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![[Global Markets] Apple (AAPL) Stock Action Post-'iPhone 18 AI Launch' and the US-EU-Asia Tri-Polar Decoupling Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa1acd6551e94.20843755.png)
[Global Markets] Apple (AAPL) Stock Action Post-'iPhone 18 AI Launch' and the US-EU-Asia Tri-Polar Decoupling Scenario
Apple officially unveiled its AI powered iPhone 18 lineup, triggering typical 'sell the news' profit taking. Amid a tri polar global macro decoupling,...
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![[Global Markets] 'Cloud Bottlenecks and CapEx Fatigue' Microsoft (MSFT) Azure Growth Concerns and the US-Europe-Asia Tri-Polar Decoupling Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa05b56c09514.27488341.png)
[Global Markets] 'Cloud Bottlenecks and CapEx Fatigue' Microsoft (MSFT) Azure Growth Concerns and the US-Europe-Asia Tri-Polar Decoupling Scenario
Microsoft's Azure faces growth headwinds from data center capacity bottlenecks and massive CapEx, while global markets navigate a tri polar decoupling...
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![[Global Markets] Broadcom (AVGO) Custom ASIC Surge Puts $110B Backlog in Sight: AI Infra Plays Amid US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9f09da456378.27183811.png)
[Global Markets] Broadcom (AVGO) Custom ASIC Surge Puts $110B Backlog in Sight: AI Infra Plays Amid US-EU-Asia Tri-Polar Decoupling
Broadcom secures unprecedented order visibility via custom ASIC deals with Google, Meta, and OpenAI. Fiscal Q3 AI chip revenue soared 221% YoY to $16....
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![[Global Markets] Tesla (TSLA) Enters Commercial Cybercab Operations: Robotaxi Momentum and Autonomous Driving Valuation Scenarios Amid US-Europe-Asia Decoupling](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9db8603fcab1.12636642.png)
[Global Markets] Tesla (TSLA) Enters Commercial Cybercab Operations: Robotaxi Momentum and Autonomous Driving Valuation Scenarios Amid US-Europe-Asia Decoupling
Tesla has launched commercial Cybercab robotaxi rides in Austin, shifting focus to Physical AI networks. We analyze TSLA's valuation scenarios and the...
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'Combining Traditional High Yields with Big Tech' S&P 500 Communication Services Earnings Check: Shareholder Return Scenarios Amid US-EU-Asia Tri-polar Decoupling
S&P 500 Communication Services blends 5–6% high yield telcos and Big Tech share buybacks. Amid US EU Asia decoupling, robust FCF supports payouts, but...
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![[Global Markets] '162,000 Surprise Increase' in US Jobs and Nasdaq 100: 'September Effect' Volatility Scenario Amid Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9b16041dec70.05519143.png)
[Global Markets] '162,000 Surprise Increase' in US Jobs and Nasdaq 100: 'September Effect' Volatility Scenario Amid Tri-Polar Decoupling
US August non farm payrolls jumped by 162,000, raising Fed rate hike concerns. The historical 'September Effect' and Middle East geopolitical oil risk...