株式市場ニュース

10 AI Stocks I'm Buying Right Now

The panel consensus is bearish, warning about valuation risk, execution challenges, and potential capex growth plateaus in the AI sector. …

VINCI Highways agrees to acquire nearly 700km toll road in India

VINCI Highways agrees to acquire nearly 700km toll road in India

VINCI's acquisition of Safeway Concessions at a 15x EBITDA multiple is a high-conviction bet on India's GDP growth and logistics …

Nvidia は中国での事業を再開する可能性があります。それが収益にどう影響するか。

Nvidia May be Back in Business in China. Here's What That Means for Revenue.

The panel is divided on the impact of Nvidia's H200 return to China, with concerns about throttled specs, a potential …

Circle Internet Group (CRCL): 億万長者デビッド・エイブラムズ氏がポジションを売却

Circle Internet Group (CRCL): Billionaire David Abrams Sells Position

The panel is divided on the significance of David Abrams' exit from CRCL, with some seeing it as a bearish …

モーニングブリーフ：株式は戦争が始まった以来最大の損失を見ている

Morning Brief: Stocks see the biggest losses since the war began

The panel consensus is bearish, with the market sell-off driven by sector-specific AI narratives rather than broad risk-off. Key risks …

最良のCD金利、2026年3月28日（最良の口座は4.15% APYを提供）

Best CD rates today, March 28, 2026 (best account provides 4.15% APY)

The panel generally agrees that the 4.15% APY on LendingClub's 8-month CD is not an attractive offer due to mediocre …

三菱電機、ローム、東芝、パワーチップ事業の統合を検討

Mitsubishi Electric, Rohm, Toshiba to Explore Merger of Power Chip Businesses

The panel is divided on the proposed consolidation of Japan's power semiconductor makers. While some see it as a defensive …

ヤンブ輸出が記録的なペースに、サウジアラビアがホルムズを回避

Yanbu Exports at Record Pace as Saudi Bypasses Hormuz

The rerouting of Saudi crude to Yanbu, while bypassing Hormuz threats, exposes significant logistical bottlenecks and geopolitical risks, with potential …

住宅ローンと借り換えの金利、2026年3月28日の状況：

Mortgage and refinance interest rates today, March 28, 2026:

The panel agrees that the recent increase in mortgage rates to 6.47% will negatively impact housing affordability and home sales, …

Energy Transfer LP (ET): 億万長者デビッド・エイブラムズ氏が保有株を縮小

Energy Transfer LP (ET): Billionaire David Abrams Trims Stake

The panelists debate the significance of Abrams Capital's 72% reduction in Energy Transfer (ET) holdings since 2020, with some arguing …

セールスフォースを今買うべきか？数字が示すもの

Is Now the Time to Buy Salesforce? Here's What the Numbers Reveal

Despite record profitability and a $50B buyback, panelists express concern over decelerating organic growth, potential AI commoditization, and Agentforce's impact …

戦争の重み：Heard on the Street 木曜日総括

Weight of War: Heard on the Street Thursday Recap

The panel is divided on the market outlook, with concerns about geopolitical risks, rising yields, and litigation threats against tech …