【2/12】AI恐怖が不動産サービスセクターに波及・Cisco Q2好決算 AI注文21億ドル episode artwork

EPISODE · Feb 11, 2026 · 5 MIN

【2/12】AI恐怖が不動産サービスセクターに波及・Cisco Q2好決算 AI注文21億ドル

from ビジネスニュース速報

2月12日のビジネス速報をお届けします。 ▼ トピック 1. AI恐怖が不動産サービスセクターに波及 https://www.bloomberg.com/news/articles/2026-02-11/real-estate-services-stocks-latest-domino-in-ai-scare-trade 2. Cisco Q2好決算 AI注文21億ドル https://www.bloomberg.com/news/articles/2026-02-11/cisco-gives-strong-sales-forecast-in-latest-sign-of-ai-inroads 3. McDonald's Q4好決算 バリュー戦略奏功 https://www.cnbc.com/2026/02/11/mcdonalds-mcd-q4-2025-earnings.html 4. Shopify Q4売上31%増も株価13%急落 https://www.cnbc.com/2026/02/11/shopify-shop-earnings-q4-2025.html 5. 米関税収入300%超増加 最高裁判断待ち https://www.cnbc.com/2026/02/11/tariff-revenue-soars-more-than-300percent-as-us-awaits-supreme-court-decision.html 6. ビル・アックマン Meta株20億ドル取得 「大幅割安」 https://www.cnbc.com/2026/02/11/bill-ackman-meta-valuation.html 7. Lyft Q4決算失望 通年営業損失 https://www.bloomberg.com/news/articles/2026-02-10/lyft-misses-on-profit-outlook-posts-surprise-operating-loss

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