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![[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era](https://daily-stock.kr/stdaily/uploads/202606/gen_6a333571d3f110.17884722.png)
[Nasdaq Story] The Power of Apple (AAPL) Service Revenue Surpassing 27.9%: A 76.7% Ultra-High Margin Engine and the Valuation Formula of the Post-Tim Cook Era
Daily Stock analyzes Apple's strategic shift from a hardware maker to a high margin services company, highlighting its services segment reaching a rec...
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Dramatic Shift in Philadelphia Semiconductor ETF Flows: Domestic Investors Storm to Buy KRW 2.6T of 'SOXL' Amid Conflicting Trends in SOXX
The flow of funds surrounding the Philadelphia Semiconductor Index is seeing a dramatic shift amid market volatility. While retail investors aggressiv...
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![[Nasdaq Story] Qualcomm's (QCOM) 'RISC-V' Massive Expansion Scenario: Rumored $10B Acquisition of Tenstorrent and AI Silicon Portfolio to Break ARM Dependency](https://daily-stock.kr/stdaily/uploads/202606/gen_6a3092c1310d04.16112409.png)
[Nasdaq Story] Qualcomm's (QCOM) 'RISC-V' Massive Expansion Scenario: Rumored $10B Acquisition of Tenstorrent and AI Silicon Portfolio to Break ARM Dependency
Qualcomm is reportedly in talks to acquire Tenstorrent for $8 10 billion. If completed, the deal will help Qualcomm diversify into server and edge AI ...
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![[Nasdaq Story] Light and Shadow of Tesla (TSLA) Energy Business: Behind the Sharp Q1 Decline to 8.8 GWh and the Moat of 30% Margin Driven by 'Megapack 3'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2f40f32e2501.20153594.png)
[Nasdaq Story] Light and Shadow of Tesla (TSLA) Energy Business: Behind the Sharp Q1 Decline to 8.8 GWh and the Moat of 30% Margin Driven by 'Megapack 3'
Daily Stock analyzes Nasdaq trends. Tesla's energy business grew ~49% YoY in 2025 46.7 GWh , but Q1 2026 installations dropped 38% QoQ to 8.8 GWh. How...
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![[Nasdaq Story] Amazon (AMZN) AWS Operating Margin Gallops to 37.7%: Moat Formed by $200B CAPEX Wave and Custom Silicon 'Trainium'](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2def6f8d4662.28049267.png)
[Nasdaq Story] Amazon (AMZN) AWS Operating Margin Gallops to 37.7%: Moat Formed by $200B CAPEX Wave and Custom Silicon 'Trainium'
Amazon's AWS achieved an operating margin of 37.7% in Q1 2026, marking its fastest growth in 15 quarters. Despite a massive $200B CAPEX plan putting p...
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The Two Sides of Microsoft's (MSFT) 40% Azure Growth: $190B CAPEX Pressure and Mixed Signals from Institutional Giants
Microsoft's Azure grew 40%, beating fears, but its massive $190 billion annual CAPEX plan is sparking long term cost concerns. Institutional investors...