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![[Nasdaq Talk] The Story Behind NVIDIA's (NVDA) Record $96.2 Billion Earnings and Margin Pressure: Analyzing Nasdaq's Multiple Support and Future Challenges](https://daily-stock.kr/stdaily/uploads/202608/gen_6a9372d6516d44.10538543.png)
[Nasdaq Talk] The Story Behind NVIDIA's (NVDA) Record $96.2 Billion Earnings and Margin Pressure: Analyzing Nasdaq's Multiple Support and Future Challenges
NVIDIA posted record revenues of $96.2 billion in Q2 FY2027, beating estimates. However, concerns rose over Q4 gross margins dropping to 71% due to HB...
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The Two Faces of Tesla (TSLA) Energy: A 53% Surge in Megapack Deliveries vs. the Paradox of Margin Adjustments
An in depth analysis of Tesla Energy's performance in Q2 2026. While Megapack installations surged 53% YoY to 13.5 GWh, gross margins temporarily drop...
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![[Nasdaq Story] Core PCE Matches 3.3% and the 'Service Consumption' Paradox: Testing the Defensive Power of Nasdaq 100 Forward PER at 21x Amid Earnings-Driven Market](https://daily-stock.kr/stdaily/uploads/202608/gen_6a90d000eda7a7.60113287.png)
[Nasdaq Story] Core PCE Matches 3.3% and the 'Service Consumption' Paradox: Testing the Defensive Power of Nasdaq 100 Forward PER at 21x Amid Earnings-Driven Market
US July Core PCE inflation matched expectations at 3.3%, easing excessive fears over tech multiples. Nasdaq 100's Forward P/E consolidated around 21.3...
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![[Nasdaq Story] The Shock of a '76.7% Margin' and Overcoming Hardware Limitations: How Apple's (AAPL) Growing Service Revenue Share Redefines Future Valuation](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8f7ed150fd94.05636695.png)
[Nasdaq Story] The Shock of a '76.7% Margin' and Overcoming Hardware Limitations: How Apple's (AAPL) Growing Service Revenue Share Redefines Future Valuation
Apple AAPL is transitioning from an iPhone centered hardware manufacturer to a service enterprise. Its service segment, boasting a whopping 75 77% gro...
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Google (GOOGL) Breaching the '90% Barrier' Amid Ongoing Legal Risks: Survival Strategies and Financial Paradoxes in the AI Answer Engine Era
Google's global search market share fell below 90% to ~89.8% for the first time since 2015. Despite antitrust actions by the US DOJ, Alphabet's quarte...
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![[Nasdaq Story] The Magic of 'Government Contracts' Driving Palantir's (PLTR) 93% High-Speed Growth and the Dawn of National AI Sovereignty](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8b89cc9950a4.65148435.png)
[Nasdaq Story] The Magic of 'Government Contracts' Driving Palantir's (PLTR) 93% High-Speed Growth and the Dawn of National AI Sovereignty
Hello. This is Daily Stock. Today, we present an in depth diagnosis of government contract trends and financial fundamentals of Palantir Technologies ...