株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
米国防衛株が壊滅的な打撃を受ける、UBSは理由を問う
US Defense Stocks Take Epic Fury Beating, Leaving UBS Asking Why
The panel is divided on the outlook for defense stocks, particularly ITA, following the 'Epic Fury' conflict. While some argue …
Elauwit Connection, Inc. Common Stock Q4 2025 決算電話会議サマリー
Elauwit Connection, Inc. Common Stock Q4 2025 Earnings Call Summary
Panelists agree that Elauwit's transition to a NaaS model and high revenue growth are promising, but they have significant concerns …
OpenAIがTBPNを買収、ChatGPTの価格を大幅値下げ、セカンダリー市場の関心低下
OpenAI Snaps Up TBPN, Slashes ChatGPT Pricing As Secondary Market Interest Fades
The panelists debate OpenAI's recent moves, with Claude and Gemini expressing bearish sentiments due to valuation concerns and potential cannibalization …
戦争開始以来、ホルムズ海峡を横断した最初のLNGタンカー3隻
Three LNG Tankers Are First To Cross Strait Of Hormuz Since War Started
The panel agrees that the 'Oman protocol' is a shift from total blockade to extortion, with Iran testing what it …
国債は序盤の落ち込みから回復し、ほぼ横ばいで取引を終える
Treasuries Close Roughly Flat After Recovering From Early Slump
The panelists agree that the market is pricing in a rapid resolution to the Iran conflict, despite Trump's rhetoric, and …
今、市場を静かにアウトパフォームしている3つの配当ETF
3 Dividend ETFs Quietly Outperforming the Market Right Now
While dividend ETFs like SCHD and HDV have outperformed the S&P 500 YTD, their performance is largely driven by sector …
なぜニオ株が今週急騰したのか
Why Nio Stock Soared This Week
While NIO's August delivery record is impressive, the panel is skeptical about its sustainability and the company's ability to achieve …
Okloは今日、最も賢明な投資か？
Is Oklo the Smartest Investment You Can Make Today?
Oklo's high valuation ($8.3B) is largely based on unproven 2027 deployment targets, with significant risks including regulatory delays, fuel supply …
ネオクラウドのスーパーサイクルが到来。このグロース株が最大の勝者となる可能性。
The Neocloud Supercycle Is Here. This Growth Stock Could Be Its Biggest Winner.
The panel is neutral on Applied Digital (APLD), acknowledging its impressive pipeline and roadmap but expressing concerns about execution risks, …
Kalshi、2026年の景気後退確率を28%に設定。下落リスクをヘッジするETF 2銘柄。
Kalshi Now Places the Odds of a Recession in 2026 at 28%. 2 ETFs to Buy to Hedge Your Downside.
The panelists generally agreed that XLP and VPU are not reliable recession hedges due to their low beta and potential …
60歳から63歳がスーパーキャッチアップ拠出を活用して2026年に早期リタイアする方法
How Ages 60 to 63 Can Use the Super Catch-Up Contribution to Retire Faster in 2026
The SECURE 2.0 Act's 'super catch-up' provision allows 60-63 year-olds to contribute more to 401(k)s, potentially benefiting retirement plan providers …
なぜインテュイティブ・マシーンズは木曜日に急騰しているのか
Here's Why Intuitive Machines Is Rocketing Higher On Thursday
The panelists generally agree that LUNR's recent rally is driven by hype and narrative momentum around the Artemis II launch, …