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Microsoft (MSFT) Azure's 40% Growth Target and the Equation of AI CapEx: Intraday Tension and Scenario Review Ahead of July 29 Earnings Release
Daily Stock analyzes Microsoft's upcoming Q4 FY2026 earnings on July 29. Key focuses are maintaining a 40% Azure growth rate and balancing aggressive ...
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Meta's (META) Ad Price Bounces Back by 12% Amid AI Optimization Pros and Cons: Q2 Earnings Preview Under the 'Andromeda' Algorithm Transition
Meta META proved its pricing power with a 12% YoY jump in average price per ad in Q1 2026. However, rising CapEx guidance of up to $145B sparks concer...
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![[Nasdaq Story] AMD Q2 Data Center Revenue and Server CPU Market Share Outlook: 2nm Zen 6 EPYC Venice Invasion and AI Market Reshaping Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a654e62397236.28671870.png)
[Nasdaq Story] AMD Q2 Data Center Revenue and Server CPU Market Share Outlook: 2nm Zen 6 EPYC Venice Invasion and AI Market Reshaping Scenarios
AMD, a strong challenger in the AI semiconductor market, is presenting new products and a robust demand roadmap to prove its market dominance ahead of...
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The Pros and Cons of Google (GOOGL) Losing its 90% Search Market Share: Historic First FCF Deficit and Large-Scale AI CapEx Scenarios
Google's global search market share fell below 90% for the first time in 1H 2026. Alphabet logged its first ever quarterly FCF deficit $5.9B due to a ...
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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...