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![[Nasdaq Story] ServiceNow (NOW) RPO Growth Tops 21% and the AI Monetization Equation: Assessing Earnings Visibility Amid Saas-pocalypse Fears](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7a6e93983711.79120688.png)
[Nasdaq Story] ServiceNow (NOW) RPO Growth Tops 21% and the AI Monetization Equation: Assessing Earnings Visibility Amid Saas-pocalypse Fears
ServiceNow's Q2 2026 total RPO grew 21% YoY to $29B, with AI ACV topping $1B. Robust subscription growth and raised FY guidance address 'SaaSpocalypse...
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![[Nasdaq Story] Google (GOOGL) Search Share Falls Below 90%, AI and Antitrust Two-Front War, the Flip Side of Q2 Earnings Surprise, and the Variable of Multiples](https://daily-stock.kr/stdaily/uploads/202608/gen_6a77c35c7fa903.31597003.png)
[Nasdaq Story] Google (GOOGL) Search Share Falls Below 90%, AI and Antitrust Two-Front War, the Flip Side of Q2 Earnings Surprise, and the Variable of Multiples
Alphabet's GOOGL search market share fell below 90% for the first time since 2015 due to generative AI assistants and regulatory pressure, while Googl...
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![[Nasdaq Story] NVIDIA-SpaceX Exclusive Partnership and Rubin Chip's Space Computing Prospects](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7671e41baf80.81582861.png)
[Nasdaq Story] NVIDIA-SpaceX Exclusive Partnership and Rubin Chip's Space Computing Prospects
NVIDIA and SpaceX have announced an exclusive partnership. SpaceX will adopt NVIDIA's next generation Vera Rubin architecture for its Starmind AI1 sat...
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Record-Breaking Buying Amid the Crash: Philadelphia Semiconductor ETF Supply-Demand Discrepancy and Western Ants' Leverage Rollercoaster
In July 2026, the global semiconductor market crashed, yet SOXX saw a record $6.92B inflow, driven by buy the dip demand. Meanwhile, Korean retail inv...
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![[Nasdaq Story] Amazon's AWS Operating Margin Explosive Leap to 39.4% and the Equation of the $220 Billion AI CapEx Increase](https://daily-stock.kr/stdaily/uploads/202608/gen_6a73cee72d18d9.44872654.png)
[Nasdaq Story] Amazon's AWS Operating Margin Explosive Leap to 39.4% and the Equation of the $220 Billion AI CapEx Increase
Amazon AMZN demonstrated AWS's dominance in Q2 FY2026. AWS revenue grew 37% YoY to $42.2B, and its operating margin jumped to 39.4%. Amazon also raise...
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Dell's AI Server Backlog Surges to $51.3 Billion, Highlighting Divergence Among Major OEM Backlogs: Analyzing Supply Bottlenecks and Power Constraint Scenarios
Dell's AI server backlog reached an all time high of $51.3B in Q1 FY27. We analyze the backlog dynamics of major OEMs like Supermicro and HPE, alongsi...