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![[Nasdaq Story] The Secret Behind Meta's 12% Surge in Ad Pricing: The AI 'Advantage+' Engine and Hyperscaler CAPEX Monetization Formula](https://daily-stock.kr/stdaily/uploads/202606/gen_6a20c06c93d594.79146372.png)
[Nasdaq Story] The Secret Behind Meta's 12% Surge in Ad Pricing: The AI 'Advantage+' Engine and Hyperscaler CAPEX Monetization Formula
Daily Stock delivers insights on Nasdaq. Meta's latest earnings show clear AI monetization: a 19% rise in ad impressions and a 12% jump in price per ad, driven by its generative AI targeting suite 'Advantage+.'
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![[Nasdaq Story] Apple (AAPL) Services Revenue Share Surpasses 28%: Rediscovery of High-Margin Platform Moat and Valuation Rerating](https://daily-stock.kr/stdaily/uploads/202606/gen_6a1f6f24080e14.33872701.png)
[Nasdaq Story] Apple (AAPL) Services Revenue Share Surpasses 28%: Rediscovery of High-Margin Platform Moat and Valuation Rerating
Apple recorded an earnings surprise in fiscal Q2 2026. High-margin Services revenue hit a record $30.98B, making up 28% of total revenue, which is actively driving a valuation rerating for the tech giant.
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Philadelphia Semiconductor ETF Liquidity Black Hole: Record Inflows into SMH and SOXX and the Dynamics of Korean Leverage
Daily Stock analyzes the record-breaking capital inflows into Philadelphia Semiconductor ETFs like SMH and SOXX, reaching $5.5 billion in April 2026, alongside the impacts of single-stock leverage ETFs in Korea.
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![[Nasdaq Story] Rediscovery of Amazon (AMZN) AWS Operating Margin Defense: Checking the Cloud Moat Supporting Nasdaq 100 Amid Macro Volatility (VIX·DXY)](https://daily-stock.kr/stdaily/uploads/202605/gen_6a14e32a276bc4.20821215.png)
[Nasdaq Story] Rediscovery of Amazon (AMZN) AWS Operating Margin Defense: Checking the Cloud Moat Supporting Nasdaq 100 Amid Macro Volatility (VIX·DXY)
Hello, I am an expert writer at Daily Stock. Today, we will examine the significance of the Amazon (AMZN) AWS operating margin, a core pillar of the Nasdaq 26,000 era, and its dynamic relationship with macro indicators.
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![[Nasdaq Story] Behind Microsoft's (MSFT) $627 Billion Backlog: Checking Azure Growth and AI CAPEX Depreciation Risk](https://daily-stock.kr/stdaily/uploads/202605/gen_6a1391afed95f5.90245797.png)
[Nasdaq Story] Behind Microsoft's (MSFT) $627 Billion Backlog: Checking Azure Growth and AI CAPEX Depreciation Risk
Welcome to Daily Stock's Nasdaq Story, uncovering the hidden context of the tech stock market. Image generation: 'A futuristic AI server room with a holographic projection of a financial chart...'
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![[Nasdaq Story] Hidden Beneficiary of AI Data Center Power Shortages? Tesla (TSLA) Energy Division Q1 Earnings Review and Valuation Risks](https://daily-stock.kr/stdaily/uploads/202605/gen_6a123fd6d465f7.15168867.png)
[Nasdaq Story] Hidden Beneficiary of AI Data Center Power Shortages? Tesla (TSLA) Energy Division Q1 Earnings Review and Valuation Risks
Welcome to Daily Stock's Nasdaq Story. Amid rising power infrastructure demand from AI data centers, we review Tesla (TSLA)'s energy division, a key growth engine. Tesla's Q1 2026 energy sector earnings showed mixed results...