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![[S&P Story] The Lonely Leader in a $720 Billion Capex War: Microsoft's (MSFT) 21x P/E Reflects the Cold Reality and Warm Passion of the AI Capex Cycle](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3f210257c1b4.72552454.png)
[S&P Story] The Lonely Leader in a $720 Billion Capex War: Microsoft's (MSFT) 21x P/E Reflects the Cold Reality and Warm Passion of the AI Capex Cycle
Microsoft's valuation reaches a 3 year low of ~21x Forward P/E amid high capital expenditures. While AI run rate hit $37B and Azure grew 40%, heavy Ca...
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![[S&P Story] The Paradox of a Strong Economy and the Warning of 3.0% GDPNow: S&P 500 and Rate Hike Scenario Analysis](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3c7deed17796.88276084.png)
[S&P Story] The Paradox of a Strong Economy and the Warning of 3.0% GDPNow: S&P 500 and Rate Hike Scenario Analysis
We delve into the Atlanta Fed's 'GDPNow' estimate, a real time compass for the US economy, and the subsequent S&P 500 market reaction, focusing on the...
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![[S&P Insights] Behind the Commodity Index 35% Surge Warning and 49-Month High PMI: S&P 500 Materials Sector (XLB) Check on Chemical and Fertilizer-Led Divergence](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3b2d48c3cc23.51858446.png)
[S&P Insights] Behind the Commodity Index 35% Surge Warning and 49-Month High PMI: S&P 500 Materials Sector (XLB) Check on Chemical and Fertilizer-Led Divergence
S&P Global forecasts a 35% surge in the Commodity Price Index MPI by Q3 2026 due to geopolitics. While US manufacturing PMI hit a 49 month high, XLB s...
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![[S&P Story] Abolition of Forward Guidance and the 3.4% Core PCE Crossroads: Kevin Warsh's Monetary Policy Reset and S&P 500 Value Stock Re-evaluation](https://daily-stock.kr/stdaily/uploads/202606/gen_6a39e4a7bf0264.37571927.png)
[S&P Story] Abolition of Forward Guidance and the 3.4% Core PCE Crossroads: Kevin Warsh's Monetary Policy Reset and S&P 500 Value Stock Re-evaluation
With the new Fed chair reshaping monetary policy, market attention is on the upcoming May PCE deflator. An expected 3.4% Core PCE may limit rate cut h...
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![[S&P Insights] Crossroads of Prolonged High Interest Rates and AI Power Demand: Examining S&P 500 Utilities' 3.13% Dividend Yield and Sector Rotation](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3889fd7bb270.14742635.png)
[S&P Insights] Crossroads of Prolonged High Interest Rates and AI Power Demand: Examining S&P 500 Utilities' 3.13% Dividend Yield and Sector Rotation
As of June 22, 2026, Daily Stock explores the dividend yield attractiveness and valuation shifts of the S&P 500 Utilities sector, a classic defensive ...
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![[S&P Story] Historic AI Craze and a Three-Quarter Surge in 'Inflation' Alarms: The Contrast Between S&P 500's Solid Q2 Guidance and the Fear & Greed Index at 37.3](https://daily-stock.kr/stdaily/uploads/202606/gen_6a373805b38f28.50741576.png)
[S&P Story] Historic AI Craze and a Three-Quarter Surge in 'Inflation' Alarms: The Contrast Between S&P 500's Solid Q2 Guidance and the Fear & Greed Index at 37.3
While the US stock market shows robust corporate earnings strength, subtle shifts in the macro environment are weighing on investor sentiment. Key hig...