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「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 …
ジム・クレイマー氏、Five Belowについて「引き続き好調だと考えている」
Jim Cramer on Five Below: “I Think It’s Staying Strong”
The panelists' views on Five Below (FIVE) are mixed, with concerns about the company's 'identity crisis', valuation, and rising costs …
イラン和平交渉への期待でS&P 500が1%上昇、原油は100ドルの大台を割り込む
The S&P 500 Rips 1% Higher On Hope For Iran Peace Negotiations and Oil Falls Below Critical $100 Barrel Line
The panel agrees that the current rally in markets is built on fragile geopolitical sentiment and is likely to reverse …
ジム・クレイマー氏、ロス・ストアーズについて語る：「あの最後の四半期は、私がこの会社で長年見てきた中で最も力強いものだった」
Jim Cramer on Ross Stores: “That Last Quarter Showed More Strength Than I’ve Seen From That Company in Ages”
Panelists are divided on Ross Stores (ROST) with valid points on both sides. Bulls highlight strong Q3 results, Gen Z …
TACO対TAW：この（株式）ラリーをフェードせよ
TACO Vs TAW: Fade This (Equity) Rally
The panel is divided on the impact of a potential 30-day ceasefire. While some argue it could lead to a …
ジム・クレイマー氏、TJXカンパニーズは「経営難の小売業者から過剰在庫を買い叩いて大儲けしている」と指摘
Jim Cramer Highlights TJX Companies Are “Making a Killing By Scooping Up Excess Inventory From Troubled Retailers”
The panelists generally agree that TJX (NYSE:TJX) has benefited from distressed inventory and is well-positioned in a bifurcated retail landscape, …
ジム・クレイマーは、ジャクブス・ソリューションズの pullback が彼には意味がないと述べる
Jim Cramer Says the Pullback in Jacobs Solutions Makes No Sense to Him
Panelists have mixed views on Jacobs (J), with concerns about the upcoming spin-off, data center capex cycles, and execution risks, …
ジム・クレイマー氏、決算ミスにもかかわらず好調なハイエンド売上を理由にウルタ・ビューティーを称賛
Jim Cramer Highlights Ulta Beauty For Its Strong High End Sales Despite A Recent Earnings Miss
The panel is divided on Ulta Beauty's (ULTA) outlook, with concerns about structural margin pressure, competition from Sephora at Kohl's, …
ジム・クレイマー氏、Swarmer, Inc.について：「クールな話と呼ぶべきだが、それ以上ではない」
Jim Cramer on Swarmer, Inc.: “Let’s Call It a Cool Story, But Not Much More Than That”
The panel consensus is that Swarmer (SWMR) is overhyped and lacks fundamentals, with barely any revenue and high annual losses. …
SLB、エネルギーセクター向けAIインフラ開発でNvidiaとの提携を拡大
SLB expands Nvidia partnership to develop AI infrastructure for energy sector
The panel is mixed on SLB's pivot into AI infrastructure design. While some see high-margin opportunities and diversification away from …
Terns Pharmaceuticalsの株価、メークの買収発表で5%上昇
Terns Pharmaceuticals Stock Gains 5% Over Acquisition Deal With Merck
The panel is uncertain about Merck's acquisition of Terns Pharmaceuticals due to lack of clinical details on TERN-701's efficacy and …