나스닥 이야기
Quickly browse recent reports in the selected category.
-
![[Nasdaq Story] Amazon (AMZN): Tug-of-War Between AWS Generative AI Infrastructure Capex and Cloud Margins](https://daily-stock.kr/stdaily/uploads/202609/gen_6abaffac0723f8.74159225.png)
[Nasdaq Story] Amazon (AMZN): Tug-of-War Between AWS Generative AI Infrastructure Capex and Cloud Margins
Amazon's AWS is delivering rapid revenue growth driven by generative AI and custom silicon, while massive $200B+ CapEx guidance pressures free cash fl...
-
US 10-Year Treasury Yield Crosses 5% Again: Reassessing Nasdaq Mega-Cap Growth Stock Valuations
US 10 year Treasury yields topped 5.1% amid solid economic data and renewed inflation concerns, raising discount rates. As duration weighs on mega cap...
-
![[Nasdaq Stories] CrowdStrike (CRWD): Checking ARR Retention and Cybersecurity Market Share Post-Outage Recovery](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab85caf74d944.62117406.png)
[Nasdaq Stories] CrowdStrike (CRWD): Checking ARR Retention and Cybersecurity Market Share Post-Outage Recovery
Following the 2024 outage, CrowdStrike's churn fears have subsided as Falcon Flex adoption accelerates. Net new ARR surged 51% YoY to a record $333M, ...
-
![[Nasdaq Stories] Meta (META): Llama 3 Open-Source Ecosystem, Ad Price Rebound, and the Concrete Formula for Big Tech AI Monetization](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab70b240268e3.72832101.png)
[Nasdaq Stories] Meta (META): Llama 3 Open-Source Ecosystem, Ad Price Rebound, and the Concrete Formula for Big Tech AI Monetization
Meta fully open sourced Llama 3, creating a virtuous cycle by cutting infra costs and boosting ad algorithms. With rising ad impressions and pricing, ...
-
![[Nasdaq Story] ASML (ASML) High NA EUV Order Backlog, Foundry Delivery Roadmaps, and Big Tech CapEx Linkage](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab5b9af2bb9a4.04251122.png)
[Nasdaq Story] ASML (ASML) High NA EUV Order Backlog, Foundry Delivery Roadmaps, and Big Tech CapEx Linkage
ASML's High NA EUV backlog and foundry delivery schedules gain clarity amid soaring AI demand. Annual guidance is raised to €43B–€45B as Intel, TSMC, ...
-
![[Nasdaq Insights] Fed Pivot Path and Tech Stock Duration: Nasdaq Volatility Metrics and Semiconductor Supply-Demand Crossroads Ahead of August PCE](https://daily-stock.kr/stdaily/uploads/202609/gen_6ab4682d8fa4d1.37524909.png)
[Nasdaq Insights] Fed Pivot Path and Tech Stock Duration: Nasdaq Volatility Metrics and Semiconductor Supply-Demand Crossroads Ahead of August PCE
Ahead of the August PCE price index release, the Nasdaq stands at 26,936.04 while the Daily Stock Fear & Greed Index reads 34.7 Fear . Tech stocks fac...