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• NASDAQ 2026-07-30 09:08:55 Views 42 [Nasdaq Story] Behind QQQ's $13.8B Q2 Inflow: UIT Conversion, Blockbuster Fee War, and the Path of Passive Capital Daily Stock analyzes QQQ's historic Q2 inflows. Driven by its transition from a UIT to an open end ETF and a 0.18% fee cut, QQQ drew $13.8B in Q2 2026...
• NASDAQ 2026-07-29 09:03:11 Views 43 [Nasdaq Story] Tension High Ahead of Qualcomm (QCOM) Q3 Earnings Release: Value of AI Hyperscaler Alliance Beyond Mobile Slump and Macro Factors Qualcomm QCOM will release its Q3 FY2026 earnings tonight. Key watchpoints include its AI datacenter guidance to overcome short term mobile slowdown a...
• NASDAQ 2026-07-28 09:02:33 Views 48 Microsoft (MSFT) Azure's 40% Growth Target and the Equation of AI CapEx: Intraday Tension and Scenario Review Ahead of July 29 Earnings Release Daily Stock analyzes Microsoft's upcoming Q4 FY2026 earnings on July 29. Key focuses are maintaining a 40% Azure growth rate and balancing aggressive ...
• NASDAQ 2026-07-27 09:02:31 Views 70 Meta's (META) Ad Price Bounces Back by 12% Amid AI Optimization Pros and Cons: Q2 Earnings Preview Under the 'Andromeda' Algorithm Transition Meta META proved its pricing power with a 12% YoY jump in average price per ad in Q1 2026. However, rising CapEx guidance of up to $145B sparks concer...
• NASDAQ 2026-07-26 09:01:56 Views 79 [Nasdaq Story] AMD Q2 Data Center Revenue and Server CPU Market Share Outlook: 2nm Zen 6 EPYC Venice Invasion and AI Market Reshaping Scenarios AMD, a strong challenger in the AI semiconductor market, is presenting new products and a robust demand roadmap to prove its market dominance ahead of...
• NASDAQ 2026-07-25 09:01:44 Views 90 The Pros and Cons of Google (GOOGL) Losing its 90% Search Market Share: Historic First FCF Deficit and Large-Scale AI CapEx Scenarios Google's global search market share fell below 90% for the first time in 1H 2026. Alphabet logged its first ever quarterly FCF deficit $5.9B due to a ...