株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
ジム・クレイマー氏が注目する木曜日の株式市場トップ10
Jim Cramer's top 10 things to watch in the stock market Thursday
The panel consensus is bearish, with concerns about macro headwinds, structural risks in tech, and potential legal threats to social …
バーンスタインのアナリストは「ライトテールリスク」を見出し、エクソンモービル（XOM）の目標株価を引き上げる
Bernstein Analyst Sees “Right Tail Risk,” Raises Exxon Mobil (XOM) Price Target
The panel's net takeaway is that Bernstein's $195 price target for Exxon Mobil (XOM) is largely predicated on sustained high …
消費財セクターの株式：IYKはより広範な保有を提供し、PBJは食品に焦点を当てています。
Consumer Staples Stocks: IYK Offers Broader Holdings While PBJ Focuses on Food
The panelists debate the merits of IYK and PBJ, with most acknowledging IYK's advantages in fees, liquidity, and yield, but …
バーンスタイン、原油価格上昇を背景にシェブロン（CVX）の目標株価を引き上げ
Chevron (CVX) Price Target Raised by Bernstein on Stronger Crude Backdrop
Panelists generally agree that Bernstein's price target raise for CVX reflects short-to-medium-term benefits from higher crude prices and incremental Venezuela …
Hapag-Lloyd、貨物輸送量増加にもかかわらず2025年の利益が急落
Hapag-Lloyd profits tumbled in 2025 despite carrying more cargo
The panel consensus is that Hapag-Lloyd's 2025 results indicate a structural profitability crisis in container shipping, with oversupply overwhelming other …
Erste Group、コスト圧力と需要低迷でプロクター・アンド・ギャンブル（PG）をダウングレード
Erste Group Downgrades Procter & Gamble (PG) on Cost Pressures and Weak Demand
The panelists generally agree that P&G faces cyclical headwinds like energy costs and weak US consumer confidence, which may compress …
航空、データセンター、フィンテックニュースの深掘り
Digging In on Airline, Data Center, and Fintech News
The panel is bearish on Mastercard's $1.8B BVNK acquisition due to regulatory risks and potential cannibalization of high-margin revenue. They …
ペプシコは、コスト圧力に対処するために、地域調達とAIに力を入れています。
PepsiCo Leans on Local Sourcing and AI to Navigate Cost Pressures
Panelists generally agree that PepsiCo's 95% local sourcing in Asia Pacific is operationally smart but has potential risks and benefits. …
モルガン・スタンレーは、需要の増加とデータセンター需要を受けて、NextEra Energy (NEE) の目標を更新しました。
Morgan Stanley Updates NextEra Energy (NEE) Target on Load Growth and Data Center Demand
Morgan Stanley's $110 target on NEE reflects potential growth in AI-driven data center demand, with NextEra securing land for gas …
'Magnificent 7' 株式は驚くべき上昇を見せています： チャート
'Magnificent 7' stocks are seeing a shocking run: Chart
The panel discussed the recent pullback of the Magnificent 7 tech stocks, with varying views on the durability of headwinds …
ドイツ銀行、Chubb (CB)の目標株価を引き上げ、同社は海洋保険パートナーシップを発表
Deutsche Bank Boosts Chubb (CB) Target, Company Unveils Marine Insurance Partnership
The panel's net takeaway is that the Safe Harbor Marinas partnership, while strategically sensible, is unlikely to significantly impact Chubb's …
半導体配当株はAI需要増加で40％上昇の可能性
Semiconductor dividend stock shows 40 percent upside as AI demand up
Panelists are divided on Micron's (MU) outlook, with bulls pointing to AI-driven memory demand and high gross margins, while bears …