マーケットニュース＆AI分析
最新の金融ニュース · 更新 4月 11, 2026
米国への信頼を失う国々
Countries Losing Trust In The US
The panel discusses a decline in trust among allies, but agrees that the data is incomplete and the narrative may …
ジム・クレイマー氏、Ventas, Inc.について：「過去20年間のどの時点よりも今日、魅力的だ」
Jim Cramer on Ventas, Inc.: “It’s as Attractive Today as It’s Been at Any Point Over the Past Couple of Decades”
The panelists agreed that while Ventas (VTR) has attractive fundamentals and demographic tailwinds, its high valuation and refinancing risks make …
ジム・クレイマーがジャヌス・リビングについて語る：「非常に快適に行える飛躍の信仰」
Jim Cramer on Janus Living: “It’s a Leap of Faith That I’d Be Very Comfortable Making”
The panel consensus is bearish on Janus Living (JAN) due to its significant premium valuation (37x trailing AFFO) compared to …
定年退職前に社会保障を請求すべきか？知っておくべきこと。
Should You Claim Social Security Before You Retire? Here's What to Know.
The panel generally agreed that the article oversimplified Social Security claiming strategies, neglecting crucial factors like taxes, spousal benefits, and …
ジム・クレイマー、ロッキード・マーティンについて：「それが私があなたに買うように言うものだ」
Jim Cramer on Lockheed Martin: “That’s the One I Would Tell You to Buy”
Panelists debate Lockheed Martin's (LMT) valuation and risk, with some seeing it as attractively priced around 19-20x forward P/E, while …
ジム・クレイマーがニューモント・コーポレーションについて語る：金保有の重要性
Jim Cramer Discusses Newmont Corporation and the Importance of Owning Gold
The panelists generally agreed that the discussion around Newmont (NEM) was more about gold as a macro hedge and less …
ジム・クレイマーはエクソンよりもシェブロンを好むと指摘
Jim Cramer Notes That He Prefers Chevron Over Exxon
The panelists generally agree that both Chevron (CVX) and Exxon (XOM) remain core energy exposures, but differ on which offers …
ジム・クレイマー、コンステレーション・ブランズについて：「ここでは可能性に興奮しています」
Jim Cramer on Constellation Brands: “I’m Excited About the Possibilities Here”
The panelists are cautious about Constellation Brands (STZ) due to unproven theses, lack of specific data, and structural headwinds. They …
ジム・クレイマー氏、デルタ航空を「非常に不安定なグループの中で最も信頼できる稼ぎ手の一つとして真に際立たせた」と発言
Jim Cramer Says Delta Air “Truly Distinguished Itself as One of the Most Reliable Earners in a Very Volatile Group”
The panelists agreed that Delta's (DAL) operational resilience and premium positioning are key strengths, but they differ on the sustainability …
ジム・クレイマー氏が「一部の企業は「敬意を得るのに苦労している」こと、そして「リーバイ・ストラウスもそのケースだ」と述べている。
Jim Cramer Says Some Companies “Really Struggle for Respect” and “That’s the Case With Levi’s”
The panel is divided on Levi Strauss' (LEVI) prospects. While some argue that its consistent earnings beats, diversification, and direct-to-consumer …
億万長者のスタンレー・ドラッケンミラー氏、サンディスク株を売却し、ウォール街が深く過小評価されていると見なすAI株を購入
Billionaire Stanley Druckenmiller Sells Sandisk Stock and Buys an AI Stock Wall Street Says Is Deeply Undervalued
The panel's discussion was marred by a significant error in the source material, conflating SNDK with WDC. Despite this, they …
2025年のRMD（必須最低分配金）の期限を過ぎましたか？税金のペナルティを回避する方法
Missed Your 2025 RMD Deadline? Here's How You May Be Able to Avoid a Tax Penalty
The panel agrees that the IRS penalty for missed RMDs has been reduced to 10% under the SECURE 2.0 Act, …