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![[Nasdaq Story] Palantir (PLTR) Expands Government Contracts and 'K-Palantir' Initiative: US Army NGC2 Partnership and AI Monopoly Moat in Global Defense and Security](https://daily-stock.kr/stdaily/uploads/202606/gen_6a406486813ae8.15114587.png)
[Nasdaq Story] Palantir (PLTR) Expands Government Contracts and 'K-Palantir' Initiative: US Army NGC2 Partnership and AI Monopoly Moat in Global Defense and Security
Daily Stock analyzes Palantir's (PLTR) latest government contracts and market trends as it attracts attention with its unique national security and corporate AI solutions amid global macroeconomic instability.
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![[Nasdaq Story] Broadcom (AVGO) - OpenAI Reveal 'Jalapeño' and Collaborate with Alphabet (GOOGL) TPU: The Golden Age of Proprietary AI ASICs and Valuation Analysis](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3f138fc8cb89.13142528.png)
[Nasdaq Story] Broadcom (AVGO) - OpenAI Reveal 'Jalapeño' and Collaborate with Alphabet (GOOGL) TPU: The Golden Age of Proprietary AI ASICs and Valuation Analysis
As the intelligence era begins in earnest, big tech companies' battle for semiconductor independence is crossing a critical threshold.
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![[Nasdaq Story] QQQ's $5.9 Billion Inflow and Outperformance Over Bitcoin: Large Shift in Supply & Demand Driven by AI Infrastructure Diversification and the Debut of QNDX](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3dc1796106a7.36300708.png)
[Nasdaq Story] QQQ's $5.9 Billion Inflow and Outperformance Over Bitcoin: Large Shift in Supply & Demand Driven by AI Infrastructure Diversification and the Debut of QNDX
Daily Stock delivers global financial trends with precise data. In May 2026, Invesco QQQ saw $5.92 billion in net inflows, outperforming Bitcoin. This comes as Nasdaq-100 rebalancing and the new QNDX ETF reshape the supply-demand structure.
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![[Nasdaq Story] The SOX Semiconductor Index's Lone Run and the Warning of 'Black Tuesday': Dissecting Nasdaq's Decoupling Amid Kevin Warsh's Hawkish Freeze](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3c6fd93226f7.05852942.png)
[Nasdaq Story] The SOX Semiconductor Index's Lone Run and the Warning of 'Black Tuesday': Dissecting Nasdaq's Decoupling Amid Kevin Warsh's Hawkish Freeze
The Nasdaq's decoupling rally, driven by the SOX semiconductor index despite prolonged high-interest rates, faced a reality check. On June 23, 2026, 'Black Tuesday' triggered a 7.8% drop in the SOX index amid AI overvaluation fears.
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Why Micron (MU) Plunged 13% Ahead of Earnings and the Conditions for a Stock Rebound
Micron Technology (MU) plunged 13.18% to $1,051.77 ahead of its Q3 FY26 earnings. The drop was triggered by regulatory warnings in Korea and SK Hynix HBM4 concerns, but Wall Street maintains record-high expectations.
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![[Nasdaq Story] Nasdaq Enters 'Fear' (34.7) and May PCE Warning: Multiples Defense Line Analysis Amid Core PCE Stuck at 3.3%](https://daily-stock.kr/stdaily/uploads/202606/gen_6a39cd238e4260.39400748.png)
[Nasdaq Story] Nasdaq Enters 'Fear' (34.7) and May PCE Warning: Multiples Defense Line Analysis Amid Core PCE Stuck at 3.3%
As volatility rises ahead of key U.S. economic data, Daily Stock provides an in-depth analysis of the tight correlation between the Personal Consumption Expenditures (PCE) price index and Nasdaq multiples.