株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
シティはニューヨーク・タイムズ（NYT）の目標株価を94ドルに引き上げ
Citi Raises its Price Target on The New York Times (NYT) to $94
Analysts are divided on the New York Times' (NYT) future, with some seeing potential in its digital growth and bundling …
なぜ収入投資家が激動の2026年においてもVTVをポートフォリオの中核として維持しているのか
Why Income Investors Keep VTV as a Core Portfolio Anchor in a Turbulent 2026
VTV's defensive role in 2026's volatility is validated by its YTD outperformance, but its passive structure and sector exposure to …
ウェルズ・ファーゴがGlobus Medical (GMED) のカバーを開始、アウトパフォーム格付けを提示
Wells Fargo Initiates Coverage of Globus Medical (GMED) with an Overweight Rating
Panelists generally agree that Globus Medical's (GMED) Q4 beat and FY26 guidance are notable, but there's no consensus on the …
SentinelOne (S) は、バリー・パジェット氏を社長兼最高執行責任者（COO）に任命しました。
SentinelOne (S) Appoints Barry Padgett as President and Chief Operating Officer
Panelists have mixed views on SentinelOne's (S) recent performance and future prospects. While some highlight the company's growth, profitability, and …
MongoDB, Inc. (MDB) は Ryan Mac Ban を最高収益責任者に任命
MongoDB, Inc. (MDB) Appoints Ryan Mac Ban as Chief Revenue Officer
Panelists debate MDB's operational leverage and growth potential, with concerns raised about gross margin ceilings and the quality of customer …
Macquarie、Okta（OKTA）のカバーを開始し、アウトパフォームのレーティングを付与
Macquarie Initiates Coverage of Okta (OKTA) with an Outperform Rating
Panelists debate Okta's valuation, with some seeing growth opportunities (e.g., Agentic AI, GTM tweaks) while others worry about disintermediation risks …
FUTYは5年間で64%の成長を達成し、投資家にほとんど手数料を頂戴していない。
FUTY Delivers 64% in Five Years While Charging Investors Next to Nothing
FUTY's low cost and historical returns are attractive, but its high concentration in merchant power operators (CEG, VST) and NextEra …
消費者センチメント、戦争の影響で米国人が影響を感じ始め、12月以来の最低水準に
Consumer sentiment hits lowest level since December as Americans begin feeling war's effects
The panel agrees that the sharp drop in consumer sentiment, driven by rising gas prices and equity volatility, signals a …
イラン戦争が夏まで続けば原油価格は1バレル200ドルに達する可能性
Oil prices could hit $200 per barrel if the war in Iran continues into summer
The panel consensus is that a $200/barrel Brent price is a tail risk, not a baseline scenario, due to the …
今年の金（ゴールド）はどこまで上がる？ 金価格に関するトップ3の予測
How high will gold go this year? Top 3 predictions about gold prices.
The panel consensus is bearish, with key risks including high real interest rates, volatility, and liquidity-driven selling. Opportunities are limited, …
Oxford Industries、Saks破産とマクロ経済問題で赤字転落
Oxford Industries Slips Into Red as Saks Bankruptcy, Macro Issues Hit Bottom Line
Oxford Industries (OXM) reported a Q4 loss due to Saks bankruptcy and promotional pressure, but showed sequential improvement in Tommy …
Meta Platforms (META)は積極的なAI設備投資計画への懸念から下落
Meta Platforms (META) Slid on Concerns Over Aggressive AI Capital Expenditure Plans
Meta's stock weakness reflects investor pushback on its AI capital expenditure plans, with concerns about near-term margin compression and the …