Global TradFi & Macroeconomics

According to Yonhap Infomax citing FSC disclosures on August 28, Samsung BioLogics announced a 30 trillion won (approximately 23 billion USD) equity offering. The company will issue 2.27 million new shares, representing 4.9% of existing shares outstanding at 1.322 million won per share.

According to CNBC, Salesforce stock surged 22% on Thursday (August 27) after the company reported better-than-expected Q2 results and announced expanded collaboration with AI startup Anthropic. The stock rally marks Salesforce's second-largest single-day gain in history, trailing only a

Raymond James analyst Simon Leopold raised NVIDIA's price target from $352 to $550 on the 28th, according to Yahoo Finance. The new target represents a 141% upside from the closing price of $227.98 (+8.74%) on the 27th. Leopold cited NVIDIA's FY2028 guidance projecting 70% revenue growth and the acc

DSC Investment formed its largest fund to date in September, seven months ahead of the government's National Growth Fund first-round application deadline in April. The venture capital firm closed Homerun Fund No. 2 with total commitments of 347 billion won during a period when expectations for

According to Raymond James analyst Simon Leopold, reported by Yahoo Finance on August 28, the firm raised Nvidia's price target from $352 to $550, representing 141% upside from Wednesday's closing price of $227.98. The increase reflects confidence in the company's FY2028 guidance projecting 70%

SK Telecom established SK Horizon, a dedicated AI data center operating entity, on the 28th through a spin-off of its wholly owned subsidiary SK Broadband, while securing 3.08 trillion won in external funding from global private equity firm KKR and the IMM Investment-Stonebridge Capital

Marvell Technology (NAS:MRVL) reported fiscal year 2027 second quarter earnings on the 27th (US local time) that exceeded estimates, but the stock fell over 5% in after-hours trading. The semiconductor company posted revenue of $2.739 billion for the May-July period, up 37% year-over-year and 13% qu

Samsung Electronics was identified as the primary beneficiary of China's AI data center investment expansion by KB Securities on the 28th, according to a report by Edaily. Kim Dong-won, Head of Research at KB Securities, stated that global AI data center investment will unfold as a duopoly with the

According to Investing.com and CNBC, Marvell Technology (NAS: MRVL) reported fiscal 2027 second quarter revenue of $27.39 billion on August 27, beating Wall Street's consensus estimate of $27.1 billion. The figure represented a 37% year-over-year increase, driven by surging demand for AI

iShares Silver Trust, the world's largest silver exchange-traded fund, reduced its holdings by 16.87 tons compared to the previous day, bringing its total silver holdings to 15,345.86 tons.

NH Investment & Securities on May 28 lowered its target price for Samsung Heavy Industries by 6% to 32,000 won while maintaining a 'Buy' investment rating. Analyst Jung Yeon-seung reduced the long-term growth rate from 1.0% to 0.5% and adjusted the target price-to-book ratio (PBR) to 3.4x,

According to Yomiuri Shimbun, Japan's Prime Minister Masae Takamichi plans to limit new government bond issuance to approximately 40 trillion yen. Takamichi also stated she plans to conduct a cabinet reshuffle and appoint senior party officials in mid-to-late

CrowdStrike CEO George Kurtz stated Thursday on CNBC's Mad Money that the rapid rise of artificial intelligence is exposing gaps in corporate cybersecurity defenses and making older security tools increasingly inadequate. The appearance came one day after the company reported strong earnings that se

According to NH Investment & Securities on August 28, the investment bank cut its target price for Samsung Heavy Industries by 6% to 32,000 Korean won, citing limited pricing momentum in liquefied natural gas (LNG) carrier construction. The bank lowered its long-term growth rate forecast from 1.0% t

According to Guru Club, Boston Federal Reserve President Neel Kashkari Collins said on August 28 that she might support a rate hike at the next Federal Reserve meeting if future inflation data shows cooling disappoints expectations. She indicated that further policy tightening could be warranted

Synopsys (NASDAQ:SNPS), the global leader in electronic design automation (EDA) software, saw its stock surge 13.39% to $464.89 on the 28th, marking a seven-week high. The rally followed the company's announcement on the 26th of second-quarter revenue of $2.48 billion, up 42.5% year-over-year, and a

According to sources, President Trump is scheduled to meet with U.S. oil refiners and fuel retailers next week to discuss measures to lower gasoline prices ahead of November midterm elections. Expected attendees include Valero Energy, Marathon Petroleum, and PBF Energy among refiners, plus major fue

Morgan Stanley assessed SpaceX stock as presenting a unique buying opportunity following the company's IPO, according to a Business Insider report on the 27th local time. Analyst Adam Jonas attributed the opportunity to recent stock price weakness, stating investors have not fully recognized the

According to Yonhap Infomax, Synopsys shares surged 13.39% overnight on August 28, closing at $464.89 on Nasdaq, the highest level in about seven weeks. The semiconductor design software leader reported second-quarter revenue of $2.48 billion on August 26, up 42.5% year-over-year and exceeding

China's central bank conducted overnight reverse repurchase operations for six consecutive days, signaling efforts to maintain liquidity stability. The move follows the U.S. Commerce Department's proposal to impose an additional 7.5% tariff on Chinese goods, to which Beijing's Commerce Ministry has