株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
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 …
Prestige Consumer Healthcare(PBH)のフリーキャッシュフロー対企業価値は6.5%でした
Prestige Consumer Healthcare’s (PBH) Free Cash Flow to Enterprise Value Stood at 6.5%
PBH's 6.5% FCF-to-EV yield is attractive, but the panel is divided on the permanent loss of shelf space and Clear …
Ark Investは、Circle株が急落する中で1600万ドル購入した
Ark Invest Bought $16 Million Of Circle Stock As It Plunged
The panel is divided on Ark's $16.34M purchase of CRCL shares, with concerns about regulatory risks and competitive threats from …
金は35,000ドル、ビットコインは750,000ドルへ、ロバート・キヨサキ氏は「最大のバブル」が弾けようとしていると警告
Gold To $35,000, Bitcoin To $750,000, Robert Kiyosaki Warns 'Biggest Bubble' Is About To Burst
The panelists generally agree that Robert Kiyosaki's dramatic price targets for gold and cryptocurrencies are unlikely and lack credibility given …
ワツコ(WSO)はテクノロジー投資から恩恵を受けるか?
Will Watsco (WSO) Benefit from Technology Investments?
Watsco's (WSO) recent performance is driven by cyclical headwinds, and while tech investments could drive long-term growth, near-term demand uncertainty …
OpenAIがSoraをゴミ箱行きにするのは理にかなっている:知っておくべき2つのチャート
OpenAI sending Sora to the dustbin makes sense: 2 charts to know
OpenAI's shutdown of Sora is seen as a strategic move by some, retreating to immediate monetization by others. The failure …
Bitmine、新しいイーサリアムステーキングソリューションをローンチ
Bitmine Launches New Ethereum Staking Solution
The panel is skeptical about Bitmine's claim of owning $10.2B in ETH, with most agreeing that the company's market cap …
ジム・クレイマーは、ダラーツリーのようなドルストアに対して賭けないと言う
Jim Cramer Says He Wouldn’t Bet Against Dollar Stores Like Dollar Tree
The panelists generally agree that Dollar Tree's (DLTR) recent performance and guidance are concerning, with solid earnings but disappointing forward …
ビットコインはいつ暴落から回復するか? 歴史が語る
When Will Bitcoin Recover From the Crash? Here's What History Says
The panel consensus is that Bitcoin's recovery timeline is uncertain and potentially prolonged due to macroeconomic factors, regulatory risks, and …
ジム・クレイマー氏「ターゲットは際立っていた」
Jim Cramer Says “Target Has Been a Standout”
Despite a strong YTD performance and Q4 earnings beat, panelists express caution due to lingering negative comparable store sales, heavy …
ジム・クレイマー氏、ウォルマートのような小売業者は「原油価格による景気減速に向かっていると考えるなら、うまくやれるだろう」と発言
Jim Cramer Says Retailers Like Walmart Would “Do Well If You Think That We’re Headed Toward a Slowdown Because of Oil Prices”
The panelists agreed that Walmart's (WMT) defensive positioning in an oil-price-driven slowdown is credible, but its high valuation (around 28x …