【10/31】ナスダック月間5%下落 AI評価軸の変化

<p>ナスダックは10月に約5.2%下落し2025年3月以来の大きな月間下げ。アルファベット12.6%安、インテル28.58%安が月末に続きました。</p><p><br /></p><p>AI投資とフリーキャッシュフローの関係、検索の伸びの鈍化やパソコン不振、利上げ観測を読み解き、日本の半導体株やソフトバンクグループへの波及と今後の展開を考えます。</p><p><br /></p><p>公式noteで詳細テキストレポート公開中！</p><p>https://note.com/kiku_keizai</p><p>-----</p><p><br /></p><p>・ナスダック10月に約5.2%下落 ダウは1.5%上昇</p><p>・アルファベット上場来最大の下落 検索の伸び鈍化</p><p>・メタ、アマゾンの設備投資とフリーキャッシュフロー赤字</p><p>・インテル28.58%安 パソコン不振とメモリ値上がり</p><p>・米利上げ観測と原油高、バイナンス63億ドル流出</p><p>・日経平均10月3463円安 東京エレクトロンとソフトバンクG</p><p>・AI収益化の確認か投資採算への疑問か 2つの展開</p><p><br /></p><p>-----</p><p>一次情報ソース</p><p>・Yahoo Finance https://finance.yahoo.com/markets/live/stock-market-today-friday-october-30-dow-sp-500-nasdaq-amazon-intel-ai-sell-off-191429143.html</p><p>・KESQ https://kesq.com/money/cnn-business-consumer/2026/10/30/nasdaq-suffers-worst-month-in-over-a-year-as-ai-nerves-roil-markets/</p><p>・MarketScreener https://www.marketscreener.com/news/nasdaq-composite-marks-worst-month-since-march-2025-as-ai-spending-fears-rise-ce785fdbd08cf726</p><p>・Yahoo Finance https://finance.yahoo.com/markets/stocks/articles/soxx-heads-7th-straight-losing-174325012.html</p><p>・Trade The Pool https://tradethepool.com/pre-market-prep/meta-stock-price-after-q3-earnings-record/</p><p>・StockTitan https://www.stocktitan.net/articles/alphabet-q3-2026-earnings-google-cloud-doubles-search-slows</p><p>・Fortune https://fortune.com/2026/10/29/alphabet-worst-day-google-search-valuation-energy-sector-bofa/</p><p>・Tech Insider https://tech-insider.org/microsoft-azure-48-percent-33-2b-cash-flow-ai-spending-fears-2026/</p><p>・Heygotrade https://www.heygotrade.com/en/news/microsoft-msft-stock-news-october-30-2026/</p><p>・TechCrunch https://techcrunch.com/2026/10/29/aws-will-be-a-1t-business-jassy-says-but-first-it-will-spend-big/</p><p>・StockTitan https://www.stocktitan.net/articles/stock-market-today-live-october-30-2026</p><p>・The Wall Street Republic https://thewallstreetrepublic.substack.com/p/intel-falls-2858-the-nasdaq-100-enters</p><p>・Yahoo Finance https://finance.yahoo.com/markets/stocks/articles/why-apple-10-drop-fails-203810284.html</p><p>・TheStreet https://www.thestreet.com/stock-market-today/stock-market-today-dow-jones-sp-500-nasdaq-updates-oct-30-2026</p><p>・Investing.com https://www.investing.com/news/economic-indicators/fed-needs-at-least-two-more-rate-hikes-logan-says-4988462</p><p>・Financial News https://en.fnnews.com/news/202610310413503932</p><p>・Help Net Security https://www.helpnetsecurity.com/2026/10/30/binance-crypto-hack/</