Global TradFi & Macroeconomics

After SpaceX completed its IPO, the CEO said that a merger with Tesla is feasible, and the market and analysts view it as a credible scenario. If it happens, AI data centers, custom semiconductor chips, and grid-scale batteries may be integrated into a single stock. The two sides already overlap in areas such as chip manufacturing, AI infrastructure, and energy-storage cooperation. The risks include capital intensity, governance, shifts in cash burn, and narrative challenges. TSLA has seen recent volatility, while SPCX rose 19.22% today.

According to Jin10, Hong Kong semiconductor stocks surged intraday on June 15, with Innoscience (02577.HK) up over 12% and Huahong Semiconductor (01347.HK) climbing over 10%. Nuclei Semiconductor (02676.HK), China Integrated Circuit Manufacturing (00981.HK), Gigadevices (03986.HK), and Fudan

The U.S. Securities and Exchange Commission has approved T. Rowe Price's actively managed crypto ETF application for listing on NYSE Arca, according to SEC filings released recently. The fund will hold between 5 and 15 digital

On June 12, 2026, SpaceX officially listed on Nasdaq under the ticker SPCX, priced at $135 per share, corresponding to an estimated valuation of about $1.77 trillion. The fundraising size reached $75 billion, surpassing Saudi Aramco’s 2019 IPO record to become the largest public offering in human history. According to Gate stock quote data, SPCX touched a high of $176.5 intraday on its first trading day and ultimately closed at $161.27. For crypto industry investors, the significance of the Spac

According to Morgan Stanley's latest research, as of end-May 2026, the global artificial intelligence infrastructure investment boom has accumulated over $3 trillion in off-balance-sheet liabilities not captured in traditional financial statements, posing risks comparable to the subprime mortgage

According to WSJ economics reporter Nick Timiraos, Federal Reserve Chair Kevin Warsh chaired his first FOMC meeting on June 15, with markets closely watching his communication approach as the central bank faces limited policy options. Iran-related energy price increases have kept inflation

According to Jin10 Futures, as of 10:15 on June 15, the CNEX market-wide sentiment index stood at 55, down 1 point from 08:45. Among sector participants, large banks reported 54, mid-size banks 57, and non-bank institutions 54, each declining 1 point. The index, measured on a 0-100 scale where 50 re

Indonesian rupiah extended its rally, hitting 17,700 against the U.S. dollar, the strongest level since May 25.

Japan's Chief Cabinet Secretary Toshimasa Kihara expressed hope that a US-Iran agreement could help reduce global economic risks.

According to Jin10, on June 15, traders cut expectations for a Federal Reserve rate hike within December to approximately 60% from about 80% the prior week, following an agreement to end the Iran conflict. U.S. Treasury yields across all maturities fell, with short-term bonds—most sensitive to

U.S. President Trump announced on Truth Social that the Strait of Hormuz would be fully opened after authorizing it, and immediately lifted the U.S. Navy blockade, about half an hour before the start of U.S. futures trading on June 15. Iranian President Masoud Pezeshkian confirmed on X that an agreement has been reached. After the news was released, Dow Industrial Index futures rose by 267 points, Nasdaq 100 Index futures rose by 1.26%, Brent crude oil fell by about 4%, and WTI crude oil fell by

According to Citi's latest research report published on June 15, AI server demand for PCB is shifting from volume growth to material upgrades, with supply bottlenecks moving upstream from PCB manufacturers to copper-clad laminate and electronic cloth suppliers. Citi noted that PCB capacity is

According to ChainCatcher (citing BBX data), Standard Chartered's Global Head of Digital Assets Research Geoffrey Kendrick stated on June 12 that the "crypto winter has likely ended," identifying Bitcoin at $59,000 as the bear market low. Kendrick cited three supporting factors: post-SpaceX IPO

On June 13 (the first day of SpaceX’s IPO), ARK Invest’s ETFs collectively bought approximately 3.29 million shares of SpaceX (SPCX). Through a private equity allocation via the ARK Venture Fund, about $443 million was invested. SpaceX listed at $135 per share and closed that day at $160.95, up 19.2%. IPO First-Day Confirmed Trade Data: Portfolio Weighting by Each ETF According to ARK Invest’s published confirmed trade records: ARK Innovation ETF (ARKK): Bought 1,690,839 shares; SpaceX accounts

According to Barron's, SpaceX shares surged 19% to $161.11 on their first trading day on June 12, compared to the $135 IPO price. The rally reflects investor optimism around the company's orbital data center ambitions and GPU rental business. Google signed a cloud services agreement to rent

According to Citrini Research, on June 15, the macroeconomic research firm released a report stating that despite strong U.S. economic fundamentals and easing inflation pressures, equity markets will experience sustained volatility. The report predicts the current selloff will persist longer than ty

Philippine Stock Exchange Index (PSEi) intraday gains expanded to 5% on June 15, marking a significant upswing in the broader equity market.

According to Bitget data, Zhipu's Hong Kong-listed stock surged more than 45% intraday on June 15, later narrowing gains to 29%. The rally came after the company announced plans to open-source its flagship GLM-5.2 model under the MIT license starting next week, aiming to attract global developers am

According to Guru Club, spot gold rose to $4,310 per ounce on June 15, up 2.21% intraday.

On June 15, Singapore's Deputy Prime Minister announced that Singapore Exchange will establish an over-the-counter gold settlement system and is exploring physically deliverable gold futures contracts.