Global TradFi & Macroeconomics

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

According to Hyperinsight, a tracked whale opened a long position in Sandisk (SNDK) today from 1:29 PM to 4:50 PM ET, buying 22,910.2 shares at an average price of $1,548.2. The whale plans to invest a total of $90 million, holding the position with 6x leverage. Current position value is

According to Hyperinsight, a whale built a $1.041 million long position in GOOGL by purchasing 2,978.2 shares in the premarket on July 22, with an average entry price of $349.5. The purchase marks the only seven-figure new long position tracked for GOOGL today. The whale is holding the position with

According to Jin10, Wells Fargo raised SanDisk (SNDK.O) price target from $1,250 to $1,620, representing a 29.6% increase.

According to its interim results announcement, Hong Kong-listed San Miguel Brewery (00236) posted net profit of approximately 11.4 million HKD for the six months ended June 2026, down 77.69% from 51.1 million HKD in the same period of 2025. The company attributed the decline to adverse impacts from

According to BlockBeats, Russia has reduced its gold reserves for six consecutive months through early July 2026, reversing over 20 years of continuous accumulation. Current reserves stand at approximately 2,282 metric tons (73.4 million troy ounces) valued at roughly $299 billion. The cuts

Global investment banks issued a collective 'bottom call' on Korean stocks as the KOSPI index descended to the 6000-level, stating that share prices have reached a low point without fundamental damage. The assessment coincides with rebound signals from domestic and international semiconductor stocks