株式市場ニュース
最新の金融ニュース · 更新 8月 20, 2026
米イラン・ホルムズ海峡協議の不透明感の中、原油価格が上昇
Oil rises amid uncertainty over U.S.-Iran Strait of Hormuz deal
The panel agrees that geopolitical risks, particularly around the Strait of Hormuz and Red Sea disruptions, are driving near-term oil …
ブロードコム対エヌビディア：チップ業界の真の挑覇者と王者の物語
Broadcom Vs. Nvidia: The Real Challenger and Champion Story in Chips
The panel agrees that Broadcom's custom ASICs are gaining traction among hyperscalers, but NVIDIA's scale, software moat, and platform advantages …
AIデータセンター急成長の隠れた主役、Vertivの実力とは
Why Vertiv Is 1 of the Best-Kept Secrets of the AI Data Center Boom
While Vertiv (VRT) benefits from a structural bottleneck in AI data centers, its high valuation (41x forward P/E) assumes near-perfect …
トランプ氏支援の「エル・ティグレ」がコロンビアで政権掌握、米州で右派旋風
Trump-Backed "El Tigre" Takes Power In Colombia As Right-Wing Wave Sweeps Americas
The panel consensus is bearish, with key concerns being the large fiscal gap, potential security spending surge, and risks of …
GOOGL株ファンの皆様へ：GoogleのAI再編がAlphabetに意味するもの
Dear GOOGL Stock Fans, Here's What Google's AI Shakeup Means for Alphabet
Alphabet's AI push and cloud growth are impressive, but the panel expresses concern about the company's high capex, negative cash …
トリップアドバイザー第2四半期決算説明会の要点
TripAdvisor Q2 Earnings Call Highlights
TripAdvisor's core business is facing structural pressure, with the hotels segment down 21% and experiences growth slowing despite a strategic …
マイクロソフト（MSFT）の記録的上昇、アルファベット（GOOGL）とのライバル関係に再び焦点
Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus
Microsoft's Azure growth and AI strategy are promising, but the company faces significant risks, including OpenAI's non-exclusive deals, potential renegotiation …
タルガ・リソーシズ：2026年第2四半期決算説明会要旨
Targa Resources Corp. Q2 2026 Earnings Call Summary
TRGP's Q2 beat was impressive, but the sustainability of its growth and the timing of its free cash flow inflection …
アイオバンス・バイオセラピューティクス（IOVA）、好調な第2四半期で43%急騰。今後の見通しは
Iovance Biotherapeutics (IOVA) Pops 43% on Stellar Q2. Here’s What Comes Next
IOVA's Q2 results showed impressive growth, but sustainability and market size remain unproven. Key risks include manufacturing complexity, reimbursement hurdles, …
Shopify株、決算発表後の急騰をさらに伸ばす可能性
Signal: Shopify Stock Could Build on Post-Earnings Pop
Shopify's Q2 earnings beat and guidance raise have driven a significant rally, but the sustainability of this momentum is debated. …
SOUN株急騰、SoundHound AIが過去最高売上を記録
SOUN Stock Surges as SoundHound AI Posts Record Revenue
Despite a strong Q2, SOUN's stock is down 30% YTD, and there's consensus on the integration risk and potential dilution …
vs. マイクロソフトの受注残高：次なる1兆ドルを手にするのは？
Amazon’s Premium vs. Microsoft’s Backlog: Who Wins the Next Trillion?
The panel agrees that Amazon's $3T milestone is primarily driven by AWS's growth, but there's concern about the sustainability of …