Global TradFi & Macroeconomics

Qualcomm Inc. (QCOM) shares remained under pressure on Thursday after the company warned that revenue decline from Apple Inc. (AAPL) products is expected to accelerate. The chipmaker's fourth-quarter earnings forecast came in lower than Wall Street expectations, triggering multiple price target

According to Jin10, USD/JPY (U.S. dollar to Japanese yen) declined 3% intraday on July 30, dropping over 400 pips to 158.50 as the yen strengthened against the dollar.

Qualcomm Inc. (QCOM) shares declined 5% on Thursday, extending losses to 41% since the beginning of June, after the company warned that Apple Inc. (AAPL) revenue is expected to accelerate its decline. According to CFO Akash Palkhiwala, Qualcomm expects Apple-related revenue to drop roughly 50%

The electronics sector used 68.3 tonnes of gold in the second quarter, a 4% year-over-year increase from 65.8 tonnes in the same quarter of 2025, the World Gold Council reported. The rise came as artificial intelligence infrastructure spending offset a slump in consumer device shipments. Gold

Plus500 announced a strategic partnership with Canadian fintech Wealthsimple that will allow Canadian retail investors to access U.S. futures markets through Plus500's trading infrastructure. The partnership expands Wealthsimple's product offering while reinforcing Plus500's transformation from a re

According to the Financial Supervisory Service disclosure system, SK Group Chairman Chey Tae-won purchased 4.8 billion won of SK Hynix stock on July 30. The move signals confidence in the chipmaker's valuation, as SK Hynix shares have fallen more than 50% from their peak. The company stated the purc

Plus500 announced a partnership with Canadian fintech Wealthsimple, granting the platform's over four million customers direct access to U.S. futures markets through Plus500's trading infrastructure. Under the agreement, Wealthsimple will leverage Plus500's institutional clearing, execution, order r

Oracle announced on Thursday it would add Alphabet Inc.'s Google Gemini artificial intelligence models to Oracle Cloud Infrastructure, expanding the range of AI models available to enterprise customers. The move adds Gemini to Oracle's existing lineup of third-party AI models, including Cohere,

On July 30, the U.S. dollar weakened against the Japanese yen by approximately 2.7%, marking the yen's largest single-day gain since December 2022.

Oracle announced Thursday that it is adding Google's Gemini artificial intelligence models to Oracle Cloud Infrastructure, expanding its existing lineup of third-party AI models including Meta's Llama, OpenAI, xAI's Grok, and Alibaba's Qwen. Shares of Oracle (ORCL) climbed more than 6% at market

According to the World Gold Council, gold demand from the electronics sector reached 68.3 tonnes in the second quarter of 2026, marking a 4% year-over-year increase from 65.8 tonnes in Q2 2025. Growth was driven by AI infrastructure spending on server mainboards, integrated circuit substrates, and s

Robinhood Markets reported record second-quarter net revenue of $1.31 billion on July 29, up 32% from a year earlier, driven by robust trading activity across its platform. Net income rose 48% to $573 million, or 62 cents per diluted share, for the quarter ended June 30. The surge was fueled by a 44

According to MSX.COM data, storage chip stocks surged on July 30, with Sandisk rising over 19%, Seagate nearly 17%, Western Digital over 16%, SK Hynix nearly 11%, and Micron over 11%.

Arm Holdings posted total revenue of $1.29 billion in FY2027 Q1, up 22% year-over-year and marking the company's strongest first-quarter performance on record. Licensing revenue climbed 23% to $574 million, while royalty revenue grew 22% to $715 million, with data center royalties more than

According to MSX.COM data, SanDisk stock rose 20% following four consecutive days of decline.

According to Odaily, during Ethereum's 11th year, the Ethereum Foundation underwent organizational changes, including leadership transitions, staff reductions, introduction of new CROPS authorization, and separation of EthLabs, Ethereum Systems, and Ethereum Institutional into independent entities a

According to MSX.COM data, Meta Platforms (META) fell over 9% at U.S. market open today (July 30), hitting a four-month low. The decline follows the company's report of a significant drop in second-quarter cash

According to Jin10, USD/JPY declined 2.00% intraday on July 30, with the pair hitting a low of 160.05.

According to BitcoinTreasuries.NET, on July 30, New York State Common Retirement Fund reduced its Microstrategy (MSTR) holdings by 11,400 shares worth approximately $1.06 million based on the latest 13F filing. The sale represents about 3% of the fund's previous position, bringing remaining holdings

According to ChainCatcher, the Philadelphia Semiconductor Index (SOX) surged over 6% on July 30, marking its largest single-day gain in over a month. The Nasdaq Composite Index expanded gains to 2%, according to Gate price