株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
ウェルズ・ファーゴは、アムジェン（AMGN）の目標株価を375ドルから390ドルに引き上げる
Wells Fargo Raises its Price Target on Amgen (AMGN) to $390 from $375
Panelists generally agree that Amgen's price target increase to $390 is cautious and not a strong buy signal, with most …
Victory Capital、Janus Hendersonの買収提案を撤回、Janus Hendersonは買収条件を提示
Victory Capital ends pursuit as Janus Henderson ups takeover terms
Despite a 25% premium, the $52 cash offer for Janus Henderson faces significant execution risks, including regulatory delays, AUM leakage, …
暗号資産による政治献金、Reform UKへの打撃となる可能性も
Political donations in cryptocurrency could be blocked in blow to Reform UK
The panel is divided on the immediate impact of the Rycroft review on Reform UK, but agrees that the proposed …
GameStop CEO、巨額取引について沈黙 - 決算は圧勝、現金は積み上がる
GameStop CEO Silent on Mega-Deal as It Crushes Earnings, Stockpiles Cash
The panel consensus is bearish on GameStop's current strategy and cash position. Despite a $9B cash pile, the high dilution …
Winnebago Industries、第2四半期純利益を計上、収益改善、年間純利益見通しを引き上げ
Winnebago Industries Turns To Q2 Net Profit, Revenue Improves; Lifts Annual Net Earnings Outlook
Despite a Q2 turnaround, panelists question the sustainability of Winnebago's (WGO) recent performance due to reliance on price increases, lack …
Middleby、ブリタニー・サーウィンをCFOに任命
Middleby Names Brittany Cerwin CFO
The panelists generally agree that Middleby's promotion of Brittany Cerwin to CFO signals continuity and stability, but they raise concerns …
より良い買い：ビットコイン vs XRP
Better Buy: Bitcoin vs. XRP
The panel is divided on Bitcoin (BTC) vs XRP. While BTC benefits from scarcity, institutional demand, and ETF approvals, XRP's …
BAEシステムズ、THAADシーカー生産を4倍にする7年間の米国防衛契約に調印
BAE Systems Signs 7-Year U.S. Defense Deal To Quadruple THAAD Seeker Production
BAE Systems' 7-year framework agreement with U.S. DoD for THAAD seekers is seen as a significant volume play, providing high …
サプライズ！Nvidiaが数千億ドル規模の新たな収益源を極秘に発表：今が買い時か。
Surprise! Nvidia Just Revealed Secret New Revenue Streams Worth Tens of Billions: Time to Buy.
The panel discusses Nvidia's recent deals, including a $50B+ AWS contract and potential China market recovery, with varying interpretations of …
ある大手空売り業者がSoFiを攻撃。CEOが大量に買い増しする理由
A Major Short Seller Just Attacked SoFi. Here's Why the CEO Is Buying Hand Over Fist
The panel consensus is that SoFi's stock is a high-risk gamble due to unaddressed allegations of accounting irregularities, high loss …
Amazon 株: 売却時か購入時か？
Amazon Stock: Time to Bail or Time to Buy?
The panelists have mixed views on Amazon's stock, with concerns about intense competition, regulatory pressure, and high capital expenditure requirements, …
Honeywell、米国陸軍省と5億ドルの供給業者枠組み契約を締結
Honeywell Signs $500 Mln Supplier Framework Agreement With U.S. DoW
The panel generally agrees that Honeywell's (HON) $500M DoD framework is strategically positive, providing multi-year visibility and exposure to high-margin …