-- FactSetが調査したアナリストによると、アリスタ・ネットワークス(ANET)の平均投資判断は「買い」、平均目標株価は187.07ドルです。 (は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください:https://www..com/contact-us)
Price: $145.44, Change: $-24.78, Percent Change: -14.56%
-- FactSetが調査したアナリストによると、アリスタ・ネットワークス(ANET)の平均投資判断は「買い」、平均目標株価は187.07ドルです。 (は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください:https://www..com/contact-us)
Price: $145.44, Change: $-24.78, Percent Change: -14.56%
Michael D Keller, Vice President and Corporate Controller, on May 04, 2026, sold 4,554 shares in Nucor (NUE) for $1,028,566. Following the Form 4 filing with the SEC, Keller has control over a total of 16,834 common shares of the company, with 16,834 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/73309/000007330926000059/xslF345X05/form4.xmlPrice: $234.07, Change: $+2.00, Percent Change: +0.86%
Broad Market IndicatorsBroad-market exchange-traded fund IWM and IVV rose. Actively traded Invesco QQQ Trust (QQQ) gained 1.5%.US equity indexes rose after midday Wednesday on growing expectations of a US peace deal with Iran and stronger quarterly earnings in the technology sector.EnergyIShares US Energy ETF (IYE) fell 3.8% and the State Street Energy Select Sector SPDR (XLE) slumped 4%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) rose 1.6%; iShares US Technology ETF (IYW) climbed 2.2%, and iShares Expanded Tech Sector ETF (IGM) gained 1.4%.The State Street SPDR S&P Semiconductor (XSD) gained 1.3%, and iShares Semiconductor (SOXX) gained 3.2%.FinancialThe State Street Financial Select Sector SPDR (XLF) rose 0.4%. Direxion Daily Financial Bull 3X Shares (FAS) climbed 1.4%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), declined 1.5%.CommoditiesCrude oil tumbled 6.2%, and the United States Oil Fund (USO) shed 6.9%. Natural gas fell 2.1%, and the United States Natural Gas Fund (UNG) dropped 1.5%.Gold on Comex and the State Street SPDR Gold Shares (GLD) each rose 2.8%. Silver jumped 5.6%, and iShares Silver Trust (SLV) gained 5.3%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) eased 0.3%. The Vanguard Consumer Staples ETF (VDC) shed 0.5%, and iShares Dow Jones US Consumer Goods (IYK) declined 0.3%.The State Street Consumer Discretionary Select Sector SPDR (XLY) gained 1.4%. VanEck Retail ETF (RTH) eased 0.4%, and the State Street SPDR S&P Retail (XRT) rose 0.7%.Health CareThe State Street Health Care Select Sector SPDR (XLV) fell 0.2%, iShares US Healthcare (IYH) gained 0.1%, and Vanguard Health Care ETF (VHT) was little changed. IShares Biotechnology ETF (IBB) gained 1.6%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) added 2.1%. Vanguard Industrials Index Fund (VIS) and iShares US Industrials (IYJ) also rose.CryptocurrencyIn midday activity, bitcoin (BTC-USD) rose 0.1%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) fell fractionally, ProShares Ether ETF (EETH) dipped 0.5%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was 0.4% lower.
Oil prices extended retreat as expectations of a US-Iran agreement to end the Middle East conflict gathered pace, Rystad Energy strategists said in a note on Wednesday, adding that any recovery in physical supply would lag behind moves in futures markets.Rystad analysts said reports of a potential deal have gained credibility, with Pakistan's foreign ministry saying it expects a resolution "very soon," while the US anticipates a response from Iran within 48 hours."A deal announcement would move futures further immediately, in fact even the potential of a deal is already triggering a decline in oil prices. However, the physical market does not run on political timelines," said Paola Rodriguez-Masiu, Rystad's chief oil analyst.Rodriguez-Masiu said that even under an optimistic scenario of a 30-day phased reopening of the Strait of Hormuz, volume recovery would not occur until June at the earliest.On the shipping front, Rystad projected a structural delay of six to eight weeks between improved access conditions and normalized flows, citing the time needed for shipping insurers to reprice risk, vessel operators to verify safe passage, and for commercial confidence to return."Transit insurance markets need to reprice, vessel operators need verified and sustained access, and commercial confidence cannot be rebuilt overnight," the analyst said.The framework under discussion includes a moratorium on Iran's nuclear enrichment, partial sanctions relief and a 30-day negotiating window, alongside a gradual reopening of Hormuz over the same period.Rystad said the arrangement was "a structured pause" rather than a full resolution, warning that this distinction is critical for physical oil markets.The consultancy expects flows to recover to about 80-90% of pre-disruption levels only by July, with downstream processing arrivals trailing into late summer.Rystad analysts also pointed to several factors that distinguish the current situation from previous failed diplomatic efforts.Meanwhile, China has taken a more active stance, with Foreign Minister Wang Yi calling for a comprehensive ceasefire and the swift reopening of Hormuz, while hosting Iran's top diplomat in Beijing.Rystad said China's influence over Iranian oil revenues gives it leverage that the US lacks.Simultaneously, President Trump has paused efforts to escort commercial vessels via the Strait, a move that Rystad analysts said creates space for negotiations.However, Iran's Islamic Revolutionary Guard Corps has remained silent on the proposal, a departure from past episodes in which it responded to US initiatives. Rystad said the lack of comment could signal that the proposal is being considered seriously at senior levels in Iran.