Global TradFi & Macroeconomics

Palantir Technologies delivered stronger-than-expected third-quarter earnings on Monday, but its stock declined in after-hours trading as investors weighed slowing commercial contract growth against the company's soaring artificial intelligence

According to MarketWatch, Bernstein analyst Stacy Rasgon warned on Monday (Nov 2) that semiconductor stocks are entering a "confidence crisis" despite remaining up 50% for the year. The Philadelphia Semiconductor Index has dropped 30% from its June high, while the sector's forward

Palantir Technologies reported stronger-than-expected Q3 earnings on Monday, with revenue of $2.31 billion, up 96% year-over-year and beating analysts' expectations of approximately $2.18 billion. Adjusted earnings per share reached $0.44, exceeding forecasts of $0.41. However, shares

ZTE Communications A-share stock fell below the 500 yuan threshold today, declining over 9%, while its H-share listing in Hong Kong dropped over 7% to hit a record low since the company's Hong Kong listing.

US spot Ether exchange-traded funds recorded total net outflows of $139.7 million on Nov. 2, according to Farside Investors data released Nov. 3. The withdrawals marked a sixth consecutive trading day of net outflows from the products. BlackRock's iShares Ethereum Trust led the exits with $138.3 mil

According to RBA Governor Michele Bullock on November 3, rate hikes are necessary to lower inflation and the economy must slow down, with unemployment needing to rise further to control price pressures. She emphasized that near-term pain would prevent greater future hardship. Bullock noted that

Apple reported fiscal fourth-quarter 2026 earnings on November 2, beating Wall Street expectations with record quarterly revenue of $114.48 billion and earnings per share of $2.10, compared to forecasts of $113.39 billion and $1.99 respectively. However, shares fell as much as 4.4% during the earnin

South Korea's Financial Services Commission approved amendments to the Capital Markets Act implementation decree on November 13, introducing two new systems aimed at stabilizing the IPO market. The pre-demand survey system allows underwriters to assess institutional investor demand before

Bitcoin fell below $77,000 on Nov. 3 as a rout in US technology stocks and caution ahead of midterm elections weighed on risk assets. The cryptocurrency dropped about 2% in morning trading in Asia, slipping beneath the roughly $77,600 level reached on Nov. 1 and giving back all of the previous day's

Saudi Aramco attributed ongoing geopolitical tensions to prolonged disruptions in global energy markets during the third quarter, resulting in price volatility. The company cited the impact of regional instability on supply stability and market

According to Guru Club, on November 3, major institutional investors participating in Anthropic's IPO are pressing the company to lower its valuation to $1.5–1.6 trillion, citing concerns over AI investment excess and delayed profitability from compute spending. On November 2, Anthropic filed

Shares related to TSMC have drawn market attention following a major acquisition: According to the Commercial Times, TSMC announced last week that it would acquire AUO’s (2409) Central Taiwan Science Park plant and related facilities for NT$38.8 billion. The plant has a floor area of about 166,000 ping (approximately 548,800 square meters), and AUO estimates that it can recognize a disposal gain of about NT$18.5 billion. Combined with TSMC’s 2024 acquisition of Innolux’s (3481) Southern Taiwan S

Saudi Aramco reported a decline in sales volumes for crude oil, refined products, and chemicals during the third quarter of 2026.

Saudi Aramco reported in the third quarter that its average realized crude oil price was $95.2 per barrel.

Saudi Aramco announced that its Zuluf crude oil production project has begun operations. The company also stated that other major upstream projects are progressing as planned.

Twelve U.S. spot Bitcoin exchange-traded funds recorded $398.6 million in net outflows on Nov. 2, according to Farside Investors data. The outflows marked a second consecutive trading day of negative net flows for the products. BlackRock's iShares Bitcoin Trust led the exodus with $405.3 million in

According to BlockBeats, on November 3, Intel stock plummeted 45% in October, marking the company's worst single month on record. The stock fell 29% on the final trading day of October—the largest single-day decline since the 1970s—and dropped another 8% on November 3. The decline stems from a

According to Jin10 on November 3, Middle East crude oil supply exceeded demand for the first time since July, with regional exports rising 10% to approximately 15 million barrels per day. The combined crude output from Saudi Arabia, UAE, Iraq, and Kuwait increased last month to levels comparable to

According to SoSoValue data, Ethereum spot ETFs recorded net outflows of $140 million on November 2, extending six consecutive days of outflows. The total net asset value of Ethereum spot ETFs stood at $13.183 billion, with cumulative inflows reaching $12.148 billion since