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暗号資産・株式・AI の重要な概念と最新の話題をわかりやすく解説
ラウンジ›インサイト
暗号資産・株式・AI の重要な概念と最新の話題をわかりやすく解説

The Micron Taiwan union strike made headlines in October 2026. Here is what actually happened, why Taiwan matters for Micron's DRAM and HBM output, and which signals matter for memory chip stocks.

SCHD concentrates about 100 high-quality, higher-yielding stocks; DGRO spreads across 391 companies with five-plus years of dividend increases. Here is how their holdings, yield, dividend growth and returns compare using October 2026 fund data.

Two-thirds of Americans now oppose building new data centers. Here is what the ABC News/Washington Post/Ipsos poll actually measured, how local opposition turns into delays, and what investors in AI infrastructure stocks can check.

APR Corp, the company behind Medicube and the AGE-R beauty device line, earns more than 80% of its revenue abroad. Here is what drove its Korean-listed shares in 2026 and which earnings metrics matter most, as of October 2026.

A practical guide to Singapore dividend stocks as of October 2026: bank stocks versus S-REITs, Singapore tax rules for individuals and foreign investors, MAS leverage limits and a step-by-step checklist.

CoreWeave builds GPU data centers and rents the compute to AI labs and enterprises under multi-year contracts. Using its Q2 2026 results and 10-Q, we break down the backlog, customer concentration, debt load and the metrics to watch.

Braze runs real-time, cross-channel messaging for consumer brands. Since Salesforce agreed to buy it in October 2026, the stock trades on deal terms more than on quarterly SaaS metrics. Here is how to read both.

A quiet market is not a crash forecast, but it can mean risk is being priced cheaply. Using FRED and Cboe data from 2026, this guide checks the viral 87-day figure, converts the VIX into an expected move, and lists what to review in your own portfolio.

A report that OpenAI's annualized revenue was about $50 billion rather than roughly $70 billion knocked AI chip and cloud stocks on October 8, 2026. Here is how one private company's number travels through the AI supply chain.