株式市場ニュース
最新の金融ニュース · 更新 5月 22, 2026
今日の株式市場：CoreWeave、Anthropicとの複数年AIクラウド契約で急騰
Stock Market Today, April 10: CoreWeave Jumps After Multi-Year AI Cloud Deal With Anthropic
CoreWeave's recent gains are supported by long-term AI cloud deals, but high capital expenditure, heavy debt, and potential revenue mismatches …
Amazon株が数ヶ月ぶりの急騰、AMZNが今すぐ買いである3つの理由
Amazon Stock Just Saw Its Biggest Surge in Months. Here Are 3 Reasons AMZN Is a Great Buy Right Now
The panelists agree that Amazon's $200B capex plan for AI infrastructure is a significant shift, but they differ on the …
カレンダーに印をつけよう：Okloは7月4日以降、全く異なる株になる可能性がある
Mark Your Calendar: Oklo Could Be a Very Different Stock After July 4
Oklo's July 4 criticality milestone is significant but not conclusive. It proves reactor physics but doesn't guarantee commercial viability due …
5つの天才AI株（ヒント：Nvidiaもその一つです）
5 Genius AI Stock Picks (Hint: Nvidia Is One of Them)
Panelists agree that AI will drive demand for GPUs and foundry capacity, benefiting NVDA, AVGO, and TSM. However, they differ …
「私たちは本当に未知の領域にいる…」
"We're Really In Uncharted Territory..."
The panel discusses extreme geopolitical and domestic instability scenarios, with most agreeing that a prolonged Hormuz closure could lead to …
ハンター・バイデン氏、トランプ兄弟にケージマッチを挑む
Hunter Biden Challenges Trump Brothers To Cage Match
The panel is divided on the impact of the Hunter Biden challenge on TKO Group Holdings (TKO). While some argue …
石油価格ショックで中国EV輸出が140%急増、過去最高を記録
Oil Price Shock Drives 140% Surge In China's EV Exports To Record High
The panel is divided on the significance of China's 140% month-on-month spike to 349,000 EV exports in March. While some …
カマラ・ハリス氏、2028年の大統領選出馬をほのめかす：「考えています」
Kamala Harris Teases 2028 Presidential Run: "I'm Thinking About It"
The panel generally agrees that Kamala Harris's potential 2028 run is unlikely to significantly impact markets due to her low …
D.C.経済は「圧迫下」にあり、大不況以来最大の歳出削減に直面
D.C. Economy "Under Strain," Faces Biggest Spending Cuts Since Great Recession
The panel consensus is that D.C.'s -8.3% annualized Q4 GDP is a significant concern, driven by a 43-day shutdown and …
マイケル・バリー氏、トランプ氏の投稿で株価が上昇した後もパランティアに対する弱気な賭けを継続
Michael Burry says he's still betting against Palantir after Trump post boosts stock
The panel is largely bearish on PLTR, with most participants believing that Burry's rolled long-dated puts signal a multi-year de-rating …
ホワイトハウス、予測市場でのイラン戦争賭博について職員に警告
White House warned staff against making Iran war bets on prediction markets
Prediction markets face regulatory scrutiny and potential loss of trust due to perceived insider trading, which could lead to reduced …
空港は3週間以内にジェット燃料不足に直面する可能性、航空会社はフライトキャンセルを検討
Airports could face a jet fuel crunch within 3 weeks as airlines weigh flight cancellations
The panel agrees that the European aviation sector faces a near-term shock due to the surge in jet fuel prices …