, with some highlighting its transition to high-margin aerospace and defense products …
砂糖価格、豊富な世界供給で大幅下落
Sugar Prices Sharply Lower on Robust Global Supplies
The panel consensus is bearish, with India's and Brazil's increased sugar production expected to lead to multi-MMT surpluses through 2026/27. …
チャールズ・シュワブ株が本日急落した理由
Why Charles Schwab Stock Got Socked Today
The panel consensus is that Morgan Stanley's price target cut for Schwab (SCHW) reflects concerns about slowing trading volumes and …
原油価格はホルムズ海峡の閉鎖による石油供給の制約で上昇
Crude Prices Gain as Closure of Strait of Hormuz Curbs Oil Supplies
The panel is divided on the impact of floating storage and the duration of the Strait of Hormuz closure. While …
今日のBlackBerry株の上昇を追うべきか？
Should You Chase the Rally in BlackBerry Stock Today?
While BlackBerry's Q4 results and Rule of 40 achievement in QNX are promising, the timing and convertibility of the $950M …
Nvidia は S&P 500 とほぼ同じ価格。株式を積み増す時です。
Nvidia Is Nearly The Same Price as the S&P 500. It's Time to Load Up on Shares.
Panelists debate NVDA's valuation, with bulls focusing on growth and bears warning of margin compression, AI fatigue, and inventory risks. …
メタ・プラットフォームズがMuse Sparkを発表、今META株を買うべきか？
As Meta Platforms Unveils Muse Spark, Should You Buy META Stock Now?
Meta's AI strategy with Muse Spark and Llama 3 is seen as a long-term efficiency play, reducing costs and potentially …
ソニーグループ株式会社（SONY）がCinemersive Labsを買収
Sony Group Corporation (SONY) to Acquire Cinemersive Labs
The panel is divided on Sony's acquisition of Cinemersive Labs and the subsequent PS5 price hikes. While some see it …