AIと投資を揺るがす脱短期の地殻変動

from AI DeepDive with Jonathan · host Jonathan.M.K

エヌビディア（Nvidia）：新型チップを発表し、ウーバー（Uber）との提携を拡大しました。OpenAI：「サイドプロジェクト」を縮小しています。デルタ航空（Delta）：旺盛な旅行需要を受けて株価が急上昇しました。イーライリリー（Eli Lilly）：減量薬市場に対するアナリストの投資判断引き下げ（格下げ）を受け、株価が下落しました。米国証券取引委員会（SEC）：四半期ごとの業績報告の廃止を検討しています。

Episode metadata supplied by the publisher feed · Published Mar 18, 2026

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AIと投資を揺るがす脱短期の地殻変動

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