Global TradFi & Macroeconomics

According to industry sources, Samsung, SK Hynix, and Micron have completely sold out their 2027 DRAM and HBM production capacity. Customers are receiving only 60% to 70% of their initial requests, with allocation quantities now largely finalized. Pricing will be determined closer to delivery

According to Economic Daily, Changxin Memory (CXMT) has rejected Apple's request to lower DRAM procurement prices, insisting that quoted rates must not be below those offered to Samsung Electronics and SK Hynix. The memory chipmaker cited secured long-term contracts with Chinese tech companies

According to Odaily Daily, Circle CEO Jeremy Allaire stated during a recent earnings call that the market is transitioning from speculative cryptocurrency trading toward an open, global digital asset market supporting tokenized stocks, commodities, and other tokenized

According to Zhitong Finance, on August 6, MiniMax-W (00100) was officially included in Hong Kong Stock Connect, marking the AI platform company's opening to mainland capital after meeting the requirement of being listed for six months plus 20 trading days. LiveReport data showed that first-day Stoc

According to BlockBeats, Federal Reserve official Neel Kashkari said on August 5 that it is time to begin gradually raising interest rates, preferring to take small steps now rather than waiting. He cautioned against large rate

According to BeInCrypto, Dell Technologies shares hit an all-time high on Tuesday (August 5), closing near $467 after climbing 9% in a single session, with year-to-date gains exceeding 260% driven by artificial intelligence demand. The surge reflects strong fundamentals: Dell reported $16.1

According to Korea Exchange data, 29 cases of stocks were designated as investment caution items due to end-of-day price volatility (종가급변) during May–July 2026, marking a 7.25x increase from 4 cases in the same period last year. Month-on-month designations rose from 6 in May to 10 in June and 13 in

According to ADP's employment report, professional and business services added 90,000 jobs in July, compared to 20,000 additions in June.

According to the ADP report, U.S. manufacturing employment increased by 2,000 jobs in July, compared to 5,000 jobs added in June.

According to CryptoQuant analyst Novaque Research, the Federal Reserve maintained rates at 3.50%-3.75% on July 29, but the decision failed to provide liquidity stimulus for bitcoin. The Coinbase premium index remains deeply negative at approximately -0.11, indicating weak U.S. spot demand as bitcoin

According to CNBC, the Public Investment Fund of Saudi Arabia, Silver Lake, and Affinity Partners completed the $55 billion acquisition of Electronic Arts on Tuesday. EA shareholders will receive $210 in cash per share, and the company's stock has ceased trading and will be delisted from the

According to a Woori Bank executive today, SK Hynix is drawing market attention for a potential stock split as part of shareholder return policies. Park Suk-hyun, a Woori Bank executive, stated the stock split is "currently without clear basis, but cannot be deemed entirely impossible." While SK Hyn

According to Guru Club, spot gold intraday gains expanded to 3% on August 5, trading at $4,199.51 per ounce.

SK Hynix stated it believes the company can meaningfully expand shareholder returns, with specific plans to be disclosed to the market by year-end.

The U.S. July ADP Employment Report will be released at 20:15 Beijing time (August 5, 2026). ADP Non-Farm Payroll is a leading indicator of the official monthly employment figures.

U.S. July ADP employment figures are set to be released within minutes. The monthly ADP National Employment Report tracks private-sector job additions and is closely watched by markets as an early indicator ahead of the official government employment

On Aug. 5, Bitcoin traded at $64,068.82, down 0.42% in 24 hours, consolidating within the $63,958–$64,508 band despite a broader rally in global equity markets. The S&P 500 and Dow Jones closed at all-time highs, while Japan's Nikkei gained 3.5% and South Korea's benchmark surged 4.3%. Supporting

According to Shanghai Gold Exchange, gold and silver futures both rose on August 5 evening session opening. Gold T+D rose 2.51% to 904.0 yuan/gram, while silver T+D gained 2.52% to 15,100 yuan/kilogram.