Global TradFi & Macroeconomics

IonQ finalized its $1.8 billion acquisition of SkyWater Technology on July 31, completing a deal first announced in January. The acquisition creates a vertically integrated quantum computing platform that combines semiconductor design, fabrication, and advanced packaging capabilities under IonQ's

According to @MarioNawfal, U.S. gas prices have surged by approximately $1.25 per gallon amid ongoing geopolitical tensions linked to the Iran conflict. The American Automobile Association (AAA) recorded the national average price of regular gasoline at $4.081 per gallon, up significantly

According to Jim Cramer of CNBC's Investing Club, Nvidia reported fiscal Q2 2027 revenue of $96.2 billion, up 106% year-over-year, but the focus has shifted to concerns over the chipmaker's financial commitments. Analysts estimate Nvidia faces potential peak liabilities between $80 billion

IonQ finalized its $1.8 billion acquisition of semiconductor foundry SkyWater Technology on July 31, establishing vertical integration across chip design, fabrication, and advanced packaging. Under the deal terms, SkyWater shareholders received $15 in cash plus 0.4883 IonQ shares per share,

According to Apple's official announcement, the company will hold its autumn event on September 9 (September 10 in Taiwan) to unveil new iPhone models, including its first foldable device. The product is expected to be marketed as "iPhone Ultra," positioning it as an ultra-premium tier above the

According to Jin10, South Korea's top 10 brokers posted record combined net profits of 5.9362 trillion won in the second quarter, up 37% from Q1 and 141% year-over-year. The brokers included Future Asset, Korea Investment, Samsung, KB, NH, Shinhan, Meritz, Kiwoom, Hana, and Daishin. Despite

Goldman Sachs analysts predict gold will reach $4,900 per troy ounce by year-end, driven by sustained central bank demand. Lina Thomas and Daan Struyven attribute the forecast to central banks purchasing 50 tonnes monthly—a 300% increase from pre-2022 levels—as institutions hedge geopolitical and

According to Goldman Sachs Research, gold will reach $4,900 per troy ounce by year-end, driven by elevated central bank demand. Analysts Lina Thomas and Daan Struyven expect central banks to purchase 50 tonnes monthly this year, up nearly 300% from 17 tonnes per month before 2022. Reserve

According to Korea Securities Depository, domestic retail investors net purchased approximately 9.7 trillion Korean won (roughly $7.5 billion) of U.S. stocks in the past two months as of August 30. The net purchase volume exceeded the amount invested in KOSPI during the same period, reflecting a

According to Mirae Asset Securities analyst Kim Seok-hwan in a recent report, market focus on Nvidia has shifted from questions about AI demand sustainability to verifying actual customer profitability through GPU adoption. The analyst noted that across Nvidia's recent earnings reports, investors ha

According to CNBC Investing Club, the Nasdaq Composite gained 0.9% and the S&P 500 added 0.5% this week, driven by strong earnings showing the AI buildout benefits both hardware and software companies. Nvidia delivered better-than-expected fiscal second-quarter results on Wednesday, with revenue

According to an Aug. 26 analysis by Grayscale Head of Research Zach Pandl, rising U.S. government debt could strengthen demand for bitcoin, ethereum, and zcash as investors seek alternatives to weakening fiat currencies. Zach Pandl wrote that unchecked government debt growth undermines fiat

Korea Asset Management Corporation (KAMCO) is transferring its entire stake in Korea Expressway Corporation to the Fresh Start Fund through an in-kind contribution. The move reallocates public enterprise shares originally transferred to KAMCO by the government back to the Fresh Start Fund, a debt re

Grayscale Head of Research Zach Pandl published an Aug. 26 analysis stating that surging U.S. government debt could strengthen demand for Bitcoin, Ethereum, and Zcash. The analysis cited unchecked government debt growth as undermining fiat currency credibility and driving investors toward

According to Fundstrat analyst Mark Newton, NVIDIA, currently trading at $217.55 with a market cap between $5.3 trillion and $5.5 trillion, has altered the market landscape alongside global liquidity shifts. U.S. Treasury yields have surpassed 5%, impacting equities and other risk assets across

According to CNBC, Goodyear Tire & Rubber reported a net loss of $453 million through the first half of 2026, with operating income of just $131 million (1.6% margin), as CEO Mark Stewart continues the company's Goodyear Forward turnaround plan. The tire manufacturer's debt remained above $7

According to CNBC Investing Club, this week's earnings results demonstrated that AI infrastructure demand remains strong. Nvidia delivered better-than-expected fiscal Q2 results Wednesday with accelerating revenue growth, and Amazon announced it will purchase an additional 2 million Nvidia GPUs in 2

The KOSPI index is entering a consolidation phase this week (August 31–September 4) as the earnings season wraps up and investors await the US Federal Reserve's Federal Open Market Committee (FOMC) meeting scheduled for mid-next month. Securities firms cite interest rate stabilization and falling

U.S. gasoline prices have surged by approximately $1.25 per gallon, according to data reported by @MarioNawfal and confirmed by the American Automobile Association (AAA). AAA recorded the national average price of regular gasoline at $4.081 per gallon, marking a significant increase from $3.2013 a y

Hanwha Investment & Securities researcher Eom Soo-jin released a report on August 30 recommending that shareholder proposals employ indirect tactics rather than direct pressure to achieve corporate governance improvements. The report, titled 'Shareholder Proposal Tactics That Reduce Rejection and In