Global TradFi & Macroeconomics

According to 優分析, Cathie Wood's ARK Invest bought 28,000 Tesla shares worth $9 million and 125,000 SpaceX shares worth $14 million on Monday (July 28), taking advantage of recent price weakness. Tesla has fallen around 18% since releasing its second-quarter earnings report on July 22, while SpaceX h

According to research from Huawen Futures, China's rapeseed meal (RM) futures main contract RM2609 closed at 2,335 yuan per ton on July 28, down 71 yuan per ton or 2.95% for the day. International crude oil futures plummeted nearly 9% on Monday amid easing Middle East tensions, exerting heavy

According to OPEC+ representatives, production output for 2026 is expected to remain stable following the organization's September meeting.

On Tuesday, SanDisk stock (NASDAQ: SNDK) extended its selloff, falling 7.14% in premarket trading to approximately $1,187.01, following a 11.02% decline on Monday that closed the session at $1,278.23. The decline is part of a broader semiconductor sector retreat, with memory manufacturers

Bitcoin spot trading volume hit its lowest level since 2023, down over 75% compared to the end of 2024, according to analysts. Meanwhile, semiconductor stocks have dragged emerging market equities to lows not seen since April, with correlations between U.S. technology stocks and the Korean equity ma

Corning shares fell over 15% in pre-market trading on July 28 after the company guided third-quarter core sales to $4.9 billion to $5.0 billion, below the market estimate of $5.0 billion.

According to multiple South Korean media, Long Semiconductor's stock market listing on July 28 sparked a sharp decline in the Korean stock market, with investors concerned that the company will leverage capital raised from the IPO to compete with Samsung Electronics, SK Hynix, and Micron

Since peaking in May, Nvidia shares have declined roughly 17%, losing about $950 billion in market capitalization as investors rotated out of high-flying semiconductor stocks. Apple gained momentum in early July as traders sought refuge from AI-related losses, reclaiming its position as the most

According to Bloomberg, PayPal reported second-quarter adjusted earnings per share of $1.38 on July 28, exceeding analyst expectations of $1.27. Total payment volume reached $486.4 billion, also surpassing market estimates. The company raised its 2026 adjusted EPS guidance to $5.38, above

According to Bloomberg statistics, Alphabet, Amazon, Meta, Microsoft, and Oracle cut combined stock buybacks to approximately $9 billion in the first quarter, marking the lowest level in nearly a decade and down more than 80% from the 2021 peak of around $50 billion. Meta halted buybacks entirely in

According to Libya's National Oil Corporation, production at the El Fiehl and Waha oil fields has resumed.

PayPal's stock declined 1.4% in premarket trading on July 28, erasing earlier gains.

According to Jin10, Core Scientific and AMD announced an infrastructure lease agreement on July 28. Under the deal, AMD will receive warrants to purchase Core Scientific stock at market pricing. AMD secures over 500 megawatts of U.S. computing capacity through the partnership, with the ability to

According to MoneyDJ, the Hang Seng Index closed at 25,310.85 points on July 28, up 103.67 points or 0.41%, marking the fourth consecutive daily gain. The Hang Seng Tech Index rose 28.56 points or 0.61% to 4,730.61 points. Tech stocks including Tencent, Alibaba, Meituan, JD.com, and NetEase led gain

Kim Dong-won, KB Securities Research Head, stated on May 28 that the recent semiconductor stock decline stems from investor sentiment issues rather than fundamental industry problems, maintaining his semiconductor bull market thesis. Kim, who originally forecasted KOSPI 7,500 when Samsung

According to The Block, artificial intelligence data center company Hyperscale Data, listed on the NYSE, increased its bitcoin reserves to 1,106 BTC worth approximately $71.7 million as of July 27. The company added 15 BTC over the past week through a subsidiary planned for spinoff in 2027.

According to the 2026 Fortune Global 500 list released on July 28, Xiaomi ranked 232nd, up 65 positions year-over-year and marking its highest ranking since first listing in 2019. The company has been consecutively listed for eight consecutive years. In 2025, Xiaomi achieved record-breaking

GlaxoSmithKline reported second-quarter adjusted earnings per share of 50.5 pence, beating analyst expectations of 46.8 pence. Q2 revenue reached 84.1 billion pounds, topping the forecast of 82.5 billion pounds. The pharmaceutical company maintained its full-year guidance, projecting sales growth o

Crude oil prices hovered near one-week lows Tuesday after a pause in U.S. attacks on Iran reduced fears of an immediate supply shock. Brent crude slipped to $87.86 per barrel, while West Texas Intermediate fell to $82.24 as of 6:10 a.m. GMT on July 28. Both benchmarks lost about 8% Monday after