Global TradFi & Macroeconomics

According to ChainCatcher, Nvidia signed a memorandum of understanding with major capital providers in August to establish an independent financing platform aimed at raising over $500 billion in third-party capital.

According to Yonhap Infomax, NVIDIA reported adjusted earnings per share (EPS) of $2.22 for Q2 FY2027 on August 26, exceeding LSEG consensus estimates of $2.10. Revenue reached $96.22 billion, also surpassing the estimate of $92.17 billion. The company issued Q3 revenue guidance of $105.84–110.16 bi

According to ChainCatcher, Nvidia stated that a single direct customer contributed 16% of the company's total revenue in the second quarter.

According to ChainCatcher, Nvidia recorded $400 million in charges during the first half of 2026 due to H200 inventory surplus.

GSR Managing Director Andy Baehr stated that Bitcoin's move above $80,000 may represent a shift into a new market regime. Bitcoin reached roughly $81,272 earlier this week, returning above $80,000 for the first time since May before pulling back toward $78,500. Baehr, a former Morgan Stanley and

US prop trading firms are establishing separate regulated entities within the Commodity Futures Trading Commission and National Futures Association framework. On June 26, 2026, Cyprus Securities and Exchange Commission Chairman George Theocharides stated that retail prop trading is not currently

According to NFA BASIC filings, Tradeify Brokerage LLC (NFA ID 0575972) and Topstep Brokerage LLC (NFA ID 0567079) have registered as CFTC-registered introducing brokers, creating regulated affiliates separate from their prop-trading operations. Tradeify's regulated entity trades as Slay Markets and

According to the U.S. Bureau of Economic Analysis (BEA), the economy expanded 1.5% in the second quarter on Wednesday, with the GDP Price Index rising sharply to 6.4%, up from the initial reading of 6.2%. The report also showed that core Personal Consumption Expenditures (PCE) increased 0.2% in

According to Bloomberg, Glencore's Asturiana de Zinc smelter in northern Spain has joined a voluntary power-saving program aimed at ensuring grid stability. The facility, Europe's largest producer of galvanizing-grade zinc, has agreed to reduce electricity consumption for several hours daily over a

According to Barclays, the Federal Reserve will maintain its Reverse Repo Operations (RMP) purchases at zero until October, when it expects repo market tightening to prompt a resumption of Treasury purchases. The tightening is driven by multiple factors, including sustained large-scale Treasury

US stock indices posted modest declines on August 26 (US Eastern Time), with the Dow Jones Industrial Average falling 113.52 points (0.21%) to 53,463.88, the S&P 500 dropping 1.58 points (0.02%) to 7,675.70, and the Nasdaq Composite declining 21.10 points (0.08%) to 26,130.20. The sell-off was

According to ChainCatcher, Nvidia's future commitments reached $279 billion as of July 26, up significantly on a fiscal-year basis. The increase is primarily driven by storage chip procurement agreements.

Nvidia's data center revenue reached $89 billion in fiscal Q2 2027, exceeding analyst expectations of $85.077 billion. The result represents a more than 100% year-over-year increase, reflecting strong demand for the company's AI accelerators and computing

Western Digital stocks could surge 160% over the next three years, outpacing competitors Micron Technology and SanDisk, according to investment publication Motley Fool on local time. The forecast is driven by the company's dominance in the hard disk drive market amid artificial intelligence

According to Motley Fool on August 25, Western Digital (WDC) stock could surge from its current $450 to $1,165 by fiscal 2029, representing a 160% gain over three years. The investment publication projects WDC's earnings per share (EPS) will grow approximately 4.5 times to $44.83 by 2029. If the cur

Okta shares gained about 15% in extended trading after the identity software provider surpassed Wall Street's fiscal second-quarter estimates. The company reported adjusted earnings per share of $1.05 versus 97 cents expected and revenue of $805 million versus $795 million expected. The growth of

According to CNBC, Okta shares gained about 15% in extended trading after the identity software provider posted stronger-than-expected fiscal second-quarter results. The company reported adjusted earnings per share of $1.05 versus 97 cents expected and revenue of $805

According to ChainCatcher, Nvidia's fiscal year 2027 Q3 revenue guidance reached $108 billion, exceeding market expectations of approximately $104 billion.

On Wednesday, August 26, major U.S. asset class ETFs showed mixed performance. Gold ETF fell 1.58%, while the Volatility Index (VIX) long position dropped 0.7% and U.S. Real Estate ETF declined 0.64%. Soybean Fund led gainers with a 1.79% increase. Oil futures ETF rose 0.56%, and the broad