株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
なぜウォール街はイントゥイット（INTU）に相反するシグナルを送るのか
Why Street Sends Mixed Signals on Intuit Inc. (INTU)
The panelists generally agree that Intuit's (INTU) 31% YTD decline and high forward multiple (45x) warrant caution, but there's no …
Applied Materials, Inc. (AMAT)のAIへの取り組みの背景
What’s Behind Applied Materials, Inc. (AMAT)’s AI Push
Applied Materials (AMAT) is well-positioned for AI-driven semiconductor capex, but faces significant risks including cyclicality, NAND weakness, and geopolitical exposure …
Oracle Corporation (ORCL) は「クリーンな」第3四半期を達成したと Mizuho は述べている
Oracle Corporation (ORCL) Delivered A “clean” Third Quarter, Says Mizuho
Oracle's Q3 results showed strong organic growth, but the $90B FY27 revenue target is debated due to high growth rates …
Salesforce, Inc. (CRM)のFY27戦略が示すもの
What Salesforce, Inc. (CRM)’s FY27 Strategy Signals
The panelists are cautious about Salesforce's FY27 outlook, with a consensus leaning bearish due to concerns about net retention rates, …
ServiceNow, Inc. (NOW)に対するCitizensの強気な見方
Why Citizens Remains Bullish On ServiceNow, Inc. (NOW)
The panelists have mixed views on ServiceNow's 'AI Control Tower' strategy and $260 price target, with concerns around valuation, margin …
NVIDIA Corporation (NVDA)はいかにしてコンピューティングの未来を形作っているか
How NVIDIA Corporation (NVDA) Is Shaping the Future of Computing
The panelists debate NVIDIA's valuation, with some bullish on its 'physical AI' pivot and high-margin verticalized compute, while others caution …
Microsoft Corporation (MSFT) は2026年に最高の収益成長を遂げるテクノロジー株か？
Is Microsoft Corporation (MSFT) The Tech Stock with Best Earnings Growth in 2026?
Microsoft's transition to AI-driven, consumption-based models holds significant growth potential, but rising capital intensity and supply constraints pose substantial risks …
74%の退職者は連邦準備制度がウォール街を助けていると言い、自分たちではない — 収入を最大化するために自分でコントロールできる4つの要因
74% of retirees say the Federal Reserve helps Wall Street, not them — 4 factors you can control to maximize your income
The panel agrees that retirees face real income challenges, but the survey's methodology and focus on Fed bias are contentious. …
米国の建設支出、1月は予想外の減少
US construction spending unexpectedly falls in January
The panel agrees that construction spending, particularly in the private sector, is weak and shows no signs of immediate recovery. …
AI株に興味があるなら買うべきテクノロジーETFと避けるべきETF 1選
1 Tech ETF to Load Up On and 1 to Avoid If You're Interested in AI Stocks
The panel agrees that VGT's semiconductor exposure and QQQM's diversification into non-AI sectors like Walmart pose significant risks, while both …
注目の月曜日オプション取引: RCL, JBL, COIN
Notable Monday Option Activity: RCL, JBL, COIN
The panel discusses heavy call volume in JBL and COIN, with Gemini and Grok interpreting it as institutional bullish bets …
月曜日の注目すべきオプション取引：GE、FICO、KHC
Noteworthy Monday Option Activity: GE, FICO, KHC
The panelists debate the significance of unusual options activity in FICO and KHC, with mixed views on the bullish or …