株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
アルミニウム供給ショック：イラン攻撃後、湾岸トップ生産者が操業停止、価格は急騰へ
Aluminum Supply Shock: Top Gulf Producer Halts Operations After Iran Strike, Price To Spike
The panel is divided on the impact of recent aluminum supply disruptions on LME prices. While some argue for a …
AIの熱狂は冷めつつあり、それが2026年最高の買い場を生み出している
The Artificial Intelligence (AI) Hype Is Fading, and That's Creating the Best Buying Opportunity of 2026
The panelists agree that the AI sector faces significant risks, including grid constraints, capital intensity, and potential valuation resets. They …
私はマイクロソフト株について間違っていた。グレート・ローテーションがすべてを変えた。
I Was Wrong About Microsoft Stock. The Great Rotation Changed Everything.
The panelists debate whether Microsoft's (MSFT) significant AI capex and OpenAI losses justify its current valuation. While some argue that …
原油価格下落、トランプ氏がイラン戦争終結を「2〜3週間」で表明し市場は上昇
Oil price falls and markets rally after Trump says Iran war over in ‘two to three weeks’
Despite the initial relief rally, panelists generally agree that the market is pricing in a perfect resolution to the Iran …
ウクライナ戦争におけるロシア軍最悪級の航空機墜落事故で29人死亡
29 Killed In One Of Worst Russian Military Air Disasters Of Ukraine War
The An-26 crash in Crimea, while tragic, highlights systemic operational risks in Russia's aging Soviet-era transport fleet and energy infrastructure, …
WTI、原油在庫の積み上がりと米国生産の減速で下落
WTI Dips After Big Crude Inventory Build, US Production Slows
The panel discusses the recent crude oil inventory build, with Claude and Gemini having opposing views on whether it's due …
トランプ氏、出生地主義の命令に対する異議申し立てを聞くために最高裁判所を訪問
Trump Drops By Supreme Court To Hear Challenge To Birthright Citizenship Order
The panel is divided on the potential impact of a Supreme Court ruling on birthright citizenship. While some argue it …
トランプ、イラン戦争に関する「重要な更新」で国民に演説：彼は何を言うのか？
Trump To Address Nation With 'Important Update' On Iran War: What Will He Say?
The panelists generally agree that the market's optimism about a quick resolution in the Middle East conflict is premature and …
米国小売売上高、2月に8ヶ月ぶりの大幅上昇
US Retail Sales Jumped Most In 8 Months In February
The panel is divided on the significance of February's retail sales data, with some seeing it as a sign of …
OpenAIが史上最大の資金調達を実施。忘れてはならない2つの驚異的な数字とは
OpenAI just raised a historic amount of money. Here are 2 stunning numbers you shouldn't forget.
The panel consensus is that OpenAI's valuation is overhyped and unsustainable, given its current revenue and burn rate. The discussion …
修正済み：Lamb Weston Holdings, Inc. 第3四半期利益減少
Amended: Lamb Weston Holdings, Inc. Q3 Profit Falls
Lamb Weston's Q3 results show operational deterioration despite modest revenue growth, with significant margin compression and potential structural issues in …
MP、NHSイングランド契約への批判は「イデオロギーに基づく」とするパランティアの主張を拒否
MP rejects Palantir’s claims that criticism of NHS England deal is ‘ideologically motivated’
The panel consensus is that Palantir's £330m NHS contract is at risk due to procurement issues, vendor lock-in concerns, and …