Global TradFi & Macroeconomics

According to Korea Exchange, K-content commerce platform operator Mobi Content Tech submitted a preliminary examination application to KONEX on October 1. The company became a subsidiary of KOSDAQ-listed Mobi Days in June 2023, with Mobi Days holding 66.96% of shares. Mobi Content Tech operates

According to Odaily, OpenAI research veteran Leopold Aschenbrenner recently exited all bearish put option hedges on semiconductor companies including Nvidia, AMD, Micron, TSMC, and ASML. The move coincides with a new $315 million position in call options across AMD, Bloom Energy, CoreWeave, SK

Michael Burry, the investor known for 'The Big Short,' warned on Thursday that AI infrastructure is 'crumbling' as credit-market stress emerges beneath continued optimism. In a Substack post, Burry stated that CDS prices are moving out and loans and bonds are falling or not trading, while equity inv

Jinyi Group Holdings (00565) completed the further acquisition of a 6.87% stake in Edgeon Data Co. Ltd on October 2, according to its announcement. The company purchased 583,700 shares for 586 million Korean won (approximately HK$2.929 million). Upon completion, the group's shareholding in Edgeon in

According to Michael Burry's Substack post on Thursday, the "Big Short" investor warned that the infrastructure supporting the AI buildout is deteriorating, with credit market conditions beginning to resemble the period before the 2008 financial crisis. Burry noted that credit default swap prices a

According to its announcement, NIO delivered 300,301 vehicles in the first nine months of 2026, up 49.2% year-over-year. In September alone, the company delivered 37,408 vehicles, including 21,318 units under the NIO

According to Yonhap Infomax, Nike reported first-quarter fiscal 2027 revenue of $11.21 billion on October 1, falling 4% year-over-year and missing Wall Street expectations of $11.33 billion. Earnings per share declined to $0.48 from $0.49 in the prior-year period. The company projects full-year reve

According to E-Daily, on October 2, KOSPI traded at 6,989.33, up 0.26%, as three major investor groups liquidated positions amid caution ahead of U.S. September employment data and the Korean holiday. Retail investors sold 814 billion won, foreign investors sold 289.5 billion won, and

Investor Leopold Aschenbrenner's latest portfolio holdings show core positions remain concentrated in semiconductor and AI infrastructure companies, with Sandisk (SNDK) and Micron (MU) representing 28% and 27.5% of the portfolio respectively, marking his highest-priority holdings.

According to South Korean financial industry sources, as of October 2, Samsung Electronics completed 100% and SK Hynix 76.24% of their share buyback plans announced in late August, totaling 55 trillion won (Samsung 15 trillion, SK Hynix 40 trillion). The rapid execution has supported stock prices: S

From 04:15 to 04:30 (UTC) on October 2, 2026, BTC surged rapidly over 15 minutes, posting a Return % of +1.54%, with prices ranging from 85,466.9 to 86,800.4 USDT and an Ampl of 1.56%. Market volatility intensified, while investor risk appetite recovered significantly. The primary driver of this move was a major breakthrough in U.S.-Iran ceasefire negotiations. Iranian officials confirmed that they had received an official response to the latest U.S. peace proposal. Although Trump publicly rejec

President Trump reiterated on October 2 that U.S. interest rates "should be the world's lowest," intensifying pressure on the Federal Reserve's policy direction. The remarks come as market expectations for a Fed rate hike in October have shifted significantly lower, with traders now pricing in

According to its announcement, Xpeng Group delivered 41,256 vehicles in September 2026, up 5% month-over-month, with L03 model deliveries surpassing 10,000 units. In the third quarter, the company delivered 118,390 vehicles, up 15% from the previous quarter. On September 17, Xpeng launched the G9L

According to ChainCatcher, Stove Finance recently submitted public comments to the SEC regarding a tokenized equity exemption. The comments focus on infrastructure challenges following tokenized equities' entry into on-chain markets, including asset conversion between traditional securities

According to Zhitong Finance, China Yuan Robot (01021) announced today a H-share repurchase plan with a maximum repurchase amount of 200 million yuan. The company will conduct irregular on-market repurchases of H shares under the authorization granted at its 2025 annual shareholder meeting on

According to Coingacles, the Crypto Fear & Greed Index currently stands at 71, down 2 points from yesterday, indicating a greedy market sentiment. The 7-day average is 72, while the 30-day average is 67.

According to CNBC's Jim Cramer, Akamai (AKAM-US) is the only one of three major content delivery network providers worth buying now, citing the company's $11.6 billion seven-year computing contract with AI firm Anthropic announced on September 24 and its significantly lower valuation compared to

According to sources, Broadcom is raising $60 billion in a new financing round for AI chip infrastructure to support companies like Anthropic. The Wall Street bank consortium is offering a $42 billion senior secured debt tranche (Class A), while BlackRock is leading a $18 billion subordinated debt f

According to Yonhap Infomax, the USD-KRW exchange rate rose 1.50 won to 1,359.90 won on October 2 in the Seoul foreign exchange market, compared with the previous trading day's close. The currency pair hit an intraday high of 1,366.20 won before retreating to below 1,360 won. Caution ahead of the re

According to BlockBeats, on October 2, the International Monetary Fund approved a $138 million disbursement to El Salvador as part of its $1.4 billion Extended Fund Facility program. The IMF also approved a waiver for El Salvador's failure to meet previous bitcoin accumulation limits, noting that th