나스닥 이야기
Quickly browse recent reports in the selected category.
-
![[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2b4c69e9bc02.79954549.png)
[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates
As the physical and administrative deployment of AI software accelerates, we provide an in depth analysis of Palantir's PLTR government contracting tr...
-
Google (GOOGL) '90% Search Market Share' Moat Cracking? The Survival Formula Made by Zero-Click Era and $185 Billion CAPEX
Google maintains a 90% search share, but a shift to 'zero click' searches and ChatGPT's rise pose threats. In response, Google announced a massive $17...
-
![[Nasdaq Story] Nvidia (NVDA) Data Center Passes $75.2B Amid the Light and Shadow of 'Vera Rubin' Transition and the Weight of $91B Guidance](https://daily-stock.kr/stdaily/uploads/202606/gen_6a28a96eec7bd6.28095443.png)
[Nasdaq Story] Nvidia (NVDA) Data Center Passes $75.2B Amid the Light and Shadow of 'Vera Rubin' Transition and the Weight of $91B Guidance
Nvidia delivered record Q1 FY27 revenue of $81.6B, powered by $75.2B in data center sales. As it unveils the 'Vera Rubin' platform, we analyze the sto...
-
![[Nasdaq Story] Marvell Technology (MRVL) Swiftly Added to S&P 500: Will Jensen Huang's '$1 Trillion' Prophecy Combine with Passive Inflows for a Valuation Turning Point?](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2757dfc17ad0.83051294.png)
[Nasdaq Story] Marvell Technology (MRVL) Swiftly Added to S&P 500: Will Jensen Huang's '$1 Trillion' Prophecy Combine with Passive Inflows for a Valuation Turning Point?
Marvell Technology MRVL , a key design player in the global AI semiconductor value chain, will be added to the S&P 500. This inclusion officially vali...
-
Nasdaq-100 ETF QQQ Resumes Inflows: Amid 4.5% Treasury Yield Pressure, What Will Global Investors and Retail Seohak Ants Choose?
Despite market volatility and rising US 10 year Treasury yields past 4.5%, Invesco QQQ has seen a major turnaround in global fund flows, logging a dra...
-
![[Nasdaq Story] Broadcom (AVGO) Quarterly Bookings Top $30B Amid 'Google Defection Fears': Stock Plunges 15%, Testing the AI ASIC Monopoly](https://daily-stock.kr/stdaily/uploads/202606/gen_6a24b507c21da1.53036388.png)
[Nasdaq Story] Broadcom (AVGO) Quarterly Bookings Top $30B Amid 'Google Defection Fears': Stock Plunges 15%, Testing the AI ASIC Monopoly
Broadcom AVGO posted strong Q2 FY2026 results with quarterly AI bookings exceeding $30B. However, the stock plunged 15% due to conservative 2027 guida...