Global TradFi & Macroeconomics

AMD reported fiscal year 2026 second-quarter revenue of $11.54 billion on local time 4th, a 50.1% year-over-year increase, with data center revenue surging 107% to $6.72 billion. The growth was driven by strong sales of both server CPUs and Instinct AI accelerator GPUs, marking the fifth

RNTwo Technology announced on the 3rd the disposal of its 100% stake in Apex Investment for 5.5 billion won, resulting in a 4.5 billion won loss within approximately one year of the original 10 billion won acquisition. The company received 550 million won as down payment, with the remaining 4.95 bil

According to Asia Economy, AMD reported second-quarter 2026 revenue of $11.54 billion, up 50.1% year-over-year, on August 4. Data center revenue surged 107% to $6.72 billion, driven by strong demand for server CPUs and Instinct AI accelerator GPUs. Server CPU revenue marked its fifth consecutive qua

According to Korea's Financial Supervisory Service, RnT Technology announced on August 3 that it will sell Apex Investment for 5.5 billion Korean won, recording a 4.5 billion won loss approximately one year after acquiring it for 10 billion won. The contract was signed with 550 million won

SPDR Gold Trust, the world's largest gold ETF, increased its holdings by 4.851 tonnes compared to the previous trading day, bringing total holdings to 1,014.148 tonnes.

According to SEC filings disclosed by Bitcoin.com News, Abu Dhabi's Mubadala Investment Company raised its position in Blackrock's iShares Bitcoin ETF (IBIT) by 16% in Q1 2026 to roughly 14.7 million shares, valued at nearly $566 million as the share price moved. The fund held approximately 12.7 mil

According to NYMEX data on August 5 (U.S. Eastern Time), WTI September crude fell $0.55 to $75.22 per barrel, while Brent October crude rose $0.09 to $79.45 per barrel. The mixed price action reflects competing expectations surrounding U.S.-Iran negotiations over reopening the Strait of Hormuz.

According to Guru Club, gold futures broke $4,310 per ounce on August 6, up 0.1% intraday.

According to Korea Exchange, KOSPI surged 3.76% to close at 6598.26 on August 5, with intraday gains exceeding 4%. Foreign investors led the rally with net purchases of 1.45 trillion won. Top-bought stocks included SK Hynix, Samsung Electronics, and Hyundai Mobis. The buying momentum was

According to JPMorgan Chase, technology stock hedge funds lost over 10% in July amid a sharp selloff, with the bank's strategists suggesting that tech trading may increasingly depend on retail investors. Citing Pivotal Path data, JPMorgan analysts noted that the selloff has forced some funds to

According to CME Fed Watch data released on August 6, the Federal Reserve has a 54.4% probability of raising rates by 25 basis points in September, with a 45.6% chance of holding rates steady. For October, the probability of maintaining rates unchanged stands at 33.5%, while a 25 basis point

According to Korea Exchange, Kosdaq rose 2.42% to close at 799.59 on August 5, with active exchange-traded funds tracking the index rebounding sharply over four consecutive trading days. DS Kosdaq Active, launched on July 14, topped performances with a 4.54% gain. The fund concentrates 82.42% in

US Treasury prices posted a third consecutive daily gain on August 5 (US Eastern Time), though the rally remained modest. Oil price stabilization from Strait of Hormuz reopening expectations provided ongoing support, while an unexpected shift in Treasury issuance guidance language caught markets

On Wednesday (Aug 5), the U.S. Dollar Index fell to a seven-week low of 99.68, with USD/JPY hovering near 157.69 after the U.S. and Japan jointly intervened in the forex market earlier this week. U.S. Treasury Secretary Scott Bessent confirmed the joint action, marking the first coordinated interven

According to Iranian officials, on Wednesday, August 5, Iran and Oman are finalizing a new Strait of Hormuz passage agreement framework, though negotiations remain stalled over transit fees. Iran's foreign ministry spokesman Esmaeil Baghaei stated that both nations have reached consensus on the

According to market data, on August 5, U.S. 10-year Treasury yields fell 6 basis points to 4.62%, while 2-year yields declined 7 basis points to 4.187%. The decline followed weaker-than-expected July private employment data: ADP reported 44,000 jobs added versus consensus of 70,000, marking the lowe

Meta AI issued a price prediction for XRP at its current $1.07 level, calling the setup the cleanest since 2017 based on four specific catalysts. The prediction follows the SEC's August 2025 settlement with Ripple and subsequent reclassification of XRP as a commodity. The forecast centers on