Global TradFi & Macroeconomics

Hyperscale Data, the AI data center company trading on NYSE American under ticker GPUS, purchased an additional 18.59 Bitcoin, bringing its total holdings to 1,106.04 BTC valued at approximately $70 million. The acquisition continues the company's rapid accumulation strategy that combines

Goldman Sachs projected AI infrastructure spending will reach $7.5 trillion over the next five years. The investment bank forecasts this spending will be directed into chips, data centers, and power infrastructure. Goldman Sachs stated the scale of spending will require innovative financing

International gold prices fell more than 1% during afternoon trading on May 28 (US Eastern Time), with August delivery gold futures on the Chicago Mercantile Exchange's COMEX division dropping $47.40 (1.16%) to $4,029.60 per troy ounce as of 2:37 PM. The decline occurred despite falling oil prices a

According to the Citi/YouGov survey released on July 28, British households' one-year-ahead inflation expectations fell to 3.4% from 3.8% in June. Long-term expectations, measured over a five-year horizon,

Meredith Whitney, founder and chief executive of Meredith Whitney Advisory Group, warned that the US economy could face a reckoning in the fourth quarter as temporary support from the World Cup and remaining government spending begins to fade. Whitney said weekly credit card balances are growing

On July 27, a state-backed Chinese firm began manufacturing domestically developed immersion deep ultraviolet (DUV) lithography machines, the critical tools used to etch patterns onto semiconductor wafers. The initial production run targets roughly five machines in 2026, scaling to approximately

Hyperscale Data, the AI data center company trading on NYSE American under ticker GPUS, recently purchased an additional 18.59 Bitcoin, bringing its total holdings to 1,106.04 BTC worth approximately $70 million. The company has accumulated this position through a combination of open-market purchase

The U.S. API will release its crude oil inventory data for the week ending July 24 within the next 10 minutes.

Morgan Stanley Investment Management launched Ether and Solana exchange-traded products in July, expanding its crypto fund lineup. The Morgan Stanley Ethereum Trust (MSSE) and Morgan Stanley Solana Trust (MSOL) track ETH and SOL performance respectively, using CoinDesk benchmark settlement rates.

Bloom Energy reported Q2 adjusted EPS of $0.78 on July 28, 2026, beating analyst estimates of $0.40. Q2 revenue reached $1.07 billion, exceeding consensus expectations of $838.7 million. The company raised its full-year revenue guidance to $3.9 billion to $4.2 billion from the previous estimate of $

From 19:45 to 20:00 (UTC) on July 28, 2026, BTC saw a slight rebound of 0.33% within 15 minutes. The price ranged from 63,900.3 USDT to 63,675.4 USDT, with an amplitude of 0.35%. The candlestick volume was about 1,031 BTC; there was no breakout on rising volume. Overall, the market remains in a tight range consolidation, with intense back-and-forth between buyers and sellers around $63,860. The main drivers behind this modest uptick come from two areas. First, the Israel–Iran conflict reached a

According to BlockBeats, on July 29, Seagate Technology posted Q4 revenue of $3.63 billion, exceeding the market expectation of $3.49 billion. Adjusted earnings per share (EPS) came in at $5.71, above the consensus estimate of $5.08. The stock rose 5.44% in afterhours

Visa reported third-quarter net revenue of $11.6 billion, exceeding analyst expectations of $11.4 billion. Adjusted earnings per share (EPS) reached $3.32, surpassing the analyst consensus of $3.23.

Enphase reported second-quarter revenue of $291.9 million, slightly below analyst expectations of $292.1 million. Capital expenditure for Q2 came in at $14.4 million, exceeding the forecasted $14.1 million.

On July 28, the Dow Jones Industrial Average closed up 537.45 points (1.03%) to 52,747.53, while the S&P 500 rose 16.01 points (0.22%) to 7,429.19. The Nasdaq Composite fell 55.17 points (0.22%) to 24,876.91.

According to CME FedWatch, the Federal Reserve announces its rate decision on Wednesday, July 29, with markets pricing a 31.5% probability of a rate hike and 68.5% odds of holding rates steady. Bitcoin (BTC) has drifted lower ahead of the announcement, trading near $63,683, down 1.87% over 24

According to BlockBeats, on Tuesday, July 29, storage stocks fell sharply on the back of market weakness. Sandisk (SNDK.O) dropped 14%, erasing over 50% of its value from a high hit about one month ago. Micron Technology (MU.O) fell 8.85% and SK Hynix (SKHY.O) declined 8.98%. The broader market

Skyworks Solutions reported third-quarter revenue of $935 million, surpassing analyst expectations of $924.9 million. Adjusted earnings per share came in at $1.08, exceeding the consensus estimate of $1.03. The company guided fourth-quarter revenue to $1.01 billion to $1.06 billion, with analysts ex

On July 28, U.S. storage chip stocks dropped 9.1% in preliminary trading, with the Philadelphia Semiconductor Index declining 4.4%. The Nasdaq-100 Index fell 1%, while the S&P 500 Index rose 0.2%. Among Nasdaq-100 components, SanDisk led declines with a 13.8% drop, followed by Nebius Group