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、フレッシュペット社について：「この株はコホートに対して熱すぎると私は思います」
Jim Cramer on Freshpet, Inc.: “I Think That This Stock Has Been Too Hot Versus the Cohort”
The panel's net takeaway is that Freshpet's recent margin disappointment and capital intensity pose significant risks, outweighing its cold-chain moat …
ジム・クレイマー氏、SoundHound AIについて「常に継続的な赤字企業だと感じてきた」と発言
Jim Cramer on SoundHound AI: “I Have Always Felt That It’s Just a Continual Money Loser”
The panel consensus is that SoundHound AI (SOUN) faces significant risks, including high cash burn, lack of clear path to …
ジム・クレイマーはニューモント・コーポレーションよりもアグニコ・イーグルを好む
Jim Cramer Prefers Agnico Eagle Over Newmont Corporation
The panel discusses the merits of Agnico Eagle (AEM) over Newmont (NEM) in the gold mining sector, with mixed views …
ジム・クレイマー氏、マイクロンについて「下落するにつれて、より意味のあるポジションになるだろう」と語る
Jim Cramer on Micron: “I Think It’ll Prove to Be a More Meaningful Position as It Goes Down”
Panelists agree that Micron's (MU) recent surge is driven by AI demand and high-bandwidth memory (HBM), but disagree on whether …
ジム・クレイマー、サーブナウについて：「株価はすでに経験しているよりも、さらにしばらく乱高下すると思う」
Jim Cramer on ServiceNow: “I Think the Stock’s Going to Be in for a Little Bit More Turbulence Than It Already Has Been”
ServiceNow's (NOW) valuation and growth prospects remain contentious. While some panelists highlight strong AI-driven TAM expansion and enterprise stickiness, others …
ジム・クレイマー氏「フォーセントは素晴らしい会社、非常に気に入っている」と発言
Jim Cramer Says “Forgent’s a Terrific Company, I Like It Very Much”
The panel consensus is bearish on Forgent Power Solutions (FPS) due to the significant overhang of Neos' 79% ownership and …
Zelleの上限額：大手銀行別
Zelle limits at top banks
The panel discusses Zelle's varying limits, which are risk controls to combat fraud, but also create user experience issues and …
ジム・クレイマー、ロケット・カンパニーズについて：「バリューを体現していると思う」
Jim Cramer on Rocket Companies: “I Think It Represents Value”
The panel consensus is that Rocket Companies (RKT) is currently a macro bet on rate cuts rather than a fundamental …
VIGは10年間で223%のリターンを達成、コストはほぼゼロ
VIG Returned 223% Over 10 Years and Still Costs Almost Nothing
The panelists agreed that VIG's historical performance is impressive, but its high concentration in mature tech companies and the 'diworsification' …
Comstock Holding Companies Conference: CHCIがフィーベースの成長、ParkXの急騰、新規データセンターについて詳述
Comstock Holding Companies Conference: CHCI details fee-based growth, ParkX surge and new data centers
The panel is divided on CHCI's valuation. Bulls highlight its asset-light model, impressive growth, and potential in data centers, while …
水曜日 3/25 インサイダー買いレポート：JAN、EPD
Wednesday 3/25 Insider Buying Report: JAN, EPD
The panel generally agreed that the insider buys in EPD and JAN were not strong signals of conviction, with most …
ステーブルコインが規制されてもCircleは成長を続けられるか？
Can Circle Keep Growing Even if Stablecoins Get Shackled?
The panel is divided on the impact of a stablecoin yield ban on Circle (CRCL). While some argue that institutional …