Blog Reports
Check DailyStock reports by date and topic.
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The Two Sides of Microsoft's (MSFT) 40% Azure Growth: $190B CAPEX Pressure and Mixed Signals from Institutional Giants
Microsoft's Azure grew 40%, beating fears, but its massive $190 billion annual CAPEX plan is sparking long-term cost concerns. Institutional investors like Bill Ackman and David Tepper are sharply divided on its prospects.
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'4.6% Yield Contra-Bet' and the $64 Billion Rush into Global Bond ETFs: The Great Asset Migration to Ultra-Short and Core Fixed Income Amid Tri-Polar Decoupling
As global interest rate volatility intensifies, global investors are shifting historic volumes of capital into bond ETFs, sparking a major portfolio realignment across ultra-short and core fixed-income assets.
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![[KOSPI Story] Hanwha Aerospace (012450) Order Backlog Surpasses 40 Trillion Won Amid 1,520 Won Exchange Rate, Anticipating '1 Trillion Won Quarterly Profit' Performance Momentum in H2](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2baf1c0ed3c7.76512246.png)
[KOSPI Story] Hanwha Aerospace (012450) Order Backlog Surpasses 40 Trillion Won Amid 1,520 Won Exchange Rate, Anticipating '1 Trillion Won Quarterly Profit' Performance Momentum in H2
Hanwha Aerospace's order backlog approaches 40 trillion won amid high exchange rate volatility. Despite short-term cash flow deficits, expectations rise for Q2 operating profit to hit 1 trillion won driven by global defense exports.
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![[S&P Insights] 4.2% Inflation Shock and Inauguration of New Fed Chair: S&P 500 Real Estate REITs Interest Rate Sensitivity and Valuation Variables Check](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2b5a6314f2b6.83685084.png)
[S&P Insights] 4.2% Inflation Shock and Inauguration of New Fed Chair: S&P 500 Real Estate REITs Interest Rate Sensitivity and Valuation Variables Check
Recent US May CPI surged 4.2% YoY, a 3-year high, dampening rate cut hopes. Ahead of new Fed Chair Kevin Warsh's first FOMC, long-term high rate worries expand short-term volatility in the S&P 500 Real Estate sector.
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![[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2b4c69e9bc02.79954549.png)
[Nasdaq Story] Evolution of Palantir's (PLTR) Government Contracts: Accelerating Military AI 'AIP' Adoption and the Value of Defense Moats Amid High Macro Interest Rates
As the physical and administrative deployment of AI software accelerates, we provide an in-depth analysis of Palantir's (PLTR) government contracting trends and long-term investment appeal as a core partner to Western security alliances.
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KOSDAQ Hits 996 Mark Triggers 'Buying Sidecar', Game Stocks Surge as Crimson Desert Surpasses 6 Million Units Sold with H2 New Releases Pipeline
Despite global macro risks and geopolitical tensions, the KOSDAQ market staged a dramatic rebound, nearing the 1,000 threshold. Game stocks are leading the recovery based on strong console sales and major upcoming releases.