GAFAM5社の2026年4～6月期の最新決算が出そろった。5社はいずれも前年同期比で2桁増収となったが、決算発表後の株価反応は明暗が分かれた。マイクロソフトとアマゾンが買われる一方、アルファベット、メタ、アップルは下落した。市場が重視したのは売上高の伸びではなく、AI投資を利益やキャッシュフローへ変える力だった。AWS、Azure、Google Cloudの成長、メタの投資負担、アップルが好決算でも売られた理由を比較し、5社のAI投資回収力を検証する。
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