Global TradFi & Macroeconomics

According to Jin10, Citi raised Shopify's price target to $196 from $150 on August 6. The upgrade follows the e-commerce platform's second-quarter revenue growth of 34%, which exceeded expectations.

According to Bitcoin Treasuries.NET, Michael Saylor stated today (August 6) that MicroStrategy would maintain overcollateralization against debt even if Bitcoin falls to $5,000 per coin. Saylor noted the company has raised approximately $65 billion for Bitcoin purchases, with the majority not

According to BlockBeats, Roundhill will launch an optical module stock ETF tomorrow (August 7), with the ticker symbol LYTE. The fund's major holdings include Lumentum Holdings Inc (LITE) at 15.42% and Coherent Corp (COHR) at 15.23%. China-listed holdings comprise three stocks with weightings

Coupang stock closed down 4.65% at $16.00 on local time following the company's largest quarterly operating loss on record. The South Korea-based e-commerce platform reported a Q2 operating loss of $556 million, reversing from a $149 million profit in the prior-year period, as a ₩624.6

According to Korean Economy, Coupang reported a record second-quarter operating loss of $556 million on August 5, driven largely by a $410 million penalty from South Korea's Personal Information Protection Commission related to a data breach. The fine accounted for approximately 74% of the total ope

POSCO Future M agreed to supply nearly 200,000 tons of LFP cathode materials to a major domestic battery company over a six-year period from next year to 2032. The agreement responds to surging North American ESS demand as AI data center expansion drives electricity consumption growth. LFP

According to a Reuters survey, the USD/CAD exchange rate is expected to decline 2.6% to 1.366 within 12 months. The August forecast represents an upward revision from July's expectation of 1.36.

According to POSCO Future M, the company agreed on August 6 to supply approximately 190,000 tons of lithium iron phosphate (LFP) cathode materials to a major domestic battery manufacturer over six years, starting 2027. The agreement aims to address surging energy storage system (ESS) demand in

According to a Reuters survey, the U.S. dollar is expected to trade roughly flat against the Canadian dollar at 1.40 over the next three months, consistent with the previous July survey findings.

China's Central Bank and Argentina's Central Bank recently renewed their bilateral currency swap agreement, with a total size of 130 billion yuan (28 trillion Argentine pesos). The agreement is valid for five years and can be extended by mutual consent, according to approval by China's State

According to sources, on August 2, Trump agreed to cancel planned military attacks against Iran "if we can reach a deal quickly." The decision followed warnings from Iran to Gulf allies that new U.S. military strikes would trigger Iranian retaliation against critical regional energy

SK Hynix subsidiary Solidigm is currently considering a Pre-IPO funding round of approximately 5 trillion won, according to the company. The funding is under review as the storage manufacturer prepares for its initial public

SK Hynix stock hit its lower limit price on NextRade's premarket on August 6 due to a small volume of trades, marking the second time this phenomenon has occurred within weeks. Last month, the stock had already recorded a lower limit price following just a single share transaction; this week's

According to the Korea Financial Investment Association, the RIA (domestic market return accounts) introduced to encourage local retail investors to reinvest in South Korea's stock market recorded its first monthly net outflow last month. Domestic equities fell sharply while U.S. stocks held

According to CNBC, on Thursday, Hadrian Automation closed its latest funding round at nearly $8 billion valuation, more than quadruple its January valuation. The round was led by Baillie Gifford, JP Morgan Strategic Investment Group, and Washington Harbor Partners. Hadrian builds advanced

On August 5, the Korea Exchange issued 68 management notice warnings for companies failing to meet listing maintenance standards for 25 consecutive trading days. According to the exchange, 51 notices were issued on KOSDAQ (39 companies with stock prices below 1,000 Korean won, 12 with market

SoftBank Group, led by Chairman Masayoshi Son, reported first-quarter net profit of 347.3 billion yen (approximately $2.2 billion) for the April-June 2026 period, exceeding market expectations of 166 billion yen. The profit surge was driven by unrealized valuation gains from semiconductor

According to SoftBank's announcement on August 6, the Japanese conglomerate posted net profit of 347.3 billion yen (approximately $2.2 billion) in the first quarter of fiscal year 2026 (April-June), exceeding analyst expectations of 166 billion yen compiled by LSEG. The outperformance was driven pri

According to Seoul's bond market, South Korea's government bond yields rose on August 6 following a rebound from the previous day's sharp decline. The 3-year yield increased 7.3 basis points to 3.742%, while the 10-year yield rose 4.5 basis points to 4.195%, with the 30-year yield up 0.5bp to 4.516%

According to Reuters, investors in Samsung Electronics and SK Hynix are pushing for bigger dividends and share buybacks after both South Korean memory chipmakers reported record profits driven by AI demand. The two companies are set to hold a combined US$263 billion in net cash by the end of 2026, m