Blog Reports
Check DailyStock reports by date and topic.
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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 ...
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![[Global Markets] 'Surpassing 2.82%' 10-Year Government Bond Yield and Projected BOJ 1.0% Freeze: 'YCC Scrap Aftermath' and Global Capital Repatriation Scenario Amidst US-EU-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a63b6b515a969.81300909.png)
[Global Markets] 'Surpassing 2.82%' 10-Year Government Bond Yield and Projected BOJ 1.0% Freeze: 'YCC Scrap Aftermath' and Global Capital Repatriation Scenario Amidst US-EU-Asia Tri-Polar Decoupling
Analyzing the BOJ's expected rate freeze in July following June's hike to 1.0%, amidst rising 10 year JGB yields hitting 2.82%, macro decoupling, and ...
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![[KOSPI Story] Export Companies Face FX Hedging Boomerang Amid '1,460 Won Level Normalization': Analyzing FX Volatility and Break-even Scenarios by Industry](https://daily-stock.kr/stdaily/uploads/202607/gen_6a630dfaa8d665.61235869.png)
[KOSPI Story] Export Companies Face FX Hedging Boomerang Amid '1,460 Won Level Normalization': Analyzing FX Volatility and Break-even Scenarios by Industry
The USD/KRW exchange rate remains elevated above 1,460 won, solidifying a high rate normal. While government intervention and the National Pension Ser...
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'₹17,227 Crore Inflow' India's SENSEX and Foreign Capital Return: 'Semiconductor Fatigue' and Oil Price Liquidity Scenarios Amid US-Europe-Asia Decoupling
India's SENSEX is gaining attention as foreign portfolio investors FPIs return, injecting over ₹17,227 crore in July despite global geopolitical uncer...
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![[KOSPI Story] SK Hynix (000660) Rebounds from '43% MDD' Drop: Q2 '76% Record Margin' Forecast and HBM4 Supply Chain Roadmap Analysis](https://daily-stock.kr/stdaily/uploads/202607/gen_6a61bc80002771.29150497.png)
[KOSPI Story] SK Hynix (000660) Rebounds from '43% MDD' Drop: Q2 '76% Record Margin' Forecast and HBM4 Supply Chain Roadmap Analysis
Daily Stock analyzes SK Hynix's recent stock volatility, HBM shipment progress, and future outlook amidst concerns over AI investment returns and macr...
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![[Global Markets] Brent Crude Surpasses $94 and OPEC+ Prolongs Output Cuts: 'Middle East Geopolitical Unrest' and Global Stagflation Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6113a81bbc52.50667355.png)
[Global Markets] Brent Crude Surpasses $94 and OPEC+ Prolongs Output Cuts: 'Middle East Geopolitical Unrest' and Global Stagflation Scenarios Amid Three-Pole Decoupling (US, Europe, Asia)
With OPEC+ extending output cuts through late 2026 and Middle East conflicts intensifying, Brent crude topped $94. This sharpens the 'three pole decou...