Global TradFi & Macroeconomics

According to Shanghai Gold Exchange, gold T+D rose 0.12% to 925.03 yuan per gram in the evening session on August 6, while silver T+D climbed 2.32% to 15,070 yuan per kilogram.

According to Bloomberg, on August 6, Unlimited Funds CEO and CIO Bob Elliott warned that the AI and chip markets are showing signs of typical bubble activity driven by FOMO. Elliott also cautioned about elevated market leverage

According to Mirae Asset, Korean semiconductor stocks including Samsung Electronics and SK Hynix surged 263% and 528% respectively over the past year as of early August, with their combined market-cap share in the Korean index rising from 35% to 53%. The July market correction was driven by profit-t

Versant Media Group raised its full-year 2026 guidance on Thursday, driven by momentum in its digital brands like Fandango and GolfNow and what executives described as strength in its overall business model. The company now expects total revenue for 2026 of $6.2 billion to $6.45 billion and

Warner Bros. Discovery reported second-quarter earnings on Thursday, with its streaming segment surpassing $3 million in revenue, marking a 10% increase from the year prior. The company's streaming business, anchored by HBO Max, generated more than $500 million in adjusted earnings before

According to its official second-quarter earnings report, Warner Bros. Discovery said its streaming segment surpassed $3 million in revenue on Thursday, marking a 10% year-over-year increase with more than $500 million in adjusted EBITDA. Streaming advertising revenue grew 9% as well, primarily

According to CNBC, Versant Media Group raised its full-year 2026 guidance on Thursday, now expecting total revenue of $6.2 billion to $6.45 billion and adjusted EBITDA of $1.9 billion to $2.05 billion. The company's second quarter results for the period ended June 30 beat Wall Street expectations, w

U.S. Treasuries declined amid reports that Federal Reserve Chair Jerome Powell may prepare to raise interest rates in September if inflation remains strong. Meanwhile, Alphabet launched a $10 billion investment-grade debt

Novavax reported second-quarter 2026 revenue of $56.7 million, exceeding market estimates of $52.5 million. The company's R&D expenses for the quarter totaled $2.63 million, significantly lower than the consensus forecast of $76.1 million.

SpaceX (SPCX) stocks dropped sharply following the release of initial public earnings data, erasing $87.2 billion from Elon Musk's net worth. Musk's wealth fell from $783.3 billion to $696.1 billion, an 11.01% decline, as SPCX tumbled, according to Benzinga. The sell-off came after SpaceX released i

According to Iranian Parliament's Speaker Committee spokesperson Abbas Goodarzi, on August 6, Iran and Oman are set to finalize a new shipping arrangement agreement for the Strait of Hormuz following more than one month of negotiations. The proposed statement includes adjustments to maritime

According to Benzinga, SpaceX shares plunged to $108.29 on August 5, dropping over 40% from their June peak and wiping out $87.2 billion from Elon Musk's net worth. Musk's wealth fell from $783.3 billion to $696.1 billion, an 11.01% decline. The sell-off followed SpaceX's first quarterly earnings r

According to CoinDesk, the S&P 500 added approximately $2.1 trillion in market value this month, bringing its total to a record $70.5 trillion with a monthly gain of 3.12%. In the same period, Bitcoin rose only 2% and remained near $64,600. Meanwhile, stablecoin supplies have continued to shrink, wi

US options investors shifted to bullish bets in August as the Chicago Board Options Exchange (CBOE) total put-call ratio dropped to an average of 0.79 from July's 0.93, with the ratio hitting 0.58 on one date—the lowest level since 2011. The shift from defensive put options to aggressive call option

According to Chicago Board Options Exchange (CBOE) data on August 5, the U.S. options market is showing increasingly bullish sentiment as the put-call ratio—a measure of hedge activity relative to bullish bets—fell to 0.79 in August from 0.93 in July. The ratio plummeted to 0.58 on August 4,

According to BitcoinTreasuries.NET, Sweden's largest bank SEB increased its holdings of bitcoin treasury company Strategy (MSTR) by 1% on Aug 6. The bank now holds a total of 53,837 shares, valued at $5.28 million. SEB manages approximately $460 billion in

According to BlockBeats, SpaceX will unlock up to 911.5 million shares on August 6, equivalent to over 140% of the current public float. Additional unlocks are scheduled for August 12 and within the following 20 days. By year-end, the company is expected to release over 4 billion shares into

SanDisk (SNDK) stocks dropped over 10% in pre-market trade on Thursday after Wall Street analysts cut price targets following the company's fourth-quarter earnings release. Citi lowered its price target to $2,100 from $2,500 while maintaining a 'Buy' rating, and Wells Fargo reduced its target to $1,