Blog Reports
Check DailyStock reports by date and topic.
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Dell's AI Server Backlog Surges to $51.3 Billion, Highlighting Divergence Among Major OEM Backlogs: Analyzing Supply Bottlenecks and Power Constraint Scenarios
Dell's AI server backlog reached an all time high of $51.3B in Q1 FY27. We analyze the backlog dynamics of major OEMs like Supermicro and HPE, alongsi...
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![[Global Markets] '716 Million Barrel Plunge' in WTI Crude Inventory and Cushing Hub Alert: 'Loss of Cushion' Amid US-EU-Asia Tri-Polar Decoupling and Diplomatic Resolution Scenarios](https://daily-stock.kr/stdaily/uploads/202608/gen_6a723715d284e7.02981754.png)
[Global Markets] '716 Million Barrel Plunge' in WTI Crude Inventory and Cushing Hub Alert: 'Loss of Cushion' Amid US-EU-Asia Tri-Polar Decoupling and Diplomatic Resolution Scenarios
US commercial crude inventories have plunged far more than expected, raising alarms over the loss of a global oil cushion. Meanwhile, Cushing stocks h...
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![[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...
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![[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...
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![[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 ...
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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...