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![[Nasdaq Story] Qualcomm's (QCOM) 'RISC-V' Massive Expansion Scenario: Rumored $10B Acquisition of Tenstorrent and AI Silicon Portfolio to Break ARM Dependency](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3092c1310d04.16112409.png)
[Nasdaq Story] Qualcomm's (QCOM) 'RISC-V' Massive Expansion Scenario: Rumored $10B Acquisition of Tenstorrent and AI Silicon Portfolio to Break ARM Dependency
Qualcomm is reportedly in talks to acquire Tenstorrent for $8-10 billion. If completed, the deal will help Qualcomm diversify into server and edge AI markets, reduce its reliance on ARM, and lead the open-source RISC-V alliance.
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![[Nasdaq Story] Light and Shadow of Tesla (TSLA) Energy Business: Behind the Sharp Q1 Decline to 8.8 GWh and the Moat of 30% Margin Driven by 'Megapack 3'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2f40f32e2501.20153594.png)
[Nasdaq Story] Light and Shadow of Tesla (TSLA) Energy Business: Behind the Sharp Q1 Decline to 8.8 GWh and the Moat of 30% Margin Driven by 'Megapack 3'
Daily Stock analyzes Nasdaq trends. Tesla's energy business grew ~49% YoY in 2025 (46.7 GWh), but Q1 2026 installations dropped 38% QoQ to 8.8 GWh. However, its near 30% gross margin remains a key moat for future growth.
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![[Nasdaq Story] Amazon (AMZN) AWS Operating Margin Gallops to 37.7%: Moat Formed by $200B CAPEX Wave and Custom Silicon 'Trainium'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2def6f8d4662.28049267.png)
[Nasdaq Story] Amazon (AMZN) AWS Operating Margin Gallops to 37.7%: Moat Formed by $200B CAPEX Wave and Custom Silicon 'Trainium'
Amazon's AWS achieved an operating margin of 37.7% in Q1 2026, marking its fastest growth in 15 quarters. Despite a massive $200B CAPEX plan putting pressure on FCF, its custom 'Trainium' AI chips are driving a strong margin moat.
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The Two Sides of Microsoft's (MSFT) 40% Azure Growth: $190B CAPEX Pressure and Mixed Signals from Institutional Giants
Microsoft's Azure grew 40%, beating fears, but its massive $190 billion annual CAPEX plan is sparking long-term cost concerns. Institutional investors like Bill Ackman and David Tepper are sharply divided on its prospects.
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![[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2b4c69e9bc02.79954549.png)
[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates
As the physical and administrative deployment of AI software accelerates, we provide an in-depth analysis of Palantir's (PLTR) government contracting trends and long-term investment appeal as a core partner to Western security alliances.
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Google (GOOGL) '90% Search Market Share' Moat Cracking? The Survival Formula Made by Zero-Click Era and $185 Billion CAPEX
Google maintains a 90% search share, but a shift to 'zero-click' searches and ChatGPT's rise pose threats. In response, Google announced a massive $175B–$185B CAPEX guidance for 2026 alongside an $80B capital raise plan.