株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
Oracle、AI構築継続で2万1000人削減
Oracle cut 21,000 jobs as AI buildout continues
The panelists generally agree that Oracle's significant capital expenditure (capex) on AI data centers and the OpenAI deal carries substantial …
アッヴィの109億ドルでのアポジー買収、免疫疾患分野での支配力拡大へ：配当王株の買い増し時期か？
AbbVie's $10.9 Billion Apogee Deal Will Extend Its Immunology Dominance: Is It Time to Load Up on This Dividend King?
The panel is divided on AbbVie's acquisition of Apogee, with concerns about execution risk, competition, and near-term dilution outweighing the …
8月5日前にモデルナ株を買うべきか？
Should You Buy Moderna Before Aug. 5?
The panel is bearish on Moderna's (MRNA) near-term prospects, with the FDA approval of mRNA-1010 on Aug. 5 being largely …
Meta、WhatsAppのリーダーにKunal Shahを任命
Meta Appoints Kunal Shah As WhatsApp Leader
Meta's appointment of Kunal Shah to lead WhatsApp India signals a strategic push into payments and commerce, leveraging his fintech …
「発汗スコア」をご存じか？ 加速する水分補給テック
Do you know your 'sweat score'? The rise of hydration tech
The panel consensus is bearish on the hydration tech market, citing weak independent validation, unproven ROI, regulatory scrutiny, consumer fatigue, …
DoubleVerify、DV Authentic AdVantageツールをMeta・TikTokに拡大
DoubleVerify Expands DV Authentic AdVantage Tool To Meta, TikTok
The panel is mixed on DoubleVerify's expansion to Meta and TikTok, with concerns about monetization velocity, platform data access, and …
Brexit：スーパーや旅行であなたの財布にどう影響したか
Brexit: how it has hit your wallet at the supermarket and on holiday
The panel generally agrees that Brexit has added friction costs to UK consumers, with some costs potentially becoming structural. They …
ブロードコムは現在、人工知能への投資で最適な選択肢か？
Could Broadcom Be the Best Way to Invest in Artificial Intelligence Right Now?
Broadcom's strong AI semiconductor growth is supported by custom chip demand from hyperscalers, but the stock's high valuation (68x earnings) …
ほとんどの投資家が知らない、SpaceX関連の原子力銘柄。それが間もなく変わる。
Most Investors Have Never Heard of This Nuclear Stock Related to SpaceX. That's About to Change.
The panel consensus is bearish on the thesis that SpaceX will fund AI data-center growth with terrestrial nuclear power, specifically …
『トイ・ストーリー5』、シリーズ史上最大のオープニング週末を記録
Toy Story 5 sees franchise's biggest ever opening weekend
Toy Story 5's strong opening signals short-term relief for Disney, but high production costs, franchise fatigue, and reliance on international …
予測：Netflix株価、この日に100ドル到達へ
Prediction: Netflix Will Reach $100 on This Date
The panel discussion on NFLX is mixed, with concerns raised about the sustainability of ad revenue growth, potential content cost …
トランプ大統領のイラン新たな攻撃警告で原油上昇、和平協議を覆す
Oil rises after Trump threatens fresh strikes on Iran, overshadowing peace talks
The panel is divided on the sustainability of the recent oil price increase, with some attributing it to geopolitical risk …