Global TradFi & Macroeconomics

According to Nvidia's CFO, the company's sovereign AI business surged over 200 percent year-over-year and grew 35 percent quarter-over-quarter in the latest period. The CFO also reiterated that Nvidia is a neutral partner to all sovereign nations and emerging cloud service

WTI crude oil for October delivery fell $0.13 (0.16%) to $82.23 per barrel on August 26 (US Eastern Time), marking the third consecutive session of declines alongside Brent crude, which dropped $0.74 (0.84%) to $87.84 per barrel. The declines, which began on August 24, were cushioned by escalating

Nebius Group rose over 5% and CoreWeave gained 3.1% after U.S. market close on August 26.

According to Nvidia's CFO, the company's 2028 fiscal year revenue is expected to grow approximately 70% year-over-year, marking the company's long-term financial guidance for investors.

Cam Investment Advisory, a small South Korean investment advisory firm with 15 employees, recorded a net profit of 307.42 billion won in the second quarter of this year, according to asset management industry sources on the 26th. The performance stemmed from the company's concentrated allocation of

SK Innovation announced the absorption merger of SK IE Technology (SKIET) on the 25th, triggering a 14.5% decline in SK Innovation's stock price over the following two trading days while SKIET surged to the daily limit on the 26th. The remerger decision follows SKIET's continued losses since 2023, w

According to Chosun Biz on August 26, Kam Investment Management achieved 307.4 billion won in net profit in Q2 2026, marking a record for the three-year-old asset manager. The company's AUM (assets under management) exceeded 2 trillion won in May, driven by concentrated investments in domestic

According to Nvidia CFO, on August 26, the company announced it has begun full-scale production of its next-generation Vera central processor. Vera Rubin is expected to generate $40 billion in revenue per gigawatt of computing

According to News1, on August 25, SK Innovation announced the absorption of its subsidiary SK IE Technology (SKIET). The merger sent contradictory signals: SK Innovation's stock fell 14.5% over two trading days through August 26, while SKIET shares closed at the daily limit. SK Innovation already

South Korea's target date funds (TDFs) have quietly grown to near 18 trillion won in assets under management, more than doubling over the past three years, driven by rising adoption among retirement savings accounts. TDFs have become an increasingly popular core asset allocation tool for retirement

According to ChainCatcher, Nvidia CFO expects 2028 fiscal year revenue to grow approximately 70%.

U.S. stock index futures closed higher on Wednesday (August 26). S&P 500 futures gained 0.24%, Dow futures rose 0.19%, and Nasdaq 100 futures advanced 0.52%. Russell 2000 futures fell 0.02%.

CrowdStrike jumped more than 11% in extended trading after the cybersecurity company reported fiscal second-quarter results that exceeded Wall Street estimates and raised full-year guidance. The company posted adjusted earnings per share of 31 cents on revenue of $1.47 billion, surpassing analyst ex

CrowdStrike shares surged 11% after the cybersecurity company beat fiscal second-quarter estimates on August 26, with earnings per share of 31 cents versus 29 cents expected and revenue of $1.47 billion versus $1.44 billion expected. The company also boosted full-year guidance on strengthening

According to BitcoinTreasuries.NET, Strive's SATA has purchased 645 Bitcoin this week, with the fund acquiring 177 BTC today after raising sufficient capital. The fund traded at face value for a fifth consecutive trading day, the first time this has occurred since May 29. Strive is on track to set a

On Wednesday, August 26, spot gold declined 1.38% to close at $4,592.86 per ounce, continuing a downward trend throughout the day. Spot silver fell 0.81% to $68.0980 per ounce, while COMEX copper futures dropped 1.72% to $6.6985 per

On Wednesday, Aug 26, spot gold fell 1.38% to close at $4,592.86 per ounce, declining throughout the trading session. Spot silver dropped 0.81% to $68.0980 per ounce, while COMEX copper futures declined 1.72% to $6.6985 per

Global investment bank Bernstein maintained its long-term bullish outlook for Bitcoin but revised the timing of its price predictions, according to analysis reported by The Block. Analysts expect Bitcoin to surpass its all-time high again

Nvidia posted $96.2 billion in fiscal Q2 2027 revenue on Wednesday, beating Wall Street expectations as surging demand for artificial intelligence infrastructure drove sales above the roughly $92.2 billion consensus. The chipmaker guided fiscal Q3 2027 revenue to approximately $108 billion,

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.