Global TradFi & Macroeconomics

According to Arora's statement on X on Friday, Palo Alto Networks CEO Nikesh Arora warned that the AI-driven memory sector's unprecedented "supercycle" will eventually become cyclical as excess profits attract new competitors and technological innovation. "All supply constraints over time have to

On August 28, President Trump signaled potential sanctions on Chinese banks engaged in transactions with Iran, replying "Who said I'm not?" when reporters asked why he has not yet imposed such measures from the Oval Office. The remark followed Treasury Secretary Scott Bessent's August 25

Marvell Technology reported strong fiscal second-quarter results on Friday, but shares fell 6% in premarket trading. The chipmaker posted revenue of $2.74 billion, up 37% year-over-year, and adjusted earnings of $0.94 per share, topping Wall Street expectations. According to analyst Jim Cramer,

According to an interview with Kitco News, Larry Lepard, Managing Partner at Equity Management Associates, said rising government debt will force central banks to choose currency debasement over aggressive interest rate hikes. Lepard argued that U.S. government debt has reached approximately 120%

According to Bitget market data, over the past 24 hours, U.S. crypto-linked stocks showed mixed movement. MicroStrategy (MSTR) led gainers with a 6.02% increase, while IREN Ltd suffered the largest decline at 7.88%. Other movers included Coinbase (COIN) up 0.80%, Riot Platforms (RIOT) down 4.00%,

According to Foresight News, Bitwise's Solana staking ETF (BSOL) reached $1 billion in assets under management 10 months after its launch. The milestone reflects significant investor interest in Solana-based staking products despite broader market

According to Jin10 on August 28, Federal Reserve Chair Waller faces a communication dilemma as analysts and investors scrutinize his policy stance. The Fed has missed its inflation target for 65 consecutive months, with limited progress over the past 18 months. Waller has repeatedly pledged to

U.S. stocks opened with mixed signals on August 28: the Dow Jones Industrial Average rose 0.21%, the S&P 500 gained 0.05%, while the Nasdaq-100 fell 0.09%. PayPal plunged nearly 14%, marking its steepest decline since February 3. Separately, BioNTech dropped over 8% after announcing the

According to BlockBeats, BioNTech (BNTX.O) shares fell approximately 8.7% on August 28 after the company announced termination of its Phase 2 clinical trial for colorectal cancer, according to BIT (bit.com) market data. U.S. stock indices opened mixed on the same day, with the Dow Jones

According to Odaily, Federal Reserve official Christopher Waller said the Fed should raise interest rates, as waiting would only bring pain. Waller also stated he does not believe financial conditions are in a restrictive state.

According to Fawad Razaqzada, Market Analyst at FOREX.com, gold prices traded around $4,600 an ounce in late August, holding above key support levels after rallying 15% through the month driven by concerns over U.S. government debt and dollar debasement. The U.S. Treasury Department's announcement t

According to CNBC, BlackBerry's share price has doubled this year as investors reward the company's strategic pivot to software for cars and secure communications. The company's QNX operating system, which powers critical automotive functions in 275 million vehicles globally, is now being

According to reports, on August 28 Nvidia delivered record quarterly results with revenue of $96.2 billion for the 91-day fiscal Q2, up 106% year-over-year, and net income of $60 billion. The company's CFO Colette Kress surprised markets with a fiscal 2028 revenue growth forecast of 70%,

Strategy Inc., the software company formerly known as MicroStrategy, ranked among the top-10 most actively traded U.S. equities from August 19 to 24, 2026, generating $4.4 billion in daily trading volume and outpacing Microsoft and Meta in share turnover. On August 19, the stock moved 49.2 million s

PayPal shares plunged over 14% in early premarket trading Friday (August 28) after reports that a private equity consortium comprising Advent International and Stripe abandoned their takeover bid due to valuation disagreements. As of 4:30 a.m. ET, Nasdaq-100

According to CNBC, Imax CEO Rich Gelfond opened the door to a potential sale in December 2025, yet nearly nine months later the company's stock has hit an all-time high of $54.79 and no major suitors have appeared. The stock has surged almost 80 percent over the past 12 months. With a market cap of

Ethereum rallied to $2,486 on August 28, its highest level since January, according to TradingView, driven by a $2.7 billion short squeeze across crypto and sustained ETF inflows. ETH climbed roughly 29% off its August low, recovering ground lost in the February crash. US spot Ether ETFs

According to ChainCatcher, Federal Reserve official Hammack stated the Fed should take rate-hiking actions on August 28, warning that further delays would only bring pain. Hammack also noted he does not believe financial conditions are in a restrictive state.

In August, the MSCI global gold miners index surged approximately 43%, outpacing the strongest monthly performances recorded by major semiconductor benchmarks this year. The MSCI World Semiconductor Index gained about 27% in April, while the Philadelphia Semiconductor Index rose roughly 38% during t

According to ChainCatcher, citing a CoinDesk op-ed by Matter Labs' Vassilis Tziokas, the U.S. Senate has delayed the Clarity Act to September, with the market structure legislation failing to complete final voting before the August recess. Digital asset market regulatory rules will take several