Global TradFi & Macroeconomics

Korean retail investors withdrew from leveraged stock trading as margin loan balances fell below 30 trillion won for the first time in six months, according to Korea Financial Investment Association data as

According to Chosun Biz, South Korea's KOSPI index reversed course on August 4, falling below the 6,300 level by 10:44 AM KST despite opening up 1.50% at 6,351.38. The index declined 22.92 points, or 0.37%, to 6,234.53 as institutional net selling of 620 billion Korean won and weakening foreign

According to Wuniu, Zhipu's next-generation GLM-5.3 model documentation was prematurely exposed on August 3 afternoon. The official specification page was briefly made public and accessible for approximately one hour before being restricted. The stock rose 7.98% to 1,015 Hong Kong dollars by press t

Amazon.com Inc., Snowflake Inc., and Bristol-Myers Squibb Co. reached fresh 52-week highs on Monday as investors responded to AI-driven growth, analyst upgrades, and merger speculation. Amazon shares hit a record $287.16, pushing the company's market value above $3 trillion following strong second-q

Amazon, Snowflake, and Bristol-Myers Squibb shares reached 52-week highs on Monday. Amazon hit a record $287.16, becoming only the fifth publicly traded company to cross the $3 trillion market capitalization milestone. The rally followed strong Q2 earnings with AWS accelerating to a $169 billion

According to NEWSIS on August 4, individual investors are rapidly exiting South Korea's KOSPI market amid extreme volatility and losses from leveraged products. Their trading share on the exchange fell to 31.23% in July, down sharply from 48.19% in January, marking a decline of 16.96 percentage

NVIDIA (NASDAQ: NVDA) stock is drawing market attention. On Aug. 3, NVIDIA technical experts Jason Hardy and Ronil Prasad published a Vera CPU benchmark report on the official blog, revealing that Vera processors accelerate multiple storage performance areas compared with traditional x86 CPUs: CRC32C integrity checks are accelerated by 3.67x. CPU bottleneck for agentic AI storage In a report, NVIDIA explains that in agentic AI workloads, AI agents frequently and heavily retrieve enterprise knowl

According to BlockBeats, on August 4, South Korea's finance minister stated in a cabinet meeting that the country will focus on improving stock market structure and stability while accelerating the implementation of ETF

According to China's National Bureau of Statistics, hog prices (outer three-element breed) fell to 10.4 yuan/kg in late July 2026, down 5.5% from mid-July. The monitoring of 50 major production material commodities showed 20 products rose in price, 27 declined, and 3 remained unchanged during the

According to Bitcoin.com, CNBC host Jim Cramer plans to sell his entire bitcoin holdings over concerns that quantum computing could crack Bitcoin's security mechanisms in roughly three years. Cramer's position aligns with earlier comments from IBM Chairman and CEO Arvind Krishna, who warned that qua

According to Zhitong Caijing, the Hang Seng Index opened 0.31% higher at 26,090.98 points on August 4, with the Hang Seng Tech Index rising 0.30% to 4,890.34 points. The pharma CXO sector surged, with WuXi AppTec (02359) gaining nearly 10% after announcing first-half revenue of 288.97 billion

Palantir Technologies’ (NASDAQ: PLTR) stock surged during after-hours trading on August 3, rising 13.79% overnight and closing at $142.98. The company’s Q2 2026 adjusted earnings per share (EPS) were $0.41, beating Wall Street’s estimate of $0.35; Q2 revenue was $1.94 billion, above expectations of $1.8 billion. Palantir Q2 2026 Financial Highlights According to Palantir’s Q2 2026 earnings report, the key financial metrics are as follows: adjusted EPS was $0.41, above Wall Street’s estimate of $

Hanwha Asset Management listed the 'PLUS SK Hynix SanDisk Bond Hybrid 50' ETF on August 4, investing equally in SK Hynix and SanDisk while allocating half to Korean government bonds. The product targets retirement pension investors by combining memory semiconductor exposure with bond stability.

According to Hanwha Asset Management, the firm launched the PLUS SK Hynix-SanDisk Bond-Equity Hybrid 50 ETF on Aug. 4, allocating 25% to SK Hynix, 25% to SanDisk, and 50% to Korean Treasury Bonds. The product is classified as a safe asset under retirement pension regulations, allowing investors to a

According to Korean Economic TV, South Korea's Domestic Market Return Account (RIA) recorded its first monthly net outflow in July as investors abandoned tax benefits amid prolonged domestic market corrections. The account, designed by

BlackRock (NYSE: BLK) shares are drawing market attention as the company launches two new tokenized money market funds: BSTBL (BlackRock Select U.S. Treasury Liquidity Fund) and BRSRV (BlackRock Daily Reinvestment Stablecoin Reserve Vehicle). BlackRock CFO Martin Small said during the 2026 Q2 earnings conference call that BlackRock currently manages $60 billion in reserves for Circle. BSTBL and BRSRV product framework The core framework for BlackRock’s two tokenized money market products is as f

According to BlockBeats, Snap reported Q2 revenue of $1.6 billion on August 4, up 19% year-over-year and exceeding market expectations, driven by World Cup advertising spending and increased North American client activity. Post-market stock surged 13%, per BIT(bit.com) data. Daily active users

Samsung Asset Management announced the launch of the 'KODEX US CPU Semiconductor TOP10' ETF on the 4th, targeting investment in global CPU companies including ARM, AMD, and Intel. The ETF allocates over 25% to each of these three leading CPU firms. The launch responds to growing CPU demand as the

As of 9:30 AM Beijing time on August 4, WTI crude oil futures rose 1.00%, while U.S. natural gas futures fell 0.22%.

According to Samsung Asset Management, the firm launched KODEX US CPU Semiconductor TOP10 ETF on August 4, allocating at least 25% each to ARM, AMD, and Intel, with the remaining allocation to CPU value chain companies including Qualcomm, Marvell Technology, Navisata Semiconductors, and Cadence