Global TradFi & Macroeconomics

Mizuho downgraded Circle Internet Group to Underperform from Neutral and cut its price target to $50 from $85, citing rising competitive pressure from OpenUSD. Circle shares fell 4.1% to $60.47 after the downgrade, according to Barron's. The Japanese investment bank cited concern that OpenUSD's

Retail investors are buying neocloud stocks during a recent selloff, contrasting with institutional investor caution. Neocloud companies including Nebius Group (NBIS), CoreWeave (CRWV), Applied Digital (APLD), and IREN declined 25% to 38% in the past month as concerns mounted over rising

According to a Stocktwits Poll with 1,400 votes, neocloud stocks including Nebius Group (NBIS), CoreWeave (CRWV), Applied Digital (APLD), and IREN (IREN) have fallen between 25% and 38% over the past month amid investor concerns about rising competition and high debt levels. However, 65% of retail t

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.

TeraWulf shares fell 7% to close at $19.41 on Tuesday after New York Governor Kathy Hochul signed an executive order imposing a one-year pause on new large-scale data center permits. The order temporarily pauses State environmental permit issuance while the Department of Public Service develops a re

According to The Block, TeraWulf shares fell 7.08% to close at $19.41 on Tuesday after New York Governor Kathy Hochul signed an executive order imposing a temporary one-year pause on new large-scale data center permits. During this period, the state's Department of Public Service will develop

According to Korea Exchange, Han Mi Semiconductor surged 27.95% to 265,500 KRW on July 15, driven by second-quarter earnings that exceeded market expectations. The company recorded record quarterly revenue while achieving an operating margin above 50% for the first time, boosting investor

According to ASML, Intel began using ASML's next-generation High Numerical Aperture (High NA) EUV lithography equipment to produce Panther Lake notebook processors on Tuesday (July 15). The move follows experimental trials that started in 2024, with Intel now deploying the advanced tool in

The Bank of Korea reported on the 15th that South Korea's broad money supply (M2) increased 0.8% month-over-month and 5.8% year-over-year in May 2026, driven by expanded corporate short-term funds and financial institution market operations. The monthly growth rate represents the highest since

According to Yonhap Infomax, POSCO redeemed $360 million in foreign currency bonds via debt tender offer on July 15. The bonds are 5.75% fixed-rate, 5-year dollar notes issued in 2023 with maturity in January 2028. The company financed the redemption from existing cash reserves with no new

According to S&P, Hanwha Aerospace launched a U.S. dollar bond issuance targeting overseas investors on July 15, receiving an 'A-' long-term credit rating for senior unsecured bonds.

HLB Group saw 8 Korean stocks hit upper trading limits on the afternoon of the 15th on the KOSDAQ market after the company announced resolution of key FDA manufacturing facility issues that previously blocked approval of liver cancer drug rivoceranib. The surge followed news that HLB's U.S.

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