Global TradFi & Macroeconomics

According to Gary Black, managing partner at Future Fund, Broadcom's third-quarter AI revenue reached $16.7 billion, up 221% year-over-year and exceeding Wall Street estimates of $15.9 billion. The company now holds the lowest valuation among the Magnificent 8 tech stocks, with a PEG ratio of

According to Guru Club, Shanghai Silver futures fell 6% on September 11, trading at 15,435 yuan per kilogram.

SpaceX CFO Bret Johnsen said late Thursday that the company's partnership with Nvidia could support access to AI processors as SpaceX prepares to expand terrestrial computing capacity from just over 2 gigawatts at the end of 2026 to between 5 and 10 gigawatts in 2027. Speaking at Goldman Sachs'

According to CBS News, on September 9, Trump announced at a Republican National Committee midterm election event that his administration would distribute $5,000 to every American adult if the GOP maintains control of Congress. Vice President JD Vance later stated the funding would come from tariff r

According to Bloomberg, citing people familiar with the matter on September 10, 2026, Nasdaq will invest $100 million in Payward, the parent company of the Cryptocurrency Exchange Kraken, through its venture capital arm. The investment values Payward at $21 billion. In March this year, the two parties announced a partnership to build market infrastructure for tokenized stocks, and the investment upgrades their relationship from a business partnership to an equity investment. Nasdaq’s $100 Millio

According to Jin10, on September 11, Chinese stock market indices fell sharply at market open. The Shanghai Composite dropped over 1%, the Shenzhen Component fell 0.9%, and the ChiNext Index declined 0.5%. The Sci-Tech 50 and Beijing Stock Exchange 50 indices both fell over 1%. More than 4,900 stock

South Korean foreign exchange authorities face renewed scrutiny as the USD-KRW exchange rate declined over 200 won in two months, falling from the 1,560 won level in early July to the mid-1,300 won range. The sharp decline prompted heavy dollar selling by exporters and offshore investors, causing th

Korea Investment & Securities analysts recommended on September 11 that investors maintain positions in large-cap semiconductor stocks including Samsung Electronics and SK Hynix despite rising market interest rates. Analysts Yeom Dong-chan and Seo Se-hyun stated that the semiconductor sector's

According to BlockBeats, on September 11, Hyperliquid Strategies Inc (Nasdaq: PURR), the suspected HYPE treasury company, accumulated and staked 365,000 HYPE tokens (approximately $29.65 million) over the past 24 hours, according to Ember monitoring. Over the past half month, the company has been p

Seoul foreign exchange dealers forecast upward pressure on the dollar-won exchange rate on September 11 amid caution over the US August Consumer Price Index (CPI) release. The overnight surge in US Treasury yields and dollar strength contributed to won depreciation factors, according to market

According to Yonhap Infomax, as of September 11, the USD/KRW exchange rate dropped over 200 won in two months, falling from around 1,560 won in early July to the 1,330 won level, reaching its lowest since October 2024. South Korea's Deputy Prime Minister and Finance Minister Koo Yun-cheol

According to Korea Investment Securities analysts Yom Dong-chan and Seo Se-hyun, Samsung Electronics and SK Hynix posted record quarterly operating profits of 89.5 trillion won and 60.5 trillion won respectively in the second quarter of 2026, with year-over-year increases of 1,814% and 557%. The res

Oracle posted fiscal Q1 2027 results that exceeded analyst expectations, with revenue between $19.3 billion and $19.45 billion, representing a 30% year-over-year increase. Adjusted earnings per share hit $1.92, also topping forecasts. The company's stock climbed 7% in after-hours trading following t

JP Morgan and Goldman Sachs are expanding their engagement with the cryptocurrency sector, according to information highlighted in a tweet by @a16zcrypto. Both financial institutions are reportedly increasing their crypto services, though specific service details and launch timelines were not

Yoo Sang-dae, former Deputy Governor of the Bank of Korea, retired from the central bank last month in his second departure from the institution. Yoo, who first joined BOK in 1986 and served in various international roles before leaving in 2021, returned as deputy governor in 2023. In an interview o

Former Bank of Korea Deputy Governor Yoo Sang-dai shared his interest rate outlook in an interview, stating that the final rate level may not be very high but high rates could persist longer than expected. Yoo, known for his hawkish stance, opened the door to rate hike discussions with his

The Malaysian ringgit depreciated to 4.073 per U.S. dollar, marking its lowest level since August 17.

As of 09:30 Beijing time on September 11, New York gold futures rose 0.24%, while silver and copper futures declined 0.03% and 0.10% respectively.

According to UBS Securities, on September 10, Apple's new foldable iPhone Duo is expected to generate significant demand among existing customers, with fiscal 2026 unit sales estimated at 5-6 million. UBS sees the $100 price increase on Pro and Pro Max models as a reasonable balance between market d

Bitcoin (BTC) has continued to weaken and decline, trading at around $76,900 as of Oct. 17. The U.S. Senate released a 630-page revised version of the CLARITY Act, with a procedural vote scheduled for Sept. 15. Bank of America issued its own USD Stablecoin, USBDC, on Stellar and successfully completed a cross-border payment trial. Macro Events & Crypto Highlights Republican members of the U.S. Senate released a 630-page revised version of the CLARITY Act, and the Senate will hold the bill’s firs