Global TradFi & Macroeconomics

According to Super Micro Computer (SMCI-US), the AI server giant announced Tuesday, July 21 that it received a record $60 billion in new orders for the fiscal quarter ended June. The news sparked a 15% premarket surge on Wednesday, signaling strong momentum in the AI infrastructure market. The

According to Sanlì Futures, Shanghai copper inventory fell sharply on July 22, dropping from 131,400 tons on July 16 to 116,600 tons by July 20, marking the lowest level this year. Supply-side pressures intensified as heavy snowfall and rainfall disrupted production at Caserones mine operated by

According to CNN and JPMorgan Chase analyst Rajat Gupta, on July 22, Tesla and SpaceX could merge by 2027, with tech analyst Dan Ives predicting over 80% probability. A combined entity could reach approximately $3 trillion in valuation, comparable to Microsoft. The merger would unify both

According to F&Guide, South Korean securities analysts issued 422 target price downgrade reports in July 2026, the highest number since May 2025. The downgrade reports significantly outnumbered upgrade reports, which totaled 273 during the same period. Analysts adjusted their valuation

According to Jin10, international gold prices surged past the $4,100 per ounce mark on July 22. London spot gold rose to $4,116.94 per ounce, up 0.89%, while COMEX gold futures climbed to $4,122.50 per ounce, gaining 1.13%. Driven by the international rally, Chinese gold jewelry brands raised prices

GE Vernova shares fell 10% in premarket trading today (July 22).

According to Bloomberg, Alphabet is set to report second-quarter earnings on July 22, with Google Cloud revenue expected to grow 65% year-over-year to $22.4 billion. The company's overall revenue and net income are forecast to rise approximately 25% from the prior year, marking a key test of

Korean securities firms issued 422 downward target price reports this month, marking the highest count since May of last year and the first time downward revisions exceeded upward reports (273) in 2025, according to FnGuide data released on July 22. Analysts are cutting target prices to narrow the w

U.S. 30-year fixed-rate mortgage rates rose to 6.69% for the week ended July 17, according to MBA data, up from 6.65% in the previous week.

Tesla reported Q2 deliveries of 480,126 vehicles on July 22, up 25% year-over-year and exceeding analyst expectations of 406,000 units. The result marks the strongest growth rate since Q3 2023, driven by new Model Y production ramp-up and global pricing adjustments. Energy storage deployment also su

According to Jin10, Barclays raised Supermicro (SMCI.O) price target from $34 to $38 today.

According to Tom Lee at Fundstrat, capital tied to the AI sector is rotating from chip stocks into Ethereum as ETH trades at $1,925 and tests the $2,000 resistance level. Lee framed ETH as the new digital infrastructure play for AI-focused portfolios, arguing that decentralized compute and data

Global semiconductor stocks including Samsung Electronics, SK Hynix, and Micron experienced extreme volatility this month, with average daily price swings of approximately 8% despite record earnings driven by the AI memory supercycle. On July 21 (local time), Micron surged 12.17% to $970.82, while S

According to iNews24, Alphabet will release earnings on July 23 (Korea time), marking the start of major U.S. tech earnings season. Market participants are closely watching the company's cloud business profitability and 2026-2027 data center capital

According to Financial News, on July 21, major semiconductor stocks experienced extreme intraday volatility across global markets. Micron surged 12.17% to $970.82, while SanDisk (+14.24%), Intel (+8.64%), and AMD (+8.11%) also posted sharp gains on the New York Stock Exchange. In South Korea,

Treasury Secretary Scott Bessent stated July 21 that the CLARITY Act, a digital asset market structure bill, has reached the '1-yard line' after months of negotiation. Bessent's comments to Bloomberg came the same week Senate Banking Committee member Kevin Cramer told Fox Business that lawmakers

According to Treasury Secretary Scott Bessent on July 21, the CLARITY Act has reached the '1-yard line,' with the digital asset market structure bill nearly finished after months of negotiation. Bitcoin rose about 2.5% toward $67,000 following Bessent's comments, while Coinbase shares jumped 13%,

According to iNews24, Alphabet, Google's parent company, is set to report Q2 2026 earnings overnight on July 23 (Korea time). South Korean investors are closely monitoring the earnings release, as Big Tech financial results and investment plans are expected to influence the direction of domestic

According to ChainCatcher, AT&T shares gained 5.1% in pre-market trading on July 22 following the release of its earnings report, as shown on Gate's market data platform.

GE Vernova reported second-quarter revenue of $11.1 billion, beating analyst expectations of $10.82 billion. Earnings per share came in at $2.47, up 32.8% from $1.86 a year earlier. The company significantly raised its full-year adjusted free cash flow guidance to $11.5 billion to $12.5 billion, fr