Global TradFi & Macroeconomics

US stock futures climbed in overnight trading late Monday as semiconductor stocks gained ahead of a busy week of Big Tech earnings, helping offset investor concerns over the renewed US-Iran conflict. Nasdaq-100 futures rose 0.39%, Dow futures increased 0.10%, and S&P 500 futures advanced 0.17% at 9:

Google is developing a custom AI chip codenamed 'Frozen v2' optimized for its Gemini model, targeting 2028 server deployment with expected 6-10x power efficiency improvements per token processed. Intel announced additional layoffs in its data center division affecting over 5,000 employees in

Rocket Lab (RKLB) stock fell approximately 2.7% on Monday, reaching its lowest level in nearly three months, despite winning a U.S. Space Force contract under the National Security Space Launch Phase 3 Lane 1 program. The U.S. Space Force announced on Friday night that it awarded contracts to

Nvidia Corp. disclosed a 9.3% passive stake in Nebius Group N.V. through a 13G filing on Monday, sending NBIS stock up 4.6% overnight late Monday. The stake comprises 22.25 million Class A ordinary shares, including 1.19 million shares held directly and 21.07 million shares held via pre-funded

Paramount Skydance Corp. (PSKY), Oracle Corp. (ORCL), and Tilray Brands (TLRY) each touched new 52-week lows on Monday as US stocks faced sector-specific pressures. Paramount stock fell to $8.56 after a federal judge blocked its $110 billion Warner Bros. Discovery acquisition, Oracle dropped to $120

According to Jin10, on July 21, overnight CNH HIBOR fell 12 basis points to 1.32121%, marking its lowest level since June 5. One-year HIBOR also declined 6 basis points to 1.65409%, reaching its lowest point since June 11.

New Era Energy & Digital Inc. (NUAI) stocks surged more than 26% on Monday after the AI infrastructure and energy company filed with the Securities and Exchange Commission disclosing that Conversant Opportunity Master Fund LP, Conversant GP Holdings LLC, Conversant Capital LLC, and Michael

According to President Donald Trump's Truth Social post warning Iran would face retaliation for three U.S. service members' deaths, oil prices surged on Monday, July 21, with U.S. crude rising 0.9% to $83.23 per barrel and Brent gaining 1.3% to $89.22. The gains in oil prices triggered broader

Archer Aviation's (ACHR) stock is on track for its best week of the year as retail traders pile into the electric air taxi maker following the debut of its Thunder platform. The company's CEO Adam Goldstein said Thunder's

According to the U.S. Space Force, which announced on Friday night that it had awarded seven companies contracts to provide launch services, the order would cumulatively increase the ceiling by $11.4 billion under the National Security Space Launch program's Lane 1. The companies selected are

According to Nvidia's 13G filing on Monday, Nvidia disclosed it beneficially owns 22.25 million Class A ordinary shares of Nebius, representing a 9.3% stake in the neocloud operator. The stake includes 1.19 million shares held directly and 21.07 million shares held via pre-funded warrants, with

On Monday, Paramount Skydance stock fell to a 17-year low of $8.56 after a federal judge issued a temporary restraining order pausing its proposed $110 billion acquisition of Warner Bros. Discovery. Judge Araceli Martínez-Olguín temporarily halted the merger following an antitrust challenge by

According to an SEC filing announced Monday (July 21), New Era Energy & Digital Inc. (NUAI) shares surged more than 26% after Conversant Opportunity Master Fund LP, Conversant GP Holdings LLC, Conversant Capital LLC, and Michael Simanovsky jointly disclosed ownership of 5,387,220 common shares,

According to Axios, Qatar, Egypt, and Pakistan proposed a 10-day ceasefire to the U.S. and Iran on July 21 to reopen the Strait of Hormuz and resume negotiations. The proposal includes halting hostilities, reopening all shipping routes through the strait, and creating time for the U.S. and Iran to r

Bloomberg reported on the 20th (local time) that the KOSPI index's volatility reached 60% in 2026, exceeding Bitcoin's 50% volatility. The high volatility triggered seven circuit breakers at the Korea Exchange this year. Bloomberg identified three primary factors driving this volatility: the

Bloomberg senior ETF analyst Eric Balchunas warned on X that Bitcoin ETFs may be following the historical path of Gold ETFs. Bitcoin and gold are both value-storage vehicles that do not generate cash flow, unlike stocks with earnings support and bonds with interest payments. Fidelity’s IBIT currently has assets under management (AUM) of about $60 billion, down sharply from the $100 billion peak it briefly touched last year. Balchunas’s Historical Comparison of GLD and IBIT (Source: Bloomberg) Ac

According to Bloomberg, on July 20, South Korea's KOSPI index volatility reached 60% (Unicode字符数：约58字符), surpassing Bitcoin's 50% volatility. The elevated volatility prompted the Korean exchange to trigger circuit breakers seven times in 2026. Bloomberg attributed the heightened market swings

The Trump administration announced on Monday (July 20) an incentive program offering reduced import aluminum tariffs for companies that build, expand, or renovate aluminum smelting facilities in the United States. Upon government approval, the tariff rate will drop from the current 50% to

Morgan Stanley has emerged as a leading beneficiary of the AI bond issuance surge, earning $2.3 billion in underwriting fees during the first half of this year, up from $1.4 billion six months prior, according to Yahoo Finance on local time. The bank's success stems from its early positioning in

According to Yahoo Finance, Morgan Stanley has become a leading underwriter in the surging AI-related bond market, generating $2.3 billion in fees during the first half of 2026—a dramatic increase from $1.4 billion in the prior six months. AI bond issuance reached $236 billion from the year's