Global TradFi & Macroeconomics

According to Counterpoint Research data cited by Citrini analyst Jukan, SK Hynix's DRAM market share (by revenue) led Micron by only about 1 percentage point in Q2 2026, a narrower margin than market expectations. The limited lead stems primarily from HBM3E prices declining following

According to CoinDesk, Morgan Stanley downgraded Circle Internet (USDC) from 'Neutral' to 'Underweight' on August 4, cutting its price target from $106 to $38 due to weak long-term profit prospects. Circle's stock fell about 6% on Monday, with a year-to-date decline of approximately 30%. Analyst

SK Siltron faces downgrade pressure after NICE Credit Rating placed its A+ unsecured bond rating and A2+ short-term commercial paper rating on downgrade watch on the 3rd. The rating agency cited the potential weakening of non-routine support from SK Group following the company's sale to Doosan. SK s

According to Nice Credit Rating, SK Siltron's credit rating for unsecured bonds (A+) and commercial paper (A2+) were maintained on August 3 but placed on negative watch following the sale of a 70.61% stake to Doosan. The South Korean semiconductor company will lose financial support from SK Group

According to Guru Club, Shanghai Silver futures rose 2% intraday on August 4, trading at 14,394 yuan per kilogram.

Major PC manufacturers HP, ASUS, and Acer have begun using small quantities of memory chips from Chinese chipmaker ChangXin Memory Technologies (CXMT) in their notebooks, according to Nikkei Asia citing multiple sources. The companies completed certification procedures for CXMT DRAM chips mid-year a

Critical Metals and other rare earth stocks surged during the US trading session on August 3, with Critical Metals leading gains of over 15%. The rally was driven by rising demand for rare earth elements in new energy vehicles and high-tech manufacturing. Rare earth metals have become

On August 4, Federal Reserve Vice Chair Michael S. Williams expressed optimism that inflation pressures would gradually ease, adding that the Fed would take action if inflation fails to return to its 2% target as expected. Meanwhile, Bank of Japan account data indicated Japan likely spent

According to Nikkei Asia, PC makers HP, ASUS, and Acer have started using DRAM chips from Chinese memory manufacturer Changshin Memory Technology (CXMT) in mid-2026 amid persistent global memory shortages. The companies completed certification of CXMT's DRAM chips earlier this year and began

According to Sun Media, rare earth stocks surged yesterday (August 3) during U.S. trading, with Critical Metals jumping 15.39% to $6.34, leading the rally. Across the sector, 12 stocks advanced while only 3 declined. United States Antimony rose 11.53% to $5.66 with $22.76 million in trading

Hong Kong Broadband Network (HKBN, stock code 01310) officially launched its one-stop AI enterprise service platform 'HKBN AI+,' with entry-level pricing starting at HKD 98 per month. Chairman Ling Hao stated that HKBN has confirmed AI and computing power services as a priority strategy, focusing on

Lee Nam-woo, Chairman of the Korea Corporate Governance Forum, on the 4th publicly criticized the government's stock valuation reform plan announced the previous day, stating it falls significantly short of normalizing capital markets. The government plan targets companies whose PBR (price-to-book r

EcoPro reported Q2 operating profit of 32.9 billion won, up 102.75% from 16.228 billion won a year earlier, according to a disclosure on August 4. The increase was driven by stable growth in the environmental

According to Lee Nam-woo, chairman of the Korea Corporate Governance Forum, on August 4, the government's revised stock valuation method to prevent majority shareholders from artificially depressing share prices ahead of inheritance or gift transactions has scope that is too narrow. The forum

According to Jin10 Futures, on August 3, East China benzene prices declined with the range settling at 7,470-7,530 yuan/ton, down 80 yuan/ton from the previous trading day. Market sentiment weakened as trading activity contracted. Lower crude oil futures following geopolitical developments

The Hang Seng Index fell 188 points, or 0.72%, to 25,821 as of 1:23 p.m. on August 4, after six consecutive days of gains totaling 1,046 points. The index initially rose 81 points to 26,090 in early trading, with gains extending to 178 points at an intraday high of 26,187, but encountered selling

According to Goldman Sachs' August 3 monthly conviction list update, the firm added six stocks: Applied Materials (AMAT), Delta Air Lines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and UPS. Simultaneously, it removed Broadcom (AVGO), Dick's Sporting Goods (DKS),

Bayer reported second-quarter sales of 10.87 billion euros, beating analyst estimates of 10.67 billion euros. The company's adjusted EBITDA reached 2.14 billion euros in Q2, surpassing the projected 1.93 billion euros.

According to Saudi Aramco's statement reported by Jin10 on August 4, the Saudi oil giant reported adjusted net profit of $33.4 billion in Q2, up 33% year-over-year and exceeding analyst expectations of $31.1 billion. The strong earnings were driven by elevated crude oil prices, with Brent crude

According to TradingBeats, Oracle (ORCL) open interest on Hyperliquid surged 88.43% to approximately $57.05 million in the past 24 hours on August 4, reaching the top among traditional market assets with sufficient trading volume ($10M+). New nominal positions totaled around $26.77 million. A