나스닥 이야기
Quickly browse recent reports in the selected category.
-
Behind Netflix's (NFLX) 43% Stock Plunge and Growth Stagnation Theory: Valuation Appeal of 20x Forward P/E and the Live Sports Factor
Netflix NFLX is drawing investor attention as growth deceleration fears and reduced data disclosure have triggered a stock correction, despite a 20x f...
-
![[Nasdaq Story] Conflict Between June PCE Slowdown and US 10-Year Treasury Yield at 4.75%: Assessing the Yield-Valuation Tension Amid Nasdaq Multiple Pressures](https://daily-stock.kr/stdaily/uploads/202608/gen_6a6e88f530ca08.38949525.png)
[Nasdaq Story] Conflict Between June PCE Slowdown and US 10-Year Treasury Yield at 4.75%: Assessing the Yield-Valuation Tension Amid Nasdaq Multiple Pressures
US June PCE slowed to 3.7%, but the 10 year Treasury yield surged to 4.75% on hawkish Fed signals. Nasdaq's valuation faces compression as high intere...
-
![[Nasdaq Story] Light and Shadow of Palantir's (PLTR) Government Contracts: Assessing Momentum Amid $10 Billion US Army Framework and NHS Contract Noise](https://daily-stock.kr/stdaily/uploads/202608/gen_6a6d37785b2575.26559916.png)
[Nasdaq Story] Light and Shadow of Palantir's (PLTR) Government Contracts: Assessing Momentum Amid $10 Billion US Army Framework and NHS Contract Noise
Today's Nasdaq story from Daily Stock examines the government contract trends of Palantir PLTR , a leading US AI software and big data analytics firm,...
-
![[Nasdaq Story] The Uneasy Companion of SOX Semiconductor Index and Nasdaq: The Underbelly of Ultra-Gap Decoupling and Multiple Threshold Analysis](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6be5db46e304.30468036.png)
[Nasdaq Story] The Uneasy Companion of SOX Semiconductor Index and Nasdaq: The Underbelly of Ultra-Gap Decoupling and Multiple Threshold Analysis
The global financial market is observing an intense decoupling between the Philadelphia Semiconductor Index SOX and the Nasdaq Composite Index, driven...
-
![[Nasdaq Story] Behind QQQ's $13.8B Q2 Inflow: UIT Conversion, Blockbuster Fee War, and the Path of Passive Capital](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6a9602c42700.26719244.png)
[Nasdaq Story] Behind QQQ's $13.8B Q2 Inflow: UIT Conversion, Blockbuster Fee War, and the Path of Passive Capital
Daily Stock analyzes QQQ's historic Q2 inflows. Driven by its transition from a UIT to an open end ETF and a 0.18% fee cut, QQQ drew $13.8B in Q2 2026...
-
![[Nasdaq Story] Tension High Ahead of Qualcomm (QCOM) Q3 Earnings Release: Value of AI Hyperscaler Alliance Beyond Mobile Slump and Macro Factors](https://daily-stock.kr/stdaily/uploads/202607/gen_6a69432e0eb048.94444451.png)
[Nasdaq Story] Tension High Ahead of Qualcomm (QCOM) Q3 Earnings Release: Value of AI Hyperscaler Alliance Beyond Mobile Slump and Macro Factors
Qualcomm QCOM will release its Q3 FY2026 earnings tonight. Key watchpoints include its AI datacenter guidance to overcome short term mobile slowdown a...