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![[Nasdaq Story] The Secret Behind Amazon's (AMZN) AWS Operating Margin Surpassing 37.8%: AI Custom Silicon and Infrastructure Efficiency](https://daily-stock.kr/stdaily/uploads/202606/gen_6a43076dea0316.96512522.png)
[Nasdaq Story] The Secret Behind Amazon's (AMZN) AWS Operating Margin Surpassing 37.8%: AI Custom Silicon and Infrastructure Efficiency
Amazon's cloud division, AWS, achieved a record high operating margin of 37.8%. The margin expansion was driven by infrastructure efficiency, includin...
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![[Nasdaq Story] Microsoft's (MSFT) Dilemma Down 30% from Peak: The Paradox of a 10GW Infrastructure Bottleneck and Azure's 'Excess Demand'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a41b62b5371d1.49542793.png)
[Nasdaq Story] Microsoft's (MSFT) Dilemma Down 30% from Peak: The Paradox of a 10GW Infrastructure Bottleneck and Azure's 'Excess Demand'
As Nasdaq volatility continues, we deeply analyze Microsoft's MSFT recent performance. Despite robust cloud and AI growth, worries over CAPEX ROI and ...
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![[Nasdaq Story] Palantir (PLTR) Expands Government Contracts and 'K-Palantir' Initiative: US Army NGC2 Partnership and AI Monopoly Moat in Global Defense and Security](https://daily-stock.kr/stdaily/uploads/202606/gen_6a406486813ae8.15114587.png)
[Nasdaq Story] Palantir (PLTR) Expands Government Contracts and 'K-Palantir' Initiative: US Army NGC2 Partnership and AI Monopoly Moat in Global Defense and Security
Daily Stock analyzes Palantir's PLTR latest government contracts and market trends as it attracts attention with its unique national security and corp...
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![[Nasdaq Story] Broadcom (AVGO) - OpenAI Reveal 'Jalapeño' and Collaborate with Alphabet (GOOGL) TPU: The Golden Age of Proprietary AI ASICs and Valuation Analysis](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3f138fc8cb89.13142528.png)
[Nasdaq Story] Broadcom (AVGO) - OpenAI Reveal 'Jalapeño' and Collaborate with Alphabet (GOOGL) TPU: The Golden Age of Proprietary AI ASICs and Valuation Analysis
As the intelligence era begins in earnest, big tech companies' battle for semiconductor independence is crossing a critical threshold.
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![[Nasdaq Story] QQQ's $5.9 Billion Inflow and Outperformance Over Bitcoin: Large Shift in Supply & Demand Driven by AI Infrastructure Diversification and the Debut of QNDX](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3dc1796106a7.36300708.png)
[Nasdaq Story] QQQ's $5.9 Billion Inflow and Outperformance Over Bitcoin: Large Shift in Supply & Demand Driven by AI Infrastructure Diversification and the Debut of QNDX
Daily Stock delivers global financial trends with precise data. In May 2026, Invesco QQQ saw $5.92 billion in net inflows, outperforming Bitcoin. This...
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![[Nasdaq Story] The SOX Semiconductor Index's Lone Run and the Warning of 'Black Tuesday': Dissecting Nasdaq's Decoupling Amid Kevin Warsh's Hawkish Freeze](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3c6fd93226f7.05852942.png)
[Nasdaq Story] The SOX Semiconductor Index's Lone Run and the Warning of 'Black Tuesday': Dissecting Nasdaq's Decoupling Amid Kevin Warsh's Hawkish Freeze
The Nasdaq's decoupling rally, driven by the SOX semiconductor index despite prolonged high interest rates, faced a reality check. On June 23, 2026, '...