Global TradFi & Macroeconomics

South Korean Finance Minister Kim announced the government opposes corporate incentive structures that distribute performance bonuses based on operating profit without board or shareholder approval, calling such practices an overreach of authority that harms investor interests. The minister stated t

Iran warned Gulf countries that it would retaliate against energy infrastructure and US assets across the Gulf region if the United States launches new attacks, according to sources. Iranian Foreign Minister Araghchi conveyed the message to Saudi Arabia, Qatar, Turkey and other regional partners, re

Visa is reducing its workforce by 7%, cutting approximately 2600 positions out of 34,100 total employees. The restructuring targets technology and product divisions as the global payment company redirects resources toward AI automation and stablecoin-based payment services. The move reflects

According to Western Digital's quarterly earnings release on August 5, revenue reached $3.8 billion, up 44% year-over-year, while operating profit surged to $1.6 billion, a 130% increase. Net income hit $3.2 billion, up 1,215% from the prior year, with a net profit margin of 85%. The storage and

Palantir short sellers sustained $3B in losses following the stock's 30% rally this week. The sharp price appreciation has pressured bearish positions as momentum in the company's shares accelerated.

Strategy's two preferred stock series, STRK and STRC, trade at a $30 price differential, with STRK at approximately $70 and STRC near $94. The gap stems from structural differences: STRC offers a 12% dividend yield compared to STRK's 8%, holds superior liquidation priority as the second-ranked serie

U.S. prediction markets shifted on August 11 to 55% odds favoring the Federal Reserve holding interest rates steady in September, signaling investor sentiment has turned less hawkish on near-term rate hikes.

According to DataTooza, iMarketKorea's operating profit surged 171% year-over-year to 17.73 billion won in Q2 2026, announced on August 6. Sales grew 37% to 1.01 trillion won, while operating profit margin improved from 0.9% to 1.8%. The recovery was driven by increased supply volumes to Samsung

As of August, five major tech companies hold approximately $1.1 trillion in lease commitments for data centers not yet delivered, according to data monitoring sources. Microsoft leads with $329.1 billion, followed by Meta at $279 billion (with an additional $68 billion committed in July), Oracle at

According to Newsam, TYM released its second-quarter earnings on August 6, reporting operating profit of 276 billion won, up 14% year-over-year. Operating profit margin improved to 10.5% from 9.2%, a gain of 1.3 percentage points, while revenue remained flat at 264.5 billion won versus the prior-yea

According to sources, Iranian Foreign Minister Abbas Araghchi has warned Gulf countries that Iran will retaliate against any new U.S. military action by targeting energy infrastructure and American assets throughout the Gulf region. The warning was conveyed indirectly through Saudi Arabia, Qatar, an

According to the American Association of Individual Investors (AAII) sentiment survey, bullish investors reached 37% this week, up 6 percentage points, while bearish sentiment fell to 38%, down 4 points.

According to Hedgeye, Japan's stock market declined 0.9% overnight after failing to hold the TRADE Signal Support level.

According to TSMC's Advanced Packaging SVP He Jun at OCP APAC on August 11, CoWoS technology with 5.5x reticle size has entered mass production, with yields exceeding 98% in AI customer products, some reaching 99%. TSMC is developing new CoWoS generations at an annual pace, targeting the

Amazon CEO Andy Jassy announced on Tuesday that the company will spend approximately $220 billion in cash capital expenditure in 2026, raising the prior estimate of $200 billion due to higher memory costs. Despite the increase, Jassy stated that Amazon will still lack sufficient capacity to meet

According to Morgan Stanley analysis, SpaceX's 2027 revenue could reach $102 billion under the base scenario, but would surge to $144 billion if AI compute prices per watt remain flat instead of falling from $31 to $17 as assumed. The key variable is artificial intelligence infrastructure growth.

Nokia finalized an acquisition agreement for NXP's Chandler, Arizona facility, which will be converted to an indium phosphide (InP) photonics semiconductor production line. Production will begin early next year through partial facility leasing, with the full acquisition completing in Q1 2029. The

Redcap Tour announced Q2 preliminary results after market close on August 6, showing operating profit growth outpacing revenue expansion. The company's closing price stood at 9,900 KRW with a market capitalization of approximately 165.5 billion KRW based on 16.72 million outstanding shares.

According to blazingbees, South Korea's KOSPI fell 4.1% and KOSDAQ declined 0.8% as of 11:25 AM on August 6. Retail investors purchased 2.4 trillion Korean won, while foreign investors responded with net selling, keeping both spot markets in negative

KT Nasmedia, Telechips, Boryung, and Showbox announced second-quarter earnings on August 6, 2025 that exceeded market consensus across multiple metrics. KT Nasmedia reported operating profit of ₩7.8 billion, a 200.9% year-over-year increase, while Telechips turned operating profit positive at ₩3.2 b