Global TradFi & Macroeconomics

According to Hana Securities analyst Kim Min-kyung, Semtex posted Q2 2026 operating profit of 629 billion won, up 1,035% year-over-year, with revenue reaching 5,146 billion won, up 51% YoY. The semiconductor substrate supplier benefits from expanding AI data center memory adoption, which drives

According to an NBC interview on August 6, U.S. Treasury Secretary Bessent said the Strait of Hormuz will become irrelevant to global energy transport, with over 50-70% of energy shipments currently passing through the waterway expected to shift to underground pipelines within two years. Bessent

Securities firms are advising investors to focus on short-covering opportunities as Korean stocks rebound from recent volatility. Nine stocks including LG Electronics and Hanwha Ocean have been identified as candidates that could deliver excess returns during the current consolidation phase,

According to Benzinga, U.S. non-farm employment fell 23,000 in July, contrary to expectations for a gain of 80,000, with the jobless rate declining to 4.1% from 4.2%. The unexpected weakness prompted markets to slash September rate hike probability from 58% to 42%, according to CME FedWatch

US and Japanese authorities conducted coordinated foreign exchange market intervention to support the yen on dates 30-31 of last month, marking the first such joint action since 1998. Japan intervened with an estimated 6 trillion to 8.5 trillion yen on day 30 alone, while the US Treasury

According to iM Securities, the U.S. Treasury and Japan undertook coordinated foreign exchange market intervention on July 30-31 to support the yen. Japan's single-day intervention on July 30 reached approximately 6 to 8.5 trillion yen, while the U.S. Treasury engaged in approximately 5 to 10

According to Airbnb CEO Brian Chesky in the company's earnings call this year, Airbnb's investment in AI tokens will far exceed initial expectations, with strong returns justifying the spending. Chesky stated that AI represents the best development the company has encountered and is key to Airbnb's

Yuanta Securities researcher Go Kyung-beom recommended S&P 500 equal-weight covered call ETFs over Nasdaq 100-based products amid increased market volatility. The recommendation stems from ongoing uncertainty around hyperscaler capital expenditure justification and sustainability, which has

According to Korea Securities Depository data, Korean retail investors in U.S. equities have shifted their buying patterns in August, moving away from semiconductor leverage ETFs that they purchased heavily in July to focus on individual big tech companies and cloud stocks that showed strong

According to Odaily, Garrett Jin, representative of the '1011 insider whale', released a weekly market report saying he maintained his Bitcoin position near $60,000 since July's low of $57,700 and sees no reason to

According to The Kobeissi Letter, S&P 500 companies reported 50.4% year-over-year earnings growth in the current quarter, significantly beating the prior market forecast of 23.1%. As of now, 88% of index constituents have reported earnings. The quarter marks the seventh consecutive quarter of

According to Libya's Zawiya refinery, a drone strike on Saturday targeted an unprocessed naphtha tank, causing a leak that has since been contained. The facility reported the incident but provided no details on the extent of damage or cause of the

According to Garrett Jin's weekly report via ChainCatcher, SK Hynix and storage chip stocks' recent rebound may be driven by short-covering rather than confirmation of fundamental demand strength. Garrett Jin sold half of previously accumulated positions despite intact investment thesis, noting the

According to Financial News, the Korea Exchange on August 8 denied reports that it accelerated the listing review period for single-stock leverage ETFs of Samsung Electronics and SK Hynix. The exchange stated that the preliminary review period for single-stock leverage products averaged 13 days

Google, Amazon, and Microsoft reported Q2 earnings that addressed investor concerns about artificial intelligence infrastructure spending. The three companies demonstrated strong demand through significant contract backlog growth: Google Cloud's backlog reached $514 billion (approximately 729.2

NVIDIA is expanding its business scope from AI data centers into AI base station (AI RAN) equipment, according to a report from Hana Securities researcher Kim Hong-sik. The company is pursuing entry into both distributed unit (DU) and radio unit (RU) areas with a strategy to directly integrate

According to BlockBeats, on August 8, storage stocks fell sharply while the broader U.S. market rose, with Seagate Technology dropping over 4%, and Western Digital, SanDisk, and SK Hynix ADR declining over 3%. Jefferies slashed SanDisk's 12-month price target from $3,000 to $1,750, while Citi cut it

According to Hana Securities analyst Kim Hong-sik, NVIDIA's recent expansion into artificial intelligence base station (AI RAN) business creates growth opportunities for domestic Korean wireless equipment suppliers. NVIDIA is expanding from AI data centers into AI base stations, embedding GPUs

According to Asia Economics, Google, Amazon, and Microsoft reported robust Q2 results with record contract backlogs and accelerating cloud revenue growth. Google Cloud's backlog reached $514 billion, up

According to JPMorgan Chase, approximately 80%-85% of U.S. and European companies have reported Q2 earnings as the earnings season nears conclusion, with overall profit performance significantly exceeding market expectations. Corporate earnings growth remains