株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
Mizuho、Permian Resources Corporation (PR) の目標株価を23ドルから25ドルに引き上げ – その理由は
Mizuho Lifts PT on Permian Resources Corporation (PR) to $25 From $23 – Here’s Why
The panel discusses Permian Resources' (PR) recent analyst upgrades, driven by higher oil price decks due to Iran conflict. Key …
Grab Holdings Limited (GRAB) には台湾での Delivery Hero の Foodpanda 配達事業を買収
Grab Holdings Limited (GRAB) to Acquire Delivery Hero’s Foodpanda Delivery Business in Taiwan
Grab's $600M acquisition of Foodpanda Taiwan is a strategic shift into a mature, competitive market with unproven unit economics. The …
TeraWulf Inc. (WULF) が Arete により Buy レーティングで新規カバー開始 – その理由は？
TeraWulf Inc. (WULF) Gets Initiated With a Buy Rating by Arete – Here’s Why
Panelists are divided on TeraWulf's (WULF) pivot from Bitcoin mining to HPC data centers. While some appreciate the revenue visibility …
注目すべきETFの流出が確認されました - EMB
Notable ETF Outflow Detected - EMB
The discussion panel generally agrees that the $276M outflow from EMB is a symptom rather than the cause of EM …
Cipher Digital株、ビットコインマイニングからの転換を強化するデータセンター契約で急騰
Cipher Digital Stock Pops as Firm Bolsters Shift From Bitcoin Mining With 15-Year Data Center Deal
The panelists generally agree that Cipher Digital's pivot to High-Performance Computing (HPC) is a strategic move, but they express concerns …
なぜCore Scientific (CORZ)は20ドル未満で投資すべき最強の買い銘柄の一つなのか
Why Core Scientific (CORZ) is One of the Best Strong Buy Stocks to Invest in Under $20
Panelists debate CORZ's $1B credit facility, with bulls focusing on data center expansion and HPC pivot, while bears warn of …
Circle株、史上最大の1日下落を経て反発
Circle stock rebounds after biggest one day drop ever
The panel is divided on Circle's (CRCL) future, with concerns about regulatory uncertainty, Tether's audit, and potential yield bans, but …
Nvidiaの従業員数は何人ですか？研究開発から営業まで
How many employees does Nvidia have? From R&D to sales
Panelists agree that Nvidia's high R&D headcount and revenue per employee indicate significant investment in AI dominance, but disagree on …
ジム・クramerによると、Eli Lilly (LLY)は購入すべき最高のヘルスケア株ですか？
Is Eli Lilly (LLY) The Best Healthcare Stock to Buy According to Jim Cramer?
The panel is divided on Eli Lilly's (LLY) $1T valuation, hinging on orforglipron's Q2 launch and Medicare coverage expansion. Bulls …
ジム・クレイマー氏の2026年ポートフォリオにおける最高の非AI株はマスターカード（MA）か？
Is Mastercard (MA) The Best Non-AI Stock in Jim Cramer’s 2026 Portfolio?
Despite Mastercard's (MA) historical performance and network effects, panelists raised concerns about decelerating growth, regulatory pressures, and fintech disintermediation. Buybacks …
投資家の懸念がNetflix（NFLX）の第4四半期に影響
Investors’ Concerns Hurt Netflix (NFLX) in Q4
The panelists agree that Netflix's 10% YoY revenue growth with margin pressure is a key concern, but disagree on the …
クレイマー：Five Belowは「さらなる成長の余地がある」と、12ヶ月で3倍になるにもかかわらず
Cramer: Five Below has ‘more room to run’ despite tripling in 12 months
The panel's net takeaway is that while Five Below's operational turnaround is impressive, the stock's valuation is stretched, and there …