Global TradFi & Macroeconomics

According to BlockBeats, Alphabet (Google) and Microsoft are expected to release Q2 2026 earnings on July 29, while Amazon is scheduled to report on July 31. The tech giant earnings season marks a shift in investor focus from "scale of AI investment" to "whether massive capital expenditures

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking its lowest level since December 2020.

Kioxia's stock price fell 16.10% to 52,110 yen during afternoon trading on July 17, marking a drop to roughly half its record high set one month earlier. The semiconductor company reached an all-time peak of 112,700 yen on June 22 before declining sharply. The selloff followed overnight weakness in

According to the Nikkei, Kioxia's shares fell 16.1% to 52,110 yen on July 17, erasing roughly half their gains from the June 22 record high of 112,700 yen. The stock decline was triggered by a U.S. federal court ruling that morning, which ordered the Japanese chipmaker to pay $229 million for

According to BlockBeats, on July 17, Micron announced it has signed strategic customer agreements (SCAs) with seven technology suppliers including Qualcomm, Visteon, Harman, Jingchi, Denso, Aptiv, and Hyundai Mobis to support the automotive ecosystem and secure memory supply for future vehicle

According to Bloomberg, Kioxia Holdings Corp. stock fell as much as 16% in Tokyo on July 17 as investors questioned whether the AI rally had gone too far. The decline left the memory chipmaker down 52% from last month's peak, wiping approximately 30 trillion yen (about US$185 billion) from its

Chey Tae-won, Chairman of the Korea Chamber of Commerce & Industry and SK Group, advised on the 17th that investors should hold SK Hynix stocks long-term rather than trading them, stating that memory demand will continue rising as AI develops. Speaking at an AI-focused discussion during the Chamber'

Space stocks including Rocket Lab (RKLB), SpaceX (SPCX), and AST SpaceMobile (ASTS) are experiencing July losses exceeding 30%, with Goldman Sachs reporting the sector's volatility is five times higher than the S&P 500. RKLB stock has fallen about 34% this month heading for its worst month since

According to Goldman Sachs, Rocket Lab (RKLB), AST SpaceMobile (ASTS), and SpaceX's publicly traded vehicle (SPCX) have each declined more than 30% in July, marking a sharp reversal for the space sector's blockbuster rally. Goldman's U.S. space and satellite stocks basket is approximately five

According to Security Times, on July 17, SoftBank Group dropped more than 9% amid a broader selloff in Asian AI-related stocks triggered by weakness in US chip shares. Tokyo Electron and Advantest fell more than 8% and 10%, respectively, as investors grew concerned about potential slowdowns in

According to Guru Club, on June 4, Singapore's benchmark stock index fell 1.2% to 5,076.81 points.

According to TD Cowen, on July 17, the investment bank raised its price target for Taiwan Semiconductor Manufacturing Company (TSMC; TSM.N) to $440 from $400, representing a 10% increase.

According to Korea Exchange, over 7.3 trillion won flowed into single-stock leverage and inverse products in the past month through July 15. Retail investors directed 4.2 trillion won to SK Hynix leverage products and 1.6 trillion won to Samsung Electronics leverage products during the period,

According to traders reported by Guru Club, the Reserve Bank of India may be selling U.S. dollars to curb rupee depreciation on July 17. The move aims to support the weakening Indian rupee against sustained dollar

According to the State Council Information Office, China's cross-border capital flows showed a net inflow of $24.72 billion in the first half of 2026, with non-bank entities including enterprises and individuals accounting for the bulk of inflows. According to Deputy Director of the State

Nokia stock is heading for its worst week in over five years as investors take profits following a major rally driven by artificial intelligence excitement, but retail traders remain focused on the company's AI-RAN technology push as a long-term growth catalyst. The decline follows a 12-month

According to Nokia, the company launched the telecommunications industry's first commercial AI-RAN platform on Wednesday, combining its AI-native anyRAN software with Nvidia's accelerated computing technology. The platform demonstrated more than 20% improvement in spectral efficiency during

Simultaneous escalation of conflicts in the Middle East and Ukraine drove international oil and grain prices higher on the 16th, prompting renewed interest rate hike expectations in the United States. Brent crude reached $84.23 per barrel while Chicago wheat futures surged 5% on the 15th to

According to reports, escalating conflicts in the Middle East and Ukraine on July 16 pushed oil and grain prices higher, stoking renewed inflation concerns in the U.S. Brent crude futures (September delivery) reached $84.23 per barrel, while WTI futures (August delivery) hit $78.95; Chicago wheat fu

According to Goldman Sachs Prime Brokerage data on July 17, hedge funds have reduced their exposure to a basket of AI-related stocks to the lowest level this year. The basket includes semiconductor and AI hardware stocks such as AMD, Micron, and Nvidia. Goldman Sachs data indicates the recent