Blog Reports
Check DailyStock reports by date and topic.
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![[KOSPI Story] 'AI Search Shift & Q3 Ad Defense': NAVER (035420), Search Platform Upgrades and the Depreciation Horizon](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac73fc31eb8d3.25304172.png)
[KOSPI Story] 'AI Search Shift & Q3 Ad Defense': NAVER (035420), Search Platform Upgrades and the Depreciation Horizon
NAVER's Search Platform defends performance with generative AI search and ADVoost targeting. While Q3 operating profit faces depreciation costs from G...
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![[Nasdaq Stories] Moderna (MRNA): Next-Gen mRNA Clinical Milestones, Biotech Re-Rating, and Growth Stock Rotation Driven by AI Fatigue](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac6dd39185168.05828171.png)
[Nasdaq Stories] Moderna (MRNA): Next-Gen mRNA Clinical Milestones, Biotech Re-Rating, and Growth Stock Rotation Driven by AI Fatigue
Moderna transitions beyond single COVID 19 reliance toward RSV, combo vaccines, and individualized neoantigen therapy. As Big Tech AI CAPEX fatigue ri...
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![[KOSPI Story] 'The Era of 50% Shareholder Returns and RWA Control' KB Financial Group (105560): Countdown to Q3 Earnings and Excess Capital Return Formula Analysis](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac5ee5c6de6c1.93229892.png)
[KOSPI Story] 'The Era of 50% Shareholder Returns and RWA Control' KB Financial Group (105560): Countdown to Q3 Earnings and Excess Capital Return Formula Analysis
KB Financial Group 105560 is drawing market focus ahead of its Q3 earnings, reactivating its CET1 based shareholder return framework. Key attention ce...
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![[Nasdaq Stories] Tesla (TSLA) Robotaxi Commercialization Roadmap & Physical AI Testbed: A Realistic Assessment of the Autonomous Driving Multiple](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac58bbf823974.80965530.png)
[Nasdaq Stories] Tesla (TSLA) Robotaxi Commercialization Roadmap & Physical AI Testbed: A Realistic Assessment of the Autonomous Driving Multiple
Tesla is accelerating its mobility platform shift via Cybercab and FSD approvals. Amid $25B+ in annual CapEx and margin pressure, re rating from EV ma...
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![[KOSPI Story] 'D-2 to Oct 8 Preliminary Earnings and the 100 Trillion Won Watershed': Samsung Electronics (005930), Checking Memory Dominance and Lowered Expectations Amid FX Variables](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac49caf1d2af0.96171119.png)
[KOSPI Story] 'D-2 to Oct 8 Preliminary Earnings and the 100 Trillion Won Watershed': Samsung Electronics (005930), Checking Memory Dominance and Lowered Expectations Amid FX Variables
Ahead of Samsung Electronics' Q3 2026 preliminary earnings on Oct 8, crossing KRW 100T in operating profit is a key watershed for the KOSPI amid lower...
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![[Nasdaq Stories] Micron (MU) HBM3E & HBM4 Order Visibility and Fiscal Q4 Earnings Surprise: A Structural Turning Point in the Memory Upcycle](https://daily-stock.kr/stdaily/uploads/202610/gen_6ac43a56b90318.97178850.png)
[Nasdaq Stories] Micron (MU) HBM3E & HBM4 Order Visibility and Fiscal Q4 Earnings Surprise: A Structural Turning Point in the Memory Upcycle
Micron delivered a massive fiscal Q4 earnings surprise, confirming an AI driven memory boom. With HBM3E scaling up and 2027 HBM capacity largely locke...