株式市場ニュース

最新の金融ニュース · 更新 7月 12, 2026

MSFT NVDA UBER
▬ mixed

Microsoft、AI利用を縮小、請求額が大きすぎたため — なぜAIは結局あなたの仕事を奪わないかもしれない

Microsoft cut its engineers off from AI because the bill got too big — why AI might not take your job after all

While there's consensus on high adoption rates and productivity gains from AI tools, panelists disagree on whether cost improvements will …

Yahoo Finance · 5月 29, 2026
▬ mixed

コストコの通路はかつてないほど混雑しており、34セントのガソリン節約と食料品が21%安いため、その理由がわかる

Costco's aisles are more packed than ever — and 34-cent gas savings and 21% cheaper groceries explain why

Panelists debate Costco's resilience, with Gemini bullish on membership model and traffic growth, while Claude and ChatGPT express concerns about …

Yahoo Finance · 5月 29, 2026
P S
▬ mixed

退職貯蓄者が2026年初頭のボラティリティに見舞われ、多くの人がミリオネアの地位を失う

Retirement savers hit with early 2026 volatility, with many losing millionaire status

While record savings rates and year-over-year gains suggest long-term progress, the panel agrees that the concentration of near-retirees holding 100% …

Yahoo Finance · 5月 29, 2026
▬ mixed

2026年5月29日(金)の最高の高利回り普通預金金利:年利4.10%まで

Best high-yield savings interest rates today, Friday, May 29, 2026: Up to 4.10% APY return

The panel generally views CIT Bank's 4.10% APY promotional rate as a defensive play in a stagnant rate environment, with …

Yahoo Finance · 5月 29, 2026
QQQE
▬ mixed

ラミア・インベストメント・グループ、SEC提出書類によるとDirexion Nasdaq-100 Equal Weight ETFの株式を取得

Ramiah Investment Group Opens Direxion Nasdaq-100 Equal Weight ETF Stake, According to Recent SEC Filing

Ramiah's $6.41 million QQQE stake (0.52% of AUM) signals a modest, tactical tilt towards equal-weighted Nasdaq exposure, but it carries …

Nasdaq · 5月 29, 2026
▬ mixed

この素晴らしい株式は、今後何年にもわたって市場を上回るリターンをもたらす可能性がある

This Magnificent Stock Could Deliver Market‑Beating Returns for Years

The panel's net takeaway is that while Oscar Health's growth is undeniable, its path to profitability and high margins is …

Nasdaq · 5月 29, 2026
BB UBS
▬ mixed

スイス市場は小幅高で終了

Swiss Market Ends Modestly Higher

Despite mixed views on unemployment data and wage growth, the panel agrees that the Swiss stock market's modest gains reflect …

Nasdaq · 5月 29, 2026
▼ bear…

この眠れる半導体巨人こそが、AI推論時代で最大の勝者となるでしょう(ヒント:インテルではありません)

This Sleeping Semiconductor Giant Will Be the Biggest Winner of the AI Inference Era (Hint: It's Not Intel)

Despite potential growth in AI inference and edge computing, the panel consensus is bearish due to regulatory risks, competition from …

Nasdaq · 5月 29, 2026
ET NTAP
▬ mixed

NetApp株が金曜朝に35%急騰した理由

Why NetApp Stock Soared 35% Friday Morning

NetApp's strong Q4 and FY27 guidance were driven by AI demand, but the high valuation (18x forward earnings) and lack …

Nasdaq · 5月 29, 2026
S U
▬ mixed

トークンか人間か?新たな企業のトレードオフ

Tokens or humans? The new corporate trade-off

The panel agrees that enterprise AI budgets are burning out quickly due to high costs of frontier models, which could …

CNBC · 5月 29, 2026
C D S U
▬ neut…

トランプ氏、ケネディセンターの名前変更や改修工事を一時的に行えない、判事が言う

Trump can't rename Kennedy Center or close it for renovation for now, judge says

The ruling blocks Trump's unilateral renaming and renovation plans at the Kennedy Center, affirming that only Congress can alter its …

CNBC · 5月 29, 2026
COST
▬ mixed

Costco株はNasdaqに対してパフォーマンスが低いですか?

Is Costco Stock Underperforming the Nasdaq?

Panelists debate COST's valuation, with some arguing it's fairly priced or overvalued, while others see a 'Costco Premium' due to …

Yahoo Finance · 5月 29, 2026