AI株式インサイト：米国株式と金融ニュースのリアルタイム分析

JPMorgan shares fell over 4% after executive Marianne Lake projected $105B in 2026 expenses driven by growth volume, strategic investments, and inflation, even as the board declared a $1.50 quarterly dividend. Our analysis synthesizes market reaction, capital return details, and operating outlook from authoritative sources.

AI News Today (Dec 10, 2025): OpenAI responds to Google with the "Operator" agent beta, Apple leaks reveal the proprietary "Ajax" model for Siri, and Nvidia stock slides on rumors of Rubin GPU delays.

AI News Today (Dec 10, 2025): OpenAI’s Sam Altman teases a December 20 launch for Project Orion, Google patches critical security flaws in Antigravity, and Apple swaps ChatGPT for Gemini 3 in the new iOS 19.2 Beta.

Home Depot (NYSE: HD) faces a pivotal day as Investor Day updates, new AI tools for Pros, and post-earnings legal investigations shape sentiment. Here’s the key context, event-level impact, and the overall outlook.

Daily AI News Update: OpenAI kicks off its "12 Days of Shipping" with the full release of the o1 reasoning model featuring vision capabilities. Plus, Apple debuts Ferret-UI 2 for mobile agents, and Elon Musk teases xAI's Grok 3.

Confluent (CFLT) Skyrockets as IBM Strikes $11 Billion Acquisition Deal