Global TradFi & Macroeconomics

According to PANews, China's memory chip stocks surged in afternoon trading on July 29. Torens jumped over 16%, C Chang Xin (C长鑫) rose over 6.5%, and Zhengfan Technology climbed over 10%, while declines in Tongfu Microelectronics and GigaDevice

SK Hynix revealed during its Q2 earnings call that the company is currently negotiating with major customers regarding the supply volume and pricing of high-bandwidth memory (HBM) for 2027, with positive progress. SK Hynix’s Q2 earnings also confirmed: HBM4 entered mass production and began shipping in Q2 2026, and the company will expand capacity in the second half of the year. HBM4E engineering samples were delivered to customers in the first half of the year. SK Hynix HBM Pricing Logic: Negot

Micron CEO Sanjay Mehrotra sold over 40,000 shares on July 24 for approximately $37.3 million, according to exchange filings disclosed on Tuesday. The transaction occurred under a pre-arranged Rule 10b5-1 trading plan as Micron stock declined 34% from its June 25 peak amid a broader memory chip

According to regulatory filings, Micron CEO Sanjay Mehrotra sold over 40,000 shares on July 24 for approximately $37.3 million in two transactions totaling $29 million and $8.3 million. The sales were disclosed in exchange filings on Tuesday. Micron stock has declined 34% from its peak on June 25, h

Hong Kong's Hang Seng Index rose 103 points, or 0.41%, to close at 25,310 on July 28, with trading volume reaching 250.6 billion yuan, according to market data. Northbound capital inflows recorded net outflows for the fourth consecutive day, totaling approximately 10 billion yuan in cumulative outfl

BASF reported adjusted EBITDA of €2.45 billion in the second quarter, up 54% year-over-year. Adjusted EBIT reached €1.48 billion compared to €686 million in the prior-year period. Adjusted earnings per share came in at €1.28, beating the market estimate of €0.98. The company maintained its full-yea

Jim Cramer advised investors to delay purchasing SpaceX (SPCX) stocks despite the stock hitting new lows on Tuesday, when it fell to $107.01 before recovering to close at $116.41. The stock has declined approximately 29% over the past month and now trades below its initial public

According to Yonhapinfomax, on July 28 (local time), South Korean President Lee Jae-myung held a business roundtable in São Paulo with over 40 executives from Korean companies including Hyundai Motor, Posco, Korean Air, Samsung Electronics, LG Electronics, Naver, and Hanwha Ocean, as well as

According to PANews citing Cailianpress, the South Korean equity market weakened today (July 29), driving South Korea Leveraged 2x Hynix ETF down 25.72% at Hong Kong midday close. The product has declined 81.05% since the beginning of July. Asset under management fell to 31.92 billion HKD,

According to Jim Cramer, SpaceX (SPCX) stock hit a new low of $107.01 on Tuesday before recovering to $116.41, down 29% over the past month and trading below its $135 IPO price. Cramer advised viewers to hold off buying for now, citing a major catalyst: approximately 911.5 million shares become

According to SoSoValue data, Morgan Stanley Ethereum Trust (MSSE) listed on NYSE Arca on July 28 (yesterday), bringing the total number of ethereum spot ETFs to 11. MSSE saw net inflows of $5.15 million on its first day of trading, with a trading volume of $19.03 million and total assets under

Gate News: According to the latest Gate TradFi data, XTIUSD (WTI Crude USOIL) has surged by 4% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Keystone Partners is completing its acquisition of SSP, a semiconductor manufacturing equipment company, by the end of this month. The private equity firm is finalizing the transaction for 100% of SSP's shares, valued at approximately 400 billion KRW, using

U.S. stock index futures declined on July 29, with Nasdaq-100 futures falling over 1%, S&P 500 futures down 0.35%, and Dow Jones futures down 0.24%.

Korean stock markets triggered circuit breakers on both the KOSPI and KOSDAQ exchanges on July 29, marking the first time in Korea Exchange history that dual circuit breakers have been activated on consecutive trading days. The KOSDAQ circuit breaker activated at 12:19 PM when the index fell 8.05% t

According to Yonhapinfomax, the KOSPI index plunged 12.08% (727.66 points) to 5,296.00 on July 29 afternoon, with the KOSDAQ also falling 10.40% (73.39 points) to 632.46. A Level 1 circuit breaker was triggered for the second consecutive day at noon, halting trading for 20 minutes, but selling

According to Korea Securities Depository, KOSPI plunged 10.84% (732.09 points) yesterday (July 28), with the semiconductor sector leading losses. Retail investors capitalized on the selloff by making net purchases of approximately 1.0996 trillion Korean won in leveraged ETFs, accounting for 25.48% o

According to investment banking sources, Keystone Partners completed the acquisition of SSP, a semiconductor equipment manufacturer, this week with the final payment. The private equity firm had signed a memorandum of understanding with SSP in April and was set to finalize the 100% stake acquisition

According to BlockBeats, investor Michael Burry has profited from shorting semiconductor stocks and the SOX Semiconductor Index since late June. As of the July 28 market close, his short position in Applied Materials (AMAT) showed unrealized gains of approximately 34.7%, the highest among his semico

UBS reported second-quarter net profit of $2.80 billion on July 29, beating analyst expectations of $2.47 billion with 17% year-over-year growth. The bank's total revenue reached $13.70 billion in Q2, up 13% from the prior year and above the estimate of $13.26 billion. Pre-tax profit for the quarter