Global TradFi & Macroeconomics

Hanwha Aerospace and Korea Zinc reclaimed 'emperor stock' status on August 6 as both stocks surged above 1 million won per share. Hanwha Aerospace closed at 1,054,000 won, up 4.67%, while Korea Zinc jumped 12.69% to 1,234,000 won, according to Korea Exchange data. The rally followed Hanwha Aerospace

According to Michael Burry on X, NVDA, PLTR and CAT defied his bearish bets this week despite his warning that today's AI gold rush could create tomorrow's "ghost towns." Over the past week, PLTR surged 29%, NVDA climbed 15%, and CAT gained 11%, each outpacing the broader market. Burry

According to News1 and Korean Exchange data, on August 6, Hanwha Aerospace (KRX:012450) surged 4.67% to close at 1.054 million Korean won, while Korea Zinc (KRX:010130) jumped 12.69% to 1.234 million won. Both stocks rose for four consecutive trading days, gaining 15% and 24% respectively,

According to Yi Dae-il, the South Korean won hit 1410 won against the U.S. dollar on August 6, marking its lowest level in 10 months, with intraday lows reaching 1414.5 won. The decline reflects SK Hynix's American Depositary Receipt (ADR) conversions estimated at 13-16.5 billion dollars,

According to Nigeria's upstream oil regulator NUPRC, announced on Aug 6, the country plans to attract up to $50 billion in offshore oil and gas investment by 2030, with at least 22 projects expected to come online. The regulator aims to nearly double Nigeria's daily oil production to 3 million

Hong Kong stock market closed lower today (Aug 6) with the Hang Seng Index falling 1.49% and the Hang Seng Tech Index declining 2.28%. MINIMAX, which was included in the Stock Connect program today, surged approximately 17% on its first trading day.

Elon Musk announced on the 4th local time that SpaceX will exclusively use NVIDIA chips for artificial intelligence infrastructure, causing AMD stocks to plunge 7% on the 5th while NVIDIA stocks rose 3.4%. Musk stated during a SpaceX earnings conference call that the company decided to build an excl

According to Chosun Biz Money Move, KOSDAQ-listed SomeAge withdrew its capital increase plan on August 6, just one day before the shareholder subscription deadline. The withdrawal may result in the company's designation as a managed stock and increased risk of

According to Reuters, on August 4, Elon Musk declared SpaceX will build AI infrastructure exclusively with Nvidia chips, citing Vera Rubin architecture as superior. The announcement reversed prior plans for multi-chip deployment. On August 5, Nvidia stock rose 3.4% while

Ukrainian President Zelenskyy confirmed on August 6 that Ukrainian armed forces conducted long-range strikes against Russian oil refineries and vessels in the Black Sea. The strikes targeted facilities within Russian territory and military assets in the Black Sea

According to Yahoo Finance, L&C Bio (290650.KQ) shares jumped 11.76% to 64,600 won on Thursday, with a five-day gain of roughly 24%, after the South Korean biotech firm announced plans for MegaAdipoECM, a treatment using donated human fat to address facial volume loss caused by GLP-1 weight-loss

On August 5 Beijing time, as the U.S. July ADP employment report was released, the labor market sent an unexpectedly weak signal, once again disrupting global financial markets’ pricing of the Fed’s policy path. As the “gold standard” for gauging the health of the U.S. economy, NFP data is not only a short-term catalyst for U.S. Treasury and dollar movements but also a key variable determining the direction of global risk-asset valuations. Against the backdrop of the ongoing debate within the Fe

Memory chip stocks extended losses in U.S. pre-market trading on August 6. SK Hynix dropped over 5%, Micron Technology fell nearly 3%, SanDisk declined over 8%, and Western Digital fell close to 12%.

According to Jin10 Data, on Aug 6, Shanghai Gold Exchange announced the delay compensation fee direction for its T+D products: Au(T+D) and Ag(T+D) both shifted to short-pays-long settlement model.

According to Singapore's Enterprise Singapore (ESG), light distillate oil inventories rose by 455,000 barrels to 13.539 million barrels for the week ending August 5, reaching a 5-week high.

Italy's seasonally adjusted industrial output declined 1% month-on-month in June, falling short of the forecasted 0.3% growth and compared to a 0.3% decline in the prior month.

According to Barron's, SpaceX released its second-quarter financial results on August 5, revealing a significant increase in AI infrastructure investments. The company's Q2 AI capital expenditure reached $15.8 billion, compared to $749 million in the same period last year. AI compute capacity

According to its latest earnings call on August 6, SanDisk (SNDK-US) forecasted that data centers will represent approximately 50% of the global NAND Flash market by 2027, driven by surging demand from AI inference workloads. The company said customers are ordering faster than it can expand