Global TradFi & Macroeconomics

HPE raised full-year guidance on Sept. 2, boosting FY2026 revenue growth to 34–37% from prior guidance of 29–33%, with adjusted EPS raised to $3.75–$3.85 (midpoint $3.80) versus earlier estimates of $3.35–$3.45. The company also lifted FY2027 revenue growth to 13–17% from 8–12%, and raised EPS growt

iShares Silver Trust, the world's largest silver ETF, saw holdings decrease by 40.23 tonnes today, bringing current holdings to 15,319.69 tonnes.

According to the Financial Investment Association, South Korea's stock market margin trading balance reached approximately 33 trillion won as of September 1, 2026, with the Kospi market accounting for about 26 trillion won and the Kosdaq market about 7 trillion won. Notably, investors in their 20s a

KOSDAQ-listed Atum is positioning for corporate revaluation as its subsidiary Chunghan Electronics expands into AI server MLCC and memory semiconductor distribution alongside Atum's core flat transformer business growth. Chunghan Electronics, a distributor of passive components including MLCC,

Seohee Construction, holding over 1 trillion won in net assets but with a market capitalization remaining in the 400 billion won range, is experiencing changes. Following the easing of regulations related to its core business of regional housing cooperatives and accelerated shareholder returns

According to Hankyung, on August 2, Seo Hee Construction's order backlog increased 49% in six months to 1.86 trillion won. The company completed the cancellation of 22.22 million treasury shares in July, following a shareholder letter demanding buyback acceleration. Financial assets rose 62% to 483

TCK, a South Korean semiconductor component manufacturer, received a 'buy' rating from IBK Securities on September 3, with a target stock price of 285,000 won. Analyst Lee Geon-jae stated that the advancement of high-bandwidth memory (HBM) and the rise of China's semiconductor industry present

EMXETF has launched the China AI Tigers LLM ETF (TGRZ-US), a new exchange-traded fund targeting Chinese artificial intelligence model developers, following the January 2026 initial public offerings of Z.ai and MiniMax that brought China's AI model sector into public markets for the first time at

According to IBK Investment & Securities, on September 3 the firm initiated coverage of TCK with a 'buy' rating and 285,000 won ($214) price target. The Seoul-listed chipmaker leads the global silicon carbide (SiC) focus ring market, which is used in semiconductor etching equipment for NAND flash an

According to ADP employment data released on September 2, U.S. private sector employment added 38,000 jobs in August, marking the lowest monthly gain since January and missing market expectations. Following the report, market expectations for a rate hike in September cooled slightly, with

According to Microsoft, on September 2, the company announced it will begin publicly disclosing Azure's quarterly revenue in U.S. dollars going forward, a shift from previously reporting only year-over-year growth rates. The fiscal 2026 Q4 (June quarter) Azure revenue reached $29.42 billion,

According to Cathie Wood, CEO of ARK Invest, AI inference token usage has grown 25-fold within one year and continues to expand exponentially. The surge is driven by a sharp decline in AI inference costs, which have dropped over 90%, with some benchmarks seeing 99% annual reductions. Training costs

Korean retail investors held 27.1% of the Direxion Daily Semiconductor Bull 3X Shares (SOXL) market capitalization as of the end of last month, according to Korea Securities Depository data released on the 3rd. The 52.38 billion USD held by Korean investors in SOXL represents a dominant position in

According to Korea Securities Depository, Korean retail investors held $5.24 billion in SOXL (Direxion Daily Semiconductor Bull 3X ETF) as of end of August, representing 27.1% of the leveraged fund's $19.3 billion global market cap. On September 1 alone, Korean investors' trading volume in SOXL

South Korea's foreign exchange reserves reached $442.28 billion at the end of August, up $14.33 billion from July's $427.95 billion. The Bank of Korea reported on September 3 that the increase was primarily driven by a significant rise in foreign currency deposits at financial institutions,

In August, U.S. ADP employment data fell short of expectations, while Federal Reserve officials said current interest rates were appropriate. Separately, former President Trump reiterated his intention to strike Iran, causing the yen to surge intraday and triggering speculation about possible

According to the Bank of Korea, South Korea's foreign exchange reserves rose by $14.33 billion to reach $442.28 billion by the end of August. The central bank attributed the increase primarily to higher foreign currency deposits held by financial institutions, along with higher operating returns

KOSPI is expected to recover on September 3rd following a 3.99% decline to 6562.72 on September 2nd, supported by bargain hunting and a US market rebound. The anticipated recovery stems from stabilizing US Treasury yields and strong performance in AI-related stocks including NVIDIA. KOSPI200 night f

Daishin Securities upgraded its third-quarter operating profit forecast for Samsung Electro-Mechanics (ticker 009150) on the 3rd, projecting 636.3 billion won—surpassing both its prior estimate of 613 billion won and the market consensus of 596 billion won. The brokerage maintained its 'Buy' rating

According to E-Daily, U.S. stocks rebounded on September 2 after three consecutive days of decline, with the Dow Jones gaining 0.56% to 53,061.95, the S&P 500 rising 0.46% to 7,666.60, and the Nasdaq advancing 0.45% to 26,217.83. The 10-year Treasury yield retreated to 4.793% from intraday highs, an