株式市場ニュース
最新の金融ニュース · 更新 8月 21, 2026
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 …
「4%ルール」提唱者が退職所得の新構想を提言
The Father of the 4% Rule Has New Ideas About Retirement Income
The Guyton-Klinger guardrails allow for higher initial withdrawal rates (9.6% vs. 4%), enabling more spending in early retirement, but come …
ウォール街が見落とした8月向け超高配当株3選
3 Ultra-High-Yield Stocks Wall Street Forgot to Mention for August
The panelists generally agree that the ultra-high-yield financials HTGC, AB, and VRTS are not safe income substitutes and are exposed …
OpenAI、Appleのセキュリティ慣行が営業秘密訴訟を損なうと主張
OpenAI says Apple’s own security practices undermine its trade secrets case
The panel consensus is that OpenAI's motion cleverly shifts the narrative to Apple's operational negligence, potentially damaging Apple's reputation and …
D-Wave Quantum、AT&Tから240倍のブースト。ここからのQBTSの攻略法。
D-Wave Quantum Just Got a 240x Boost From AT&T. How to Play QBTS From Here.
Despite a significant proof-of-concept with AT&T, D-Wave's financials remain concerning with a large bookings-to-revenue gap, stagnant revenue, and a high …