株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
CytomX Therapeutics (CTMX)が試験進捗でアナリストの信頼を獲得
CytomX Therapeutics (CTMX) Gains Analyst Confidence on Trial Progress
The panel's discussion on CytomX (CTMX) highlights the promise of varseta-M's Phase 1 data (32% ORR, 84% DCR) and the …
ペロトン・インタラクティブ（PTON）がサラ・ロブ・オヘイガンを最高コンテンツ・メンバー開発責任者に任命
Peloton Interactive (PTON) Appoints Sarah Robb O’Hagan as Chief Content and Member Development Officer
Panelists are neutral to bearish on Peloton's pivot to connected wellness, with concerns about subscriber churn, hardware demand, and increasing …
エスコバル：長く曲がりくねったペトロ・ゴールドの道
Escobar: The Long And Winding Petro-Gold Road
The panel is skeptical about the immediate impact of Iran's reported 'toll booth' in Hormuz, with concerns about verification, sustainability, …
ウォール街のFXロードマップ、ドルの2024年以来の最高値上昇で混乱
Wall Street’s FX Roadmap Roiled by Dollar’s Best Run Since 2024
The panel is mixed on the dollar's outlook, with bulls citing geopolitical risk, energy insulation, and potential yield spikes as …
ブラックベリー（BB）のQNXがオンライン学習プラットフォームをアップグレード
BlackBerry (BB)’s QNX Upgrades Its Online Learning Platform
The panel is generally neutral to bearish on BlackBerry's QNX learning platform expansion, citing concerns about stagnant revenue, margin compression, …
ビッグテックでエージェントAIに備えているのは誰か？
Who in Big Tech Is Ready for Agentic AI?
The panel discusses the shift towards 'agentic AI' and its impact on tech giants Amazon, Meta, and Oracle. While Oracle's …
ウルフ・フィンテック・フォーラムでPayoneer Global（PAYO）が発表、知っておくべきこと
Payoneer Global (PAYO) Presented at Wolfe FinTech Forum, Here’s What You Need to Know
The panelists have mixed views on Payoneer (PAYO). While some appreciate its shift to high-value SMBs and potential margin expansion, …
トランプ、米国の兵器をウクライナのために取る用意があり、それを中東へ転用する
Trump Ready To Take US Arms For Ukraine & Divert Them To Middle East
The panel is divided on the implications of the potential diversion of US military aid from Ukraine to the Middle …
スーパーマイクロコンピュータ、中国販売隠蔽とNvidiaチップ密輸スキャンダルで証券詐欺訴訟に直面
Super Micro Computer Hit With Securities Fraud Lawsuit Amid Alleged China Sales Cover-Up And Nvidia Chip Smuggling Scandal
SMCI faces existential risks due to alleged $2.5B in export-controlled chip sales, with customer flight and potential market share loss …
シェイン、循環型を利便性として位置づける。専門家はその本質を見逃していると指摘
Shein Frames Circularity as Convenience; Experts Say That Misses the Point
The panelists generally agree that Shein's circularity report is a strategic move to preempt tightening Extended Producer Responsibility (EPR) regulations, …
どちらの消費財ETFが優れているか：フィデリティのFSTAとiシェアーズのIYK
Which Is the Better Consumer Staples ETF: Fidelity's FSTA or iShares' IYK?
The panelists agreed that FSTA's retail concentration, particularly in Walmart and Costco, masks significant risk, despite its lower expense ratio …
シュガーハイスト：イタリアで12トン以上のキットカット「新チョコレートシリーズ」が盗まれる
Sugar high(st): more than twelve tons of KitKat’s ‘new chocolate range’ stolen in Italy
The theft of 413,793 KitKat Formula One bars is unlikely to significantly impact Nestlé's fundamentals, but it highlights growing supply …