好決算なのに株価が下がる理由

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

Google（グーグル）：年次開発者会議「Google I/O」において、「Gemini 3.5 Flash」やAIエージェントを発表し、検索エンジンの大幅な刷新（オーバーホール）を行ったことを明らかにしました。ターゲット（Target）：5四半期ぶりに既存店売上高がプラスに転じる圧倒的な好決算を発表し、通期の業績見通しを上方修正して再建を加速させています。カバ（Cava）：レストラン業界全体の減速に逆行し、既存店売上高で9.7%の成長を記録して業績見通しを引き上げました。ロウズ（Lowe's）：決算は市場予想を上回ったものの、厳しい住宅市場の影響で既存店売上高が振るわず、株価が下落しました。AnthropicとOpenAI：OpenAIの共同創設者であるAndrej Karpathy（アンドレイ・カルパシー）氏が、競合のAnthropicに参画したことが報じられています。

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好決算なのに株価が下がる理由

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This episode was published on May 20, 2026.

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Google（グーグル）：年次開発者会議「Google I/O」において、「Gemini 3.5...

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