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![[Nasdaq Insights] Rising AI CapEx and the Cloud Growth Mismatch: The H2 2026 Big Tech FCF Shock and Bottleneck Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a60084e23b788.12969428.png)
[Nasdaq Insights] Rising AI CapEx and the Cloud Growth Mismatch: The H2 2026 Big Tech FCF Shock and Bottleneck Scenarios
Global Big Tech and CSP CapEx projections for 2026 have risen to $830 billion. Markets are focusing on cloud growth deceleration and FCF pressures, wh...
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![[Nasdaq Story] Regeneron (REGN)'s 'Dupixent & Eylea HD' Soft Landing vs. Fianlimab Clinical Shock: Scenario Analysis Ahead of Q2 Earnings on July 30](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5eb6cbec3a83.45596394.png)
[Nasdaq Story] Regeneron (REGN)'s 'Dupixent & Eylea HD' Soft Landing vs. Fianlimab Clinical Shock: Scenario Analysis Ahead of Q2 Earnings on July 30
Regeneron REGN shows solid fundamentals with rapid growth from Dupixent and Eylea HD. However, the Phase 3 clinical failure of Fianlimab and subsequen...
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![[Nasdaq Story] The Two Sides of Amazon's (AMZN) 37.7% AWS Operating Margin: The 'Invest Now, Harvest Later' Cycle and the $200B CapEx Scenario](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5d656c4095c4.54062467.png)
[Nasdaq Story] The Two Sides of Amazon's (AMZN) 37.7% AWS Operating Margin: The 'Invest Now, Harvest Later' Cycle and the $200B CapEx Scenario
Amazon's AMZN cloud business, AWS, proved its strong profitability with a 37.7% operating margin in Q1 2026. However, tension persists between short t...
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Tesla (TSLA) Energy Business Surges as Megapack Surpasses 13.5 GWh: Implications for Nasdaq Multiple Revaluation
Tesla recorded 13.5 GWh of ESS deployments in Q2 2026, its second highest quarter ever. The energy segment is driving margin defense and structural gr...
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![[Nasdaq Story] Nvidia (NVDA) Battle for the $80B Data Center Milestone and Valuation Rerating: The Function of Moonshot AI Skepticism and August Earnings Guidance](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5ac383c85704.67743929.png)
[Nasdaq Story] Nvidia (NVDA) Battle for the $80B Data Center Milestone and Valuation Rerating: The Function of Moonshot AI Skepticism and August Earnings Guidance
Daily Stock analyzes Nvidia's NVDA stock adjustment, its upcoming FY2027 Q2 earnings guidance target of $91B with data center at $80B , and short term...
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![[Nasdaq Story] Apple (AAPL) Re-rated on '$31B Service Revenue': Transition to SaaS-Style Model and Path to $5 Trillion Market Cap](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5971179c1fc2.47006873.png)
[Nasdaq Story] Apple (AAPL) Re-rated on '$31B Service Revenue': Transition to SaaS-Style Model and Path to $5 Trillion Market Cap
Apple AAPL achieved record Q2 FY26 service revenue of $30.98B. Driven by a 2.5 billion active installed base, services now account for 27.9% of total ...