Global TradFi & Macroeconomics

According to Reuters analysis of LSEG data and corporate filings, Microsoft, Meta, Oracle, Amazon, and Alphabet have committed to approximately $1.09 trillion in future payments for data center leases not yet commenced, primarily for AI infrastructure. This commitment is about four times their

According to Jin10, China's Ministry of Finance issued 150 billion yuan (CNY) in government bonds in Hong Kong on Aug 5. The issuance is the fourth batch of bonds for 2026.

According to AXIOS, the U.S. is close to reaching an agreement on the Strait of Hormuz, with the announcement targeted for Wednesday.

Lee Eun-taek, Director of Strategy at KB Securities Research Division, stated in an interview that the current market is in the late stage of an AI bubble and predicted a W-shaped recovery pattern rather than a V-shaped rebound. Lee explained that while the economic cycle remains in expansion and co

According to Foresight News, Wells Fargo will launch tokenized deposit services later this year for select corporate and commercial clients. The service will initially enable 24/7 USD to GBP trading on the bank's proprietary blockchain, with features including round-the-clock settlement and

According to Newsis, on August 5, South Korea's Ministry of Economy announced 2026 tax reforms limiting Individual Savings Account (ISA) benefits and introducing a new domestic-focused 'Productive Finance ISA.' The changes restrict overseas index ETF investments previously allowed in regular ISA

According to Morgan Stanley's buy-side survey on August 3, semiconductor buyers' expectations exceeded guidance for most of nine chip companies. ON Semiconductor's Q2 revenue consensus was $1.61 billion versus guidance of $1.59 billion, with gross margin expected at 39.5% versus 39.0%, and

According to Wistron, on August 4, the Taiwanese electronics manufacturer posted first-half 2026 consolidated revenue of NT$1.742 trillion (US$53.8 billion) and profit after tax of NT$24.458 billion (US$755

According to Bloomberg, on Tuesday, Energy Transfer LP announced plans to accelerate natural gas pipeline expansion to support rising power demand from AI data centers. CEO Thomas Long stated in an analyst call that the company is actively advancing multiple pipeline projects to meet increased deman

According to Onchain Lens, MicroStrategy transferred 276.65 BTC worth approximately $17.72 million to two newly created addresses. The wallet transferred 200.19 BTC (valued at $12.83 million) to one address and 76.46 BTC (valued at $4.90 million) to

LS Eco Energy and LS Marine Solution, core subsidiaries of LS Cable, achieved record first-half results driven by global power grid investment expansion and offshore wind business growth. LS Eco Energy recorded revenue of 635.8 billion won and operating profit of 45.4 billion won in the first half,

Citadel Securities forecasts the bull market will continue after last month's volatility served as a healthy reset rather than damaging the rally, according to a report published August 4 local time. Scott Rubner, head of equity and derivatives strategy at Citadel Securities, stated in the report th

According to Yonhap Infomax, LS Eco Energy, a key subsidiary of LS Group, recorded half-year revenue of 635.8 billion won on August 5, with a 32.8% year-over-year increase and 45.4 billion won in operating profit. The company achieved its largest half-year performance on record and is on pace to

Retail investors in Korean stocks shifted their ETF investment focus from single-stock leveraged products to covered call ETFs following regulatory changes implemented on July 31, according to analysis by Hyundai Motor Securities researcher Kim Jae-seung on August 5. The shift occurred after the

SpaceX executives attempted to reassure investors on Tuesday after the company's second-quarter capital expenditures reached $18.4 billion, more than six times the prior year and exceeding the $13.22 billion analyst estimate. CFO Bret Johnsen claimed the AI infrastructure investments deliver

According to Hyundai Securities analyst Kim Jae-seung, retail investors in South Korea have shifted from single-stock leverage ETFs to covered call ETFs following regulatory changes that took effect on July 31. The government raised the minimum deposit requirement to 30 million won and changed

According to CNBC, SpaceX's second quarter capital expenditures reached $18.4 billion on Tuesday following the company's first earnings report since its June IPO, significantly exceeding the $13.22 billion average analyst estimate. More than 80% of capex went toward artificial intelligence

According to its mid-year results announcement, Kin Yat Holdings (00669) reported mid-year profit attributable to shareholders of $738 million for the period ended June 30, 2026, up 17.52% year-over-year, benefiting from lower net financing costs. Basic earnings per share reached 40.5 cents, with in

Colombia's energy minister announced on Wednesday that the country will resume energy exports to Ecuador.

AMD stock fell about 7% in after-hours trading following its August 5 earnings release. Q2 2026 revenue was $11.5 billion, and adjusted EPS was $1.66, with both results exceeding expectations. However, the company’s Q3 2026 guidance of approximately $13 billion, plus or minus $300 million, was below analyst expectations, causing the stock to shift from a 7% gain during regular trading to a decline after hours. AMD Q2 2026 Overall Results: Revenue of $11.5 Billion, Up 50% Year Over Year AMD’s Q2