Global TradFi & Macroeconomics

Cloud data platform company Datadog (NASDAQ:DDOG) stock could reach $300 driven by artificial intelligence benefits, according to analyst Todd Gordon in a CNBC column published on the 14th. Datadog provides a cloud platform that integrates data from corporate servers, applications, and cloud

According to Reuters, the US has approved ZTE Kangxun Telecom, a unit of Chinese telecom equipment maker ZTE, along with server maker Maginfra and Zhuhai Hengqin Yunxiang Zhisheng (a subsidiary of cloud computing company Kingsoft), to purchase advanced AI chips from Nvidia and AMD. ZTE Kangxun and

According to Yonhap Infomax, U.S. stock indices advanced significantly on July 15. The Nasdaq climbed 233.83 points to 26,107.01, while the S&P 500 gained 28.25 points to close at 7,543.59. The Dow Jones Industrial Average rose 9.63 points to 52,508.27. U.S. Treasury yields declined, with the

According to Todd Gordon, a CNBC columnist, Datadog (NASDAQ: DDOG) received a price target of $300 on July 14, with shares currently trading at $266 after surging 94% over the past year. Gordon cited the cloud data platform's momentum as it benefits from artificial intelligence adoption. Datadog's

According to Jin10, crude oil prices rose for the third consecutive trading day as of today.

According to Jin10 Futures, spot gold and silver consolidated in early morning trading on July 15, with both precious metals showing mixed movement in both domestic and offshore markets.

Five South Korean defense stocks—Hanwha Aerospace, LIG Defence & Aerospace (LIG D&A), Hanwha Systems, Hyundai Rotem, and Korea Aerospace Industries (KAI)—received maintained 'Buy' ratings from DS Investment & Securities despite recent underperformance, as the brokerage anticipates a second-half

According to DS Investment Securities on July 15, five major Korean defense companies are expected to secure large export orders in the second half of 2026, with the brokerage maintaining a buy rating on all five firms. The companies—Hanwha Aerospace, LIG Ndefence & Aerospace, Hanwha Systems,

Citigroup (NYS:C) shares fell 5.29% to $133.27 on July 14 (local time) despite reporting strong second-quarter results, as the banking giant declined to raise its full-year performance guidance. The decision to maintain annual Return on Tangible Common Equity (RoTCE) guidance at 10-11%

According to The Kobeissi Letter, semiconductor ETF SMH and software ETF IGV experienced 34 trading days with single-day price swings of 4% or more year-to-date, surpassing 2024's full-year record of 9 occurrences by 278%. This exceeds the cumulative total from the past seven complete years. SMH rec

According to Forbes on July 14, Oracle founder and chairman Larry Ellison saw his wealth decline by $124.8 billion over the past month, as the company's stock tumbled from $250 per share on June 1 to $133 on July 13. Ellison's total assets dropped from $300 billion to $175.2 billion, causing his

According to Gate data, South Korea's KOSPI index (benchmark equity index) opened on Wednesday, July 15, up 3.49% to 7,096.41 points. SK Hynix rose 10%, while Samsung Electronics gained 7%.

According to Yonhap Infomax, Citigroup's stock fell 5.29% to $133.27 on July 14, closing on negative sentiment despite beating second-quarter expectations. The decline reflected investor disappointment that the bank maintained its full-year return on tangible common equity (RoTCE) guidance at 10-11%

On July 15, early trading, SK Square jumped 10.5% to 1,315,000 Korean won as South Korea's semiconductor stocks rallied. Samsung C&T and Samsung Life Insurance, which hold stakes in SK Hynix and Samsung Electronics respectively, also gained, rising 3.81% and 5.68% as of 9:08 a.m. local

Japan's 5-year government bond yields fell 3 basis points to 1.92% today.

According to Reuters, data center operator Switch hired Goldman Sachs and JPMorgan Chase for a potential initial public offering as soon as the fourth quarter. The IPO could raise up to $10 billion and value the Las Vegas-based company at approximately $80 billion, including debt. Switch operates

CJ ENM is forecast to post Q2 operating profit of 33.4 billion won, up 16.91% year-over-year, but below market expectations, according to a consensus of 11 domestic securities firms compiled by Yonhap Infomax. Revenue is projected at 1.281 trillion won, a slight decrease from the prior year. The ear

According to China International Capital Corporation research cited by Jin10 on July 15, the U.S. June Consumer Price Index declined 0.4% month-over-month and rose 3.5% year-over-year, both below market expectations. Core CPI showed zero growth month-over-month with a 2.6% year-over-year increase, a

According to Yonhap Infomax consensus data from 11 major Korean brokerages, CJ ENM is forecasted to post operating profit of 33.4 billion won for Q2 2026, up 16.91% year-over-year, with revenue expected at 1.2811 trillion won. A production gap at U.S. subsidiary Fifth Season and a 19.2% decline in