Blog Reports
Check DailyStock reports by date and topic.
-
![[Nasdaq Story] Apple's Leadership Transition, the Aftermath of the '100-Year Memory Flood,' and Amazon AWS's Dominance Reveal the Light and Shadow of the AI Value Chain](https://daily-stock.kr/stdaily/uploads/202608/gen_6a712be08897b5.13290117.png)
[Nasdaq Story] Apple's Leadership Transition, the Aftermath of the '100-Year Memory Flood,' and Amazon AWS's Dominance Reveal the Light and Shadow of the AI Value Chain
In H2 2026, the Nasdaq is navigating a transition phase marked by big tech leadership changes and cost conflicts within the hardware value chain, driv...
-
![[Global Markets] Eurozone Manufacturing PMI Rebounds to 51.9 Amid ECB's Freeze Dilemma: 'Backlog Depletion' and Persistent Tightening Scenarios Under US-EU-Asia Tri-polar Decoupling](https://daily-stock.kr/stdaily/uploads/202608/gen_6a70e5ab40f9e8.09861183.png)
[Global Markets] Eurozone Manufacturing PMI Rebounds to 51.9 Amid ECB's Freeze Dilemma: 'Backlog Depletion' and Persistent Tightening Scenarios Under US-EU-Asia Tri-polar Decoupling
Daily Stock analyzes the Eurozone's July 2026 manufacturing PMI rebound to 51.9, the structural limits of relying on backlog depletion, rising inflati...
-
![[KOSPI Story] POSCO Holdings (005490) Posts Earnings Surprise with Lithium Turnaround: Triple-Core Strategy to Overcome Steel Slump and Value-Up Scenarios Checked](https://daily-stock.kr/stdaily/uploads/202608/gen_6a703cf9e61465.79896652.png)
[KOSPI Story] POSCO Holdings (005490) Posts Earnings Surprise with Lithium Turnaround: Triple-Core Strategy to Overcome Steel Slump and Value-Up Scenarios Checked
POSCO Holdings recorded an earnings surprise in Q2 2026, driven by its Argentine lithium plant turning a profit and solid results from affiliates. We ...
-
Behind Netflix's (NFLX) 43% Stock Plunge and Growth Stagnation Theory: Valuation Appeal of 20x Forward P/E and the Live Sports Factor
Netflix NFLX is drawing investor attention as growth deceleration fears and reduced data disclosure have triggered a stock correction, despite a 20x f...
-
![[Global Markets] Joint Intervention Sparks 'Drop to 157-Yen Range' and Nikkei Settles Above 64,000: Export Earnings Turning Point Amid US-EU-Asia Tri-Polar Decoupling and '3-Day Intervention' Scenario](https://daily-stock.kr/stdaily/uploads/202608/gen_6a6f9402028182.24583701.png)
[Global Markets] Joint Intervention Sparks 'Drop to 157-Yen Range' and Nikkei Settles Above 64,000: Export Earnings Turning Point Amid US-EU-Asia Tri-Polar Decoupling and '3-Day Intervention' Scenario
US and Japanese FX authorities initiated their first joint intervention in nearly 30 years, driving USD/JPY temporarily down to 157. The Nikkei 225 su...
-
![[Nasdaq Story] Conflict Between June PCE Slowdown and US 10-Year Treasury Yield at 4.75%: Assessing the Yield-Valuation Tension Amid Nasdaq Multiple Pressures](https://daily-stock.kr/stdaily/uploads/202608/gen_6a6e88f530ca08.38949525.png)
[Nasdaq Story] Conflict Between June PCE Slowdown and US 10-Year Treasury Yield at 4.75%: Assessing the Yield-Valuation Tension Amid Nasdaq Multiple Pressures
US June PCE slowed to 3.7%, but the 10 year Treasury yield surged to 4.75% on hawkish Fed signals. Nasdaq's valuation faces compression as high intere...