Global TradFi & Macroeconomics

Marvell Technology (NAS:MRVL) reported fiscal year 2027 second quarter earnings on the 27th (US local time) that exceeded estimates, but the stock fell over 5% in after-hours trading. The semiconductor company posted revenue of $2.739 billion for the May-July period, up 37% year-over-year and 13% qu

Samsung Electronics was identified as the primary beneficiary of China's AI data center investment expansion by KB Securities on the 28th, according to a report by Edaily. Kim Dong-won, Head of Research at KB Securities, stated that global AI data center investment will unfold as a duopoly with the

According to Investing.com and CNBC, Marvell Technology (NAS: MRVL) reported fiscal 2027 second quarter revenue of $27.39 billion on August 27, beating Wall Street's consensus estimate of $27.1 billion. The figure represented a 37% year-over-year increase, driven by surging demand for AI

iShares Silver Trust, the world's largest silver exchange-traded fund, reduced its holdings by 16.87 tons compared to the previous day, bringing its total silver holdings to 15,345.86 tons.

NH Investment & Securities on May 28 lowered its target price for Samsung Heavy Industries by 6% to 32,000 won while maintaining a 'Buy' investment rating. Analyst Jung Yeon-seung reduced the long-term growth rate from 1.0% to 0.5% and adjusted the target price-to-book ratio (PBR) to 3.4x,

According to Yomiuri Shimbun, Japan's Prime Minister Masae Takamichi plans to limit new government bond issuance to approximately 40 trillion yen. Takamichi also stated she plans to conduct a cabinet reshuffle and appoint senior party officials in mid-to-late

CrowdStrike CEO George Kurtz stated Thursday on CNBC's Mad Money that the rapid rise of artificial intelligence is exposing gaps in corporate cybersecurity defenses and making older security tools increasingly inadequate. The appearance came one day after the company reported strong earnings that se

According to NH Investment & Securities on August 28, the investment bank cut its target price for Samsung Heavy Industries by 6% to 32,000 Korean won, citing limited pricing momentum in liquefied natural gas (LNG) carrier construction. The bank lowered its long-term growth rate forecast from 1.0% t

According to Guru Club, Boston Federal Reserve President Neel Kashkari Collins said on August 28 that she might support a rate hike at the next Federal Reserve meeting if future inflation data shows cooling disappoints expectations. She indicated that further policy tightening could be warranted

Synopsys (NASDAQ:SNPS), the global leader in electronic design automation (EDA) software, saw its stock surge 13.39% to $464.89 on the 28th, marking a seven-week high. The rally followed the company's announcement on the 26th of second-quarter revenue of $2.48 billion, up 42.5% year-over-year, and a

According to sources, President Trump is scheduled to meet with U.S. oil refiners and fuel retailers next week to discuss measures to lower gasoline prices ahead of November midterm elections. Expected attendees include Valero Energy, Marathon Petroleum, and PBF Energy among refiners, plus major fue

Morgan Stanley assessed SpaceX stock as presenting a unique buying opportunity following the company's IPO, according to a Business Insider report on the 27th local time. Analyst Adam Jonas attributed the opportunity to recent stock price weakness, stating investors have not fully recognized the

According to Yonhap Infomax, Synopsys shares surged 13.39% overnight on August 28, closing at $464.89 on Nasdaq, the highest level in about seven weeks. The semiconductor design software leader reported second-quarter revenue of $2.48 billion on August 26, up 42.5% year-over-year and exceeding

China's central bank conducted overnight reverse repurchase operations for six consecutive days, signaling efforts to maintain liquidity stability. The move follows the U.S. Commerce Department's proposal to impose an additional 7.5% tariff on Chinese goods, to which Beijing's Commerce Ministry has

According to Guru Club, on August 28, the Trump administration is in talks with Venezuela to acquire stakes in over a dozen of the country's oil fields. The agreement could double U.S. oil reserves. U.S. Secretary of State Marco Rubio is leading negotiations with Venezuelan interim president

The US dollar held steady on August 27 ahead of Fed Chair Warsh's Jackson Hole speech. The dollar-yen rate rose 0.043% to 159.415 yen by 4pm Eastern Time, while the dollar index gained 0.006% to 99.153. Bank of Japan Deputy Governor Ryozo Himino stated the central bank should continue raising

South Korea's Financial Services Commission (FSC) and Korea Exchange (KRX) accelerated KOSDAQ delisting rule enforcement on July 1, raising the market capitalization threshold from 150 billion won to 200 billion won, with a further increase to 300 billion won scheduled for January 1 next year. The t

According to Yonhapinfomax, on August 27 (U.S. Eastern Time), the U.S. dollar showed mixed movement ahead of Federal Reserve Chair Kevin Powell's Jackson Hole symposium speech. The Dollar Index (DXY) rose 0.006 points to 99.153. USD/JPY climbed 0.068 yen to 159.415, while EUR/USD declined 0.0004 dol

According to Jim Cramer on Thursday, Nvidia and Salesforce earnings reports released Wednesday evening shattered major bearish narratives on both stocks. Salesforce shares surged 22% after reporting its strongest sales growth in four years, with customer attrition near historic lows and AI-focused b

Wall Street investment banks raised NVIDIA stock price targets following strong earnings, with Bank of America setting the most aggressive forecast at $350. The upgrades came as analysts cited revenue growth projections of approximately 70% for next year, significantly exceeding market