나스닥 이야기
Quickly browse recent reports in the selected category.
-
![[Nasdaq Story] U.S.-Iran Ceasefire Talks at Risk of Collapse, Oil Prices Rebound: The Pressure of US10Y at 4.45% and the Formula to Protect Tech Multiples](https://daily-stock.kr/stdaily/uploads/202606/gen_6a387b76666e58.83693532.png)
[Nasdaq Story] U.S.-Iran Ceasefire Talks at Risk of Collapse, Oil Prices Rebound: The Pressure of US10Y at 4.45% and the Formula to Protect Tech Multiples
While the U.S.-Iran ceasefire agreement initially showed dramatic progress, geopolitical tensions flared up again over the weekend, leading the Nasdaq market into a period of deep consolidation.
-
![[Nasdaq Story] Behind Meta's 12% Ad Price Rebound: A 'High-Quality AI Targeting Moat' to Calm the $145B Annual CAPEX Fear](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3729cb7889d5.78180323.png)
[Nasdaq Story] Behind Meta's 12% Ad Price Rebound: A 'High-Quality AI Targeting Moat' to Calm the $145B Annual CAPEX Fear
Analyzing Meta Platforms (META)'s Q1 2026 performance where ad price rose 12% and impressions jumped 19% despite rising concerns over its massive CAPEX, now projected at up to $145 billion.
-
SpaceX (SPCX) Surpasses $2 Trillion After Nasdaq Listing in Tumultuous First Week: The Story Behind the $60 Billion 'Cursor' Acquisition and AI Infrastructure Moat
SpaceX (SPCX) shook the NYSE, surpassing a $2T market cap after the largest IPO in history. It declared its evolution into a global AI computing and internet infrastructure firm, acquiring AI coding startup 'Cursor' for $60B.
-
![[Nasdaq Story] Behind ServiceNow's (NOW) 25% RPO Growth: 'Geopolitical Risk' Shadowing Earnings Surprise and Valuation Solutions in the AI Agent Transition Era](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3486d8534f51.55667280.png)
[Nasdaq Story] Behind ServiceNow's (NOW) 25% RPO Growth: 'Geopolitical Risk' Shadowing Earnings Surprise and Valuation Solutions in the AI Agent Transition Era
While ServiceNow (NOW) continues its robust RPO growth, it faces geopolitical variables and valuation readjustment pressures following its latest earnings release.
-
![[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era](https://daily-stock.kr/stdaily/uploads/202606/gen_6a333571d3f110.17884722.png)
[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era
Daily Stock analyzes Apple's strategic shift from a hardware maker to a high-margin services company, highlighting its services segment reaching a record 27.9% revenue share with a 76.7% gross margin ahead of CEO transition.
-
Dramatic Shift in Philadelphia Semiconductor ETF Flows: Domestic Investors Storm to Buy KRW 2.6T of 'SOXL' Amid Conflicting Trends in SOXX
The flow of funds surrounding the Philadelphia Semiconductor Index is seeing a dramatic shift amid market volatility. While retail investors aggressively bought 3x leveraged SOXL, passive 1x SOXX saw net selling.