Global TradFi & Macroeconomics

IBM shares fell 25% on 14 July 2026, the steepest decline in the company's 115-year history, erasing roughly $67 billion in market capitalisation. The crash followed a preliminary Q2 2026 earnings announcement showing adjusted EPS of $2.93 on revenue of $17.2 billion, below Street expectations of ap

Chime reported Q1 2026 revenue of $647 million, up 25% year over year, with its first-ever GAAP profit of $53 million, 10.2 million active members, and a 90% gross margin. However, CHYM closed at $21.82 on 22 July 2026, roughly 19% below its $27 IPO price from June 2025, with a market

Yahoo Finance has expanded its AlphaSpace investment platform by integrating real-time options data powered by Unusual Whales, offering subscribers live options chains, unusual flow monitoring, volatility analysis and AI-powered market insights. The feature is available to Yahoo Finance Gold subscri

According to PANews, Michael Saylor launched the Bitcoin Security Consortium on July 23, pledging $15 million over three years to support Bitcoin network security and resilience. Founding members include Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity Digital

According to Freeport-McMoRan, the company expects 2026 full-year production of 3.1 million pounds of copper, 0.65 million ounces of gold, and 93 million pounds of molybdenum.

Freeport-McMoRan projects third-quarter production of 710 million pounds of copper, 123,000 ounces of gold, and 25 million pounds of molybdenum.

Investment manager Bernstein maintains an overweight rating on the Bitcoin mining sector, citing growing partnerships between Bitcoin mining companies and AI data centers necessary to address power constraints. The firm's deal tracker registered a new AI-related deal every week in July, with

According to the Shanghai Gold Exchange, gold T+D futures declined 0.2% to 895.5 yuan per gram on the evening of July 23. Meanwhile, silver T+D futures rose 0.03% to 14,499.0 yuan per kilogram on the same

According to PPP market monitoring, WTI crude oil's probability of breaching $95 per barrel in July on Polymarket surged to 48%, up 20% in 24 hours, while odds of hitting $100 per barrel reached 32%, up 14% over the same period. U.S. military escalation in the Middle East, including B-1 bomber

According to Korean exchange data, foreign investors made net purchases of 5.574 trillion won across four consecutive trading days (July 20–23), marking the first sustained four-day inflow since April. Samsung Electronics and SK Hynix were the primary targets, receiving net inflows of 1.73 trillion

According to Fortune, Coinbase has announced an investment in and addition to its balance sheet of tokenized tokens from Mubadala Capital's evergreen private markets fund, marking the first time a major U.S. public company has incorporated regulated tokenized real-world assets (RWAs) for onchain fun

According to TotalEnergies Chief Executive Officer, the company will make a final investment decision on the Kronos natural gas project offshore Cyprus by end of July.

Japanese materials companies Toto and Nitto Boseki saw significant stock gains this year as they emerged as key beneficiaries of the AI boom in Japan's stock market, according to CNBC on the 22nd (local time). Toto, known for high-end bidet-integrated toilets, recorded a 78% stock price increase thi

According to Guru Club, USD/JPY hit 163.64 on July 23, marking a 40-year high. The pair was up 0.3% at the latest reading.

According to Guru Club, GBP/USD fell 0.3% to 1.3340 on July 23, marking its lowest level since July 8.

According to CNBC on July 22, shares of TOTO, a Japanese bidet and sanitary ware manufacturer, have surged 78% in 2026, while fiber company Nitto rose 63%. The gains reflect how Japanese companies leveraging decades of materials technology in semiconductor supply chains have become major AI boom

According to Jin10 Futures, in recent trading, the U.S. dollar, gold, and crude oil have risen simultaneously, defying traditional economic correlations where dollar strength typically pressures commodity

According to Tesla's Q2 earnings release, the company maintained its Bitcoin holdings of 11,509 BTC last quarter, absorbing a $112 million after-tax impairment loss on the position. Tesla has retained this stake since selling roughly 75% of its original holdings in 2022. Bitcoin is currently

According to an announcement on July 21, Aikon Medical (01789) disclosed solid first-half 2026 results, with revenue projected to grow about 10% year-over-year and overseas revenue surging about 40% year-over-year, coupled with net profit growth exceeding 20%. However, the stock failed to

According to ARK Invest Tracker, Cathie Wood's ARK Invest purchased 121,384 shares of SpaceX (SPCX) across four of its exchange-traded funds on Thursday, July 23. The cumulative post-IPO investment in SpaceX now exceeds $475 million, with no shares sold from the public ETFs since the stock's