Global TradFi & Macroeconomics

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.

According to BlockBeats, Palantir reported Q2 revenue of $1.93 billion on August 4, surpassing market expectations of $1.805 billion and nearly doubling from $1.003 billion in the year-ago quarter. The company also raised its full-year revenue guidance to $8.15 billion to $8.16 billion, up from

According to trader Serenity, Citadel orchestrated a dramatic market maneuver in recent weeks: first urging the Federal Reserve to raise rates unexpectedly, triggering panic selling, then acquiring billions of dollars in discounted AI assets when Leopold Aschenbrenner's Situational Awareness fund

According to SoSoValue data, Canary XRP ETF (XRPC) received $1.1467 million in net inflows on August 3 (U.S. Eastern Time). The fund has accumulated $468 million in total net inflows to date. XRP spot ETFs currently hold $1.01 billion in total net asset value, with cumulative net inflows

Bank of America raised its capital expenditure forecast for hyperscalers following last week's earnings reports from Microsoft, Amazon, Alphabet, and Meta, projecting spending will reach $860 billion this year and $1.2 trillion by 2027, according to Yahoo Finance. The investment bank forecasts