株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
SPYは10年で217%のリターンを実現、しかしトップ3銘柄が結果を左右
SPY Has Returned 217% Over 10 Years, But Its Top 3 Holdings Now Control the Outcome
The panel discussed the concentration risk and performance drag of SPY, with some arguing that its market-cap weighting leads to …
このLNG株は史上最高値を更新し続けています。買うチャンスを逃しましたか？
This LNG Stock Keeps Hitting New All-Time Highs. Did You Miss Your Chance to Buy?
The panel's net takeaway is that Cheniere's (LNG) current benefits from geopolitical disruptions may not translate into long-term gains due …
あなたの人工知能（AI）株にとって最大のリスクはAI自体ではない。それは100ドル以上の原油だ。
The Biggest Risk to Your Artificial Intelligence (AI) Stocks Isn't AI Itself. It's $100+ Oil.
The panel discusses the impact of high oil prices on AI and data center capex, with a consensus that while …
シンガポール株式：4,900ポイントでの抵抗
Singapore Shares: Resistance At 4,900 Points
Panelists agree that the STI is facing headwinds due to global market weakness, high oil prices, and inflationary fears. The …
ゴールド取引を諦めるべきではない理由
Why It's Not Time to Give Up on the Gold Trade
The panel discussed the long-term fiscal concerns for gold, but near-term price movements are driven by real rates and dollar …
配当の回復力：なぜこれらの王者は不安定な第1四半期を乗り切るのか
Dividend Resilience: Why These Kings Are Safe After a Volatile Q1
The panelists agreed that while 'Dividend Kings' like PG, CL, and HRL offer reliable income, their safety does not guarantee …
ブリストル マイヤーズ スクイブ カンパニー（BMY）は今買うべき銘柄か？
Is Bristol-Myers Squibb Company (BMY) A Good Stock To Buy Now?
The panel consensus is bearish due to the timing mismatch of patent cliffs and new drug launches, exacerbated by potential …
台湾積体電路製造 (TSM) は今買うべき良い株か？
Is Taiwan Semiconductor Manufacturing Company Limited (TSM) A Good Stock To Buy Now?
The panelists have a neutral to bearish sentiment on TSMC, citing geopolitical risks, high capex, and potential margin compression. They …
NVIDIA（NVDA）支援のスタートアップReflection AIが25億ドルを調達予定
NVIDIA (NVDA) Backed Start-up Reflection AI To Raise $2.5 Billion
The panelists agree that Reflection AI's $2.5B raise at a $25B valuation signals significant growth in AI infrastructure investment, with …
株式市場今日：ダウ、S&P500、ナスダック先物が雇用統計前の短縮週入りで下落
Stock market today: Dow, S&P 500, Nasdaq futures fall entering shortened week ahead of jobs report
The panel agrees that the market faces significant headwinds, including geopolitical tensions, tech selloff, and uncertainty around labor data. The …
ASXスモールオーディナリーズは企業が資金調達、資源、プロジェクトのマイルストーンを進める中で下落へ
ASX Small Ordinaries to slip as companies progress financing, resources and project milestones
The panel has a neutral stance on the ASX Small Ordinaries (XSO), acknowledging recent gains but also highlighting risks and …
なぜ中国のテック企業が香港進出に躍起になっているのか
Why Chinese tech companies are racing to set up in Hong Kong
Despite a surge in listings, Hong Kong's role as a 'springboard' for Chinese tech is questionable due to concerns about …