株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
連邦準備制度の独立に対する反対
The Case Against Federal Reserve Independence
The panel generally agrees that reducing Fed independence poses significant risks to global capital markets, potentially leading to stagflationary volatility, …
TQQQに10,000ドル投資したら億万長者になれるか？
Could Investing $10,000 in TQQQ Make You a Millionaire?
The panel consensus is bearish on TQQQ's long-term viability, citing volatility decay, compounding losses, and high expense ratios. They warn …
マイクロソフトがこの一点を正せば、株価は爆発的に上昇する可能性
If Microsoft Get This One Thing Right, the Stock Could Explode
Microsoft's Azure growth remains strong, but the market is discounting AI product adoption. The company's plan to build frontier models …
市場を出し抜くモンスター株との出会い
Meet the Monster Stock That Continues to Crush the Market
The panelists generally agreed that while Costco (COST) is a solid business with a strong membership model, its current valuation …
Nvidiaはピークから20%下落。歴史が次に何が起こるかを示唆。
Nvidia Is Down 20% From Its Peak. History Says This Is What Happens Next.
The panel consensus is bearish on NVDA due to potential moat erosion from hyperscalers' custom silicon and the risk of …
Micron株が3月に18%下落した理由
Why Micron Stock Slumped 18% in March
The panel is divided on the impact of Google's compression algorithm on Micron's stock. While some argue that the algorithm's …
ターニングポイント・ブランド株が今週15.5%下落した理由
Why Turning Point Brands Stock Fell 15.5% This Week
TPB's stock overreaction to FDA hesitation on nicotine pouches is debated, with concerns about regulatory headwinds and margin compression, but …
フランス所有の船舶がホルムズ海峡を通過
French-owned ship passes through Strait of Hormuz
The transit of a few ships through the Strait of Hormuz does not signal a return to normalcy. While it's …
トランプ氏、数十年来で最大規模の「1.5兆ドル」の軍事費を提案
Trump Proposes $1.5 Trillion In War Spending, 'Largest In Decades'
The panelists agreed that the proposed $1.5T defense budget is a significant shift, with potential multi-year tailwinds for defense contractors. …
Acting AG Todd Blanche: ActBlue 疑惑の調査は最優先事項です
Acting AG Todd Blanche: Investigating ActBlue Allegations Is A Top Priority
The panel consensus is that ActBlue faces significant legal and operational risks due to potential misrepresentations to Congress and lax …
石油ショックと景気後退の結果
Oil Shocks & Recessionary Outcomes
The panelists agreed that the 2026 oil shock differs from 1973 due to U.S. energy intensity reduction, net exporter status, …
シニアイラン政府高官、ヴァンスとの接触に関与、空襲で重傷
Senior Iranian Official Involved In Reaching Out To Vance Severely Wounded In Airstrike
The panel discusses the potential impact of a strike on Kamal Kharazi, Iran's top diplomat, on US-Iran diplomacy and global …