Blog Reports
Check DailyStock reports by date and topic.
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[Global Markets] Copper Price Tops $6.22 and US June Jobs Shock: AI Grid Demand and Tight Supply Scenarios Amid US-EU-Asia Tri-Polar Decoupling
US June jobs data missed expectations, sparking decoupling between major economies. Amid this macro environment, copper prices topped $6.22 per pound,...
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[KOSPI Story] POSCO Holdings (005490) Pulls Out 3.6 Trillion Won Subsidiary Stake Sale Card: Reviewing 'Triple-Core' Lithium & Energy Transformation Scenario
POSCO Group announced its 'Triple Core' strategy to pivot from steel toward lithium and energy resources. It plans to invest 29.1 trillion won over 3 ...
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[Nasdaq Story] Behind TSMC's (TSM) 10-Year Arizona Packaging Alliance: S&P Credit Rating Upgrade and 70% Gross Margin Threshold Scenario
Daily Stock analyzes TSMC's TSM new 10 year packaging partnership with Amkor in Arizona, its S&P long term credit outlook upgrade to 'Positive', and m...
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[Global Market] BOJ Raises Rates to 1.00% (31-Year High) as Yen-Carry Liquidation Looms: Global Bond Yield Synchrony and Liquidity Tightening Amid Three-Pole Decoupling
The Bank of Japan BOJ raised its key policy rate from 0.75% to 1.00%, the highest since 1995, signaling a shift toward full monetary normalization as ...
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[KOSPI Story] Samsung Electronics (005930) Recovers from 72.6T Won Foreign Selling and '13-Year Low Ownership' to Eye 85T Won Q2 Earnings Amid Special Bonus Variable
Samsung Electronics faces a supply demand turning point ahead of historic Q2 earnings, overcoming massive mechanical foreign selling of 72.6 trillion ...
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Behind Meta’s 'Meta Compute' Declaration and AMD 6GW Partnership: Entering the $145B AI Investment Payback Era and Nasdaq’s Multiple Function
Meta Platforms is shaking up Nasdaq with 'Meta Compute,' a plan to rent out idle AI infrastructure and host its own models to monetize up to $145B in ...