株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
Arm株、新チップで150億ドルの収益予想に6%上昇
Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
The panel is divided on Arm's ambitious $15B revenue target by 2031 for its AGI CPU, with concerns raised about …
Arm、新型人工知能（AI）CPUを発表、Meta、OpenAI、Cloudflareを最初の顧客に獲得
Arm Debuts New Artificial Intelligence (AI) CPU, Nabs Meta, OpenAI, Cloudflare as First Customers
The panel is divided on Arm's move into physical silicon. While some see it as strategically sound and a viable …
株価市場、3月24日：ノキアは5Gの勢いと北米通信事業者支出で上昇
Stock Market Today, March 24: Nokia Rises on 5G Momentum and North American Telecom Spending
Panelists are awaiting Q1 results to validate Nokia's 'AI-driven' strategy and assess its impact on margins. They debate the significance …
より良いAI買い：Nvidia vs Micron
Better AI Buy: Nvidia vs Micron
The panelists debate between Nvidia (NVDA) and Micron (MU) as AI stock picks, with most acknowledging NVDA's software moat and …
アイカーン・エンタープライゼスがセンチュリ株に7800万ドルを追加購入、しかし本当の物語はもっと前に始まる
Icahn Enterprises Just Added $78 Million in Centuri Shares, but the Real Story Starts Earlier
The panelists generally agreed that Icahn's increased stake in Centuri (CTRI) signals conviction, but they also raised concerns about the …
SoFi: ショートセラーの懸念
SoFi: The Short Thesis
The panel's net takeaway is that SoFi's accounting practices, particularly its use of off-balance-sheet VIEs and aggressive DCF inputs, are …
今日の株式市場、3月24日：Circle Internet、ステーブルコイン利回り制限の可能性で急落
Stock Market Today, March 24: Circle Internet Dives on Possible Stablecoin Yield Restrictions
The panel is divided on the impact of potential stablecoin yield restrictions on Circle (CRCL). While some argue the 20% …
この注目AI株はNvidiaより良い買いかもしれない
This Under-the-Radar AI Stock Could Be a Better Buy Than Nvidia
Panelists are divided on Nebius' (NBIS) potential. While some see its high growth and regulatory tailwinds as promising, others question …
Nvidia、Alphabet、Appleに次ぐ3兆ドルクラブ入り前に買うべき、輝かしい成長株1銘柄
1 Brilliant Growth Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $3 Trillion Club
The panel is divided on Meta's $3T thesis, with concerns about capex ROI, buyback pauses, and power grid bottlenecks, but …
利回り16%のこのコモディティETFに新たに1200万ドルの賭けが行われた。知っておくべきこと
This Commodity ETF With a 16% Yield Just Drew a New $12 Million Bet. Here's What to Know
The panel discusses Bison Wealth's $12M position in FTGC, a commodity ETF yielding 16%. While some see it as a …
より良い原子力発電株：NuScale Power 対 Constellation Energy
Better Nuclear Energy Stock: NuScale Power vs. Constellation Energy
The panel discusses the 'floor vs. ceiling' debate between Constellation Energy (CEG) and NuScale (SMR), with NuScale's SMRs seen as …
イラン戦争に関するガーディアン紙の見解：エネルギー、市場、そして危険な幻想 | 論説
The Guardian view on the Iran war: energy, markets and a dangerous illusion | Editorial
The panel consensus is that the current Iran-US/Israel conflict poses significant systemic risks to global energy markets, with potential impacts …