EPISODE · Apr 16, 2026 · 4 MIN
期待値が暴走するAI市場の冷徹な力学
from AI DeepDive with Jonathan · host Jonathan.M.K
大手銀行のトレーダー：市場のボラティリティ（変動性）を活かして利益を上げています。メタ（Meta）：ブロードコム（Broadcom）とのAIチップに関する提携を拡大しました。スナップ（Snap）：AIの活用によって従業員の16%を削減すると発表し、株価が急上昇しました。ASML：好決算を発表したにもかかわらず、株価が下落しました。ケビン・ウォルシュ（Kevin Warsh）氏：史上最も裕福なFRB（連邦準備制度理事会）議長に就任する見通しであることが報じられています。
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期待値が暴走するAI市場の冷徹な力学
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