Blog Reports
Check DailyStock reports by date and topic.
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[Global Market] The '6.2% RRR' and China's PBOC Rate Cut Dilemma: Yuan Defense vs. Global Commodity Liquidity Scenarios Amid Tri-Polar Decoupling
China's PBOC is struggling with whether to cut reserve requirement ratios RRR to boost the economy or hold back to stabilize the yuan, amidst a tri po...
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[KOSPI Story] 'Beyond Ultra-High Voltage to Power Distribution' Power Equipment Trio's Backlogs Surge; Examining the Sustainability of the AI Data Center-Driven Supercycle
As the KOSPI remains in extreme fear at 6690.62, we analyze the current state of Korea's power equipment industry, which is poised for long term growt...
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[Nasdaq Story] AMD Q2 Data Center Revenue and Server CPU Market Share Outlook: 2nm Zen 6 EPYC Venice Invasion and AI Market Reshaping Scenarios
AMD, a strong challenger in the AI semiconductor market, is presenting new products and a robust demand roadmap to prove its market dominance ahead of...
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[Global Markets] 'The $190 Billion Milestone' Microsoft (MSFT) Q4 Earnings Announcement and AI Infrastructure Spending Outlook Scenarios
Daily Stock provides an in depth analysis of Microsoft's MSFT upcoming FY2026 Q4 earnings release, focusing on its revenue outlook, rising AI infrastr...
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KOSPI Divergence Amid ‘Extreme Fear (12.9)’ and South Korea’s Historic $100 Billion Monthly Export Breakthrough: Examining the Sustainability of the Supercycle
South Korea's June 2026 exports hit a historic $102.25 billion +70.9% YoY , driven by AI chips. Despite explosive trade surpluses, the KOSPI remains s...
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The Pros and Cons of Google (GOOGL) Losing its 90% Search Market Share: Historic First FCF Deficit and Large-Scale AI CapEx Scenarios
Google's global search market share fell below 90% for the first time in 1H 2026. Alphabet logged its first ever quarterly FCF deficit $5.9B due to a ...