株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
ソニーグループ（SONY）のマージンが上昇するメモリ価格によりリスクにさらされる、バーンスタインが警告
Sony Group (SONY) Margins at Risk Amid Rising Memory Prices, Bernstein Warns
The panel is divided on Sony's ability to navigate potential memory price spikes, with some arguing that Sony can pass …
オッペンハイマー、Meta Platforms (META)株に「Perform」評価を再度表明
Oppenheimer Reiterates Perform Rating on Meta Platforms (META) Stock
The panelists debated Meta's cost-cutting measures and AI investments, with Claude and Gemini expressing concerns about potential value traps, execution …
SoFi Technologies Inc. (SOFI) は、3億1200万ドルの債務不記載の主張を否定し、法的措置を検討している。
SoFi Technologies Inc. (SOFI) Refutes $312M Debt Misstatement Claims Considers Legal Action
The panel is largely bearish on SoFi following Muddy Waters' report, with concerns around unrecorded debt, EBITDA inflation, and potential …
原油価格の下落が砂糖価格を押し下げる
Sinking Crude Oil Prices Undercut Sugar Prices
The panel's net takeaway is that the 9% drop in crude oil prices is bearish for sugar futures due to …
ADMAバイオロジクス（ADMA）が1億2500万ドルのASR契約を含む2億ドルの資本還元プログラムを発表
ADMA Biologics (ADMA) Announces $200M Capital Return Program Including $125M ASR Agreement
ADMA's $200M capital return in 2026, including a $125M ASR, signals confidence in cash generation and is seen as a …
カリス・ライフ・サイエンス（CAI）がAIインサイト・ポートフォリオを拡大、卵巣がんのプラチナ耐性を予測するシグネチャーを追加
Caris Life Sciences (CAI) Expands AI Insights Portfolio With Signature to Predict Ovarian Cancer Platinum Resistance
Caris Life Sciences' (CAI) new AI signature predicting platinum resistance in high-grade serous ovarian cancer (HGSOC) is an incremental feature …
ボーイング社（BA）777 FAAノード確保、需要急増
The Boeing Company (BA) Secures 777 FAA Node Amid Soaring Demand
The panelists agree that the 777-9's move to Phase 4 testing is a significant milestone, but they remain cautious due …
オンダス（ONDS）が140百万ドルの軍事重工事受注を受けてINDOアースムービングを買収
Ondas (ONDS) Acquires INDO Earth Moving Following $140M Military Heavy Engineering Tender
The panel expresses concerns about Ondas' acquisition of INDO, with a distant revenue cliff, potential cash burn, and dilution risks. …
フレディマック株、新52週間安値を更新。押し目買いすべきか、それとも遠ざかるべきか？
Freddie Mac Stock Just Hit a New 52-Week Low. Should You Buy the Dip or Stay Far, Far Away?
The panel consensus is that FMCC's 51% YTD collapse reflects political uncertainty and lack of privatization progress, with no clear …
UBS、ナイキ社（NKE）の世界的な売上減少に警戒もバークレイズは回復に自信
UBS Wary of Nike Inc. (NKE)’s Weak Global Sales but Barclays Confident of Bounce Back
The panel consensus is bearish, with concerns about Nike's near-term demand issues, potential margin compression, and the impact of a …
ImmunityBio (IBRX)は、NCCNアップデート臨床診療ガイドラインにANKTIVAを含めることを発表
ImmunityBio (IBRX) Announces NCCN Update Clinical Practice Guidelines to Include ANKTIVA for Papillary-Only NMIBC
The panelists agree that ImmunityBio's (IBRX) ANKTIVA getting NCCN Category 2A inclusion for papillary-only, BCG-unresponsive NMIBC is commercially meaningful, but …
SLM Corporation (SLM) は Goldman Sachs と 2 億ドルの加速株式買い戻し契約を締結
SLM Corporation (SLM) Enters Into $200 M Accelerated Share Repurchase Agreement With Goldman Sachs
The panel has a mixed view on SLM's $200M Accelerated Share Repurchase (ASR). While some see it as a positive …