株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
ジム・クレイマー氏、月曜日の市場ラリーは一時的なものになる可能性を示唆
Jim Cramer says Monday’s market rally may be short-lived
The panel is divided on the nature of Monday's rally, with some seeing it as a 'fear rally' driven by …
アポロ、150億ドルのプライベートクレジットファンドからの投資家への引き出し要求の45％のみを承認
Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund
Apollo's 5% redemption cap enforcement, despite high redemption requests and NAV decline, signals potential liquidity stress and underlying portfolio issues, …
株式市場 本日、3月23日：燃料懸念の緩和でアメリカン航空グループが上昇
Stock Market Today, March 23: American Airlines Group Rallies on Easing Fuel Concerns
The panel consensus is that AAL's recent rally is a sentiment-driven, short-term relief trade, not a fundamental improvement. Structural headwinds, …
UPSの配車台数削減は裏目に出るか？
Will UPS' Move to Reduce Amazon Deliveries Backfire?
UPS's strategic pivot to shed low-margin Amazon volumes and redeploy capacity to higher-margin segments faces significant risks, including e-commerce deceleration, …
FOMCは据え置き、しかしこの3つの決算発表が真実を語る
The FOMC Held Steady, but These 3 Earnings Reports Tell the Real Story
The panel consensus is bearish on the earnings of MU, DLocal, and Alibaba, citing cyclical risks, lack of specific earnings …
なぜシエナ株は月曜日に市場を席巻したのか
Why Ciena Stock Rocked the Market on Monday
Panelists debate Ciena's (CIEN) valuation and growth prospects, with concerns around hyperscaler capex normalization, inventory overhang, and disaggregation risks, while …
トヨタ、拡大計画の一環として米国の2工場に投資へ
Toyota To Invest In Two U.S. Plants As Part Of Expansion Plan
Toyota's $1B immediate investment and $10B five-year commitment signals a defensive move to mitigate tariff exposure, but the actual impact …
今日の株式市場、3月23日：イランの緊張緩和の兆候で株価上昇
Stock Market Today, March 23: Stocks Rally on Iran De-escalation Signals
The panel generally agrees that today's rally is a relief-driven reaction to geopolitical signals and a drop in oil prices, …
ベライゾン・コミュニケーションズ株は2026年に急騰。それでもさらに上昇する可能性がある理由
Verizon Communications Stock Is Soaring in 2026. Here's Why It Can Still Go Higher
The panel generally agrees that Verizon's 24% YTD rally is overvalued given its modest fundamentals and structural headwinds in the …
今日の株式市場、3月23日：AIチップ生産用半導体工場の建設合弁事業計画でテスラが上昇
Stock Market Today, March 23: Tesla Rises on Joint Venture Plans to Build a Semiconductor Plant for AI Chip Production
The panel is largely bearish on Tesla's Terafab semiconductor plans, citing massive capital expenditure requirements, unproven execution, and the risk …
株式市場、本日（3月23日）：ペンタゴンがMavenプログラムを正式採用したことでPalantirが上昇
Stock Market Today, March 23: Palantir Rises After the Pentagon Designates Maven Program of Record
The panel generally agrees that Palantir's 'program of record' designation for Maven is a significant milestone, offering multi-year budget commitment …
イーロン・マスク氏、テラファブ・チップ工場プロジェクトをオースティンで発表
Elon Musk Unveils Terafab Chip Plant Project In Austin
Panelists expressed mixed views on Tesla's Terafab project, with concerns about execution risk, geopolitical issues, and potential retaliation from TSMC, …