株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
景気後退への懸念が再び：それはあなたの戦略を変える必要がない理由
Recession Fears Are Back: Here Is Why That Should Not Change Your Strategy
The panel agrees that dollar-cost averaging works historically, but there's no consensus on whether now is a good time to …
Netflixはワーナー・ブラザースとの交渉から撤退：賢明な判断だったか？
Netflix Walked Away From Warner Bros. Was That a Smart Move?
Netflix's decision to walk away from the Warner Bros. Discovery deal at $83 billion was primarily a capital-allocation decision, preserving …
先物、ウォール街は小幅高で寄り付く見通し
Futures Suggest Wall Street To Open Moderately Up
Panel consensus suggests a cautious, bearish outlook. Markets show resilience but underlying data points to labor market cooling, geopolitical risks, …
Hugo Barra氏のMetaへの復帰は、ザッカーバーグ氏のAIへの緊急性を浮き彫りにする
Hugo Barra's return to Meta 5 years after exit underscores Zuckerberg's AI urgency
Meta's pivot to AI agents is a significant shift, but the panel is divided on its potential success. While some …
Legal AI スタートアップ Harvey、資金調達ラウンドで 110 億ドル評価、VC はモデル企業を超えてベットを拡大
Legal AI startup Harvey valued at $11 billion in funding round, as VCs spread bets beyond model companies
The panel is divided on Harvey's $11B valuation, with concerns about sustainability, competition, and liability risks, but also acknowledging its …
Merck、がんパイプライン強化のためTerns Pharmaceuticalsを67億ドルで買収
Merck to buy Terns Pharmaceuticals for $6.7 billion to boost cancer pipeline
Merck's $6.7B acquisition of Terns' leukemia drug is a high-stakes gamble to bridge the Keytruda patent cliff in 2028. While …
Dollar General は Jerry Fleeman Jr. を次期 CEO に任命しました
Dollar General appoints Jerry Fleeman Jr as next CEO
The panel's net takeaway is that Dollar General's (DG) FY26 guidance projects a material deceleration in same-store sales, suggesting a …
Netflix (NFLX) は好決算と戦略的拡大計画にもかかわらず下落
Netflix (NFLX) Slid Despite Strong Results and Strategic Expansion Plans
Despite mixed market performance, Renaissance's inclusion of Netflix (NFLX) as a top Q4 2025 holding in their Large Cap Growth …
なぜ、Nutanix, Inc. (NTNX) はVMwareから市場シェアを獲得したにもかかわらず、パフォーマンスが低迷したのか
Why Nutanix, Inc. (NTNX) Underperformed Despite Gaining Market Share from VMware
The panelists debate Nutanix's (NTNX) positioning, with Claude and Gemini expressing bearish sentiments due to lack of concrete growth metrics …
Applied Materials, Inc. ($AMAT) は、堅調なAIチップ需要と回復力のあるオペレーション実績により上昇しました。
Applied Materials, Inc. (AMAT) Gained on Strong AI Chip Demand and Resilient Operating Performance
The panel is divided on Applied Materials (AMAT), with concerns about capex compression and potential inventory overhang, but also opportunities …
Cardinal Health（CAH）は、医薬品の強さと利益率の拡大により、主要な貢献者として浮上しました
Cardinal Health (CAH) Emerged as a Key Contributor on Pharmaceutical Strength and Margin Expansion
Cardinal Health's (CAH) recent margin expansion, driven by specialty drugs and biosimilars, is being debated for sustainability. While some panelists …
L&GとManulife WAMがグローバル資産運用アライアンスを形成
L&G and Manulife WAM form global asset management alliance
The panel is divided on the L&G-Manulife alliance, with bullish views focusing on expanded distribution and product offerings, while bearish …