Global TradFi & Macroeconomics

SK Hynix declined to provide specific details on additional shareholder return plans during its earnings conference call, citing regulatory constraints related to its recent American Depositary Receipt (ADR) listing on Nasdaq. The company explained that US securities regulations limit disclosure

According to SK Hynix's disclosure, the company refrained from announcing specific shareholder return plans during its July 30 earnings call due to U.S. securities law constraints. Under SEC Rule 174(d), the prospectus remains legally binding for 25 days from the offering date of July 9, through

According to Yonhap Infomax, on July 30, the US dollar plunged against the Japanese yen to 159.347, falling from 163.513 the previous day, marking a decline of 4.166 yen (2.548%). The dollar-yen pair dropped sharply from around 163 yen in early New York trading to near 159.8 yen, falling below 160 y

Amazon disclosed Thursday that it received approximately $600 million in tariff refunds during Q2, following a Supreme Court ruling in February that invalidated many of President Donald Trump's levies. CFO Brian Olsavsky announced on the company's earnings call that Amazon will return some of the re

According to Jin10, South Korea's foreign exchange authorities conducted a rare dollar-selling intervention on Thursday (July 31).

Grok AI predicts Ethereum will reach $6,000 to $8,000 by the end of 2026, with a stretch scenario of $10,000 to $12,000, up from roughly $1,890 today. The prediction cites accelerating spot ETH ETF inflows as a primary driver, with BlackRock's ETHA taking the leadership position and cumulative net i

According to The Wall Street Journal on July 31, AI-focused hedge fund Situational Awareness has sold most of its stock portfolio to hedge fund Citadel after suffering significant losses. The fund, founded by Leopold Aschenbrenner, a former OpenAI researcher, had made substantial bets on

On July 30, the U.S. storage chip and semiconductor hardware supply chain index surged 16.93% to close at 192.68 points. SanDisk led the gains with a 25.99% jump, while Micron, Western Digital, and Applied Materials rose between 11.41% and 18.36%. SK Hynix ADR climbed 17.52%. The broader

Microsoft Xbox CEO Asha Sharma outlined profitability targets in a Thursday memo to employees viewed by CNBC, aiming to match rivals' margins by next year and exceed them by mid-2030. Sharma wrote the gaming unit will focus on creating content "players will love for decades" while taking

According to Korean Economic TV, U.S. semiconductor stocks surged on July 30 (local time), with the Philadelphia Semiconductor Index (SOX) jumping 8.19%, marking its largest single-day rally in approximately 15 months since April 9, 2025. The Invesco Semiconductor ETF (SMH) also rose 6.82% on the

According to Barron's, Micron (MU-US) soared 18.4% on July 30 following Samsung's earnings report, which exceeded expectations with operating profit up 1,814% year-over-year and revenue hitting an all-time high. Samsung's memory division executive Jaejune Kim indicated that supply constraints will i

According to Fox Business, U.S. Treasury Secretary Bessent said on July 30 that the Japanese yen is significantly undervalued.

Apple CEO Tim Cook delivered lower-than-expected Q4 guidance during the company's fiscal 2026 Q3 earnings call on July 30. Cook attributed the revenue miss primarily to TSMC's supply constraints on iPhone processors. Regarding memory chips, Cook noted improvement from expanded supplier options and d

Samsung Electronics Stocks face divergent analyst target prices ranging from 300,000 to 650,000 won following the company's record Q2 earnings report. On July 31, BNK Investment Securities downgraded its target from 430,000 to 300,000 won—the lowest among domestic brokerages—citing peak memory

An anonymous investor claimed to have lost 2.2 billion won on SK Hynix leveraged ETF products, posting account screenshots on workplace platform Blind dated the 31st. The investor, identified as A, stated the loss represented 40 years of savings and alleged selling their home to fund the

According to Smart Tech Financial, Hang Seng Index futures (August) closed at 26,021 points on July 31, up 118 points or 0.456%, trading at a 162-point premium to spot. Open interest fell to 3,378 contracts, down 115,706 contracts, while net open interest stood at 2,634 contracts, declining

According to Zhitong Finance, on Thursday July 31, U.S. stock indices closed broadly higher. The Hang Seng Index ADR rose 124.04 points to 25,982.92, equivalent to a 0.48% gain from Hong Kong's close. Large-cap stocks showed mixed moves. HSBC Holdings climbed 2.12% to 167.986 Hong Kong dollars,

According to Zhitong Finance, the Hang Seng Index bull-bear street warrant ratio stands at 41:59 as of July 31. Based on CITIC Securities data, bear warrant concentration is heaviest in the 26,000–26,099 range with 1,273 contracts, down 60 from the previous trading day. The largest new bear warrant

Samsung Electronics and SK Hynix declined 38.02% and 50.11% respectively this month. The KOSPI index fell 34.01% over the same period. The selloff was driven by concerns over AI capital expenditure sustainability, China's semiconductor industry growth, Middle East tensions, potential interest rate h