Blog Reports
Check DailyStock reports by date and topic.
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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](https://daily-stock.kr/stdaily/uploads/202607/gen_6a654e62397236.28671870.png)
[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](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6508c19e8980.21823861.png)
[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 ...
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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...