Global TradFi & Macroeconomics

According to Tesla's quarterly earnings released on July 22, the company reported Q2 revenue of $28.236 billion, up 26% year-over-year, but net profit declined 5% to $1.114 billion. Adjusted net income fell 17% to $1.153 billion. Key metrics underperformed expectations: Q2 EPS came in at $0.33,

According to Zhitong Finance, Dizhe Pharmaceutical (江苏迪哲医药股份有限公司)'s Hong Kong IPO prospectus, initially submitted on January 23, 2026, expired on July 23, 2026, as it exceeded the six-month validity window. Goldman Sachs and China International Capital Corporation served as joint sponsors for the pr

Hong Kong stocks closed strongly today, with the Hang Seng Index rising 278 points or 1.12% to 25,170 as of 10:47 AM HK time, according to HKEJ market data. The index had climbed over 300 points intraday, briefly reaching 25,196 before paring gains. The National Index gained 86 points or 1.04% to 8,

According to Bloomberg, Wall Street banks including Bank of America and Morgan Stanley have begun trading a $35 billion financing package for Broadcom and Anthropic's AI infrastructure expansion. Apollo Global Management arranged the package with Blackstone, with bonds priced at approximately par

According to Jin10, China's Securities Regulatory Commission (CSRC) held a series of meetings on July 20-21 with investors, listed companies, industry institutions, and experts to gather feedback on promoting stable and healthy capital market development. Regulating quantitative trading and AI

According to Saudi officials, the oil tanker Ensenya came under attack and caught fire while navigating the Red Sea on July 23, with all crew members reported safe. The Houthi movement claimed responsibility for the strike, stating it targeted the Ensenya and a second vessel, Leila, using multiple b

The US Dollar Index (DXY) fell below 101 today, declining 0.12% intraday.

According to BMI on July 23, Indonesia's central bank is expected to raise rates by 50 basis points to 6.25% before year-end amid rupiah depreciation driven by policy concerns and renewed U.S.-Iran tensions. BMI anticipates the currency will remain weak despite recent intervention measures and polic

Federal Reserve Chair Kevin Warsh scheduled a press conference for May 29 following the Federal Open Market Committee meeting, as announced by Wall Street Journal reporter Nick Timiraos and Associated Press reporter Chris Rugaber on May 22 via social media. The announcement reflects uncertainty

According to BlockBeats, monitoring Hyperinsight data, whale 0xebe1 increased short positions in SK Hynix (SKHX) and Samsung (SMSN) on July 23, raising combined exposure to $46.05 million. The whale holds 10x leveraged SKHX shorts at an average entry of $1,320.9, with position value of $42.78 millio

According to Jin10, on July 23, Australia's June employment growth exceeded expectations, lifting market bets on a Reserve Bank of Australia rate hike in August to 33% from 25% at market open. Odds for rate hikes through the remainder of 2026 rose to 95% from 80%. IG market strategist Tony

According to Wall Street Journal reporter Nick Timiraos and AP reporter Chris Rugaber, Federal Reserve Chair Kevin Warsh confirmed on July 22 that he will hold a press conference following the FOMC meeting on July 29 at 2:30 p.m. ET. Warsh's reduced communication policy has created uncertainty

Michael Burry posted criticism of circular trading in the AI industry on X on the 23rd, immediately after Alphabet announced earnings. The 'Big Short' investor shared 'short thoughts' on NVIDIA, neocloud, hyperscalers, Jevons paradox, and cost compression following news that Alphabet's free cash

Global fast-fashion e-commerce giant SHEIN has made breakthrough progress on its IPO stock application in Hong Kong: on July 10, the China Securities Regulatory Commission issued an overseas listing filing notice approving SHEIN to issue no more than 342 million ordinary shares on the Hong Kong Stock Exchange. Sources also revealed that SHEIN has received IPO approval from the Listing Committee of Hong Kong Exchanges and Clearing Limited, with the earliest possible official listing as early as l

Ripple was included among the world's top fintech companies in CNBC and Statista's World's Top Fintech Companies 2026, an annual survey recognizing leading financial technology businesses across eight industry segments. Digital asset businesses accounted for 40 of the 500 companies selected,

US Treasury yields climbed to psychologically significant levels on the 23rd as Middle East tensions drove oil prices higher, according to Yahoo Finance. The 10-year Treasury yield reached 4.65% and the 30-year yield hit 5.14%, with the latter remaining above 5% for the longest stretch since 2007. T

Gate News reports that, according to Gate’s official announcement on July 23, 2026, the Gate Contract Stocks section will launch on July 23, 2026 at 14:00 (UTC+8) with seven Perpetual Futures: MSFU, AAPU, METU, AMZU, GGLL, TSLL, and NVDL. Among them, MSFU is the Direxion Microsoft 2x Long ETF, which daily tracks Microsoft’s 2x long price movements; AAPU is the Direxion Apple 2x Long ETF; METU is the Direxion Meta 2x Long ETF; AMZU is the Direxion Amazon 2x Long ETF; GGLL is the Direxion Google A

According to Maeil Business Newspaper, Michael Burry criticized AI industry circular financing practices on July 23 following Google's earnings release. Burry, citing BIS data, stated that of $800 billion in forward-contracted AI research and development spending through April 2026,

According to The Fact, Samsung Electronics Chairman Lee Jae-yong, SK Group Chairman Chey Tae-won, Naver Board Chair Lee Hae-jin, and Hyundai Motor Group Chairman Chung Euisun are scheduled to meet with Nvidia CEO Jensen Huang in the U.S. this week to discuss AI cooperation across memory