Blog Reports
Check DailyStock reports by date and topic.
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![[KOSPI Story] '$250M per Vessel and KRW 1.6T Quarterly Profit': HD Korea Shipbuilding & Offshore Engineering (009540) Cements Profitability Amid Newbuilding Price Rally](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa4f8c6139a82.82629087.png)
[KOSPI Story] '$250M per Vessel and KRW 1.6T Quarterly Profit': HD Korea Shipbuilding & Offshore Engineering (009540) Cements Profitability Amid Newbuilding Price Rally
HD Korea Shipbuilding & Offshore Engineering 009540 delivered KRW 1.6T in Q2 operating profit on high margin LNG carrier deliveries and firm newbuildi...
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![[Nasdaq Story] Palantir (PLTR) in Its Second Year in the S&P 500: AIP Deal Explosions and the Dual Realities of Nasdaq Tech Liquidity](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa49622bbd634.31857728.png)
[Nasdaq Story] Palantir (PLTR) in Its Second Year in the S&P 500: AIP Deal Explosions and the Dual Realities of Nasdaq Tech Liquidity
Daily Stock analyzes Palantir PLTR amid surging AIP contract growth and S&P 500 passive inflows, balanced against valuation pressures, Nasdaq sentimen...
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![[Global Markets] NVIDIA (NVDA) Accelerates HBM4 Roadmap with Early Rubin Mass Production Amid US-Europe-Asia Tri-Polar Decoupling](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa44fd37b4c72.34183072.png)
[Global Markets] NVIDIA (NVDA) Accelerates HBM4 Roadmap with Early Rubin Mass Production Amid US-Europe-Asia Tri-Polar Decoupling
NVIDIA aggressively advances mass production of its next gen Rubin AI platform, integrating TSMC 3nm and HBM4. We analyze hardware hegemony amid a tri...
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![[KOSPI Story] '$8.5B Backlog and 765kV Supply Chain' HD Hyundai Electric (267260), North American EHV Transformer Shortage and Mid-to-Long-Term Earnings Scenarios](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa3a71c0b8909.90389089.png)
[KOSPI Story] '$8.5B Backlog and 765kV Supply Chain' HD Hyundai Electric (267260), North American EHV Transformer Shortage and Mid-to-Long-Term Earnings Scenarios
HD Hyundai Electric's North American order backlog surpassed $8.5B amid an unprecedented EHV transformer shortage driven by grid replacement and AI da...
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![[Nasdaq Story] Beyond Customer Compensation Bills: The Magic of 'Falcon Flex' and the Reality of CrowdStrike's (CRWD) $5.8B ARR Rebound](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa344bd453974.47501800.png)
[Nasdaq Story] Beyond Customer Compensation Bills: The Magic of 'Falcon Flex' and the Reality of CrowdStrike's (CRWD) $5.8B ARR Rebound
CrowdStrike CRWD rebounds sharply, successfully absorbing short term discounts from its Customer Commitment Package CCP post outage. FY27 Q2 ending AR...
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![[Global Markets] '18A Process Watershed and the Battle for Orders': Intel (INTC) Foundry Rebuild and the US-EU-Asia Tri-polar Decoupling Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6aa2fe5fe124d1.91695968.png)
[Global Markets] '18A Process Watershed and the Battle for Orders': Intel (INTC) Foundry Rebuild and the US-EU-Asia Tri-polar Decoupling Scenario
Intel pushes to secure external foundry clients ahead of commercializing its 1.8nm class 18A node, as global markets show distinct tri polar decouplin...