株式市場ニュース
最新の金融ニュース · 更新 5月 22, 2026
HSBC、Pony AI（PONY）のカバーを開始、Buyレーティング付与
HSBC Initiates Coverage of Pony AI (PONY) with a Buy Rating
Analysts are divided on Pony AI's (PONY) prospects, with concerns about rapid scaling, regulatory headwinds, and intense competition in China's …
Grab Holdings (GRAB): 投資すべき最高のストロングバイ・アジア株
Grab Holdings (GRAB): The Best Strong Buy Asian Stock to Invest In
The panelists have mixed views on Grab's recent acquisitions and strategic moves. While some see it as a disciplined consolidation …
Prologis、欧州ジョイントベンチャーでグローバル展開を拡大
Prologis expands global footprint with European joint venture
Prologis' capital-light strategy allows it to scale in Europe without balance sheet strain, earn management fees, and recycle equity. However, …
予測： 「推論スーパーサイクル」はトレーニングブームよりも大きくなる可能性があります。所有すべき成長株1銘柄。
Prediction: The "Inference Supercycle" Could Be Bigger Than the Training Boom. 1 Growth Stock to Own.
The panel is divided on Marvell's (MRVL) potential in the AI inference market. While some agree that the shift from …
Aduro Clean Technologies、低エネルギーリサイクル技術を発表、オランダ初のユニットスケールアップを目指す
Aduro Clean Technologies Unveils Low-Energy Recycling Tech, Eyes First Netherlands Unit Scaling Up
The panel is bearish on Aduro Clean Technologies due to unproven technology at scale, permitting risks, and the potential pivot …
Amazonが明らかにしたこの1事業は、フォーチュン500企業の82%よりも価値がある（ヒント：クラウドコンピューティングではない）
Amazon Just Revealed This 1 Business Is Worth More Than 82% of Fortune 500 Companies (Hint: Not Cloud Computing)
The panel generally agrees that Amazon's custom silicon business is a strategic move to reduce AWS costs and potentially diversify …
Alphabet vs. Microsoft: 最近の収益トレンドの比較
Alphabet vs. Microsoft: A Comparison of Recent Revenue Trends
While Alphabet (GOOGL) demonstrates superior top-line momentum and cloud growth, the panel consensus is that Microsoft (MSFT) has a significant …
S&P 500アナリストの動向：TRMB
S&P 500 Analyst Moves: TRMB
Analysts' ranking Trimble (TRMB) at #24 among S&P 500 stocks despite an 18.6% YTD decline suggests they see potential in …
Eos Energy Stock が今日 20% 以上上昇した理由
Why Eos Energy Stock Is Up More Than 20% Today
EOSE's Q1 beat masks deteriorating unit economics and cash burn concerns. The company's future depends on the successful ramp of …
木曜日の出来高が異例なETF：ELCV
Thursday's ETF with Unusual Volume: ELCV
The panelists agreed that the unusual volume in ELCV was likely due to component-level activity, rebalancing, or options-related flows rather …
アナリストのお気に入り：ピーボディ・エナジーがトップの金属銘柄としてランクイン
Analyst Favorites: Peabody Energy Ranks As a Top Metals Pick
The panelists generally agree that the article lacks a robust investment thesis for BTU, with most highlighting the lack of …
ジェントルマンズ・レリッシュ、製造元が刺激的なアンチョビ・スプレッドの製造を中止し、姿を消す
Gentleman’s Relish is toast after its maker axes the pungent anchovy spread
AB World Foods' discontinuation of Gentleman's Relish reflects a broader trend of FMCG companies rationalizing low-volume, low-margin specialty foods due …