株式市場ニュース
最新の金融ニュース · 更新 7月 12, 2026
Palidye Holdings、SEC提出書類によるとPENN Entertainmentのポジションを開始
Palidye Holdings Initiates PENN Entertainment Position, According to Recent SEC Filing
The panel is divided on Palidye's PENN investment, with concerns about PENN's net loss, Interactive segment's losses, and high debt …
Viking Holdingsは過去1年間で2倍になったことをご存知でしたか？
Did You Know That Viking Holdings Has Doubled Over the Past Year?
Viking's high valuation (21x forward P/E) is a bet on continued premium pricing and a soft macro-cycle for luxury travel. …
米国株はまちまちの上昇、米・イラン合意のニュースを待つ
U.S. Stocks Mostly Higher As Traders Await News On U.S.-Iran Deal
The panelists agree that the market's rally is driven by earnings, particularly Dell and NetApp's strong performances, rather than geopolitical …
SOXL、COHX：ETFからの大規模な資金流出
SOXL, COHX: Big ETF Outflows
The panel is divided on the implications of recent ETF outflows in the semiconductor sector. While some see potential liquidity …
原子力株対決：オクロかニュー スケール・パワーか、今すぐどちらを買うべきか？
Nuclear Stock Face-Off: Is Oklo or NuScale Power the Better Buy Right Now?
The panel is largely bearish on Oklo and NuScale, citing significant regulatory hurdles, financing risks, and unproven unit economics. While …
金曜日 5/29 インサイダー買いレポート：SCHW, COR
Friday 5/29 Insider Buying Report: SCHW, COR
The panelists generally agreed that the insider buys in SCHW and COR were modest and did not provide strong signals …
「この経済の現実の部分はうまくいっていない」：Ed Dowdは「AIバブルが崩壊するのを待つだけだ」と警告
"The Real Part Of This Economy Is Not Doing Well": Ed Dowd Warns 'Just Wait 'Til The AI Bubble Bursts'
The panel generally agrees that Ed Dowd's bearish macro outlook relies heavily on precise timing of multiple shocks, with most …
SpaceX IPOが近づく中、トレーダーはイーロン・マスクが初のトリリオネアになるのはほぼ確実だと考えている
As SpaceX IPO nears, traders think it's a near-certainty Musk becomes the first trillionaire
The panel consensus is bearish, with key risks including regulatory hurdles, dilution, and uncertainty around Starlink's profitability post-IPO, which could …
ジム・クレイマー氏、デルの好決算でエヌビディアが明確な勝者だと発言
Jim Cramer says Nvidia is a clear winner from Dell's monster quarter
While the panel agrees that Dell's 30% surge in AI server demand validates the infrastructure cycle, there's no consensus on …
ArlaとDMKの合併、EUの承認を得て進展
Arla-DMK merger to proceed after EU green light
Despite the scale advantages and EU clearance, the merger's success hinges on navigating complex integration challenges, cultural clashes, and funding …
Photronics株が今週37%下落した理由
Why Photronics Stock Collapsed 37% This Week
The panel consensus is bearish on Photronics (PLAB), with concerns about its ability to capture AI-driven semiconductor demand, execution risk, …
コストコ株が下落した理由
Why Costco Stock Was Sliding Today
Costco's weak sales growth and e-commerce decline have removed its 'recession-proof' premium, with investors awaiting Q3 traffic and renewal rates …