Global TradFi & Macroeconomics

According to Shanghai Steel Union, MMLC battery-grade lithium carbonate rose 500 yuan/ton to 139,600 yuan/ton in early morning trading today (August 4), compared with the previous day's 16:30 closing price.

According to reports in August, Nvidia and other major tech firms will release quarterly earnings that could determine the direction of AI stocks through year-end. The market has shifted its judgment criteria for AI investments—rather than focusing on capital expenditure expansion alone, investors a

According to The Fact, Hanmi Semiconductor reported on August 4 that its stock price fell 5.59% to 202,500 Korean won, trading below its pre-earnings release level despite achieving a record-high operating margin of 51.9% in the second quarter. The company posted Q2 operating profit of 130.3

According to Guang Da Futures, on August 3, the U.S. ISM manufacturing index rose to 55.6 in July, exceeding market expectations of 53.9 and marking the highest level since May 2022. The production index climbed to 58.5, while new orders reached 56.7 and employment rose to 52.8, the first increase s

Aswath Damodaran, known as Wall Street's Dean of Valuation and a professor at NYU Stern School of Business, warns that smaller AI companies will face the greatest risk when the next industry shakeout occurs. In a new interview, Damodaran explained that the Magnificent Seven tech giants possess the c

Jeff Bezos plans to sell 15 million Amazon.com, Inc. (AMZN) shares valued at $4.07 billion, with Aug. 3 listed as the approximate sale date, according to a regulatory filing disclosed late Monday. Amazon's US stocks slipped 1% in overnight trading after the tech giant crossed the $3 trillion

South Korea's Financial Services Commission is reviewing exemptions that would exclude profitable KOSDAQ companies from delisting even if their market capitalization falls below 20 billion won. The policy adjustment responds to the KOSDAQ index's decline to the 700-level from 1200, which has

According to Aswath Damodaran from NYU Stern School of Business, in a new interview, the upcoming AI shakeout will hit smaller companies hardest while the Magnificent Seven possess sufficient cash flow and balance sheet strength to survive. Damodaran highlighted that Meta, Alphabet, and Microsoft ha

According to PANews, real estate investment firm Cardone Capital increased its Bitcoin holdings by 350 BTC, valued at approximately $22.3 million, on August 4, according to CEO Grant Cardone.

According to a regulatory filing, founder Jeff Bezos plans to sell 15 million Amazon (AMZN) shares valued at $4.07 billion, with Aug. 3 listed as the approximate sale date. The announcement triggered a 1% dip in overnight trading late Monday, just hours after the tech giant crossed the $3 trillion m

According to MP Doctor, KOSDAQ jumped 5.43% (up 40.06 points) as of 10:58 a.m. on August 4, triggering the 17th buy-side circuit breaker (temporary halt on program buy orders) of the year. The rally was fueled by overnight strength in U.S. equity markets, with KOSPI also turning positive during the

China Recycling Energy (stock code: 00290) launched a placement of 219 million new shares at HK$1.60 per share on August 4, representing a 12.09% discount to the previous closing price of HK$1.82. The fundraising is expected to raise approximately HK$350 million in gross proceeds, with HK$346 millio

According to iNews24, South Korean brokers will exclude single-stock leveraged exchange-traded funds (ETFs) and exchange-traded notes (ETNs) from margin financing collateral starting August 14, 2026. This self-regulatory measure follows earlier government restrictions on leveraged and inverse

According to Japan's Chief Cabinet Secretary Shiroe Jouchi, the government and Bank of Japan jointly forecast that consumer inflation will accelerate in the second half of 2026, followed by a slowdown.

According to CNBC host Jim Cramer on Monday, August 3, Wall Street's growing use of basket trades is distorting stock prices, but presenting buying opportunities for investors. Cramer noted that traders increasingly group stocks by theme rather than fundamentals, causing synchronized movements

According to AASTOCKS, Hong Kong-listed Rui He Digital (stock code 03680.HK) received 32.73 bitcoins as cloud mining rewards on August 2, valued at approximately $2.71 million.

Gate News: According to an announcement from Gate’s Contract Stocks section, Gate will launch perpetual contracts for ten A-share-listed companies—CAMBRICON (Cambricon), EOPTOLINK (Eoptolink), IEIT (Inspur), MONTAGE (Montage Technology), FII (Foxconn Industrial Internet), NAURA (Naura Technology), AMEC (Advanced Micro-Fabrication Equipment), SUNGROW (Sungrow Power Supply), CMOC (China Molybdenum), and BLUEFOCUS (BlueFocus)—at 13:30 (UTC+8) on August 4, 2026. All contracts will be settled in USDT

According to Jin10 Futures, the CFETS-NEX yuan funding sentiment index reported 47 at 10:15 on August 4, down 1 point from 08:45. The index, which measures liquidity tightness on a 0-100 scale with 50 as equilibrium and readings above 50 indicating tight funding conditions, showed declines across al

According to Japan's Minister of Economy, Finance and Fiscal Policy Shirouchi Minoru, the country's overall CPI in June demonstrated modest year-on-year price growth.

According to Korea Exchange, SK Telecom rose 13.78% to 93,300 Korean won as of 10:45 a.m. KST on August 4. The gain was driven by expectations surrounding the company's participation in the government's independent AI foundation model project's second-round evaluation, as well as benefits