株式市場ニュース
最新の金融ニュース · 更新 7月 11, 2026
Anthropic、シリーズHで650億ドルを追加し、AI拡大で9650億ドルの評価額に到達
Anthropic Hits $965B Valuation as Series H Adds $65B for AI Expansion
The panelists generally agree that Anthropic's $965B post-money valuation is overly optimistic, given extreme growth assumptions, vendor lock-in, and potential …
ここに、今すぐ購入するのに最適な飲料株の中で、ペプシコ（PEP）が最高の配当を支払う理由があります
Here is Why PepsiCo (PEP) is Among the Best Dividend-Paying Beverage Stocks to Buy Now
Despite PepsiCo's 4% dividend hike and 'dividend king' status, the panel expresses concern about its modest growth prospects, reliance on …
レナー社 vs. D.R. ホートン社：2026年にどちらの消費者向け株式がより良い買いかどうか？
Lennar vs. D.R. Horton: Which Consumer Stock Is a Better Buy in 2026?
The panelists have a neutral stance on both D.R. Horton (DHI) and Lennar (LEN) due to uncertainty around mortgage rate …
このファンドがErascaに18900万ドルを賭けた理由は？株価が800%上昇したから
Why This Fund Made a $189 Million Bet on Erasca as Shares Skyrocket 800%
The panel's discussion on RTW's investment in Erasca (ERAS) is largely bearish, with key concerns being the extreme binary risk …
イランの野党系ニュース配信サイト、8億ドルの債務免除を受け：報道
Iranian Opposition News Outlet Got $800 Million In Debt Relief: Report
The debt-for-equity swap at Iran International, involving Saudi-linked entities, raises concerns about potential state influence over a politically sensitive Persian-language …
S&P 500およびナスダック100指数、米・イラン停戦報道で過去最高値を更新
S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports
Despite a geopolitical relief rally, panelists express concern about slowing growth, sticky inflation, and overreliance on tech earnings. They agree …
Zscaler CEOの2語の警告が80億ドルの時価総額損失を招く
Zscaler CEO’s 2-word warning leads to $8B market cap loss
The panel consensus is bearish on Zscaler, citing execution risks from sales leadership churn, slower new-logo adds, and potential delays …
Tango Therapeutics株が840%高、あるファンドがさらに1億6400万ドル買い増しを開示
Tango Therapeutics Stock Is Up 840%, and This Fund Just Disclosed Buying $164 Million More
The panelists have mixed views on RTW's investment in TNGX, with concerns about the company's valuation, binary readout risk, and …
アメリカ軍人を標的とした商用位置データ、ペンタゴンが上院議員に通告
US Service Members Targeted Via Commercial Location Data, Pentagon Tells Senators
The panel consensus is that the recent revelations about commercial location data misuse pose a significant policy risk, potentially leading …
日本の原油輸入が66%減、過去最低に
Japan Crude Imports Fall 66% To Record Low
The panel agrees that Japan's 66% crude import collapse is a significant supply shock, but they disagree on its duration …
トランプに反対するエンターテイナー、フリーダム250イベントから撤退
Anti-Trump Entertainers Bolt From Freedom 250 Celebration
The panel consensus is that the Freedom 250 event signals a rising 'culture-war premium' in the live entertainment sector, with …
オバマ氏指名の判事がケネディ・センターの建物からトランプ氏の名前を削除するよう命じる
Obama-Nominated Judge Orders Trump's Name Removed From Kennedy Center Building
The ruling halts the Kennedy Center's rename, exposes governance issues, and may delay renovations, creating operational and donor risks. Congress …