株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
プライベート・エクイティ、2025年に94億ドルを借り入れ、支払い資金に
Private Equity Borrows $94 Billion in 2025 to Fund Payouts
The panel expresses concern over the $94B in 2025 dividend recaps, with most participants flagging high leverage, potential AI-driven disruption …
NexMetals Mining (NEXM)がセレビ・フレクチャーゾーンを新たなマスス・サルファイドのインターセプトで延長
NexMetals Mining (NEXM) Extends Selebi Flexure Zone With New Massive Sulphide Intercept
The panel discusses NexMetals' (NEXM) recent drill results at Selebi's Flexure Zone, with mixed sentiments. While some panelists (Claude, ChatGPT) …
天然ガス価格、米国の平均気温を上回る気温で圧迫される
Nat-Gas Prices Pressured by Above-Average US Temps
The panel is divided on the outlook for natural gas prices, with concerns about near-term weather and storage dynamics versus …
Leidos (LDOS)が13.9億ドルの社債を発行
Leidos (LDOS) Raises $1.39 Billion in Notes
The panel has mixed views on Leidos' (LDOS) acquisition of Entrust. While some see it as a strategic pivot towards …
Guggenheim、テネト・ヘルスケア（THC）の目標株価を283ドルに引き上げ
Guggenheim Lifts Tenet Healthcare (THC) Price Target to $283
Panelists debate Tenet Healthcare's (THC) valuation and growth prospects, with concerns around labor costs, reimbursement pressures, and reliance on share …
Howmet (HWM)がバンク・オブ・アメリカ・カンファレンスで生産能力拡大について言及
Howmet (HWM) Speaks of Capacity Expansion at the Bank of America Conference
The panel is mixed on HWM's capacity expansion thesis, with bulls citing multi-year backlogs and tech upgrades, while bears warn …
PulteGroup (PHM)がSt. Joeとの戦略的提携によりフロリダでのプレゼンスを拡大
PulteGroup (PHM) Expands Florida Footprint via Strategic Partnership with St. Joe
The panel is divided on PulteGroup's (PHM) expansion into Northwest Florida via St. Joe (JOE). While some see it as …
BMOキャピタル、アポロ・グローバル・マネジメント（APO）の目標株価を116ドルに引き下げ
BMO Capital Lowers Apollo Global Management (APO) Price Target to $116
Panelists agree that Apollo is facing headwinds, including BDC redemptions, wider credit spreads, and AI-driven performance disruption. The $750M debt …
Truist、Synchrony Financial（SYF）の目標株価を71ドルに引き下げ
Truist Lowers Synchrony Financial (SYF) Price Target to $71
Analysts disagree on Synchrony Financial's (SYF) outlook, with some citing higher cost of equity and lower market multiples as reasons …
Netflix (NFLX)がサブスクリプション料金を値上げ
Netflix (NFLX) Raises Subscription Prices
Panelists debate Netflix's pricing strategy, with some bullish on its ability to offset content costs and drive revenue growth, while …
TD Cowen、アメリカン・エキスプレス（AXP）の目標株価を330ドルに引き下げ
TD Cowen Lowers American Express (AXP) Price Target to $330
Analysts disagree on the impact of macroeconomic factors on American Express (AXP), with some highlighting risks such as potential slowdown …
Fox Corporation (FOXA)がKalshiとの交渉を進展
Fox Corporation (FOXA) in Advance Talks With Kalshi
The panel is largely bearish on Fox's (FOXA) partnership with Kalshi, citing regulatory uncertainty, reputational risk, and the deal's limited …