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![[Nasdaq Story] The 'Dangerous Divergence' Between the SOX Semiconductor Index and Nasdaq: The AI Bubble Debate and 4.5% Treasury Yield Shock Left by a 10.26% Plunge](https://daily-stock.kr/stdaily/uploads/202606/gen_6a23636a60c819.50145928.png)
[Nasdaq Story] The 'Dangerous Divergence' Between the SOX Semiconductor Index and Nasdaq: The AI Bubble Debate and 4.5% Treasury Yield Shock Left by a 10.26% Plunge
The hottest topic in the US stock market is the unprecedented decoupling between the Philadelphia Semiconductor Index SOX and the Nasdaq Composite, fo...
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US PCE Exceeds 3.3% and Nasdaq Multiples: Assessing Big Tech's Earnings Resilience Amid 4.6% Treasury Yield Pressure
Daily Stock analyzes the impact of the US 4.1% core PCE rise to 3.3% and the 10 year Treasury yield hitting 4.67% on Nasdaq multiples, highlighting ho...
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![[Nasdaq Story] The Secret Behind Meta's 12% Surge in Ad Pricing: The AI 'Advantage+' Engine and Hyperscaler CAPEX Monetization Formula](https://daily-stock.kr/stdaily/uploads/202606/gen_6a20c06c93d594.79146372.png)
[Nasdaq Story] The Secret Behind Meta's 12% Surge in Ad Pricing: The AI 'Advantage+' Engine and Hyperscaler CAPEX Monetization Formula
Daily Stock delivers insights on Nasdaq. Meta's latest earnings show clear AI monetization: a 19% rise in ad impressions and a 12% jump in price per a...
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![[Nasdaq Story] Apple (AAPL) Services Revenue Share Surpasses 28%: Rediscovery of High-Margin Platform Moat and Valuation Rerating](https://daily-stock.kr/stdaily/uploads/202606/gen_6a1f6f24080e14.33872701.png)
[Nasdaq Story] Apple (AAPL) Services Revenue Share Surpasses 28%: Rediscovery of High-Margin Platform Moat and Valuation Rerating
Apple recorded an earnings surprise in fiscal Q2 2026. High margin Services revenue hit a record $30.98B, making up 28% of total revenue, which is act...
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Philadelphia Semiconductor ETF Liquidity Black Hole: Record Inflows into SMH and SOXX and the Dynamics of Korean Leverage
Daily Stock analyzes the record breaking capital inflows into Philadelphia Semiconductor ETFs like SMH and SOXX, reaching $5.5 billion in April 2026, ...
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![[Nasdaq Story] Rediscovery of Amazon (AMZN) AWS Operating Margin Defense: Checking the Cloud Moat Supporting Nasdaq 100 Amid Macro Volatility (VIX·DXY)](https://daily-stock.kr/stdaily/uploads/202605/gen_6a14e32a276bc4.20821215.png)
[Nasdaq Story] Rediscovery of Amazon (AMZN) AWS Operating Margin Defense: Checking the Cloud Moat Supporting Nasdaq 100 Amid Macro Volatility (VIX·DXY)
Hello, I am an expert writer at Daily Stock. Today, we will examine the significance of the Amazon AMZN AWS operating margin, a core pillar of the Nas...