Global TradFi & Macroeconomics

Qualcomm’s Q4 FY2026 revenue of $10.3 billion and EPS of $2.17 were broadly in line with expectations, but the midpoint of its Q1 FY2027 guidance, $2.25, was below analysts’ expectation of $2.32. Costs rose across the board, mainly due to higher component and manufacturing costs, as well as a memory-chip shortage driven by data-center demand. To offset the higher costs, Qualcomm is raising prices, and its stock fell after hours on the weak outlook.

According to Longzhong Information, on November 5, ethylene glycol market in Zhangjiagang opened and traded lower amid crude oil price decline. Bid currently stands at 5,450 yuan/ton with ask at 5,455 yuan/ton. Basis spreads ranged from 01+550 to 555 for spot, 01+470 to 01+480 for November upper

According to Bloomberg, Arm reported $1.44 billion in Q2 revenue, up 27% year-over-year and exceeding market expectations of $1.38 billion. Adjusted EPS reached $0.52, surpassing the expected $0.50. Data center business growth offset weakness in the smartphone market, with the company guiding Q3 rev

On November 4, 2026, Arm Holdings (NASDAQ: ARM) reported its second-quarter fiscal 2027 results. Total revenue was $1.44 billion, up 27% year over year and a record high for the same period; licensing and other revenue was $773 million, up 50%; and non-GAAP earnings per share were $0.52, up 33%. Taken on their own, these three figures make this an almost flawless earnings report that beat expectations.。 But the market’s response was less enthusiastic. According to Gate s

According to Guru Club, effective Nov 5, China's domestic airline fuel surcharge standards increased. Passengers on flights up to 800 kilometers now pay 80 yuan per ticket, up 30 yuan from the previous rate. Longer flights over 800 kilometers require a 140 yuan surcharge, a 50 yuan increase.

According to ChainCatcher citing ChaoCreative Daily, Bangxin Semiconductor completed a B+ round of financing exceeding 600 million yuan in late October. The round was led by Jiangxia Technology Investment Group, with co-investors including Bank of China Capital and Yangtze River Innovation Fund.

Taiwan stocks fell over 1000 points today shortly after market opening, despite the Dow Jones Industrial Average surging more than 1500 points yesterday alongside gains in Nasdaq and S&P indices. The decline was driven by the Philadelphia Semiconductor Index dropping over 300 points. Institutional i

According to KRX via Jin10, Korea's stock markets will delay trading by one hour on November 19 to accommodate the national university entrance examination. The KOSPI and KOSDAQ markets will open at 10:00 a.m. Korean time (9:00 a.m. Beijing time) instead of the usual 9:00 a.m., and close at 4:30 p.m

According to Economic Daily, Taiwan's stock index opened down 282.78 points at 42,666.13 on November 5, with the benchmark briefly plunging over 1,080 points to break below the key 42,000 level. Taiwan Semiconductor Manufacturing Company (TSMC) fell to 2,245 NT$, while all five major weighted

Bitcoin (BTC) staged a sharp short-term rebound, trading at around $80,530 as of Nov. 5. Trump Official Token (TRUMP) and World Liberty Financial (WLFI) led losses among the top 100 digital assets, as the Republican Party’s losses in the US midterm elections fueled concerns about their future. Macro Events & Crypto Hot Topics Two crypto tokens associated with US President Donald Trump led losses among the top 100 digital assets after US midterm election results sparked concerns about their futur

Lotte Energy Materials announced Q3 results showing revenue of KRW 289.7 billion and an operating loss of KRW 21.3 billion. The South Korean copper foil manufacturer's losses widened quarter-over-quarter due to initial ramp-up costs from newly operational Malaysia Plant 5, which produces battery foi

According to Ark Invest's official trading notification, yesterday, November 4, the investment firm increased its positions in SPCX (Space Exploration Technologies Corp) across multiple active-managed ETFs. ARKK added 224,483 shares, representing 0.5088% of the fund; ARKQ added 63,478 shares, or 0.4

Oxford Economics (OE) warned that the risk of a potential US government shutdown mid-next month has increased following the midterm election results. In a report released on the 4th local time, OE identified government shutdown risks and the potential push for rapid defense budget reconciliation

According to VanEck's Matthew Sigel, on November 5, the U.S. Federal Energy Regulatory Commission (FERC) approved Marathon Digital Holdings' (MARA) acquisition of Long Ridge natural gas generation assets (case no. EC26-92). The transaction carries an enterprise value of approximately $1.512

Korea Exchange activated a circuit breaker on the KOSPI stock market at 10:16 AM on November 5, halting program sell orders for five minutes after KOSPI200 futures fell 5.21% compared to the previous trading day. The emergency measure was triggered when futures remained down over 5% for more than on

According to Oxford Economics on November 4, the organization raised the risk of a U.S. government shutdown in mid-December following midterm election results. The institution identified potential budget adjustment bills related to defense spending during a potential Trump administration lame-duck p

According to Yonhapinfomax, South Korean battery material manufacturer Lotte Energy Materials posted third-quarter earnings on November 5, with consolidated revenue of 289.7 billion won and operating loss of 21.3 billion won. Revenue surged 101.6% year-over-year, surpassing market expectations,

e.l.f. Beauty (NYS:ELF) reported second-quarter fiscal 2027 earnings on local time November 4 that more than doubled Wall Street expectations and raised its full-year outlook. The affordable beauty brand posted adjusted earnings per share of $1.21 for the quarter ended September, compared to

According to Yongan Futures report on November 5, bitumen spot prices in Jiangsu fell 50 yuan/ton and Shandong declined 10 yuan/ton. Weakening cost support from lower crude oil prices amid U.S.-Iran tensions easing and seasonal demand decline drove the selloff. Despite inventories remaining at