Blog Reports
Check DailyStock reports by date and topic.
-
![[Nasdaq Story] The Butterfly Effect of Palantir's (PLTR) Federal Contract 'Single Platform Integration': 1 Year After the $10B Army Deal and the Decision Threshold for TITAN Mass Production](https://daily-stock.kr/stdaily/uploads/202607/gen_6a557ce4bbc691.62198116.png)
[Nasdaq Story] The Butterfly Effect of Palantir's (PLTR) Federal Contract 'Single Platform Integration': 1 Year After the $10B Army Deal and the Decision Threshold for TITAN Mass Production
One year after Palantir's $10B Enterprise Agreement with the US Army, the company faces a critical threshold for TITAN mass production, expansion amon...
-
![[Global Markets] '6.49% Mortgage' and Wells Fargo (WFC) Q2 Earnings: Asset Cap Lifted but Mortgage Margins Pressured Amid Tri-polar Decoupling](https://daily-stock.kr/stdaily/uploads/202607/gen_6a5536054af9e5.48908280.png)
[Global Markets] '6.49% Mortgage' and Wells Fargo (WFC) Q2 Earnings: Asset Cap Lifted but Mortgage Margins Pressured Amid Tri-polar Decoupling
Wells Fargo WFC is pursuing asset growth following the lifting of the Fed's asset cap. However, elevated mortgage rates at 6.49% and geopolitical tens...
-
![[KOSPI Story] The Changing Grammar of Supply and Demand: Analyzing Financial Investment & Foreign Investor Flows Before and After Ex-Dividend Dates Following 'Dividend Modernization'](https://daily-stock.kr/stdaily/uploads/202607/gen_6a548d7d2aec02.32012736.png)
[KOSPI Story] The Changing Grammar of Supply and Demand: Analyzing Financial Investment & Foreign Investor Flows Before and After Ex-Dividend Dates Following 'Dividend Modernization'
The year end financial investment buying pattern before ex dividend dates on KOSPI is shifting due to the transition to a modernized dividend system. ...
-
The Flip Side of SOX and NASDAQ Decoupling: Assessing Historical Overheating and Big Tech 'Rotation' Scenarios
H1 2026 was marked by a sharp decoupling between the SOX and NASDAQ indices. Amid H1 gains of ~101% for SOX, high valuations and a 10 year Treasury yi...
-
![[Global Markets] LVMH Defends with '1% Organic Growth' and CAC 40 at 8,300 Range: Shrinking 'Aspirational' Luxury Amidst Tri-Polar Decoupling (US, Europe, Asia) and Emerging Tech Billionaire Scenario](https://daily-stock.kr/stdaily/uploads/202607/gen_6a53e48d51b882.80404974.png)
[Global Markets] LVMH Defends with '1% Organic Growth' and CAC 40 at 8,300 Range: Shrinking 'Aspirational' Luxury Amidst Tri-Polar Decoupling (US, Europe, Asia) and Emerging Tech Billionaire Scenario
Global assets face a distinct 'tri polar decoupling' across the US, Europe, and Asia. France's CAC 40 hovers around 8,300 as luxury markets shift due ...
-
![[KOSPI Story] Hanwha Aerospace (012450) Surpasses KRW 118 Trillion Order Backlog: Examining Second-Half Loaded Export Momentum and Global Shortlist Scenarios](https://daily-stock.kr/stdaily/uploads/202607/gen_6a533c2d4bb8d6.77964108.png)
[KOSPI Story] Hanwha Aerospace (012450) Surpasses KRW 118 Trillion Order Backlog: Examining Second-Half Loaded Export Momentum and Global Shortlist Scenarios
Hanwha Aerospace secured a record high consolidated backlog of KRW 118T. While targeting a KRW 1T quarterly profit by Q2 2026, we check the second hal...