Blog Reports
Check DailyStock reports by date and topic.
-
![[KOSPI Story] ‘Record-Breaking Semiconductors’ August Exports Surpass $98.2 Billion, Paving the Way for a $200 Billion Trade Surplus Scenario](https://daily-stock.kr/stdaily/uploads/202609/gen_6a97c9cb5c2370.46566363.png)
[KOSPI Story] ‘Record-Breaking Semiconductors’ August Exports Surpass $98.2 Billion, Paving the Way for a $200 Billion Trade Surplus Scenario
According to the August 2026 import and export trends released by Korea's Ministry of Trade, Industry and Energy, exports surged by 68.7% year on year...
-
![[Nasdaq Story] 'SMH's $2.8B Outflow' Butterfly Effect: Record Inflows for QQQ and Tech Sector Rotation Focused on Cash Cows](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9767e5092274.48103618.png)
[Nasdaq Story] 'SMH's $2.8B Outflow' Butterfly Effect: Record Inflows for QQQ and Tech Sector Rotation Focused on Cash Cows
Daily Stock analyzes the latest financial trends. In August, Invesco QQQ Trust saw a record monthly net inflow of $10.9 billion, while semiconductor S...
-
![[Nasdaq Story] The Power of Pipeline Beating Interest Rate Sensitivity: Amgen's (AMGN) 'Obesity Niche' and Moderna's (MRNA) '177% Surge' Signal the Future of Biotech Valuations](https://daily-stock.kr/stdaily/uploads/202609/gen_6a9615ec35fab2.88124108.png)
[Nasdaq Story] The Power of Pipeline Beating Interest Rate Sensitivity: Amgen's (AMGN) 'Obesity Niche' and Moderna's (MRNA) '177% Surge' Signal the Future of Biotech Valuations
On Tuesday, September 1, 2026, amid macroeconomic uncertainties, the biotech and pharma sectors are charting new valuation paths powered by pipeline i...
-
![[Global Market] 'Breaking 4.75%' US 10-Year Treasury Yield and Tri-Polar Decoupling: Hawkish Fed, Geopolitical Oil Surge Pressuring Global Valuations](https://daily-stock.kr/stdaily/uploads/202609/gen_6a95cf7dc3f136.30563269.png)
[Global Market] 'Breaking 4.75%' US 10-Year Treasury Yield and Tri-Polar Decoupling: Hawkish Fed, Geopolitical Oil Surge Pressuring Global Valuations
As volatility in global financial markets expands, the US 10 year Treasury yield is once again capturing market attention, breaking above the 4.75% ma...
-
![[KOSPI Story] '1B Dollar Alliance' NAVER (035420), Nvidia AI Factory Results and Conditions for Stock Price Rebound](https://daily-stock.kr/stdaily/uploads/202608/gen_6a9526ce963280.73505549.png)
[KOSPI Story] '1B Dollar Alliance' NAVER (035420), Nvidia AI Factory Results and Conditions for Stock Price Rebound
NAVER is driving its GW class global AI factory project with Nvidia's $1B investment. While long term multiple upside depends on Blackwell GPU infrast...
-
![[Nasdaq Story] Concerns Over Marvell's Google Order and the Truth Behind the $60B AI Backlog: Broadcom (AVGO) Faces Neutral Test Ahead of September Earnings](https://daily-stock.kr/stdaily/uploads/202608/gen_6a94c50b4b58c1.98978460.png)
[Nasdaq Story] Concerns Over Marvell's Google Order and the Truth Behind the $60B AI Backlog: Broadcom (AVGO) Faces Neutral Test Ahead of September Earnings
As of the morning of August 31, 2026, we present an in depth analysis of Broadcom AVGO , a key player in the Nasdaq semiconductor value chain and a le...