OpenAIと沈むナイキの正体 - AI DeepDive with Jonathan

What this episode covers

ナイキ（Nike）：業績の立て直し（ターンアラウンド）に予想以上の時間がかかると警告したことを受け、株価が下落しました。OpenAI：1,220億ドルの資金調達ラウンドを完了し、企業評価額が8,520億ドルに達しました。エヌシーノ（nCino）：好決算の発表と業績見通しの引き上げに加え、AIツールの好調な勢いを示したことで、株価が急上昇しました。RH（旧レストレーション・ハードウェア）：関税の影響や需要の低迷、悲観的な業績見通しがこの高級家具メーカーを直撃し、株価が急落しました。Public（投資アプリ）：投資家がアプリ内で自身の取引戦略の一部を自動化できる「AIエージェント機能」をローンチしました。

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Frequently Asked Questions

How long is this episode of AI DeepDive with Jonathan?

This episode is 5 minutes long.

When was this AI DeepDive with Jonathan episode published?

This episode was published on April 2, 2026.

What is this episode about?

ナイキ（Nike）：業績の立て直し（ターンアラウンド）に予想以上の時間がかかると警告したことを受け、株価が下落しました。OpenAI：1,220億ドルの資金調達ラウンドを完了し、企業評価額が8,520億ドルに達しました。エヌシーノ（nCino）：好決算の発表と業績見通しの引き上げに加え、AIツールの好調な勢いを示したことで、株価が急上昇しました。RH（旧レストレーション・ハードウェア）：関税の影響や需要の低迷、悲観的な業績見通しがこの高級家具メーカーを直撃し、株価が急落しました。Public（投...

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