株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
連邦準備制度理事会における歴史的な転換から6週間 – そしてそれは高価な株式市場の転換点となるかもしれない
We're 6 Weeks Away From a Historic Change at the Federal Reserve -- and It May Be the Tipping Point for a Pricey Stock Market
The panel generally agrees that Kevin Warsh's appointment as Fed Chair signals a potential shift towards tighter financial conditions, with …
必要な最低分配金（RMD）を回避する方法：簡単な解決策
Stop Losing Money to Required Minimum Distributions and Use This Simple Fix
The panel agrees that Roth IRA conversions can be a useful strategy for managing Required Minimum Distributions (RMDs) and tax …
1 なぜ私は決してAlphabet株を売らない理由
1 Reason I'm Never Selling Alphabet Stock
The panelists generally agreed that Alphabet's core search advertising model faces existential threats from generative AI, but they differed on …
Toastは2026年に25%下落。これは一生に一度の買い機会か？
Toast Is Down 25% in 2026. Is This a Once-in-a-Lifetime Buying Opportunity?
The panel consensus is that Toast's (TOST) current valuation (6x forward EV/ARR) is not justified given the risks posed by …
今年の米国インフレ率は4.2%に跳ね上がるか？FRBは「ノー」と言うが、このゴールドスタンダードの予測者は「イエス」と言う。
Will U.S. Inflation Jump to 4.2% This Year? The Fed Says No, but This Gold-Standard Forecaster Says Yes.
The OECD's revised 4.2% inflation forecast for 2026, driven by energy and supply chain disruptions, is a significant risk factor …
Sandiskを忘れて、割安なうちにこれらの2つのAI株を買うべきか？
Should You Forget Sandisk and Buy These 2 AI Stocks While They're Cheap?
The panel agreed that NAND flash is less cyclical due to AI-driven demand, but disagreed on the durability of NVDA …
大回転がテクノロジー投資家を動揺させている。代わりにこのグロース株を買う。
The Great Rotation Has Tech Investors Spooked. I'm Buying This Growth Stock Instead.
Despite solid Q3 results, Commvault's (CVLT) 33% post-earnings drop warrants scrutiny beyond sector rotation. Key concerns include potential deceleration in …
人工知能（AI）株式が2025年にうまくいったものが、2026年にはうまくいっていない。新しい戦略とは。
The Artificial Intelligence (AI) Stocks That Worked in 2025 Aren't Working in 2026. Here's the New Playbook.
The panel agrees that the market is shifting towards profitability and power efficiency in AI, with a focus on demonstrable …
VOOは年間わずか0.03%のコストで、アメリカ最大手500社を追跡します。厳しい市場でもその価値提案は変わりません。
VOO Costs Just 0.03% a Year and Tracks 500 of America's Largest Companies. A Tough Market Does Not Change That Value Proposition.
The panel agreed that VOO's low expense ratio is compelling, but they raised concerns about the index's concentration risk, particularly …
海軍のトップ幹部、フォード空母の火災が2日間の戦闘隊形の中断を招いたと認める
Navy's Top Officer Admits Ford Carrier Fire Halted Its Combat Sorties For Two Days
The discussion highlights operational and readiness issues with the USS Gerald R. Ford, but the overall impact on the defense …
もしアメリカがNATOを離脱した場合、大西洋を越えた安全保障はどのような姿になるのか？
What Might Transatlantic Security Look Like If The US Leaves NATO?
The panel consensus is that a US exit from NATO poses significant geopolitical and market risks, with the most pressing …
ペルミアン・リソーシズ・コーポレーション（PR）：この低コスト生産者は何を提供するのか？
Permian Resources Corp (PR): What Does This Low-Cost Producer Have to Offer?
The panelists agreed that Permian Resources' (PR) low-cost structure and investment-grade ratings are significant strengths, but they have differing views …