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

SoFi Technologies (NASDAQ: SOFI) snapped its blistering year-to-date rally early Friday, with shares tumbling approximately 7% in pre-market trading. The catalyst was a surprise announcement of a $1.5 billion underwritten public offering of common stock, priced at $27.50 per share—a steep discount to Thursday’s closing price of $29.60.

AI News Today (Dec 5, 2025): OpenAI Day 1 delivers the full "o1" model with vision capabilities, Apple reveals Ferret-UI 2 for mobile agents, and Grok 3 rumors heat up.

In the last 24 hours, Meta recruited Apple’s longtime design lead Alan Dye to spearhead AI-first consumer devices, saw Prudential increase its stake, and was reported to be testing Alphabet TPUs over Nvidia GPUs in select data centers—signaling strategic momentum across product, capital flows, and infrastructure.

AI News Today (Dec 4, 2025): OpenAI announces a "12 Days" release event to counter Google, Meta debuts the AudioBox 2 voice model, and NVIDIA crosses the $4 Trillion mark.

In-depth analysis of Salesforce's (CRM) Q3 FY26 earnings. Explore the EPS beat, raised FY26 guidance, strong AI product traction with Agentforce, and Wall Street's reaction, including an Oppenheimer price target trim and partner ecosystem concerns.

CrowdStrike topped Q3 estimates with $0.96 EPS on $1.23B revenue, but late trading was subdued as analysts balanced best-in-class execution with a full valuation. Sector demand remains robust, and Morningstar’s fair value move to $410 underscores fundamentals. Here’s the full event-by-event analysis and the day’s aggregate sentiment.