Global TradFi & Macroeconomics

On August 27, Nvidia reported fiscal Q2 2027 revenue of $96.2 billion, exceeding analyst estimates of roughly $92.2 billion and more than doubling year-ago figures. The data-center segment generated $89 billion in revenue, a 117% year-over-year increase driven by AI hardware demand. The Nasdaq

Microstrategy (MSTR) shares traded near $137.40 on Thursday as Bitcoin remained above $80,000, extending recent gains. However, Bitcoin skeptic Peter Schiff maintained his bearish stance, arguing that part of the stock rally may reflect short covering rather than fundamental improvement, and

According to Bernstein analysts, IREN's plans to spend $25 billion to $30 billion on AI cloud infrastructure expansion in fiscal 2027 may have "spooked the market," but the firm argues investors are overlooking improving unit economics. Bernstein estimates GPU capital expenditure payback periods hav

According to Fawad Razaqzada, Market Analyst at FOREX.com, gold is trading near $4,601.60 per ounce on August 28 after surging 15% through August, driven by growing concerns over U.S. government debt and a dollar debasement trade. The U.S. Treasury Department's announcement to increase purchases

According to analytics firm Newzoo, the first official Grand Theft Auto 6 preview on Thursday, Aug. 27 generated such massive demand that Netflix and Twitch experienced server outages, while Take-Two shares surged 2.5% in premarket trading on Friday. Global preorders have reached an estimated $260 m

Statistics Canada's website experienced an outage on August 28 following the release of quarterly GDP data. The cause of the disruption was not immediately disclosed.

According to a Kitco News interview, Larry Lepard, Managing Partner at Equity Management Associates, warned that governments have accumulated too much debt to fight inflation using traditional policy tools, leaving currency debasement as the politically likely response. Lepard said the Federal

According to StockTwits, during recent earnings, Marvell CEO Matt Murphy called the company's custom-silicon agreement with Google 'game-changing' and said potential revenue could exceed current forecasts by a significant margin. Murphy stated the Google engagement and warrant opportunity could

According to Bloomberg, Jio Platforms, the digital and telecom company owned by Mukesh Ambani, received an observation letter from India's Securities and Exchange Board (SEBI) on August 28, approving its plan to go public. The company aims to raise up to $4

According to a company spokesman, Bain Capital's Tech Opportunities team has invested $66 million in RQD Clearing, with the firm raising a total of $74 million. The additional funding came from Nyca Partners and ABN AMRO's clearing bank. The investment comes as the US options market expanded 25%

According to a JPMorgan report published on July 24, the bank projects global food inflation could reach approximately 5% on an annualized basis in the first half of 2027, nearly doubling from an estimated 2.8% in the first half of 2026. Two key factors are driving the forecast: disruption to the f

According to the Wall Street Journal, Sheikh Tahnoon bin Zayed Al Nahyan's group holds 49% of WLTC Holdings via StringZ Holding RSC on Aug. 14, when the Office of the Comptroller of the Currency granted World Liberty Trust Company preliminary conditional approval. An entity affiliated with US

The Federal Reserve Bank of New York received no bids in its overnight repurchase operations on August 28.

According to CNBC, Salesforce shares soared 23% on August 27, the company's best trading day since 2020, after reporting better-than-expected earnings and announcing a new partnership with Anthropic called Claudeforce. The company reported quarterly revenue growth of 11% year-over-year and raised gu

Canada's month-over-month GDP grew 0.3% in June, exceeding the 0.2% forecast and matching May's 0.3% growth.

Rocket Lab (NASDAQ: RKLB) fell 19.4% over seven straight trading days through August 27, erasing roughly $10 billion in market value, while the S&P 500 slipped just 0.9% over the same period. The stock traded between $65.42 and $67.68 on August 27 before reversing course on August 28 with a 2%

Canada's annualized seasonally adjusted quarterly GDP growth came in at 3.3% in the second quarter, missing the forecasted 3.4% but rebounding sharply from the previous quarter's contraction of -0.1%.

According to Odaily and CoinDesk, SBI Holdings plans to acquire approximately 20% of Indonesian online brokerage Ajaib Group for $270 million, with completion targeted by end of August. The investment aims to advance SBI's Japanese yen stablecoin JPYSC adoption across Southeast Asia and establish a

According to trading data from Polymarket as of August 26, the artificial intelligence startup Anthropic has reached a 63% probability of surpassing SpaceX's record-setting 2026 initial public offering (IPO), a dramatic shift from near-zero odds just four weeks prior. SpaceX raised $85.7 billion in

According to Jin10 data, on Friday, August 28, the US dollar held near one-week highs as investors awaited Federal Reserve Chair Jerome Powell's speech at the Jackson Hole Global Central Bank Conference. Traders have priced in expectations for at least one 25-basis-point rate hike this year, given t