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![[Nasdaq Story] AMD’s x86 Server Revenue Share Surpasses 46% and the AI CPU Supercycle: A Scenario for Resolving Data Center Bottlenecks in the Agentic AI Era](https://daily-stock.kr/stdaily/uploads/202607/gen_6a4d9358269174.63314269.png)
[Nasdaq Story] AMD’s x86 Server Revenue Share Surpasses 46% and the AI CPU Supercycle: A Scenario for Resolving Data Center Bottlenecks in the Agentic AI Era
Investment in AI infrastructure on Nasdaq is rapidly expanding from GPUs to CPUs that coordinate data transfer and computation. AMD's valuation is bei...
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![[Nasdaq Story] Coinbase (COIN) Declares 'Everything Exchange' and Launches 24/7 Tokenized Stocks: The Structural Turnaround and Wall Street Re-rating Behind the Quarterly Deficit](https://daily-stock.kr/stdaily/uploads/202607/gen_6a4c4221e69a46.53758913.png)
[Nasdaq Story] Coinbase (COIN) Declares 'Everything Exchange' and Launches 24/7 Tokenized Stocks: The Structural Turnaround and Wall Street Re-rating Behind the Quarterly Deficit
Coinbase is transforming into a global financial platform encompassing traditional assets with its 'Everything Exchange' vision, including 24/7 tokeni...
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![[Nasdaq Story] Behind TSMC's (TSM) 10-Year Arizona Packaging Alliance: S&P Credit Rating Upgrade and 70% Gross Margin Threshold Scenario](https://daily-stock.kr/stdaily/uploads/202607/gen_6a499f7cbbfbf6.83032104.png)
[Nasdaq Story] Behind TSMC's (TSM) 10-Year Arizona Packaging Alliance: S&P Credit Rating Upgrade and 70% Gross Margin Threshold Scenario
Daily Stock analyzes TSMC's TSM new 10 year packaging partnership with Amkor in Arizona, its S&P long term credit outlook upgrade to 'Positive', and m...
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Behind Meta’s 'Meta Compute' Declaration and AMD 6GW Partnership: Entering the $145B AI Investment Payback Era and Nasdaq’s Multiple Function
Meta Platforms is shaking up Nasdaq with 'Meta Compute,' a plan to rent out idle AI infrastructure and host its own models to monetize up to $145B in ...
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![[Nasdaq Story] Nvidia (NVDA) 'Zero China' Mystery in $91 Billion Guidance: Overcoming HBM4 Bottleneck and the Reality of H2 20% Surprise Growth Scenario](https://daily-stock.kr/stdaily/uploads/202607/gen_6a45aaab17ed90.82921132.png)
[Nasdaq Story] Nvidia (NVDA) 'Zero China' Mystery in $91 Billion Guidance: Overcoming HBM4 Bottleneck and the Reality of H2 20% Surprise Growth Scenario
Nvidia NVDA proved market confidence with a record $81.6B revenue in Q1 FY27 announced May 2026 . Its $91B Q2 FY27 guidance assumes zero China data ce...
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![[Nasdaq Story] Deep Dive into Tesla (TSLA) Energy: A $5 Billion Megapack Jackpot and a New Growth Engine Moat Beyond the EV Slowdown](https://daily-stock.kr/stdaily/uploads/202607/gen_6a4458d4cbc3f9.11190556.png)
[Nasdaq Story] Deep Dive into Tesla (TSLA) Energy: A $5 Billion Megapack Jackpot and a New Growth Engine Moat Beyond the EV Slowdown
Tesla TSLA is prioritizing AI and ESS to counter the EV slowdown. Its $5B, 25GWh Megapack deal with NatPower highlights its market position. The ESS s...