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![[Nasdaq Story] Concerns Over Marvell's Google Order and the Truth Behind the $60B AI Backlog: Broadcom (AVGO) Faces Neutral Test Ahead of September Earnings](https://daily-stock.kr/stdaily/uploads/202608/gen_6a94c50b4b58c1.98978460.png)
[Nasdaq Story] Concerns Over Marvell's Google Order and the Truth Behind the $60B AI Backlog: Broadcom (AVGO) Faces Neutral Test Ahead of September Earnings
As of the morning of August 31, 2026, we present an in depth analysis of Broadcom AVGO , a key player in the Nasdaq semiconductor value chain and a le...
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![[Nasdaq Talk] The Story Behind NVIDIA's (NVDA) Record $96.2 Billion Earnings and Margin Pressure: Analyzing Nasdaq's Multiple Support and Future Challenges](https://daily-stock.kr/stdaily/uploads/202608/gen_6a9372d6516d44.10538543.png)
[Nasdaq Talk] The Story Behind NVIDIA's (NVDA) Record $96.2 Billion Earnings and Margin Pressure: Analyzing Nasdaq's Multiple Support and Future Challenges
NVIDIA posted record revenues of $96.2 billion in Q2 FY2027, beating estimates. However, concerns rose over Q4 gross margins dropping to 71% due to HB...
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The Two Faces of Tesla (TSLA) Energy: A 53% Surge in Megapack Deliveries vs. the Paradox of Margin Adjustments
An in depth analysis of Tesla Energy's performance in Q2 2026. While Megapack installations surged 53% YoY to 13.5 GWh, gross margins temporarily drop...
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![[Nasdaq Story] Core PCE Matches 3.3% and the 'Service Consumption' Paradox: Testing the Defensive Power of Nasdaq 100 Forward PER at 21x Amid Earnings-Driven Market](https://daily-stock.kr/stdaily/uploads/202608/gen_6a90d000eda7a7.60113287.png)
[Nasdaq Story] Core PCE Matches 3.3% and the 'Service Consumption' Paradox: Testing the Defensive Power of Nasdaq 100 Forward PER at 21x Amid Earnings-Driven Market
US July Core PCE inflation matched expectations at 3.3%, easing excessive fears over tech multiples. Nasdaq 100's Forward P/E consolidated around 21.3...
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![[Nasdaq Story] The Shock of a '76.7% Margin' and Overcoming Hardware Limitations: How Apple's (AAPL) Growing Service Revenue Share Redefines Future Valuation](https://daily-stock.kr/stdaily/uploads/202608/gen_6a8f7ed150fd94.05636695.png)
[Nasdaq Story] The Shock of a '76.7% Margin' and Overcoming Hardware Limitations: How Apple's (AAPL) Growing Service Revenue Share Redefines Future Valuation
Apple AAPL is transitioning from an iPhone centered hardware manufacturer to a service enterprise. Its service segment, boasting a whopping 75 77% gro...
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Google (GOOGL) Breaching the '90% Barrier' Amid Ongoing Legal Risks: Survival Strategies and Financial Paradoxes in the AI Answer Engine Era
Google's global search market share fell below 90% to ~89.8% for the first time since 2015. Despite antitrust actions by the US DOJ, Alphabet's quarte...