株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
American Express、グラファイトカード発行、2026年のビジネス製品拡張を発表
American Express Launches Graphite Card; Unveils 2026 Business Product Expansion
The panel is divided on American Express's (AXP) Graphite Business Cash Unlimited Card and its 2026 product rollout. While some …
Fortnite の作成者は 1,000 人以上を解雇 – たとえ数兆円の収益があるにもかかわらず
The creator of Fortnite has laid off more than 1,000 staff – despite billions in revenue
The panel generally agrees that Epic's layoffs signal structural issues in live-service gaming, with rising development costs, player engagement dips, …
Pop Mart株、収益急増にもかかわらず下落、アナリストはLabubuへの依存が投資家を懸念させると指摘
Pop Mart shares sink despite revenue surge, as analysts say Labubu reliance worries investors
Pop Mart's impressive growth is overshadowed by concerns over Labubu's slowing growth and high concentration, with the market pricing in …
Baozun (BZUN) 2025年第4四半期決算説明会トランスクリプト
Baozun (BZUN) Q4 2025 Earnings Call Transcript
Baozun's Q4 2025 results showed operational improvements with BBM reaching breakeven and operating cash flow tripling, but revenue growth remains …
KB Home CEO：中東戦争が米住宅市場を圧迫
KB Home CEO: Middle East war is hurting US housing market
KB Home's Q1 miss was primarily driven by high mortgage rates and affordability issues, not geopolitical tensions. The company's guidance …
統合の課題がStride（LRN）の第4四半期業績を圧迫
Integration Challenges Pressured Stride’s (LRN) Performance in Q4
The panel generally agrees that LRN's 31% decline is due to operational execution issues, particularly software integration failures leading to …
ナスダックは今日のニュースで2%上昇する可能性がある
The Nasdaq Could Pop 2% On Today’s News
The panelists are divided on the sustainability of the recent Nasdaq rally, with some attributing it to ARM's AGI CPU …
Arm株、AIチップデビューで15%急騰
Arm stock rockets 15% following AI chip debut
Arm's AGI CPU debut is a strategic milestone, offering a production data center CPU and a reference rack for agentic …
Heartland Opportunistic Value Equity Strategy の AI に関する懸念は、Alphabet (GOOGL) 株が倍増したことで誤りであることが証明された
Heartland Opportunistic Value Equity Strategy’s AI Concerns Proved Wrong as Alphabet (GOOGL) Shares Doubled
Despite Heartland's successful margin-of-safety play on GOOGL, the fund's underperformance and heavy reliance on GOOGL's momentum raise concerns about diversification …
Heartland Opportunistic Value Equity StrategyのOld Republic International (ORI)との投資ジャーニー
Heartland Opportunistic Value Equity Strategy’s Investment Journey with Old Republic International (ORI)
The panelists have mixed views on Old Republic International (ORI). While some see it as a potential value opportunity (Grok), …
Noah (NOAH) 2025年度第4四半期決算説明会トランスクリプト
Noah (NOAH) Q4 2025 Earnings Call Transcript
Noah's 2025 results show improved operational efficiency with a 22.5% increase in operating profit and a 540bps expansion in operating …
Merck、Keytrudaの特許満了前に癌ポートフォリオを強化するため、67億ドルの契約でTernsを買収
Merck buying Terns in $6.7B deal to bolster its cancer portfolio before key Keytruda patent expires
Merck's $6.7B acquisition of Terns' CML drug is a strategic move to diversify its oncology portfolio and hedge against the …