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![[Nasdaq Story] Behind ServiceNow's (NOW) 25% RPO Growth: 'Geopolitical Risk' Shadowing Earnings Surprise and Valuation Solutions in the AI Agent Transition Era](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3486d8534f51.55667280.png)
[Nasdaq Story] Behind ServiceNow's (NOW) 25% RPO Growth: 'Geopolitical Risk' Shadowing Earnings Surprise and Valuation Solutions in the AI Agent Transition Era
While ServiceNow (NOW) continues its robust RPO growth, it faces geopolitical variables and valuation readjustment pressures following its latest earnings release.
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![[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era](https://daily-stock.kr/stdaily/uploads/202606/gen_6a333571d3f110.17884722.png)
[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era
Daily Stock analyzes Apple's strategic shift from a hardware maker to a high-margin services company, highlighting its services segment reaching a record 27.9% revenue share with a 76.7% gross margin ahead of CEO transition.
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Dramatic Shift in Philadelphia Semiconductor ETF Flows: Domestic Investors Storm to Buy KRW 2.6T of 'SOXL' Amid Conflicting Trends in SOXX
The flow of funds surrounding the Philadelphia Semiconductor Index is seeing a dramatic shift amid market volatility. While retail investors aggressively bought 3x leveraged SOXL, passive 1x SOXX saw net selling.
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![[Nasdaq Story] Qualcomm's (QCOM) 'RISC-V' Massive Expansion Scenario: Rumored $10B Acquisition of Tenstorrent and AI Silicon Portfolio to Break ARM Dependency](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3092c1310d04.16112409.png)
[Nasdaq Story] Qualcomm's (QCOM) 'RISC-V' Massive Expansion Scenario: Rumored $10B Acquisition of Tenstorrent and AI Silicon Portfolio to Break ARM Dependency
Qualcomm is reportedly in talks to acquire Tenstorrent for $8-10 billion. If completed, the deal will help Qualcomm diversify into server and edge AI markets, reduce its reliance on ARM, and lead the open-source RISC-V alliance.
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![[Nasdaq Story] Light and Shadow of Tesla (TSLA) Energy Business: Behind the Sharp Q1 Decline to 8.8 GWh and the Moat of 30% Margin Driven by 'Megapack 3'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2f40f32e2501.20153594.png)
[Nasdaq Story] Light and Shadow of Tesla (TSLA) Energy Business: Behind the Sharp Q1 Decline to 8.8 GWh and the Moat of 30% Margin Driven by 'Megapack 3'
Daily Stock analyzes Nasdaq trends. Tesla's energy business grew ~49% YoY in 2025 (46.7 GWh), but Q1 2026 installations dropped 38% QoQ to 8.8 GWh. However, its near 30% gross margin remains a key moat for future growth.
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![[Nasdaq Story] Amazon (AMZN) AWS Operating Margin Gallops to 37.7%: Moat Formed by $200B CAPEX Wave and Custom Silicon 'Trainium'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2def6f8d4662.28049267.png)
[Nasdaq Story] Amazon (AMZN) AWS Operating Margin Gallops to 37.7%: Moat Formed by $200B CAPEX Wave and Custom Silicon 'Trainium'
Amazon's AWS achieved an operating margin of 37.7% in Q1 2026, marking its fastest growth in 15 quarters. Despite a massive $200B CAPEX plan putting pressure on FCF, its custom 'Trainium' AI chips are driving a strong margin moat.