株式市場ニュース

エプスタインの被害者がGoogle、トランプ政権を個人情報開示で提訴

Epstein victims sue Google, Trump administration for disclosing personal information

The panel generally agrees that this lawsuit poses significant risks to Google, primarily due to potential regulatory backlash and changes …

1 2026年末までに急騰する、明らかな選択である人工知能（AI）株

1 No-Brainer Artificial Intelligence (AI) Stock That Will Skyrocket By the End of 2026

The panelists agreed that Nvidia's current valuation is not a 'screaming bargain' and that the 'skyrocket by end of 2026' …

SpaceXの$1.75T評価額は、史上最大の新規株式公開となる可能性はあるか？

Could SpaceX's $1.75T Valuation Make It the Biggest Public Offering in History?

The panel consensus is bearish on SpaceX's rumored $1.75T valuation, with concerns about decelerating growth, unproven Starship commercialization, and xAI …

Carvana (CVNA) Gains Outperform Rating on 40% Growth Potential

The panel's net takeaway is that Carvana's (CVNA) 20-40% CAGR growth forecast is uncertain due to high restoration costs, intense …

Oracle (ORCL) 株価目標、売上高換算懸念により引き下げ

Oracle (ORCL) Price Target Lowered on Revenue Conversion Concerns

Oracle's cloud transition is real, but there's concern about backlog-to-revenue conversion and potential margin dilution from IaaS pricing pressure. The …

Flutter (FLUT) 格外優位評価、賭け市場拡大により

Flutter (FLUT) Rated Outperform on Betting Market Expansion

Panelists debate Flutter's growth prospects, with concerns over customer acquisition costs, market share erosion, and the effectiveness of a $300M …

レートは成長の鈍化にもかかわらずクパン買いを推奨

Rates Coupang Buy Despite Slowing E-Commerce Growth

Panelists agree that Coupang's growth is transitioning to loss-making adjacencies, with deteriorating margins and unit economics, and question the sustainability …

Sea (SE) 株価目標、成長投資の増加に伴い下方修正

Sea (SE) Price Target Cut as Growth Investments Increase

The panel consensus is bearish, with concerns about Sea Limited's (SE) margin pressure, structural issues in e-commerce and fintech, and …

Alnylam (ALNY) は革新的な治療法により25%のCAGRを目標

Alnylam (ALNY) Targets 25% CAGR with Innovative Therapies

The panel has a mixed view on Alnylam's (ALNY) growth prospects. While they acknowledge the potential of AMVUTTRA and the …

CIBC (CM) 株式が、強い収益成長により「アウトパフォーム」に格上げ

CIBC (CM) Stock Upgraded to Overweight on Strong Earnings Growth

The panelists have mixed views on CIBC's potential, with some seeing progress in ROE and operating leverage, while others caution …

Waste Connections (WCN) Outperform Rating Backed by Strong Margins

The panel is divided on Waste Connections (WCN). While some analysts remain bullish on its pricing power and acquisition strategy, …

Franco-Nevada (FNV) 買い推奨は、強力な収益成長によって裏付けられています

Franco-Nevada (FNV) Buy Rating Backed by Strong Revenue Growth

Panelists agree that FNV's 2026 guidance is uncertain due to the loss of Cobre Panama revenue and the need for …