Global TradFi & Macroeconomics

According to Jin10 Futures, nickel futures traded mixed today (August 3), with London nickel opening lower and key support at $17,000 per ton. Refined nickel in Shanghai closed slightly down amid limited purchasing and modest offtake. Nickel briquettes saw small fresh supply releases at slightly

In their latest Q2 earnings disclosures, Meta, Microsoft, Alphabet and Amazon raised their 2026 capital expenditure guidance to a combined $750 billion, up significantly from $455.8 billion in 2025. Meanwhile, UBS projects that AI-related capital spending growth will decelerate from current high

According to Reuters, memory chip maker Long Xinxin Storage plans to build a second chip factory in Beijing and is negotiating its financing sources.

According to Yonhap Infomax, Japan's Nikkei 225 index fell 607.12 points (0.94%) to close at 63,754.90 on Aug 3, while the TOPIX declined 1.08% to 3,960.03. The weakness followed joint currency market intervention by Japan

Goldman Sachs added Samsung Electronics to its August Asia-Pacific (APAC) conviction list with a target price of 49 million won. The investment bank cited expectations that memory demand will significantly exceed supply through 2028 driven by AI investment expansion. The APAC conviction list

Globalstar (GSAT) rose nearly 3% in July while AST SpaceMobile, Rocket Lab and SpaceX each lost more than a third of their value. The stock was supported by Amazon's $11.6 billion takeover agreement announced in April, which gave Globalstar a defined deal value while most rival space stocks

South Korea's KOSPI index fell 5.1% to close at 6,257.45 on August 3, one day after recording a 17.9% surge on July 31. Samsung Electronics and SK Hynix each dropped over 8%. According to Bloomberg and the Economist, the extreme volatility prompted comparisons to casino trading, with the index's

Amazon.com Inc. (AMZN) stocks gained in premarket trading on Monday as analysts raised price targets following the company's better-than-expected earnings and strong cloud business performance. The upgrades came after Amazon's AWS revenue surged 37% year-over-year and quarterly revenue rose 20% to $

Korea's Return to Korea Investment Account (RIA) recorded its first monthly net outflow in July, with 526.8 billion won withdrawn from the accounts, according to data from the Korea Financial Investment Association. The outflows occurred as domestic stock market corrections prompted investors to

Korean robot stocks surged on May 28 after the US Federal Communications Commission (FCC) added foreign-produced humanoid and quadruped robots to its national security equipment restriction list. Market analysts attributed the rally to expectations that Korean firms could gain indirect benefits as C

Morgan Stanley and Roth Capital raised their Amazon (AMZN) price targets on Monday, citing strong returns from AI investments and accelerating cloud growth. Morgan Stanley increased its target to $335 from $330, while Roth Capital raised it to $325 from $300. Amazon's AWS division expanded 37%

From 08:15 to 08:30 (UTC) on August 3, 2026, BTC fell 0.36% within 15 minutes, with the price touching the $62,330–$62,568 range and an Ampl of 0.38%. The current price is $62,454.3, with a 24-hour decline of 1.21%, dropping below the $63,000 key psychological level. Order book liquidity is extremely thin (only 1 valid quote level), and the bid-to-ask depth ratio of 0.57 indicates asks are dominant. Filled amount is 317.4 BTC, with relatively low participation. The main driver of this market mov

According to Korea Economic Daily, South Korean robotics stocks surged today as the U.S. Federal Communications Commission expanded restrictions on Chinese-made robots. TXR Robotics and Woonik Robotics' parent company hit daily price limits, while Cosmo Robotics rose 21.3%, Nauro Robotics

According to Goldman Sachs, on August 3, the firm added Samsung Electronics to its Asia-Pacific (APAC) Favorites list and set a price target of 490,000 won. The upgrade reflects expectations that memory chip demand will significantly exceed supply through 2028, driven by expanding AI investments,

According to Korea Exchange, on August 3, within one month of implementing strengthened delisting requirements, approximately one-sixth of KOSDAQ's 1,820 listed companies have entered delisting consideration. The sharp decline in the KOSDAQ index has reduced market capitalizations across the

Hong Kong stocks rose in the August opening session, with the Hang Seng Index climbing 124 points or 0.48% to close at 26,009 after volatile intraday trading around the 26,000 level. The index extended its winning streak to six consecutive sessions, accumulating gains of 1,046 points or 4.19%.

According to JPMorgan Chase strategists led by Mislav Matejka, artificial intelligence and technology stocks are unlikely to be the primary drivers of market returns in the second half of 2026, as market performance continues to broaden across more sectors. The team noted in a report that momentum-d

South Korea's new duplicate listing guidelines took effect today, requiring parent company shareholder approval when unlisted subsidiaries seek stock market listings. The regulations cap major shareholder voting rights at 3% to prevent controlling shareholders from unilaterally deciding subsidiary l

Hong Kong's Hang Seng Index closed 124 points higher at 26,009 on August 1, extending its winning streak to six consecutive sessions with a gain of 1,046 points or 4.19% year-to-date. The benchmark index briefly surpassed 26,100 during intraday trading, reclaiming the 26,000 level by market close.

According to Korea Economic TV, Korea's Domestic Market Return Account (RIA) recorded its first-ever monthly net outflow of 500 billion won in early August. The withdrawal contradicts the government's original objective of using tax incentives to attract overseas investors back to the domestic