Global TradFi & Macroeconomics

SanDisk stocks rose over 11% following two product announcements released on the same day. The company, alongside SK hynix, announced the first official High Bandwidth Flash (HBF) standard through the Open Compute Project (OCP), while SanDisk and Kioxia revealed their 10th-generation QLC 3D NAND

U.S. stock indices reached record highs today as the Dow Jones rose more than 1,000 points intraday, building on yesterday's 690-point gain and closing at an all-time high. The S&P 500 also closed at record levels. The rally was led by large-cap technology stocks after a period of rotation into

Tom Lee predicts 2027 will be one of the best years for the stock market, as brokerage firms across the industry raised earnings estimates. Deutsche Bank increased its 2027 S&P 500 EPS forecast from $390 to $420, while Société Générale projected the S&P 500 could reach 8,000. The bullish outlook is

Gold and silver markets attracted approximately $600 billion in capital inflows within a 4-hour period, with gold rising 1.8% ($511 billion) and silver gaining 2.5% ($86 billion). The movement followed reports that the United States, Iran, and Oman neared an agreement to reopen the Strait of

South Korean optical communication stocks rose recently following reports of U.S. draft legislation proposing a ban on Chinese optical transceivers, components used in data centers for server signal transmission. While the bill remains in draft stage with approval and implementation timelines not

According to BitcoinTreasuries.NET, on August 11, Swedish government-controlled pension fund Tredje AP-fonden (Sweden's fourth-largest pension fund) disclosed holdings of 64,938 shares of Microstrategy (MSTR), valued at approximately $6.37

Trump stated Tuesday that negotiations with Iran occurred 'all day' and were 'very good,' marking the first official acknowledgment of active talks. The statement contradicts earlier reports from US officials who told CBS no new meetings were planned, and Iran's position that it was not

Wistron announced AI server demand will remain strong through the first half of 2027, with Chairman Simon Lin forecasting second-half shipments to exceed first-half volumes. The company's board approved approximately NT$13.5 billion in capital expenditures and is preparing a Global Depositary

According to ChainCatcher citing Gate price data, S&P 500 index futures rose 0.02%, Nasdaq futures gained 0.17%, and Dow Jones futures fell 0.08% today.

According to reports, gold and silver saw a combined $600 billion inflow in 4 hours on August 11, with gold rising 1.8% (reaching $511 billion in value) and silver climbing 2.5% (reaching $86 billion in value). The rally was triggered by reports that the U.S., Iran, and Oman are nearing a deal to re

According to Wistron's board on August 11, the company approved approximately 13.5 billion Taiwan dollars ($415 million) in new capital expenditure across its facilities in Taiwan, China, the U.S., and Vietnam. Chairman Simon Lin stated that AI server shipments in the second half of 2026 are

Innocean announced its Q2 preliminary results on August 5 at 2:05 PM, with a market capitalization of approximately 758 billion won at the time of disclosure. Consolidated revenue for the quarter reached 499.1 billion won, down 3.8% year-over-year, while operating profit rose 22.5% to 44.6 billion w

According to SpaceX's earnings call on August 11, Elon Musk highlighted memory supply as a critical bottleneck for AI, citing that annual memory production increases at roughly 20% while AI demand grows over 200% annually. The South Korean stock market reacted positively the same day, with KOSPI

According to Jin10 Futures, as of 4 PM on August 11, the CNEX money market sentiment index dropped 2 points to 47. Sentiment readings among large banks, mid-sized banks, and non-bank institutions fell to 46, 48, and 46 respectively, each declining by 2 points. The index uses a 0-100 scale where 50 r

According to Michael Burry, S&P 500's record high poses systemic risk. Burry noted that new inflows from record prices combined with low volatility trigger automatic leveraging by volatility-targeted funds and momentum strategies, potentially amplifying sharp declines similar to the 1987

TSMC is expanding outsourcing of its Chip-on-Wafer (CoW) process to OSAT partners including ASE, Amkor, and SPIL, marking a shift in its advanced packaging supply chain structure. The move addresses capacity bottlenecks as TSMC holds an estimated 90% share of global AI chip manufacturing, facing ove

Leveraged exchange-traded funds (ETFs) targeting US technology stocks, Korean semiconductors, and Taiwanese chip manufacturers experienced rapid deleveraging from June to July. US tech leveraged ETF assets declined approximately $50 billion from their June peak to roughly $50 billion, returning to

US factory activity reached its highest level in over four years with new orders expanding for seven consecutive months, according to statements highlighting manufacturing momentum. Goods exports surpassed $200 billion for five consecutive months with annual projections reaching approximately $2.5 t

AMD projects datacenter revenue will grow more than 100% next year, with server-focused EPYC processors alone expected to expand over 70%, CEO Lisa Su stated. The growth will be driven by both EPYC server CPUs and Instinct GPUs working in tandem, with the Helios rack system—combining

QQQ, the Nasdaq-100 ETF tracking major US technology stocks, completed a Bear Trap pattern similar to manipulation phases commonly seen in Bitcoin markets, according to technical analysis comparing the two asset classes. The pattern involved a false breakdown below key support levels designed to