Global TradFi & Macroeconomics

ASML reported second-quarter net sales of €9.33 billion, surpassing market expectations of €8.85 billion. The company raised its full-year net sales guidance to €430–450 billion from a previous range of €360–400 billion. The chipmaking equipment manufacturer plans to increase its 2026 low-NA EUV pr

Warren Buffett pledged on Tuesday, July 14, to divest his entire holding of approximately $140 billion in Berkshire Hathaway (BRK.B) shares by 2034. The 96-year-old billionaire announced plans to distribute 12 million B-shares to family-controlled charitable foundations, including 9 million shares t

According to Yonhap News Agency, Ark Invest, the asset manager led by Cathay Wood, purchased approximately $21.3 million worth of SpaceX stock on July 13, marking continued accumulation of the aerospace company's shares. The purchases were made across multiple Ark ETFs: ARK Innovation ETF

According to BlockBeats, Kalshi announced today (July 15) the launch of a GPU computing forward curve covering Nvidia B200, H200, and A100 chips, providing market-based price predictions for future computing

According to Samsung Securities on July 15, the brokerage cut its target price for Kakao to 44,000 won (US$29) from 60,000 won (US$40), citing weak AI execution, slowing core businesses, and labor unrest. The firm still expects Kakao's second-quarter operating profit to rise 18% year-on-year to 231.

According to President Lee Jae-myung's report to the Financial Services Commission on July 15, South Korea needs to aggressively eliminate underperforming companies from the KOSDAQ market and create opportunities for innovative enterprises. The president emphasized that strengthening the capital mar

According to BlockBeats, SK Hynix surged 12.49% today (July 15), leading a significant recovery in the Korean stock market. However, trade.xyz data indicates investors may be actively shorting the stock, with the Korean-listed shares showing an annualized funding rate of -55.37%. Over the past 24 ho

According to an SEC press release, the Securities and Exchange Commission proposed rescinding climate-related disclosure rules, with Chairman Paul Atkins framing the move around statutory authority and materiality concerns. The proposal signals a potential shift toward a narrower approach to disclos

According to Foresight News, data center developer CleanSpark (CLSK) has signed a 20-year infrastructure lease agreement with an investment-grade technology company at its Sandersville, Georgia facility. The triple-net lease is expected to generate approximately $6.6 billion in contract revenue

According to Korean Investment Securities analyst Lim Dong-chan on July 15, single-stock leverage ETFs have amplified domestic market volatility but are not the direct cause of recent sharp declines. Global semiconductor sector volatility emerged first, with leverage ETF rebalancing trades

According to Barron's, KeyBanc downgraded Apple (AAPL-US) stock on July 14, cutting its rating from Sector Weight (Hold) to Underweight and setting a $250 price target, implying a potential 21% decline from Monday's closing price of $314.86. Analyst Brandon Nispel cited three main concerns: weak

According to ChainCatcher, the Crypto Fear and Greed Index stands at 26 as of July 15, indicating panic conditions and up 5 points from yesterday (July 14). The 7-day average is 23, while the 30-day average is 19, according to data from

According to The Fact, Samsung Electronics denied rumors that it would pursue a listing on U.S. Nasdaq through American Depositary Receipts (ADRs), following similar reporting by Bloomberg. The denial comes after peer SK Hynix successfully completed an ADR listing on Nasdaq, sparking market

According to China's National Bureau of Statistics, the country's second-quarter GDP grew 4.3% year-over-year, with first-half growth reaching 4.7%. Industrial output accelerated in June, rising 5.3% from a year earlier, led by the computer, communications and electronic equipment manufacturing

According to Morgan Stanley's July 14 report, Apple raised prices on Mac, iPad, and accessories by 15-54% within two weeks, driven primarily by surging chip costs rather than profit margin expansion. The report projects DRAM and NAND chip costs will climb 190% and 280% respectively in 2027. A

Japan's tertiary industry activity index rose 1.1% month-on-month in May, exceeding the expected 0.4% gain and accelerating from April's 1.3% growth.

New Federal Reserve Chair Kevin Warsh delivered his first testimony before the U.S. House of Representatives Committee on Financial Services, presenting an optimistic economic assessment while emphasizing the central bank's commitment to price stability. Warsh stated the Fed has 'no tolerance for

According to Reuters, AI cloud computing company CoreWeave is exploring financial derivatives to hedge against potential memory and storage chip price declines. The company has signed long-term agreements with chipmakers Micron and SanDisk that include price floor guarantees for DRAM and storage chi

According to Kitco News, Fed Chair Kevin Warsh testified before Congress for the first time in his role, reaffirming the Federal Open Market Committee's commitment to price stability. "Underlying inflation over longer time horizons is determined largely by monetary policy," Warsh said, adding that F

According to Crédit Agricole's chief economist Kim Yeon-jin, South Korea's central bank is expected to unanimously raise its benchmark rate by 25 basis points in tomorrow's monetary policy meeting on July 16. The rate hike reflects first-quarter GDP growth exceeding market expectations, strong