株式市場ニュース
最新の金融ニュース · 更新 5月 22, 2026
戦争経済について知っておくべき3つの数字
The 3 Numbers You Need to Know About the Economics of War
The panel's net takeaway is that while AVAV's directed energy systems offer compelling economics, there are significant technical and procurement …
ジム・クレイマー、プラネット・ラボズ：「私はロングでいたい」
Jim Cramer on Planet Labs: “I Would Stay Long”
The panel consensus is that Planet Labs' (PL) 970% stock surge since April 2025 is not justified by fundamentals. The …
ジム・クレイマー氏「Nebiusは非常に尊敬される企業だ」と発言
Jim Cramer Says “Nebius Is Actually a Very Respected Company”
The panel consensus is bearish on Nebius Group (NBIS) due to high cash burn, customer concentration risk, and the threat …
ジム・クレイマーがエンブリッジについて語る：「退職者だけでなく、すべての人にとって本当に価値がある」
Jim Cramer on Enbridge: “It’s Really for Everybody, Not Just for Retirees”
The panel's net takeaway is that Enbridge (ENB) is a leveraged utility with significant risks, including refinancing, currency mismatch, and …
ジム・クレイマー氏、TMC the metals companyについて「探し続けて、買うな」と発言
Jim Cramer on TMC the metals company: “Keep Looking, Don’t Buy It”
TMC's future hinges on regulatory approval and achieving cost parity with land-based mining, while facing risks from high capital expenditure, …
BTIG、Zscalerをニュートラルに引き下げ：サイバーセキュリティブームはすでにこの株に織り込まれているのか？
BTIG Cuts Zscaler to Neutral: Has the Cybersecurity Boom Already Been Priced Into This Stock?
The panel's net takeaway is that Zscaler's (ZS) valuation is under pressure due to persistent GAAP losses despite strong top-line …
ジム・クレイマーがシスコ（SYY）株が「売り出し後、実に割安」である理由を解説
Jim Cramer Explains Why Sysco Stock Is “Such a Steal After the Sell-Off”
The panel consensus is that Sysco's acquisition of Jetro is risky, with significant execution, integration, and financing challenges that outweigh …
ジム・クレイマー氏、GEエアロスペースについて「株は買いだと思う」と発言
Jim Cramer on GE Aerospace: “I Think the Stock Is a Buy”
The panel's net takeaway is that while GE Aerospace has strong fundamentals like a dominant market share in narrow-body engines, …
ジム・クレイマー氏「ベライゾンには実際にゲームがある」
Jim Cramer Says “Verizon’s Actually Got Some Game Here”
The panel consensus is bearish on Verizon (VZ), citing high debt, capex intensity, and limited growth potential. While some panelists …
ジム・クレイマー氏、SpaceXのIPOがテスラの投資家離れを招く可能性を指摘
Jim Cramer Notes That the SpaceX IPO Could Reduce Investor Interest In Tesla
The panelists generally agreed that a SpaceX IPO could dilute Tesla's 'scarcity value', potentially pushing its stock price down. However, …
ジム・クレイマー氏、キャピタル・ワンについて「非常に楽観的になってほしい」
Jim Cramer on Capital One: “I Want You to Be Very Optimistic”
Despite potential synergies from the closed Discover merger and buyback capacity, the panel consensus is bearish due to rising credit …
ジム・クレイマー氏、BP p.l.c.について「カチーン・カチーンと言いたい」
Jim Cramer on BP p.l.c: “I Say Kaching Kaching”
The panel agrees that Cramer's 'sell' call on BP is tactical and not based on fundamental changes. They debate the …