Global TradFi & Macroeconomics

According to Bloomberg, Qualcomm informed clients on Friday that it will increase component prices by double-digit percentages starting late September, citing unavoidable cost pressures across its global supply network. The San Diego-based semiconductor firm stated it has exhausted its ability to ab

U.S. stock indices ended mixed on Friday, concluding their second consecutive week lower as investors assessed big-tech earnings amid elevated oil prices and geopolitical tensions. The S&P 500 rose 0.1% to 7,411.98, while the Nasdaq 100 fell 1.2% to 28,128.34, and the Dow Jones Industrial Average

According to Financial Times reporting, Uber Technologies (UBER) shares fell nearly 5% on Friday after Alphabet's Waymo signaled it may exit their robotaxi partnership when the current agreement expires in January 2028. Waymo has informed Uber of plans to launch its own independent robotaxi

According to Apollo Global Management data cited by GSR Strategic Communications Head Frank Chaparro, U.S. IPO stocks have underperformed the broader market over the three years following their listing from 1980 to 2024. The underperformance became particularly pronounced between 2019

Kyobo Securities warned that international oil prices could surge to $160 per barrel within the third quarter if geopolitical blockades of key shipping routes persist. According to the securities firm's report on the 25th, escalating hostilities between the United States and Iran this month have

According to Kyobo Securities, on July 25, escalating U.S.-Iran tensions have put both the Strait of Hormuz and Red Sea shipping routes at risk of closure, as a ceasefire agreement (MOU) remains unimplemented. The brokerage warned that prolonged geopolitical blockades could push oil prices to as

According to Citrini Research, Qualcomm aims to grow its data center business revenue from $300 million in 2026 to over $15 billion by fiscal 2029 through its High Bandwidth Compute (HBC) architecture designed to address AI infrastructure bottlenecks. The new architecture places compute cores

Bitcoin and Ethereum paused their July rebound as Middle East tensions reignited and uncertainty mounted over the US Clarity Act's passage in early August. Bitcoin, which hit its lowest point of the year at 88 million won on the 1st of last month, climbed over 10% to the 97 million won range by the

According to Morgan Stanley, SpaceX stock fell to $110.85 earlier this week, down 18% from its $86 billion IPO price in mid-June, suggesting investors are assigning minimal or no value to the company's AI business. An August 6 lockup expiry will allow 911.5 million shares held by early investors an

According to E-Daily, Highland EP-held South Korean medical display maker D&I is seeking buyers with an expected valuation of 450-500 billion won, nearly triple its 172.7 billion won acquisition price in July 2024. The preliminary bid process attracted over five private equity firms including

According to market analysts including Evercore and Morgan Stanley, memory semiconductor stocks fell sharply on July 24 (local time), reversing most gains from the previous week. Despite the price decline, Wall Street experts maintain a bullish long-term outlook. Evercore's Amit Daryanani told

According to Moody's Investors Service, a report released this week warns that artificial intelligence infrastructure spending is eroding free cash flow at hyperscale companies including Alphabet, Microsoft, Amazon, and Meta, while increasing balance sheet risks. The rating agency's research

South Korean President Lee met with executives from Anthropic, OpenAI, NVIDIA, and Broadcom on May 24 (local time) in San Francisco to discuss potential semiconductor and AI data center contracts, according to Policy Chief Kim Yong-beom's briefing on May 22. Kim stated that announcements could

SK Hynix stocks fell approximately 34% this month ahead of the company's Q2 earnings announcement scheduled for the 29th. The South Korean memory chipmaker is expected to report a Q2 operating profit consensus of 64.2327 trillion won, representing a 597.2% increase from the same period last year,

According to F&Guide, SK Hynix stock has tumbled approximately 34% this month amid broader semiconductor sector weakness driven by international oil price spikes, foreign profit-taking, and concerns about slowed memory demand from improved Chinese AI model efficiency. The chipmaker is set to

According to South Korea's Ministry of Industry and Trade, the country's chief trade negotiator Yeo Han-gu visited Washington D.C. from July 21 to 24 to meet with U.S. administration officials, lawmakers, and business leaders. During the visit, discussions focused on Section 301 tariff

Russ Koesterich, Portfolio Manager for BlackRock Global Allocation Strategy, recommends investors maintain modest gold exposure despite the precious metal falling 25% from its all-time high in January and trading down 7% year-to-date at $4,074.70 an ounce. The decline stems from renewed U.S.

According to Kitco News, Russ Koesterich, portfolio manager at BlackRock Global Allocation Strategy, said investors should maintain modest exposure to gold despite recent weakness. Spot gold last traded at $4,074.70 an ounce, down approximately 25% from its all-time high in January and down 7%

According to reports, President Trump announced plans to launch a 301 investigation and impose high tariffs on the European Union in response to what he called discriminatory fines against U.S. tech companies. Trump stated the EU has imposed a combined $18 billion in penalties on American

According to MSX.COM data, major AI-related stocks fell sharply after the market close on July 25. CoreWeave declined 11.37%, while Astera Labs dropped 10.82%, Arm fell 8.14%, Tempus AI declined 7.22%, and Marvell