Global TradFi & Macroeconomics

According to CNBC, Apple tumbled more than 6% and Microsoft shed 3.5% yesterday (June 25) after both companies announced price hikes due to surging memory chip costs. The declines marked Apple's worst day in more than a year and reflected broader tech sector weakness, as the Nasdaq Composite

According to Handelsblatt, Germany's finance minister must deploy a significant portion of its 9.7 billion euro reserve to meet fiscal requirements in 2027.

According to Goldman Sachs strategist Christian, on June 26, investors should increase exposure to cloud service providers while reducing semiconductor holdings as chip stocks continue to experience volatility. Semiconductor stocks represent the most volatile segment of the AI capex cycle, with

According to PANews, on June 26, Quantum Cyber was approved to acquire a stake in SpaceX (SPCX.O). The specific acquisition amount and equity percentage were not disclosed.

Arthur Hayes exited positions in NEAR, Worldcoin, Zcash, and Hyperliquid while maintaining his Bitcoin and Ether holdings, according to his essay titled 'Reality Test' published on his Substack. Hayes rotated capital toward U.S. Treasuries and energy stocks as part of a more defensive portfolio

According to Shanghai Gold Exchange, on June 26 evening (Friday), gold T+D prices rose 1.1% to 882.84 yuan per gram, while silver T+D climbed 1.39% to 14,117 yuan per kilogram.

According to his latest essay on Arthur Hayes Substack, the crypto trader has exited positions in NEAR, Worldcoin, Zcash, and Hyperliquid while rotating capital toward Treasuries and energy stocks. Hayes attributes the shift to AI-related debt absorbing liquidity and creating less favorable

According to SoSoValue, HYPE spot ETFs saw net inflows of $108 million on June 25 (U.S. Eastern Time), with Grayscale Hyperliquid Staking ETF (HYPG) accounting for $113 million of inflows. Bitwise Hyperliquid ETF (BHYP) recorded net outflows of $2.82 million over the same period, bringing

According to Hong Kong Exchanges and Clearing (HKEX) disclosure on June 26, Zhejiang Xinruili Automotive Parts Co., Ltd. submitted a listing application to the HKEX main board, with Agricultural Bank International as the sole sponsor. The company is a leading commercial vehicle services provider and

According to Zhitong Finance, Xuyang Holding completed the transfer of Binhai Energy shares to Xuyang Group on June 25, 2026. Binhai Energy (000695.SZ) announced that its controlling shareholder has been formally changed to Xuyang Group Limited, a wholly-owned subsidiary of Hong Kong-listed China Xu

According to BlockBeats, on June 26, Mu Changchun, head of the People's Bank of China's Digital Currency Research Institute, disclosed at the 2026 Summer Davos Forum that the multilateral central bank digital currency bridge has accumulated approximately 500 billion yuan in transactions since June 2

Fosun Pharma and Fosun International received approval from Hong Kong Exchanges and Clearing to spin off Fosun Antigen and list it on the Main Board today (June 26). Fosun Antigen has submitted its IPO application for H-share listing on the Hong Kong Stock Exchange. Following the spinoff

According to Hong Kong Stock Exchange disclosures on June 26, Shenzhen Meike Power Electronics Co., Ltd. (002851.SZ), listed on China's A-shares since 2017, has submitted its application for a main board listing on the Hong Kong Stock Exchange, with Huatai International and Citi as joint sponsors. A

Solmate Infrastructure, formerly known as Brera Holdings, has seen its shares collapse after the company announced a $300 million financing and pivot into a Solana-focused digital asset treasury in September 2025. The Nasdaq-listed company, backed by investors including ARK Invest, Pulsar Group,

Recent reports say Solmate Infrastructure shares have collapsed 90-98% from post-financing highs following the company's September 2025 announcement of a $300 million private investment in public equity and strategic pivot to Solana-focused digital asset treasury operations. The former Brera

According to Deutsche Bank, falling oil prices have driven down inflation expectations, which could open space for the European Central Bank to keep interest rates unchanged at 2.25%, the bank said in its latest

According to CoinDesk, Strategy's STRC preferred shares will go ex-dividend on June 30, with eligible shareholders receiving $0.48 per share on July 15. The company will simultaneously reset its monthly dividend rate to an expected 12%–12.50%, up from the

U.S. domestic companies captured 12.2% of gross domestic income in the first quarter, the highest profit share since the early 1950s, according to data released Thursday. The surge is driven by an AI infrastructure investment boom that Barclays analysts describe as broadening and accelerating,

According to new data released Thursday, U.S. corporate profits reached 12.2% of gross domestic income in the first quarter, marking the highest share since the early 1950s. Barclays analysts attributed the surge to massive AI infrastructure investments, with JPMorgan estimating total AI capital

According to Jin10, the Royal Bank of Canada remains optimistic on gold's medium to long-term prospects today (June 26), with commodity strategist Chris Louney stating that the "currency debasement trade" still has room for further development. "We believe there may be increased buying interest at p