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![[Nasdaq Story] '24 Plunges a Year' SOX Semiconductor Index and Nasdaq Decoupling, Analyzing the Valuation Inflection Point of Silicon and Applications](https://daily-stock.kr/stdaily/uploads/202608/gen_6a83a0fc3b7344.41824406.png)
[Nasdaq Story] '24 Plunges a Year' SOX Semiconductor Index and Nasdaq Decoupling, Analyzing the Valuation Inflection Point of Silicon and Applications
Deepening Decoupling: In 2026, while the Philadelphia Semiconductor Index SOX shows extreme downward volatility, the Nasdaq is showing a clear decoupl...
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Surge of Capital Into Nasdaq 100 ETF QQQ: Massive $14.5 Billion Inflow in Two Weeks Signals the Start of a Fee War
Over the past two weeks, the Nasdaq 100 tracking ETF QQQ saw a historic net inflow of $14.5 billion. Amid chip stock profit taking, BlackRock and Stat...
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![[Nasdaq Story] CrowdStrike (CRWD) Dominates 'Agentic AI Security' Market, Tests $216 Support Amid Insider Selling Ahead of August Earnings Season](https://daily-stock.kr/stdaily/uploads/202608/gen_6a80fe84b9f251.81130415.png)
[Nasdaq Story] CrowdStrike (CRWD) Dominates 'Agentic AI Security' Market, Tests $216 Support Amid Insider Selling Ahead of August Earnings Season
CrowdStrike CRWD is pivoting toward "Agentic AI" security. While FY27 Q1 earnings beat expectations, high valuation multiples and recent insider selli...
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![[Nasdaq Story] Broadcom (AVGO) Book-to-Bill '3x Discrepancy' and $73.0 Billion Backlog: The Paradox of Custom Silicon Dominance and Supply Chain Bottlenecks](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7fac9a7b78e2.60505062.png)
[Nasdaq Story] Broadcom (AVGO) Book-to-Bill '3x Discrepancy' and $73.0 Billion Backlog: The Paradox of Custom Silicon Dominance and Supply Chain Bottlenecks
Broadcom AVGO is rapidly dominating the custom ASIC market with a $73 billion AI backlog. Despite supply bottlenecks with shipments at $10.8 billion v...
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Meta's (META) Ad Price Surges 12% and Proves AI Engine: Diagnosing Multiple Thresholds Amid Infrastructure Overinvestment Concerns
Meta's Q2 2026 ad price jumped 12% YoY, proving AI's impact on ad efficiency, though capital expenditures topped $31 billion. Experts watch whether ad...
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![[Nasdaq Story] Light and Shadow of Tesla's (TSLA) Energy Business: 13.5GWh Deliveries and a 20.4% Margin Drop Signal a Valuation Turning Point](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7d0a8bf2abc2.74763750.png)
[Nasdaq Story] Light and Shadow of Tesla's (TSLA) Energy Business: 13.5GWh Deliveries and a 20.4% Margin Drop Signal a Valuation Turning Point
Tesla's TSLA energy business is rapidly emerging as a key pillar defending against the EV slowdown, achieving 13.5GWh in Q2 2026. However, its gross m...