株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
株式市場 今日の動向、3月31日：イラン紛争の緩和への期待感から株式が上昇
Stock Market Today, March 31: Stocks Rally on Hopes of Easing Iran Conflict
The panel agrees that today's rally is likely a relief rally driven by geopolitical headlines, but they disagree on its …
デルタ、2028年から500機の航空機向けにアマゾンの衛星インターネットを選択
Delta Selects Amazon Satellite Internet For 500 Aircraft Starting 2028
The panel is divided on the Delta-Amazon satellite deal. While some see it as a strategic win for Amazon and …
Oracle、AI支出の圧力で数千人削減
Oracle Cuts Jobs As AI Spending Pressures Mount
Oracle's layoffs and AI capex increase raise concerns about cash flow strain and competitive positioning in the cloud market, with …
65歳での引退を計画中ですか？ 投資でいくら必要になる可能性があるかをご紹介します。
Planning to Retire at 65? Here's How Much You Might Need Invested.
The panel consensus is bearish on the 4% rule for retirement planning, citing sequence-of-returns risk, inflation adjustments, healthcare costs, and …
今日の株式市場、3月31日：NvidiaがAIパートナーシップに20億ドルを投資後、Marvell Technologyが急騰
Stock Market Today, March 31: Marvell Technology Surges After Nvidia Invests $2 Billion in AI Partnership
The panel is divided on the implications of Nvidia's $2B investment and NVLink Fusion partnership with Marvell. While some panelists …
SoFiはフィンテックの勝者か、それとも「財務エンジニアリング」の物語か？
Is SoFi a Fintech Winner or a 'Financial Engineering' Story?
The panel consensus is that SoFi's high valuation (31.9x forward P/E) is at risk due to potential understatement of loan …
BRCグループ・ホールディングス、第4四半期の純利益が上昇したと発表
BRC Group Holdings, Inc. Announces Climb In Q4 Bottom Line
The panel consensus is that B. Riley Financial's (RILY) Q4 results are largely driven by one-time gains, with significant concerns …
Palantirを来年超える可能性のあるAIソフトウェア株1選
1 AI Software Stock That Can Outperform Palantir Over the Next Year
The panelists agreed that both Palantir (PLTR) and ServiceNow (NOW) are priced for perfection, with PLTR's 113x forward P/E being …
BlackRock New Jersey Municipal Income Trust は現在売られすぎ (BNJ)
BlackRock New Jersey Municipal Income Trust is Now Oversold (BNJ)
The panel consensus is that BNJ's current low RSI and price are not sufficient indicators for a buy decision due …
エナジャイザー・ホールディングスは売られすぎ（ENR）
Energizer Holdings Becomes Oversold (ENR)
The panel consensus is bearish on ENR, with key concerns being high leverage, potential dividend cuts, and structural headwinds from …
技術大手のOracleが『大幅な』人員削減を実施する
Tech giant Oracle makes 'significant' job cuts
Panelists debate Oracle's recent layoffs and infrastructure spending, with some seeing it as a defensive move to boost margins (Claude, …
Old Dominion Freight Lineの次期四半期決算報告で期待されること
What to Expect From Old Dominion Freight Line's Next Quarterly Earnings Report
ODFL's pricing power can sustain earnings without volume recovery, but there's a risk of service degradation if CapEx is cut …