Global TradFi & Macroeconomics

Overnight, the three major U.S. cloud providers posted strong gains, according to reports. Alphabet (GOOGL) rose 4.88% and surpassed Apple to become the world's second-most valuable company, while Microsoft (MSFT) climbed 4.93%—up roughly 25% over three trading days—and Amazon (AMZN) gained 4.58% to

As of 9:59 a.m. on August 4, the KOSPI index fell 2.62% to 6,094.56, with Samsung Electronics and SK Hynix each declining around 5%, leading the broader market downturn.

The Chinese yuan weakened today, with the midpoint exchange rate against the U.S. dollar reported at 6.7917, down 19 pips from the previous trading day's midpoint of 6.7898. The previous day's official closing price was 6.7543, while the overnight close stood at 6.7560.

Advanced Micro Devices Inc. (AMD) is set to report second-quarter earnings after the bell on Tuesday, with Wall Street analysts issuing multiple price target increases ahead of the chipmaker's results. Susquehanna lifted its price target to $500 from $450 and maintained a Positive rating, UBS

According to multiple analysts, ahead of AMD's Q2 earnings report due Tuesday, the company is benefiting from rising expectations for its server CPU market. CEO Lisa Su raised AMD's total addressable market estimate for AI server CPUs to $220 billion by 2030 at last month's Advancing AI event, up fr

According to Bloomberg, Citadel Securities forecasts that more than $500 billion in debt could be raised by 2028 to fund chips used in AI data centers, with most loans carrying three- to five-year maturities. Global markets have already absorbed approximately $570 billion in AI-related debt, much

US Treasury Secretary Scott Bessent promoted the Foreign and International Monetary Authorities Repo Facility on '2일' (local time), calling it an 'important safety valve' and expressing hope for expansion in coming months. The statement followed joint US-Japan foreign exchange market intervention on

Palladium futures main contract declined over 2% intraday on August 4, currently trading at 300.50 yuan per gram.

Shinhan Investment & Securities announced on August 4 that it will reduce its securities collateral loan rate to an annual 6.95% to ease customers' financial burden and improve transaction convenience. The revision simplifies the previously complex 24-tier rate structure into a single 6.95% annual r

According to Business Insider, South Korea's KOSPI index plunged 5% on August 3 after the AI-focused hedge fund Situational Awareness collapsed with 67% losses in July. The fund was forced to liquidate most of its publicly listed stock portfolio, including positions in SK Hynix and other

According to Yonhap Infomax, Shinhan Investment Corporation reduced its short-term stock sale pledge loan rate to 6.95% annually on August 4, consolidating the previous 24-tier rate structure into a single unified rate. The new rate, effective August 20, aims to reduce borrowing costs and provide

According to Bank of Japan account data, Japan and the United States intervened in the foreign exchange market on August 3-4. The central bank deployed approximately 5.33 trillion yen on Friday and around 8.45 trillion yen on Thursday, totaling 13.78 trillion yen over the two-day period, as

According to Reuters on Aug. 3, Onsemi forecast third-quarter revenue of $1.65 billion to $1.75 billion, with the midpoint exceeding analysts' $1.67 billion estimate, driven by stronger demand for power-management chips used in AI data centers. Onsemi reported second-quarter revenue of $1.6 billion

WuXi AppTec disclosed H1 2026 financial results on August 4, with net profit attributable to parent company shareholders reaching approximately 11.08 billion yuan, representing a 33.7% year-over-year increase.

According to Lookonchain, in the past 12 hours, James Wynn's S&P 500 short positions were liquidated 4 times, with a new liquidation price of $7,619.84. The trader currently holds 28.88 SP500 short contracts worth

Strategy execution chairman Michael Saylor responded on X on Aug. 3 to criticism sparked by the company’s sale of Bitcoin. He said he has never sold my Bitcoin and emphasized that Strategy is a public company, not a private wallet. According to U.S. SEC filings, Strategy sold 1,638 Bitcoin last week, with a median cost of $63,957 per coin. Strategy sells 1,638 Bitcoin: details and current holdings According to a document Strategy filed with the U.S. SEC on Aug. 3, 2026, the company sold 1,638 Bi

According to Shanghai Gold Exchange data, gold T+D prices fell 0.06% to 881.3 yuan per gram during early trading on Aug 4, while silver T+D prices rose 0.08% to 14,131.0 yuan per kilogram.

According to Gloric Club, polysilicon futures contracts rose over 4% intraday on August 4, trading at 36,400 yuan per ton.

Taiwan's Weighted Stock Index (TAIEX) opened down 0.7% today at 43,092.49 points, according to Taiwan Stock Exchange data.