나스닥 이야기
Quickly browse recent reports in the selected category.
-
![[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.
-
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.
-
![[Nasdaq Story] Broadcom (AVGO) Quarterly Bookings Top $30B Amid 'Google Defection Fears': Stock Plunges 15%, Testing the AI ASIC Monopoly](https://daily-stock.kr/stdaily/uploads/202606/gen_6a24b507c21da1.53036388.png)
[Nasdaq Story] Broadcom (AVGO) Quarterly Bookings Top $30B Amid 'Google Defection Fears': Stock Plunges 15%, Testing the AI ASIC Monopoly
Broadcom (AVGO) posted strong Q2 FY2026 results with quarterly AI bookings exceeding $30B. However, the stock plunged 15% due to conservative 2027 guidance and concerns over Google's supply chain dual-sourcing.
-
![[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, followed by a shocking downturn, sparked by a 10.26% single-day plunge in the SOX index.
-
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 how Big Tech earnings growth supports market valuation.
-
![[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 ad, driven by its generative AI targeting suite 'Advantage+.'