6-23
米国、イラン産原油の販売を8月まで認可 60日間の一般ライセンス発行
米国は2026年6月22日、スイスでの「生産的な協議」を受け、イラン産原油の販売を8月まで認可した。スコット・ベセント財務長官によると、財務省はイラン産原油の生産・引き渡し・販売を認める60日間の一時的な一般ライセンスを発行した。認可は更新されない限り8月21日に失効する。
ETH-0.64%
BTC-0.98%
SOL+1.58%
USDC-0.02%
XRP-0.24%
RAVE-12.85%
TRX-0.03%
HYPE-5.19%ETH-0.64%BTC-0.98%SOL+1.58%USDC-0.02%XRP-0.24%RAVE-12.85%TRX-0.03%HYPE-5.19%ETH-0.64%BTC-0.98%SOL+1.58%USDC-0.02%XRP-0.24%RAVE-12.85%TRX-0.03%HYPE-5.19%ETH-0.64%BTC-0.98%SOL+1.58%USDC-0.02%XRP-0.24%RAVE-12.85%TRX-0.03%HYPE-5.19%
6-21
イラン、イスラエルの停戦違反を理由にホルムズ海峡を航行停止と表明
イランは、イスラエルがレバノンを攻撃して停戦に違反したとして、ホルムズ海峡を船舶の通航に対して閉鎖したと発表した。今回の措置により、恒久的な紛争終結を目指す協議に不透明感が広がっている。船舶交通への即時の影響は不明だが、最近の停戦前から同海峡では毎日数百万バレルの原油が密かに通過していた。
6-18
サウジPIFなど、EAの$55 billion買収でEU競争当局に承認申請
サウジアラビアの政府系ファンド、Public Investment Fund（PIF）と投資家グループが、Electronic Arts（EA）を$55 billionで買収する計画についてEUの反トラスト承認を申請した。EU競争当局にあたる欧州委員会は判断期限をJuly 22に設定した。欧州委員会は是正措置の有無を問わず承認するか、深刻な懸念がある場合は本格調査に移行できる。
6-14
Anthropic Cuts Off Access to Fable 5 and Mythos 5 for Foreign Nationals
Anthropic said it has shut off customer access to its Fable 5 and Mythos 5 models to comply with a U.S. export-control directive. The company said the order, received at 5:21 pm Friday, bars access by any foreign national worldwide and led it to disable the models for all customers, including those in the U.S. Anthropic said its other models will remain available.
6-10
U.S. Trade Deficit Edges Down in April to $55.9B as Oil Exports Jump
The U.S. trade deficit narrowed slightly in April, ending the month at $55.9 billion as exports rose faster than imports. Exports increased 2.6% to $327.1 billion, helped by a $6.4 billion rise in crude oil exports alongside gains in fuel oil and other petroleum products. The Commerce Department release also showed higher overseas sales of computers and civilian aircraft, while import growth was led by semiconductors and telecom equipment.
5-30
BlackRock cuts equity overweight to 1% in $220B models as US stocks hit highs
BlackRock reduced its equity overweight in its $220 billion model-portfolio business, lowering the tilt from 3% to 1% on May 29, 2026 as US equities set record highs after a strong earnings season. The change coincided with large ETF reallocations, including more than $12 billion into iShares Core S&P 500 ETF (IVV) and about $10 billion leaving several factor and thematic funds. The firm also shifted away from longer-dated US debt toward global fixed income and liquid alternatives while reassessing traditional hedges.
5-27
Nokia's Shares Jump Over 152% in 2026 as Investors Reprice Its AI Network Role
Nokia's stock has risen more than 152% so far in 2026, lifting it to the highest level since 2008 and making it the fourth-best performer in the Stoxx Europe 600. The surge is tied to demand for its optical equipment in data centers, even as AI and cloud exposure represented 8% of group sales in Q1. The rally has also pushed its 12-month forward P/E to about 36 times, up from roughly 17 times at the start of the year.
5-23
IBM shares jump over 14% after $2B US quantum CHIPS program details
IBM shares rose more than 14% since Thursday after the US Commerce Department outlined a $2 billion CHIPS and Science Act push to back US quantum computing manufacturers. The rally added about $26 billion to IBM’s market value, taking it to $237.8 billion, while the stock gained a further 2% on Friday. Under the plan, IBM is set to receive a $1 billion federal grant that it will match with $1 billion of its own capital to build a quantum chip foundry in Albany, New York.
5-11
Alphabet briefly overtakes Nvidia in market cap as shares rise 160% in a year
On May 10, 2026, Alphabet briefly edged past Nvidia in market value during after-hours trading this week as its stock gained about 160% over the past 12 months. Alphabet ended the week at a $4.8 trillion market cap versus Nvidia's $5.2 trillion, after flipping positions following a Tuesday report tied to Google Cloud demand.
