株式市場ニュース
最新の金融ニュース · 更新 7月 12, 2026
TD Cowen、Appian Corporation (APPN) の投資家デー後に目標株価を引き下げ
TD Cowen Cuts PT on Appian Corporation (APPN) After Investor Day
Analysts maintain 'Hold' ratings despite significant price target cuts, signaling a reset in valuation rather than a rejection of Appian's …
Morgan Stanley、Q1決算を受けTeraWulf Inc. (WULF) のPTを引き上げ
Morgan Stanley Lifts PT on TeraWulf Inc. (WULF) Following Q1 Results
Panelists debate TeraWulf's (WULF) cash position, dilution risk, and the potential of its HPC leasing strategy. While some see the …
Onto Innovation Inc. (ONTO) について、市場関係者は以下の点を考えている
Here’s What the Street is Thinking About Onto Innovation Inc. (ONTO)
Panelists agree that Onto Innovation's strong YTD performance is driven by HBM and CoWoS demand, but they differ on whether …
Metaの株価パフォーマンスは他のインターネット株と比較してどうですか？
How Is Meta’s Stock Performance Compared to Other Internet Stocks?
Despite META's YTD resilience, panelists express caution due to uncertain AI monetization timelines, regulatory overhangs, and potential margin compression from …
Amazon 株: AMZN はテクノロジーセクターを下回っていますか？
Amazon Stock: Is AMZN Underperforming the Technology Sector?
The panelists debate AMZN's underperformance relative to XLK, with mixed views on AWS growth, margin expansion, and potential risks. They …
連邦準備制度理事会が沈黙する夏、株式市場で何が起こるのか
What Historically Happens to Stocks When the Fed Goes Silent in Summer
The panel generally agrees that the summer months pose risks due to lower liquidity and potential lack of Fed communication, …
金曜日の注目オプション活動：MOV、SOFI、SCSC
Notable Friday Option Activity: MOV, SOFI, SCSC
The discussion centers around elevated long-dated call options volume in SOFI and SCSC, potentially signaling institutional positioning or conviction in …
特筆すべき金曜日のオプション取引：NVDA、AAPL、SMCI
Noteworthy Friday Option Activity: NVDA, AAP, SMCI
The discussion highlights high call volume in AAP and SMCI, potentially signaling long-term bullish positioning or hedging strategies. However, the …
国債は低調な取引を終え、ほぼ横ばい
Treasuries Finish Lackluster Session Roughly Flat
The panel agrees that the market is in a 'wait-and-see' mode, expecting upcoming inflation data to drive the next move. …
ホーメル・フーズ（HRL）株が利回り5%の大台を突破
Hormel Food (HRL) Shares Cross 5% Yield Mark
The panel is largely bearish on HRL's 5% yield, citing potential value traps due to secular headwinds, margin compression, and …
ユニバーサル、ビル・ア<bos>マン億万長者の買収提案を拒否
Universal rejects billionaire Bill Ackman's takeover bid
Universal Music Group's board rejected Pershing Square's $64.3bn bid, citing undervaluation, but faces pressure from Vivendi's stakeholders to monetize UMG, …
IBMは2029年までに100億ドルを投資して大規模量子コンピュータを構築
IBM to invest $10 billion for large-scale quantum computer by 2029
IBM's $10B, 5-year commitment to quantum computing is seen as a strategic move, but the timeline for practical, error-free systems …