Global TradFi & Macroeconomics

On August 28, Nvidia reported record quarterly revenue of $96.221 billion with net income of $60 billion and gross margin near 75%, up 106% from a year earlier. CFO Colette Kress surprised markets with a 70% revenue growth forecast for fiscal 2028, well above Wall Street's 44% consensus estimate.

According to Maeil Business Newspaper, on August 26, the Trump administration declared a national emergency on the U.S. power grid, effectively banning Chinese battery energy storage systems (BESS) from large-scale power infrastructure on national security grounds. Chinese suppliers had previously d

According to Ukrainian President Zelensky, on August 27, Ukraine struck an oil refinery in Yaroslavl region, located 1,000 kilometers from the front lines. Ukraine also responded to Russian military operations in the Black Sea by targeting a Tu-95MS missile carrier aircraft at an airbase in Engels u

According to a Federal Reserve Bank of Dallas study published on August 25, researchers warn that the rapid adoption of tokenized deposits and instant settlement technologies could reduce banks' maturity transformation capacity by approximately $580 billion. The research, authored by Dallas Fed

Korea Exchange and financial regulators raised KOSDAQ and KOSPI delisting thresholds in July, designating companies with market caps below 20 billion won (KOSDAQ) or 30 billion won (KOSPI) and stock prices under 1,000 won for monitoring. The policy aims to remove poorly-performing listed firms,

Eurozone August industrial confidence index and economic sentiment index are scheduled to be released shortly at around 08:30 UTC on August 28.

According to Fiscal.ai, Affirm Holdings Inc. (AFRM) stock jumped over 10% overnight Thursday after the company's fourth-quarter results surpassed expectations. Revenue reached $1.17 billion, above consensus estimates of $1.11 billion, while net income per diluted share came in at $4.62, far

President Donald Trump praised Nvidia Corp. and CEO Jensen Huang on Thursday after the chipmaker reported record quarterly sales of $96.2 billion and forecast 70% revenue growth in fiscal 2028. Nvidia stocks rose nearly 9% Thursday, marking the best single-day gain in over four months. Trump

Tesla, Inc. (TSLA) shares rose 3% on Thursday but remained down 2% for the week, ending a three-week winning streak, while New Street Research analyst Pierre Ferragu said Alphabet-owned Waymo's defense of its sensor-heavy robotaxi system increased his confidence in Tesla's vision-based approach. Fer

According to the Korea Exchange, since July, 14 KOSPI-listed and 52 KOSDAQ-listed companies have been designated as stocks under management due to falling market capitalization and stock prices following tightened delisting criteria. The exchange and financial authorities raised the market cap

According to Meituan's announcement, the company's core local commercial business revenue increased 10.1% year-over-year to 71.5 billion yuan in the second quarter of 2026. Operating profit turned positive at 5.7 billion yuan with an operating margin of 7.9%, benefiting from improved profitability i

Major Korean brokerage firms forecast the KOSPI index will trade between 6500 and 8000 in September, following the index's close at 6,788.88 on August 28—a 1.79% decline that left it trapped below the 7000 level throughout August. Analysts cite semiconductor sector earnings stability and US

According to Salesforce's announcement on Wednesday, the company posted strong Q2 results and unveiled an expanded partnership with Anthropic to integrate Claude AI models into its platform. CRM stock surged 22.6% on Thursday—its best single-day move in six years—before pulling back slightly

According to multiple South Korean brokerages on August 28, the KOSPI is expected to trade within a 6,500-8,000 range in September, with semiconductor earnings momentum and U.S. long-term Treasury yields stability serving as key drivers. Daishin Securities projected 6,500-8,000, noting that if semic

Strategy Inc., formerly MicroStrategy, briefly ranked as the 10th-most actively traded equity in the United States on August 24, generating $4.4 billion in daily trading volume and outpacing Microsoft and Meta in share turnover. On August 19, the stock moved 49.2 million shares; on August 20, 46.9 m

Charles Schwab has confirmed plans to add Solana, Avalanche, and Chainlink to its Schwab Crypto platform in the coming months, expanding beyond its current Bitcoin and Ethereum offerings. The brokerage will charge 0.75% per trade and has excluded New York and Louisiana from service availability. Sch

Oil prices extended their downward trend intraday on August 28. WTI crude traded at $81.90 per barrel, while Brent crude fell 1.00% to $87.38 per barrel.

Strategy Inc. (Nasdaq: MSTR) saw its diluted market value to net asset value (mNAV) premium compress to approximately 0.74x on August 27, according to Arthur Hayes during a recent appearance on Laura Shin's Unchained Podcast. The company holds 840,447 BTC but faces roughly $1.5 billion in annual

Onshore yuan closed at 6.7204 against the U.S. dollar on August 28 at 4:30 PM, down 5 points from the previous trading day.

Billionaire venture capitalist Chamath Palihapitiya pointed to Salesforce's (CRM) Q2 results as validation of his May view that the software-as-a-service sector was approaching a bottom. CRM stock soared 23% to $252.05 on Thursday, marking its second-best session on record, and had gained 41%