Blog Reports
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![[Nasdaq Story] Google (GOOGL) Search Share Falls Below 90%, AI and Antitrust Two-Front War, the Flip Side of Q2 Earnings Surprise, and the Variable of Multiples](https://daily-stock.kr/stdaily/uploads/202608/gen_6a77c35c7fa903.31597003.png)
[Nasdaq Story] Google (GOOGL) Search Share Falls Below 90%, AI and Antitrust Two-Front War, the Flip Side of Q2 Earnings Surprise, and the Variable of Multiples
Alphabet's GOOGL search market share fell below 90% for the first time since 2015 due to generative AI assistants and regulatory pressure, while Googl...
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![[Global Markets] Shanghai Composite Reclaims 3,940 Level Amid PBOC's 500 Billion Yuan Liquidity Injection: 'Rate Cut Signals' vs. 'Liquidity Trap' Scenarios in US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202608/gen_6a777d29dd5a77.52190118.png)
[Global Markets] Shanghai Composite Reclaims 3,940 Level Amid PBOC's 500 Billion Yuan Liquidity Injection: 'Rate Cut Signals' vs. 'Liquidity Trap' Scenarios in US-EU-Asia Tri-Polar Decoupling
The Shanghai Composite rose to 3,940.04 points, driven by tech rebounds. To support liquidity, the PBOC deployed a 500 billion yuan reverse repo. Atte...
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![[KOSPI Story] 'Debt-Investing Rekindled on Rebound' Assessing Short-term Liquidity Risks Amid Volatile KOSPI Margin Balances](https://daily-stock.kr/stdaily/uploads/202608/gen_6a76d468e73501.64384665.png)
[KOSPI Story] 'Debt-Investing Rekindled on Rebound' Assessing Short-term Liquidity Risks Amid Volatile KOSPI Margin Balances
Recent sharp KOSPI fluctuations and volatile margin loan balances of retail investors are triggering short term supply demand instability, raising ris...
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![[Nasdaq Story] NVIDIA-SpaceX Exclusive Partnership and Rubin Chip's Space Computing Prospects](https://daily-stock.kr/stdaily/uploads/202608/gen_6a7671e41baf80.81582861.png)
[Nasdaq Story] NVIDIA-SpaceX Exclusive Partnership and Rubin Chip's Space Computing Prospects
NVIDIA and SpaceX have announced an exclusive partnership. SpaceX will adopt NVIDIA's next generation Vera Rubin architecture for its Starmind AI1 sat...
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![[Global Markets] 'Falling Below 78,400' India SENSEX and Foreign Capital Outflow: '36-Month DII Net Buying' and 'Valuation Turning Point' Scenarios Amid US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202608/gen_6a762b8e303a21.74199770.png)
[Global Markets] 'Falling Below 78,400' India SENSEX and Foreign Capital Outflow: '36-Month DII Net Buying' and 'Valuation Turning Point' Scenarios Amid US-EU-Asia Tri-Polar Decoupling
Amid the accelerating tri polar decoupling of global financial markets, India's SENSEX index is undergoing short term corrections due to persistent vo...
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‘First Tightening in 3 Years and 6 Months’ Bank of Korea's July MPC Minutes Disclosed and KOSPI Market Impact Scenarios Reviewed
The Bank of Korea raised its benchmark interest rate to 2.75% on July 16, marking the first hike in 3.5 years. Recently released MPC minutes confirmed...