Global TradFi & Macroeconomics

Focus on price action and volatility across stocks, bonds, forex, commodities, and major indices. Analyze macro indicators like interest rates, inflation, employment, and policy expectations to decode global liquidity shifts, risk sentiment, and cross-market correlations.
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NVIDIA invests $1 billion in Naver to secure a 4.5% stake, becoming the third-largest shareholder

NVIDIA acquired approximately 7.24 million new shares in Naver through a third-party block offering for $1 billion, priced at 204,500 KRW per share; it will hold about 4.5%. The deal is expected to make NVIDIA Naver’s third-largest shareholder, behind NPS and BlackRock. To offset dilution, on 8/3 it will cancel about 4.9 million shares of treasury stock. The first payment will be made on 2026/10/30. Naver’s stock opened up 8%. In June, both parties signed a GW-level AI factory agreement, underscoring that Korean firms are accelerating their sovereign AI initiatives.
Naver5.52%
NVDA-0.97%
BLK0.30%
SK3.08%
MarketWhisper·07-27 02:36
輝達10億美元入股Naver取得4.5%股份

SK Hynix stock: Q2 profit margin is expected to reach 77%, hitting a new historical high

SK hynix (000660) stock is closely watched. The company will release its Q2 results on July 29. According to Yonhap Infomax’s summary of reports from 14 brokerages over the past month, market consensus expects Q2 revenue of 84.0597 trillion won, Q2 operating profit of 64.0899 trillion won, and an expected profit margin of 75%~77%, up from 72% in the previous quarter. Market consensus before the July 29 results: Q2 profit to exceed 64 trillion won According to Yonhap Infomax’s summary of 14 broke
MarketWhisper·07-27 02:31
SK海力士股票Q2利潤率預期達77%

Long Xin Technology Faces Trading Halts on IPO Debut, System Recovers

According to Odaily and Jin10, Long Xin Technology (N Changxin) began trading on July 27 but experienced brief trading outages during the opening session. Some investors reported being unable to execute trades or cancel orders during the outages. A securities firm executive confirmed the
GateNews·07-27 02:31
Long Xin Technology Faces Trading Halts on IPO Debut, System Recovers

S&P 500 Stocks Show Widest Earnings Guidance Gap Since 2011

S&P 500 companies are revising earnings guidance upward at the widest margin compared to downward revisions since 2011, according to Bloomberg Intelligence data cited by Yahoo Finance on July 26. The gap between upward and downward earnings estimate adjustments has reached its largest spread in 15 y
MU-0.48%
CVX0.97%
AVGO-4.60%
LucasBennett·07-27 02:25
S&P 500 Stocks Show Widest Earnings Guidance Gap Since 2011

Oil Prices Stay $20 Below War Highs Despite 11M Barrel Supply Drop

JP Morgan analysis shows global oil supply dropped by approximately 11.1 million barrels per day since the US-Iran conflict began in February, yet Brent crude prices remain about $20 below the April-May highs despite trading above $101 per barrel recently. The investment bank attributes this price s
LucasBennett·07-27 02:25
Oil Prices Stay $20 Below War Highs Despite 11M Barrel Supply Drop

CNEX Yuan Funding Sentiment Index Rises to 54 on July 27

According to Jin10 Futures, China's CNEX yuan funding sentiment index reported 54 as of 10:15 AM on July 27, up 2 points from 08:45. The index reached 55 for mid-sized banks, 53 for large banks and non-bank institutions, each rising 2 points. The index tracks funding pressure on a 0-100 scale,
GateNews·07-27 02:21
CNEX Yuan Funding Sentiment Index Rises to 54 on July 27