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The Two Sides of Microsoft's (MSFT) 40% Azure Growth: $190B CAPEX Pressure and Mixed Signals from Institutional Giants
Microsoft's Azure grew 40%, beating fears, but its massive $190 billion annual CAPEX plan is sparking long-term cost concerns. Institutional investors like Bill Ackman and David Tepper are sharply divided on its prospects.
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![[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2b4c69e9bc02.79954549.png)
[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates
As the physical and administrative deployment of AI software accelerates, we provide an in-depth analysis of Palantir's (PLTR) government contracting trends and long-term investment appeal as a core partner to Western security alliances.
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Google (GOOGL) '90% Search Market Share' Moat Cracking? The Survival Formula Made by Zero-Click Era and $185 Billion CAPEX
Google maintains a 90% search share, but a shift to 'zero-click' searches and ChatGPT's rise pose threats. In response, Google announced a massive $175B–$185B CAPEX guidance for 2026 alongside an $80B capital raise plan.
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![[Nasdaq Story] Nvidia (NVDA) Data Center Passes $75.2B Amid the Light and Shadow of 'Vera Rubin' Transition and the Weight of $91B Guidance](https://daily-stock.kr/stdaily/uploads/202606/gen_6a28a96eec7bd6.28095443.png)
[Nasdaq Story] Nvidia (NVDA) Data Center Passes $75.2B Amid the Light and Shadow of 'Vera Rubin' Transition and the Weight of $91B Guidance
Nvidia delivered record Q1 FY27 revenue of $81.6B, powered by $75.2B in data center sales. As it unveils the 'Vera Rubin' platform, we analyze the stock's valuation, major growth drivers, and upcoming risk factors.
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![[Nasdaq Story] Marvell Technology (MRVL) Swiftly Added to S&P 500: Will Jensen Huang's '$1 Trillion' Prophecy Combine with Passive Inflows for a Valuation Turning Point?](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2757dfc17ad0.83051294.png)
[Nasdaq Story] Marvell Technology (MRVL) Swiftly Added to S&P 500: Will Jensen Huang's '$1 Trillion' Prophecy Combine with Passive Inflows for a Valuation Turning Point?
Marvell Technology (MRVL), a key design player in the global AI semiconductor value chain, will be added to the S&P 500. This inclusion officially validates Marvell's recent rapid growth and market position.
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Nasdaq-100 ETF QQQ Resumes Inflows: Amid 4.5% Treasury Yield Pressure, What Will Global Investors and Retail Seohak Ants Choose?
Despite market volatility and rising US 10-year Treasury yields past 4.5%, Invesco QQQ has seen a major turnaround in global fund flows, logging a dramatic $9.98 billion net inflow in April after sharp March outflows.