Blog Reports
Check DailyStock reports by date and topic.
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[Global Stock Market] Arista Networks (ANET) Stock Outlook Amid '1.6T Platform Adoption', Surging AI Fabric Demand, and US-Europe-Asia Three-Pole Decoupling
With the evolution of global data center infrastructure to ultra high speed 1.6T bandwidth, Arista Networks ANET is reinforcing its leadership in Ethe...
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[KOSPI Story] '77% of Target Achieved Early' HD KSOE (009540) Explores Overseas Production Base Expansion Amid KRW 98 Trillion Order Backlog
HD KSOE secured $18.08B in cumulative orders as of late August 2026, reaching 77.6% of its annual target. Backed by a KRW 98T backlog, the shipbuilder...
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[Nasdaq Story] Core PCE Matches 3.3% and the 'Service Consumption' Paradox: Testing the Defensive Power of Nasdaq 100 Forward PER at 21x Amid Earnings-Driven Market
US July Core PCE inflation matched expectations at 3.3%, easing excessive fears over tech multiples. Nasdaq 100's Forward P/E consolidated around 21.3...
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[Global Markets] Global Bond ETFs Break $3 Trillion with $580 Billion Net Inflows: 'Pivot Pending' and 'Active Bond Rotation' Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)
Global bond ETFs hit a historic $3T in AUM amid US Europe Asia decoupling. High rates keep yields over 4%, driving heavy inflows into ultra short trea...
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[KOSPI Story] '1.5 Trillion Won Buying Storm': The Identity of Other Corporate Bodies, Mega Semiconductor Buybacks, and KOSPI 6,900 Landing Scenario
KOSPI climbed 1.53% to close at 6,912.37, supported by Nvidia's surprise earnings and a massive 1.58 trillion won net purchase by 'other corporate bod...
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[Nasdaq Story] The Shock of a '76.7% Margin' and Overcoming Hardware Limitations: How Apple's (AAPL) Growing Service Revenue Share Redefines Future Valuation
Apple AAPL is transitioning from an iPhone centered hardware manufacturer to a service enterprise. Its service segment, boasting a whopping 75 77% gro...