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イスラエル総選挙の出口調査は反ネタニヤフ陣営52議席、与党陣営50議席で過半数61に届かず拮抗。結果次第でイラン攻撃再開と原油、AI株の行方が分かれます。
好決算でも時間外で売られたシーゲイトなどAI関連株、エヌビディアとAMDのメタ出資、ボーイングの10%下落、FOMCとマイクロソフト決算を控えた今日の予定など今朝の主要トピックを解説します
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