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

APITable is an Incredibly Simple and Powerful Work Management Tool, enabling everyone to effortlessly collaborate in organizing goals, projects, and data.

Circle Internet Group shares slid on lock-up and rate concerns even as Baird upgraded CRCL to Outperform. Here’s a data-driven breakdown of sentiment, drivers, and the near-term outlook.

Investor commentary over the last 24 hours spotlights Amazon’s AI-driven retail and AWS growth. We analyze sentiment, catalysts like Rufus, and longer-term valuation implications.

Nvidia denied a $1B Mexico data center as pre-earnings debate intensifies; SoftBank exits to fund AI bets while peer data show NVDA’s outsized growth and profitability.

Apple reportedly locked in over half of TSMC’s 2nm capacity while questions persist about Berkshire’s AAPL trimming. Shares closed near $269 on Monday as supply-chain signals firm.

On Nov 11, SoftBank sold 32.1M NVDA shares ($5.83B) to fund OpenAI, while Michael Burry accused hyperscalers of boosting AI earnings via depreciation. NVDA slipped ~2%.