Global TradFi & Macroeconomics

President Donald Trump praised Nvidia Corp. and CEO Jensen Huang on Thursday after the chipmaker reported record quarterly sales of $96.2 billion and forecast 70% revenue growth in fiscal 2028. Nvidia stocks rose nearly 9% Thursday, marking the best single-day gain in over four months. Trump

Tesla, Inc. (TSLA) shares rose 3% on Thursday but remained down 2% for the week, ending a three-week winning streak, while New Street Research analyst Pierre Ferragu said Alphabet-owned Waymo's defense of its sensor-heavy robotaxi system increased his confidence in Tesla's vision-based approach. Fer

According to the Korea Exchange, since July, 14 KOSPI-listed and 52 KOSDAQ-listed companies have been designated as stocks under management due to falling market capitalization and stock prices following tightened delisting criteria. The exchange and financial authorities raised the market cap

According to Meituan's announcement, the company's core local commercial business revenue increased 10.1% year-over-year to 71.5 billion yuan in the second quarter of 2026. Operating profit turned positive at 5.7 billion yuan with an operating margin of 7.9%, benefiting from improved profitability i

Major Korean brokerage firms forecast the KOSPI index will trade between 6500 and 8000 in September, following the index's close at 6,788.88 on August 28—a 1.79% decline that left it trapped below the 7000 level throughout August. Analysts cite semiconductor sector earnings stability and US

According to Salesforce's announcement on Wednesday, the company posted strong Q2 results and unveiled an expanded partnership with Anthropic to integrate Claude AI models into its platform. CRM stock surged 22.6% on Thursday—its best single-day move in six years—before pulling back slightly

According to multiple South Korean brokerages on August 28, the KOSPI is expected to trade within a 6,500-8,000 range in September, with semiconductor earnings momentum and U.S. long-term Treasury yields stability serving as key drivers. Daishin Securities projected 6,500-8,000, noting that if semic

Strategy Inc., formerly MicroStrategy, briefly ranked as the 10th-most actively traded equity in the United States on August 24, 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 shares; on August 20, 46.9 m

Charles Schwab has confirmed plans to add Solana, Avalanche, and Chainlink to its Schwab Crypto platform in the coming months, expanding beyond its current Bitcoin and Ethereum offerings. The brokerage will charge 0.75% per trade and has excluded New York and Louisiana from service availability. Sch

Oil prices extended their downward trend intraday on August 28. WTI crude traded at $81.90 per barrel, while Brent crude fell 1.00% to $87.38 per barrel.

Strategy Inc. (Nasdaq: MSTR) saw its diluted market value to net asset value (mNAV) premium compress to approximately 0.74x on August 27, according to Arthur Hayes during a recent appearance on Laura Shin's Unchained Podcast. The company holds 840,447 BTC but faces roughly $1.5 billion in annual

Onshore yuan closed at 6.7204 against the U.S. dollar on August 28 at 4:30 PM, down 5 points from the previous trading day.

Billionaire venture capitalist Chamath Palihapitiya pointed to Salesforce's (CRM) Q2 results as validation of his May view that the software-as-a-service sector was approaching a bottom. CRM stock soared 23% to $252.05 on Thursday, marking its second-best session on record, and had gained 41%

S-Oil stocks surged over 9% on the 28th, driven by strong refining margins and earnings improvement expectations. The stock closed at 149,200 won, up 12,500 won (9.14%) from the previous trading day, with institutions and foreigners net buying 6.44 billion won and 5.71 billion won respectively.

According to Financial News, S-Oil surged 9.14% to close at 149,200 KRW on August 28, with institutional investors and foreign buyers each accumulating 643.79 billion and 571.05 billion KRW respectively. Multiple brokerages raised their target prices, with Yuanta Securities upgrading to 205,000 KRW

According to billionaire venture capitalist Chamath Palihapitiya, Salesforce (CRM) soared 23% to $252.05 on Thursday, marking its second-best trading session on record and validating his May call that software-as-a-service valuations would recover. CRM stock had gained 41% since his initial

According to SolanaFloor, U.S. spot Solana ETF saw net inflows of $60.9 million yesterday, marking its highest single-day inflow since November 2025.

According to MSX.COM data, U.S. storage stocks including Sandisk (SNDK), Micron (MU), Western Digital (WDC), SK Hynix (SKHY) and Seagate (STX) declined over 2% in pre-market trading on August 28.

World Liberty Financial, a Trump-linked crypto venture company, is preparing to launch a federally chartered national trust bank after the Office of the Comptroller of the Currency granted preliminary conditional approval earlier this month. The proposed bank is intended to issue, redeem, and

Stock futures traded mixed overnight on Thursday, with Nasdaq-100 futures falling 0.05% while Dow and S&P 500 futures gaining 0.15% and 0.01% respectively at 11:37 PM EDT, as investors awaited Federal Reserve Chair Kevin Warsh's speech at Jackson Hole on Friday. According to Bloomberg and CNBC