2月23日のビジネス速報をお届けします。

▼ トピック

1. 中国テック株がAI恐怖相場に逆行、MiniMax・Zhipuが急騰

https://www.bloomberg.com/news/articles/2026-02-22/china-defies-global-ai-scare-trade-as-investors-chase-winners

2. ロールスロイス £15億（約20億ドル）自社株買い発表へ

https://www.bloomberg.com/news/articles/2026-02-22/rolls-royce-plans-a-1-5-billion-stock-buyback-sky-news-says

3. 中南米株式市場が1991年以来最強の年初スタート

https://www.bloomberg.com/news/articles/2026-02-22/global-cash-fuels-record-start-of-year-for-latin-america-stocks

4. インド、ワシントン貿易交渉を延期

https://www.cnbc.com/2026/02/22/trump-tariffs-india-trade-deal.html

5. ロビンフッド10億ドルプレIPOファンドを立ち上げ

https://finance.yahoo.com/news/robinhood-launches-1b-fund-retail-213041031.html

6. 米国債市場に売りシグナル、弱気転換の兆し

https://www.bloomberg.com/news/articles/2026-02-22/bond-market-momentum-shifts-bears-way-as-sell-signals-flash

7. ラガルドECB総裁、米関税による米EU貿易均衡崩壊に警告

https://www.bloomberg.com/news/articles/2026-02-22/lagarde-says-us-tariff-moves-risk-upsetting-equilibrium-with-eu

2月22日のビジネス速報をお届けします。

▼ トピック

1. トランプ関税15%引き上げ - 最高裁判決後の即座の対抗措置

https://www.cnbc.com/2026/02/21/trump-tariffs.html

2. Blue Owl プライベートクレジット危機

https://www.cnbc.com/2026/02/20/blue-owl-software-lending-private-credit-concerns.html

3. OpenAI 2030年売上2800億ドル予測

https://www.cnbc.com/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.html

4. Nvidia Q4決算プレビュー

https://www.tradingview.com/news/leverage_shares:d683fbc36094b:0-nvidia-q4-2026-earnings-preview/

5. バフェット最後の四半期 - 13四半期連続純売越

https://www.cnbc.com/2026/02/21/berkshire-was-a-net-seller-of-stocks-in-buffetts-final-quarter-as-ceo.html

6. ブラジル・インド レアアース協定

https://www.bloomberg.com/news/articles/2026-02-21/brazil-india-seal-rare-earth-deal-amid-global-supply-strains

7. ビットコイン67,000ドル アイデンティティ危機

https://www.bloomberg.com/news/articles/2026-02-21/bitcoin-s-1-trillion-identity-crisis-hits-from-every-direction

2月21日のビジネス速報をお届けします。

▼ トピック

1. 最高裁トランプ関税違憲判決

https://www.bloomberg.com/news/articles/2026-02-20/trump-s-global-tariffs-struck-down-by-us-supreme-court

2. 米GDP Q4急減速

https://www.cnbc.com/2026/02/20/pce-inflation-december-2025.html

3. Walmart Q4決算

https://www.cnbc.com/2026/02/19/walmart-wmt-q4-2026-earnings.html

4. Anthropic Claude Code Securityでサイバー株急落

https://www.bloomberg.com/news/articles/2026-02-20/cyber-stocks-slide-as-anthropic-unveils-claude-code-security

5. John Deere Q1好決算・農業サイクル底打ち

https://www.cnbc.com/2026/02/19/walmart-wmt-q4-2026-earnings.html

6. ConocoPhillips パーミアン資産売却検討

https://www.bloomberg.com/news/articles/2026-02-20/conocophillips-considers-selling-permian-assets-worth-2-billion

7. SEC AppLovin調査継続・テック規制強化

https://www.bloomberg.com/news/articles/2026-02-20/sec-says-probe-involving-applovin-is-still-active-and-ongoing

2月19日のビジネス速報をお届けします。

▼ トピック

1. FRB議事録 利上げシナリオ浮上

https://www.cnbc.com/2026/02/18/fed-minutes-january-2026.html

2. 原油4%急騰 イラン核交渉決裂懸念

https://www.cnbc.com/2026/02/18/oil-prices-today-iran-trump-nuclear-talks.html

3. eBay Depop買収 12億ドル Gen Z市場強化

https://www.cnbc.com/2026/02/18/ebay-buying-depop-etsy.html

4. Booking Holdings Q4好決算・25対1株式分割

https://www.bloomberg.com/news/articles/2026-02-18/booking-reports-better-than-expected-first-quarter-outlook

5. Figma AI成長で株価17%急騰

https://www.cnbc.com/2026/02/18/figma-fig-q4-earnings-report-2025.html

6. DoorDash Q4決算 Q1見通し弱い

https://www.bloomberg.com/news/articles/2026-02-18/doordash-gives-weak-profit-outlook-on-rising-costs-storm-impact

7. イリノイ州データセンター税優遇2年停止

https://www.bloomberg.com/news/articles/2026-02-18/pritzker-plans-to-halt-data-center-tax-perks-as-power-bills-soar

2月18日のビジネス速報をお届けします。

▼ トピック

1. バフェット Amazon株大幅売却・NYT新規投資

https://www.bloomberg.com/news/articles/2026-02-17/buffett-slashes-amazon-stake-makes-new-bet-on-new-york-times

2. Meta × Nvidia 数百万チップの大型契約

https://www.cnbc.com/2026/02/17/meta-nvidia-deal-ai-data-center-chips.html

3. アブダビMGX 1000億ドルAI投資

https://www.bloomberg.com/news/articles/2026-02-17/openai-anthropic-deals-power-abu-dhabi-s-100-billion-ai-bet

4. Amazon 9日連続下落から反転

https://www.cnbc.com/2026/02/17/amazon-stock-losing-streak.html

5. イラン ホルムズ海峡部分閉鎖・核交渉進展・原油下落

https://www.cnbc.com/2026/02/17/iran-us-strait-of-hormuz-oil-nuclear-talks-geneva.html

6. Palo Alto Networks 決算好調も利益見通し失望

https://www.bloomberg.com/news/articles/2026-02-17/palo-alto-networks-falls-after-disappointing-profit-forecast

7. WBD/Paramount/Netflix メディア再編

https://www.cnbc.com/2026/02/17/netflix-wbd-waiver-deal-talks-paramount-skydance.html

2月16日のビジネス速報をお届けします。

▼ トピック

1. AI株ドゥームループ拡大

https://www.bloomberg.com/news/articles/2026-02-15/a-stock-market-doom-loop-is-hitting-everything-that-touches-ai

2. 米1月雇用統計 予想上回る

https://www.cnbc.com/2026/02/11/jobs-report-january-2026-.html

3. トランプ政権 データセンターコスト問題

https://www.cnbc.com/2026/02/15/navarro-trump-data-centers-affordability.html

4. Paramount WBD 敵対的買収 再交渉検討

https://www.bloomberg.com/news/articles/2026-02-15/warner-bros-weighs-reopening-sale-negotiations-with-paramount

5. インドネシア市場混乱 プラボウォ大統領

https://www.bloomberg.com/news/articles/2026-02-15/indonesia-president-prabowo-fired-financial-regulators-after-stock-market-plunge

6. 中国テック規制 Alibaba等召喚

https://www.bloomberg.com/news/articles/2026-02-14/china-summons-alibaba-other-platforms-over-pricing-practice

7. インド半導体戦略 ISM 2.0

https://www.bloomberg.com/news/articles/2026-02-14/india-eyes-making-advanced-chips-to-expand-its-tech-industry

2月15日のビジネス速報をお届けします。

▼ トピック

1. ペンタゴン中国軍事企業リスト混乱

https://www.bloomberg.com/news/articles/2026-02-13/us-to-put-alibaba-on-list-for-aiding-china-s-military-reuters

2. AI投資バブル懸念でクレジットデリバティブ急増

https://www.bloomberg.com/news/articles/2026-02-14/ai-bubble-fears-are-creating-new-derivatives-credit-weekly

3. M&Aメガディール111%急増

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-12-the-great-rebound-us-m-and-a-market-ignites-as-megadeals-surge-111-in-ai-driven-supercycle

4. 最高裁関税判決2月20日に注目

https://www.bloomberg.com/news/articles/2026-02-13/supreme-court-schedules-opinions-on-feb-20-as-tariff-case-looms

5. 中国AI戦争激化・旧正月モデル大量投入

https://www.cnbc.com/2026/02/14/new-china-ai-models-alibaba-bytedance-seedance-kuaishou-kling.html

6. 来週の注目決算 Walmart・Deere

https://www.cnbc.com/2026/02/13/stock-market-next-week-outlook-for-feb-16-20-2026.html

7. Ray Dalio「資本戦争」警告

https://finance.yahoo.com/news/billionaire-ray-dalio-warns-wall-213500927.html

2月14日のビジネス速報をお届けします。

▼ トピック

1. 米CPI鈍化・FRB利下げ期待

https://www.cnbc.com/2026/02/13/cpi-inflation-report-january-2026.html

2. 金価格5,000ドル回復

https://www.bloomberg.com/news/articles/2026-02-12/gold-steadies-after-sharp-drop-sparked-by-wider-market-jitters

3. SpaceX デュアルクラスIPO検討

https://www.bloomberg.com/news/articles/2026-02-13/spacex-is-said-to-weigh-dual-class-shares-in-ipo-to-empower-musk

4. FTC Microsoft調査強化

https://www.bloomberg.com/news/articles/2026-02-13/ftc-ratchets-up-microsoft-probe-queries-rivals-on-cloud-ai

5. Nvidia株低迷

https://www.bloomberg.com/news/articles/2026-02-13/nvidia-shares-go-cold-even-as-big-tech-spending-on-ai-balloons

6. Coinbase急騰・仮想通貨底打ち観測

https://www.bloomberg.com/news/articles/2026-02-13/coinbase-shares-jump-as-dip-buyers-bet-on-crypto-market-bottom

7. Roku好決算

https://www.cnbc.com/2026/02/13/roku-stock-earnings-premium-subscriptions.html

2月13日のビジネス速報をお届けします。

▼ トピック

1. Anthropic 300億ドル資金調達

https://www.cnbc.com/2026/02/12/anthropic-closes-30-billion-funding-round-at-380-billion-valuation.html

2. Applied Materials Q1好決算

https://www.bloomberg.com/news/articles/2026-02-12/applied-materials-gives-rosy-forecast-as-ai-memory-boost-demand

3. Apple FTC調査・Siri遅延

https://www.cnbc.com/2026/02/12/apple-stock-worst-day-ftc-siri.html

4. Rivian Q4決算・R2発表間近

https://www.cnbc.com/2026/02/12/rivian-automotive-rivn-earnings-q4-2025.html

5. 米住宅販売急落

https://www.cnbc.com/2026/02/12/january-homes-sales.html

6. Pinterest決算失望 株価20%急落

https://www.cnbc.com/2026/02/12/pinterest-pins-q4-earnings-report-2025.html

7. Airbnb Q4好決算

https://www.cnbc.com/2026/02/12/q4-airbnb-abnb-earnings-2025.html

2月12日のビジネス速報をお届けします。

▼ トピック

1. AI恐怖が不動産サービスセクターに波及

https://www.bloomberg.com/news/articles/2026-02-11/real-estate-services-stocks-latest-domino-in-ai-scare-trade

2. Cisco Q2好決算 AI注文21億ドル

https://www.bloomberg.com/news/articles/2026-02-11/cisco-gives-strong-sales-forecast-in-latest-sign-of-ai-inroads

3. McDonald's Q4好決算 バリュー戦略奏功

https://www.cnbc.com/2026/02/11/mcdonalds-mcd-q4-2025-earnings.html

4. Shopify Q4売上31%増も株価13%急落

https://www.cnbc.com/2026/02/11/shopify-shop-earnings-q4-2025.html

5. 米関税収入300%超増加 最高裁判断待ち

https://www.cnbc.com/2026/02/11/tariff-revenue-soars-more-than-300percent-as-us-awaits-supreme-court-decision.html

6. ビル・アックマン Meta株20億ドル取得 「大幅割安」

https://www.cnbc.com/2026/02/11/bill-ackman-meta-valuation.html

7. Lyft Q4決算失望 通年営業損失

https://www.bloomberg.com/news/articles/2026-02-10/lyft-misses-on-profit-outlook-posts-surprise-operating-loss