Stocks correct, while capital quietly shifts from Bitcoin to gold.

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株の調整、その陰で資金はビットコインから金へ？

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As generative AI disrupts traditional search, the battlefield for attention shifts to the ears. This episode explores the intersection of Japan’s “AI shovel stocks” and the growing power of audio media.

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生成AIが検索を奪い、広告の主戦場は“耳”へ──AIスコップ株と音声メディアの交差点を読み解く。

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The Nikkei is in a holding pattern, with key theme stocks cooling off. Will tonight’s NVIDIA earnings mark a turning point?

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日経は踊り場、テーマ株に一服感。深夜のエヌビディア決算が転機となるか。

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The U.S. government acquires a stake in Intel — a sign that nationalization of tech giants may be beginning to support the

AI-driven society.At the same time, in Japan, stablecoin-related stocks and domestic demand plays are on the rise.

Social infrastructure is quietly being restructured to meet the demands of the AI era.

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インテル株を米政府が取得──AI社会を支えるテック企業の国営化が始まる。同時に、日本ではステーブルコイン銘柄と内需株が浮上。社会のインフラが、AI時代に向けて静かに再編されている。

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AI drives productivity and unemployment. Between them lies a structural shift: rising corporate taxes and the rise of new industries.

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AIが生む生産性と失業率。その間に広がる法人課税と新産業創出の構造転換。

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