Global TradFi & Macroeconomics

Hanmi Pharmaceutical shares fell 10% on the 25th morning despite announcing a 3 trillion won obesity drug licensing deal with Genentech the previous day. The stock traded at 486,000 won as of 9:41 AM, down 54,000 won from the prior close. The decline followed a 39% surge over the preceding three tra

On August 24, U.S. Eastern Time, the optical communications sector faced a broad-based sell-off. Data from Gate 股票行情数据 showed that Applied Optoelectronics（AAOI） opened sharply lower, touching an intraday low of $102.10 before closing at $107.63, down 13.77% on the day, with its market cap falling back to $9.1 billion. It continued weakening to $106.95 in after-hours trading, down 0.63%. The sector-wide spillover effect was significant—Roundhill Optical Module ETF (LYTE) fell 7.3%, Coherent (COHR

According to The Kobeissi Letter, hedge funds posted net outflows of U.S. stocks last week at the largest single-week level since April 2025's "liberation day" week, ending a consecutive 3-week period of net inflows. Individual stocks accounted for approximately 53% of total selling, with 9 out of 1

Morgan Stanley diagnosed the current economic cycle as resembling the period immediately after World War II, according to a report issued on the 24th (local time) by Chief Investment Officer (CIO) Mike Wilson. Wilson explained that the economy has entered a phase similar to that era, driven by

According to Morgan Stanley CIO Mike Wilson on August 24, the current economic cycle bears similarities to the post-World War II era, characterized by elevated nominal GDP growth and inflation persistently above 2%. Wilson noted that U.S. Treasury yield trends have reversed course, with long-term in

According to South Korea's financial investment sector, Dunamu, the operator of cryptocurrency exchange Upbit, is reportedly preparing for a U.S. Nasdaq initial public offering (IPO). On August 25, Dunamu consulted with EY Han Young, a major domestic accounting firm, regarding differences between U.

RUM Group secured a six-year GPU services agreement valued at approximately $13.7 billion with an unnamed U.S. cloud customer, a deal CEO Chris Pavlovski said positions the company's Quake AI division to compete with CoreWeave, Nebius and other neocloud operators. The contract covers GPU capacity an

According to Bloom Energy’s (NYSE: BE) quarterly report for the quarter ended June 30, Q2 revenue surpassed $1 billion for the first time, rising 165% year over year. Management raised its full-year 2026 revenue guidance to $3.9 billion–$4.2 billion. Growth was driven by a $25 billion partnership with Brookfield Asset Management and power-supply contracts with multiple technology giants. Bloom Energy Q2 2026 Earnings Highlights: Revenue Surpasses $1 Billion for the First Time Bloom Energy produc

According to SoSoValue data, Solana spot ETFs recorded net inflows of $33.49 million overnight on August 24. Bitwise Solana Staking ETF (BSOL) led with $24.99 million in daily net inflows, bringing its total historical inflows to $948 million. Fidelity Solana Fund ETF (FSOL) followed with $4.84 mill

Gate News, August 25 — According to Gate market data, as of press time, GF (GoldFinger) is trading at $0.00742, up 46.11% over the past 24 hours. It reached a high of $0.00798 and a low of $0.00477, with 24-hour trading volume reaching $23.8k. Its current market cap is approximately $130 million. GF is the native governance token of the GoldFinger project. GoldFinger is an RWA (real-world asset) project focused on connecting precious metal assets, including gold, copper, and silver, with the Web

South Korea's National Pension Service has not initiated active dollar purchases in the spot foreign exchange market despite the USD-KRW exchange rate falling to the 1,370 won range, marking a yearly low. On the 25th, according to sources familiar with the matter, policymakers and market

The Canadian government will announce retaliatory tariffs against the United States on May 25 (local time), according to foreign media reports citing a government statement on May 24 (local time). Four cabinet ministers including Innovation Minister François-Philippe Champagne and Foreign Minister M

According to Yonhap Infomax, the dollar-won exchange rate fell to 1,370 won on August 25, marking its lowest level in 13 months since July 2025. The currency pair hit a daily low of 1,376.50 won earlier in the session. Market participants noted that the rapid decline accelerated after signals

According to CNBC host Jim Cramer on Monday (Aug 24), AI data center expansion faces mounting regulatory and political headwinds. Pennsylvania and Texas have imposed stricter requirements, including mandatory infrastructure cost absorption by developers and tighter environmental standards. Cramer st

US President Donald Trump threatened to impose 50% tariffs on Canadian automobiles, trucks, auto parts, and steel effective January 1, escalating a trade conflict between the two nations. The Trump administration already imposed 50% tariffs on approximately $20 billion worth of Canadian imports

According to The Fact, Nvidia's stock declined 2.91% to $208.48 on August 24 (local time), marking its seventh consecutive trading day of losses—the longest streak since September 2022. The company will report its fiscal Q2 2027 earnings on August 26, with a conference call beginning at 6 a.m. KST o

According to Leaders Index, a research firm analyzing South Korea's top 500 companies by revenue, operating profits surged nearly 279 trillion won over the past year through August 25, 2026. However, capital expenditures

According to Yonhapinfomax, HM Pharmaceutical's stock fell 9.35% to 489,500 Korean won on August 25 morning, reversing gains from the previous day when it surged 30% following the announcement of a technology transfer agreement with Roche subsidiary Genentech. The company transferred a non-GLP-1

According to the Reserve Bank of Australia's latest meeting minutes, the central bank indicated that inflation risks are balanced rather than tilted upward. The shift in the RBA's stance reflects an adjustment in its assessment of inflationary pressures in the Australian

According to Vietnam's Ministry of Industry and Trade, on August 22, Vietnam made a final determination in its third anti-dumping review of H-beam steel originating from China, reducing anti-dumping duties from 13.38% to 6.78% for manufacturers and exporters Hebei Jinxi Type Steel, and its