株式市場ニュース
最新の金融ニュース · 更新 8月 21, 2026
Circle Internet Groupとセールスフォース：2026年にどちらのテクノロジー株がより良い買いか？
Circle Internet Group vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?
The panelists have mixed views on Circle (CRCL) vs. Salesforce (CRM), with concerns about Circle's interest rate sensitivity and reliance …
フォワードルッキング・ガイダンス不要：FRB議長ケビン・ワーシュ、わずか9語でインフレ計画を提示
No Forward-Looking Guidance Needed: Fed Chair Kevin Warsh Just Outlined His Inflation Plan in 9 Words
The panel generally agrees that Kevin Warsh's removal of forward guidance is a significant shift towards less Fed intervention, with …
Nvidia、天才AI銘柄に巨額投資、今年170%高
Nvidia Is a Massive Investor in the Genius Artificial Intelligence (AI) Stock Up 170% This Year
The panelists generally agree that while Nvidia's stake in Nebius signals confidence in AI-cloud infrastructure, the current valuation is pricing …
リチウムイオン電池巡り、航空会社が警告する理由
Why airlines are warning over lithium-ion batteries
The panel agrees that while lithium-ion battery incidents pose a genuine safety concern, the financial risk to airlines is manageable …
アムジェン、26年第2四半期決算は予想を上回る、通期見通しを引き上げ、AMG 513は下落
Amgen Q2 2026 earnings beat, raises full-year outlook, drops AMG 513
Amgen's Q2 results were strong, with significant revenue growth and a beat on EPS. However, the termination of AMG 513 …
株式市場、8月6日：セルシウス、第2四半期決算は予想を下回り株価18%下落
Stock Market Today, Aug. 6: Celsius Whiffs on Q2 Earnings, Shares Tumble 18%
Celsius' Q2 miss and core brand decline have raised significant concerns, with most panelists expressing bearish sentiments. The key debate …
AI支出が好決算を覆い隠す中、SpaceXは初のロックアップ解除に直面
SpaceX Faced First Lockup Expiry After AI Spending Overshadowed Strong Earnings
The panelists agree that SpaceX's Q2 results were impressive, but they differ on the significance of the $15.8B AI infrastructure …
Palantirが驚異的な四半期業績を報告し、業績予想を上方修正。PLTR株にウォール街が衝撃を受ける。
Palantir Just Reported a Blowout Quarter and Raised Its Guidance. Wall Street Is Blown Away by PLTR Stock.
Palantir's exceptional Q2 revenue growth of 93% YoY, driven by its AIP platform, has sparked optimism, but valuation concerns and …
ディズニー、2026年第3四半期決算はテーマパークとストリーミングの好調で予想を上回る
Disney Q3 2026 earnings beat on parks and streaming strength
Disney's Q3 earnings were a mixed bag, with a strong EPS beat driven by parks and streaming growth, but also …
ハリウッドが再び10億ドル超え大作映画を量産、スパイダーマンも仲間入り
Hollywood is cranking out billion-dollar movies again. Spider-Man just joined the ranks
Despite the impressive 2026 box office milestones, the panel consensus is that the theatrical recovery is fragile and unsustainable, driven …
スペースX、AIデータセンター向けにテスラのメガパック購入を第2四半期に拡大
SpaceX ramps up Tesla Megapack purchases in Q2 to power its AI data centers
The panel discusses Tesla's Megapack purchases, highlighting both opportunities (accelerating intra-Musk synergy, potential for high-margin storage revenue) and risks (execution …
株式上昇と原油安でドル圧迫される
Dollar Pressured by Strength in Stocks and Lower Crude Prices
The panelists debate the dollar's weakness, with some attributing it to soft US data and lower oil prices, while others …