【2/18】Meta-Nvidia数兆円契約 AI半導体の勢力図が激変

MetaとNvidiaが数百億ドル規模の大型パートナーシップを発表。GPU数百万個とCPU大規模展開でAMD株下落。Danaherが医療機器Masimoを99億ドルで買収、WBD争奪戦も新展開。金・銀急落や食品大手の業績下方修正など米国市場の最新動向を解説します。-----【追加レポートはこちら！】聞く経済ニュース活字版https://note.com/kiku_keizai-----・Meta-Nvidia数兆円規模の戦略提携でAI半導体市場の勢力図が塗り替わる・Danaherがパルスオキシメーター大手Masimoを99億ドルで買収合意・Warner Bros. Discovery争奪戦が新局面へ NetflixがParamountとの交渉を容認・金が4,911ドルへ急落 1月末クラッシュからの回復途上で再び売り圧力・Elliott Investmentがノルウェージャン・クルーズに10%超取得でアクティビスト参戦・General Millsが通期見通し大幅下方修正 GLP-1薬の影響が食品業界を直撃・本日のFOMC議事録公表と今週のWalmart・Nvidia決算に注目-----・CNBC https://www.cnbc.com/2026/02/17/meta-nvidia-deal-ai-data-center-chips.html・Bloomberg https://www.bloomberg.com/news/articles/2026-02-17/meta-deepens-nvidia-ties-with-pact-to-use-millions-of-chips・Bloomberg https://www.bloomberg.com/news/articles/2026-02-17/danaher-agrees-to-buy-medical-tech-firm-masimo-for-9-9-billion・CNBC https://www.cnbc.com/2026/02/17/netflix-wbd-waiver-deal-talks-paramount-skydance.html・Finance Magnates https://www.financemagnates.com/trending/why-gold-is-falling-with-silver-and-why-anz-forecasts-58k-price/・CNBC https://www.cnbc.com/2026/02/17/elliott-builds-10percent-stake-in-norwegian-cruise-pushes-for-board-change.html・US News https://money.usnews.com/investing/news/articles/2026-02-17/general-mills-cuts-annual-sales-and-profit-forecast・Yahoo Finance https://finance.yahoo.com/news/nvidia-and-meta-expand-gpu-team-up-with-millions-of-additional-ai-chips-211544907.html・Fox Business https://www.foxbusiness.com/lifestyle/cheerios-maker-says-cost-living-housing-expenses-changing-way-consumers-spend-----#聞く経済ニュース #Nvidia #Meta #AI半導体 #米国株-----