Global TradFi & Macroeconomics

Merck beat second-quarter estimates on Tuesday and raised its 2026 revenue outlook while cutting profit guidance due to acquisition charges. The pharmaceutical company now anticipates 2026 revenue between $66.3 billion and $67.3 billion, up from $65.8 billion to $67 billion, driven by strong sales o

According to CNBC, Merck beat second-quarter earnings estimates and raised its 2026 revenue guidance to $66.3 billion to $67.3 billion on Tuesday, up from prior guidance of $65.8 billion to $67 billion, as new drug sales grew strongly. However, the pharmaceutical company cut its adjusted profit gui

According to its Q2 2026 earnings report, American Bitcoin (ABTC) stock rose 4.62% to $5.72 on Monday after the company reported record quarterly mining production of 932 BTC, a 14% increase from 817 BTC in Q1, even as it posted a net loss of $57.2 million. The company's Bitcoin reserve grew to

According to MSX.COM data, artificial intelligence stocks rallied in U.S. pre-market trading on August 4, with Palantir Technologies (PLTR) leading gains at 17.11%. Marvell Technology (MRVL) climbed 4.66%, Intel (INTC) rose 3.34%, AMD gained 3.01%, and Micron Technology (MU)

According to BlockBeats and BIT (bit.com) market data, U.S. optical communications stocks surged in premarket trading on August 4. AAOI (Applied Optoelectronics) climbed 14.12%, while Coherent Corp (COHR) rose 14.2% and Lumentum Holdings (LITE) gained 10.7%. Other optical communications stocks

NVIDIA (NVDA) heads into its August 26 earnings with 36 of 37 covering analysts rating the stock a buy and an average price target of $309, roughly 49% above its current price near $208. The stock has gained 11% year-to-date, recovering from a spring low around $164. However, Michael Burry, the

Palantir Technologies reported Q2 earnings showing operating profit growth of 240%, addressing industry concerns about a 'SaaSpocalypse' — the feared collapse of software-as-a-service companies. The performance surge was driven by the company's 'AI sovereignty' positioning, which argues that

BlockBeats, June 30: Semiconductor and AI research firm SemiAnalysis stated that NVIDIA is expected to see significant growth in the second half of this year. According to the SemiAnalysis Accelerator Model forecast, NVIDIA’s data center compute (DC Compute) revenue in the second half of fiscal year 2027 (2H FY2027) will be 20% higher than the market consensus estimate. The Rubin platform, which was previously delayed due to issues related to HBM4, is now expected to begin a large-scale ramp-up

BlockBeats news, June 30: SemiAnalysis, an independent research firm specializing in semiconductors and AI, said in a post that NVIDIA is expected to see substantial growth in the second half of this year. According to the SemiAnalysis Accelerator Model forecast, NVIDIA’s data center computing (DC Compute) revenue in the second half of fiscal 2027 (2H FY2027) is expected to be 20% higher than the market consensus. The Rubin platform, whose launch was previously delayed due to issues related to H

According to Axios, Trump Media & Technology Group's (TMTG) Truth API went live on Aug. 1, delivering Truth Social posts to institutional clients with millisecond latency. Subscriptions for access to the platform's 10 top-trending

According to TrendForce's latest memory industry research, Nvidia started adjusting Rubin Ultra HBM configurations since Q3 2026, shifting from the planned HBM4e 12hi to parallel evaluation of multiple lower-tier options including HBM4e 8hi, HBM4 12hi, and HBM4 8hi. The decision stems from two key c

Techtronic Industries (00669.HK) reported shareholder profit of US$738 million for the interim period ending June 30, up 17.52% year-over-year, with basic earnings per share of 40.5 cents and an interim dividend of 19.31 cents. The company attributed the profit growth to a decline in net financing c

Korean securities firms face criticism as SK Hynix closed at 1.577 million won on the 4th, down 27.7% from its 2.18 million won ADR listing price, and Samsung Biologics fell 17.5% to 1.476 million won since November 24, contradicting brokerage optimism. Top 10 Korean brokerages issued only 0.1%

Techtronic Industries (00669) reported a net profit of $738 million for the six months ended June 30, up 17.52% year-over-year, with a basic earnings per share of 40.5 Hong Kong cents and interim dividend of 19.31 cents. Revenue grew 5.85% to $8.292 billion, while gross margin expanded 2.6

According to market sources, Nason Technology (02261), which develops intelligent autonomous driving motion control technology, saw its Hong Kong IPO public offering close today with initial oversubscription of 2,516 times, attracting approximately 162,000 subscribers. The company is scheduled to l

According to Hankook Ilbo, on August 4, SK Hynix shares fell 27.7% to 1.577 million Korean won from the ADR Nasdaq listing price of 2.18 million won. Samsung Biologics also declined 17.5% to 1.476 million won after its spinoff, contradicting analyst forecasts. Data from the Financial Investment

According to Castle Securities, technology companies are expected to raise over $500 billion in debt financing across public and private markets by 2028 to fund semiconductor demand for AI infrastructure development. Jeff Eason, head analyst at Castle Securities' investment-grade debt division,

According to sources cited by local media on August 4, Syria has agreed to significantly reduce Russian oil imports in exchange for the United States removing its designation of Syria as a state sponsor of terrorism. While the U.S. has not formally made the oil import reduction a condition of