Blog Reports
Check DailyStock reports by date and topic.
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Google (GOOGL) '90% Search Market Share' Moat Cracking? The Survival Formula Made by Zero-Click Era and $185 Billion CAPEX
Google maintains a 90% search share, but a shift to 'zero-click' searches and ChatGPT's rise pose threats. In response, Google announced a massive $175B–$185B CAPEX guidance for 2026 alongside an $80B capital raise plan.
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![[Global Markets] BOJ's Post-YCC Dilemma Ahead of Historic 1% Interest Rate: Three-Way Decoupling (US-EU-Asia) and Scenarios for Pausing JGB Purchase Reductions](https://daily-stock.kr/stdaily/uploads/202606/gen_6a29b4884e4959.13209026.png)
[Global Markets] BOJ's Post-YCC Dilemma Ahead of Historic 1% Interest Rate: Three-Way Decoupling (US-EU-Asia) and Scenarios for Pausing JGB Purchase Reductions
As global financial market volatility expands, investors' eyes are on Tokyo ahead of the Bank of Japan's (BOJ) monetary policy meeting on June 15-16, where it may raise rates to 1.0%, marking a historic shift.
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Kosdaq at 951 level; Chunbo (278280) Hits 52-Week Low... KRW 100 Billion CB Put Option Risk Drags Down Stock Despite Defense from Advanced Semiconductor Materials
Chunbo (278280) hit a 52-week low of KRW 37,250 during trading before closing at KRW 39,650 on June 10, 2026. Despite its semiconductor materials business holding up, massive CB put option risks are weighing heavily on the stock.
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![[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit](https://daily-stock.kr/stdaily/uploads/202606/gen_6a290bd43a03d3.20969964.png)
[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit
Kia has kicked off full-scale mass production of the Sportage Hybrid (HEV) at the Hyundai Motor Group Metaplant America (HMGMA) in Georgia, bypassing the 15% auto tariff to achieve strong cost-saving benefits.
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![[Nasdaq Story] Nvidia (NVDA) Data Center Passes $75.2B Amid the Light and Shadow of 'Vera Rubin' Transition and the Weight of $91B Guidance](https://daily-stock.kr/stdaily/uploads/202606/gen_6a28a96eec7bd6.28095443.png)
[Nasdaq Story] Nvidia (NVDA) Data Center Passes $75.2B Amid the Light and Shadow of 'Vera Rubin' Transition and the Weight of $91B Guidance
Nvidia delivered record Q1 FY27 revenue of $81.6B, powered by $75.2B in data center sales. As it unveils the 'Vera Rubin' platform, we analyze the stock's valuation, major growth drivers, and upcoming risk factors.
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![[Global Markets] 'DXY 100 Resistance' and Gold Price Adjusts to $4,200: Dollar Weakness Signals and Safe-Haven Pivot Amid US-EU-Asia Tri-polar Decoupling](https://daily-stock.kr/stdaily/uploads/202606/gen_6a28635ec52fd0.78932102.png)
[Global Markets] 'DXY 100 Resistance' and Gold Price Adjusts to $4,200: Dollar Weakness Signals and Safe-Haven Pivot Amid US-EU-Asia Tri-polar Decoupling
The global macroeconomic landscape is passing through a major turning point, with safe-haven assets and the US dollar fluctuating due to an unexpected US jobs surprise and monetary policy decoupling among major economies.