Global TradFi & Macroeconomics

According to on-chain analyst Ai Yi, a whale has taken four consecutive long positions since June 25, most recently opening a 69.4 BTC long position on July 18. The analyst noted the whale views this as a medium to long-term strategy based on expectations that Bitcoin will enter a new uptrend. The

According to MSX.COM data, U.S. AI chip stocks surged on July 20, with AMD and Intel rising over 5%, Broadcom and Google up nearly 3%, Taiwan Semiconductor Manufacturing Company (TSMC) up 2.6%, and Nvidia up 2.3%. Computing power rental providers Nebius and CoreWeave also gained over 7% in early

According to BlockBeats, on July 20, Hut 8, a Bitcoin mining and AI infrastructure company, announced a $9.8 billion, 15-year AI data center lease with an investment-grade tenant. Hut 8's stock rose as much as 14% intraday. The agreement covers the second phase of the company's Beacon Point AI data

According to New York Fed data, the secured overnight financing rate (SOFR) fell to 3.59% on July 17 from 3.62% the previous day. The effective federal funds rate remained flat at 3.63%.

Samsung Biologics announced an all-cash offer of 1.46 billion Swiss francs (approximately $1.8 billion) to acquire PolyPeptide Group, a Swiss-based specialist in peptide active pharmaceutical ingredients. The acquisition aims to expand Samsung's pipeline in peptide therapeutics and enter the

According to Hankyung, the Korean won-dollar exchange rate fell to 1,478.4 won on July 20, marking its lowest level in two months and down 4.58% from 1,549.4 won at the end of June. SK Hynix's ADR offering raised approximately $26.5 billion, which was converted to Korean won and supplied dollars to

According to Herald Economy, foreign investors are conducting selective buying in the artificial intelligence semiconductor market, selling major AI chip leaders such as Samsung Electronics and SK Hynix while actively purchasing semiconductor supply chain stocks expected to see earnings

According to Foresight News, Robinhood now opens trading accounts to AI Agents, enabling market research, trade execution, and portfolio management. Users can set up Agent accounts via Robinhood's MCP server, with configuration taking under one minute on most mainstream Agent platforms. All trading

According to BlockBeats, on July 20, three major financial institutions clashed on the Federal Reserve's policy path. Morgan Stanley's chief U.S. economist Michael Gapen expects the Fed to hold rates for the full year, citing fading tariff impacts, declining housing inflation, and easing oil

According to Long Feng Group (02290), retail sales through its stores reached HK$829 million in the three months ended June 30, 2026, up 21.2% year-over-year. The group operated 31 retail outlets as of the period end, compared with 27 stores a year earlier. Like-for-like sales at 25 comparable store

According to Suncall Holdings' (02166) announcement, the company expects H1 2026 net profit attributable to shareholders to grow at least 460% compared to H1 2025, driven primarily by surging demand for its AI infrastructure business, particularly optical communication and storage

According to Zhitong Caijing, China Loong Holding (03339) issued earnings guidance on July 20 for the first half of 2026, projecting pure profit of RMB 730 million to RMB 800 million, representing a 16%–27% year-over-year increase. The company attributed the growth to robust product development,

According to an announcement by Datang Power (00991), the company and its subsidiaries generated approximately 129.47 billion kilowatt-hours (kWh) of grid-connected electricity in the first half of 2026, up 4.42% year-over-year. As of June 30, 2026, the company's average on-grid electricity price wa

At market open on July 20, the Dow Jones Industrial Average rose 0.3%, the S&P 500 climbed 0.5%, and the Nasdaq advanced 0.85%. The Philadelphia Semiconductor Index surged 2.5%, with SanDisk up approximately 5%, SK Hynix up about 4%, and Micron Technology rising roughly 4%. AMD gained approximately

According to Smart Finance, Asia Speed Express (08620) completed a placement of approximately 101 million shares today (July 20) at HKD 0.084 per share, raising approximately HKD 8.21 million.

According to Bloomberg, short positions in S&P 500 components have recently climbed to 3.79% of free-float shares, marking the highest level since S3 Partners began tracking data in 2010. The Russell 3000 short ratio similarly hit a record 6.3%. These elevated short positions reflect investor

According to Wedbush, Intel is set to release its second-quarter earnings report after the market close on July 23 ET. The firm expects Intel to deliver "strong" results, with the data center business projected to be a key growth driver. Wedbush forecasts data center sales will rise 10%

According to Goldman Sachs, hedge funds are selling U.S. technology stocks at a record pace as of July 20.

As of July 20, U.S. market open data shows trading volume in the first 15 minutes before the session opened at the 43rd percentile, below the 30-day average, reflecting moderate opening strength. Meanwhile, the momentum continuation indicator (relay momentum) fell to the 33rd percentile, also below

Shanghai Crude Oil futures fell 2.00% intraday, trading at 526.80 yuan per barrel on July 20.