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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 Nasdaq 26,000 era, and its dynamic relationship with macro indicators.
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![[Nasdaq Story] Behind Microsoft's (MSFT) $627 Billion Backlog: Checking Azure Growth and AI CAPEX Depreciation Risk](https://daily-stock.kr/stdaily/uploads/202605/gen_6a1391afed95f5.90245797.png)
[Nasdaq Story] Behind Microsoft's (MSFT) $627 Billion Backlog: Checking Azure Growth and AI CAPEX Depreciation Risk
Welcome to Daily Stock's Nasdaq Story, uncovering the hidden context of the tech stock market. Image generation: 'A futuristic AI server room with a holographic projection of a financial chart...'
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![[Nasdaq Story] Hidden Beneficiary of AI Data Center Power Shortages? Tesla (TSLA) Energy Division Q1 Earnings Review and Valuation Risks](https://daily-stock.kr/stdaily/uploads/202605/gen_6a123fd6d465f7.15168867.png)
[Nasdaq Story] Hidden Beneficiary of AI Data Center Power Shortages? Tesla (TSLA) Energy Division Q1 Earnings Review and Valuation Risks
Welcome to Daily Stock's Nasdaq Story. Amid rising power infrastructure demand from AI data centers, we review Tesla (TSLA)'s energy division, a key growth engine. Tesla's Q1 2026 energy sector earnings showed mixed results...
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2026-05-23 ServiceNow (NOW) RPO Growth Rate Report
Hello, I am a professional writer for Daily Stock. Based on the latest market data as of May 23, 2026, let's examine the growth drivers of ServiceNow (NOW). Image generation: "A modern, high tech abstract background featuring ..."
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![[Nasdaq Story] Palantir (PLTR) Government Contract Momentum and the Truth Behind 85% Growth: Checking Software Multiples Amid US Treasury (US10Y) Volatility](https://daily-stock.kr/stdaily/uploads/202605/gen_6a0f9d9fb19400.79845884.png)
[Nasdaq Story] Palantir (PLTR) Government Contract Momentum and the Truth Behind 85% Growth: Checking Software Multiples Amid US Treasury (US10Y) Volatility
Hello, I am a professional writer for Daily Stock. Today, we will examine Palantir (PLTR)'s current trends, driven by overwhelming government and commercial contracts, alongside Nasdaq macro variables.
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![[Nasdaq Story] Sticky Services PCE and the Nasdaq 26,000 Level: Big Tech CAPEX Defense and Multiple Sensitivity Analysis](https://daily-stock.kr/stdaily/uploads/202605/gen_6a0e4bbbcf3f79.36001647.png)
[Nasdaq Story] Sticky Services PCE and the Nasdaq 26,000 Level: Big Tech CAPEX Defense and Multiple Sensitivity Analysis
Welcome to DailyStock. As the latest US PCE price index shows stickiness in the services sector, discussions on Nasdaq's multiple revaluation are active. Despite US10Y yields hitting the 4.6% range, Big Tech CAPEX supports the index.