株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
Alibaba、AI「エージェント」向け新チップを発表
Alibaba reveals new AI chip designed for 'agents'
Alibaba's XuanTie C950 RISC-V CPU is a strategic move to improve margins and supply resilience for Alibaba Cloud's AI agent …
Arm、新型AIチップを発表、年間数千億円規模の収益増を見込む
Arm unveils new AI chip, expects it to add billions in annual revenue
Arm's pivot to direct chip manufacturing, targeting agentic AI's CPU demand, is strategically sound and could significantly expand revenues, but …
新規プロジェクトの立ち上げと生産拡大により、インドネシアのコバルト生産量が2026年に増加へ
New project launches and ramp-ups set to lift Indonesia’s cobalt output in 2026
The panel consensus is bearish on Indonesia's cobalt supply surge, with key risks including oversupply, execution delays, and geopolitical concentration. …
なぜThe Trade Desk株は再び急落したのか
Why The Trade Desk Stock Crashed Again
The panel consensus is that Omnicom's audit of TTD's pricing practices poses a significant risk to TTD's stock price and …
2026年テキサス州のベストバンク
Best banks in Texas for 2026
The panel discusses the Bankrate article ranking Texas banks, with Claude and ChatGPT highlighting the tension between retail experience and …
ビットコイン、7万ドル割れ バーンスタインのアナリストは「底打ちした」と分析
Bitcoin sinks below $70,000 as Bernstein analysts say token 'looks bottomed'
Panelists generally agreed that Bitcoin's 'bottom' is unconfirmed and hinges on continued inflows, with mixed views on whether the current …
大手欧州製紙メーカー、米国での事業拡大を継続
Major European Tissue Paper Maker Continues U.S. Expansion
Sofidel's $775M Oklahoma investment signals a significant bet on U.S. private label tissue growth, but the long timeline and potential …
なぜImmunityBio株が本日20%以上下落したのか
Why ImmunityBio Stock Is Down More Than 20% Today
The panel consensus is that the third FDA warning letter for ImmunityBio's Anktiva, signaling a pattern of overstated claims, is …
プライベートクレジットの時代到来…残念ながら、それはこの時代
Private Credit Is Having Its Moment…Unfortunately It’s This One
The panel agrees that the private credit sector faces significant challenges, including high non-accruals, heavy PIK loan exposure, and liquidity …
トランプ氏のイラン発言で市場が乱高下
Markets Whiplashed by Trump’s Iran Rhetoric
The panel is divided on the sustainability of high oil prices, with some arguing that demand destruction and supply adaptations …
過去最多のアメリカ人がパーソナルローンを利用。その背景を探る。
More Americans than ever are turning to personal loans. Here's what's driving it.
The panel generally agrees that the increase in personal loan adoption signals a concerning shift in consumer borrowing behavior, with …
Stoke Therapeutics CMO、300%の上昇の中で株式を457,000ドルで売却
Stoke Therapeutics CMO Sells $457,000 in Stock Amid 300% Rally
The panel is divided on the interpretation of CMO Barry Ticho's 26% reduction in direct holdings in Stoke Therapeutics following …