EPISODE · Apr 2, 2026 · 5 MIN
OpenAIと沈むナイキの正体
from AI DeepDive with Jonathan · host Jonathan.M.K
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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OpenAIと沈むナイキの正体
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