Global TradFi & Macroeconomics

Michael Burry posted an AI-generated image late Wednesday titled "Heptalogy of Data Center Fantasy," depicting Alphabet, Amazon, Meta Platforms, Oracle, Microsoft, Caterpillar and Nvidia as books in a fictional series, signaling skepticism toward the AI data center boom. The same day, U.S.

According to Korean Securities Depository, Korean retail investors purchased $173 million worth of SK Hynix ADR on July 15, the chipmaker's first trading day on Nasdaq following its listing through American Depositary

According to Jin10, the Chicago Mercantile Exchange (CME) energy commodities trading volume report for July 15 has been updated in the Jin10 data center.

According to 21Shares macro research chief Stephen Coltman on July 16, the U.S. June PPI data released Wednesday likely satisfies the Federal Reserve. The data further confirms the inflation slowdown trend reflected in prior CPI data that came in below market expectations. Coltman stated that the Fe

CME's foreign exchange futures trading volume report was updated on July 15, according to Jin10 Data Center. The latest data is now available for review.

According to TruStage chief economist Steve Rick, U.S. PPI data came in below forecast on July 16, a positive development for the Federal Reserve. Rick noted that the softer price data suggests inflation may be gradually approaching the Fed's target and could reinforce market expectations that

According to Bernstein, TSMC's Q2 revenue reached the high end of guidance and slightly exceeded market expectations on July 16, driven by strong demand for advanced process nodes and AI chips. The firm maintains its Outperform rating with a U.S. ADR target price of $430, implying 14% upside from th

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.

ASML Holding NV raised its 2026 revenue forecast to 43 billion euros to 45 billion euros, up from an earlier range of 36 billion euros to 40 billion euros, as the stock headed into Thursday poised for a second straight week of gains. The upgrade is driven by strong demand for advanced

ASML Holding NV raised its 2026 revenue forecast to 43 billion to 45 billion euros (approximately $49 billion to $51 billion) this week, CEO Christophe Fouquet announced, driven by strong demand for AI-related semiconductor manufacturing equipment. The company lifted its earlier guidance range

According to CNBC, Alibaba and Baidu shares rose 5% and 4% respectively on July 16 after both announced collaborations with Apple on Apple Intelligence features for China. Alibaba said its Qwen model would be integrated into Apple Intelligence across iOS, iPadOS, macOS, and visionOS for Chinese

Cantor Fitzgerald has partnered with tokenization platform Securitize to develop services supporting blockchain-based initial public offerings and the issuance of tokenized securities. The collaboration combines the investment bank's expertise in equity capital markets with Securitize's digital

According to their joint statement on July 15, Securitize and Cantor Fitzgerald announced a partnership to enable blockchain-based IPOs and follow-on offerings while maintaining existing regulatory frameworks. Cantor will provide equity capital markets expertise and trading capabilities, while Secur

The UK government nationalized British Steel today (July 16), bringing the company under state ownership.

Netflix faces mounting analyst skepticism ahead of its earnings announcement on the 16th (local time), with Wall Street struggling to identify catalysts for the streaming giant's stock recovery. The company's shares have declined 19% this year and dropped over 40% over the past 12 months,

According to CNBC, Netflix stock has declined 19% year-to-date and over 40% in the past 12 months as the company prepares to report earnings on July 16 (local time). Wall Street analysts expressed skepticism about near-term stock drivers, with Jefferies noting they are "still looking for

Top 1% profitable investors at Mirae Asset Securities net-bought Alteogen, Samsung Electronics, and Samsung Electronics preferred shares during morning trading on the 16th, according to data compiled by 11:00. Alteogen ranked first in net purchases despite trading 2.77% lower at 280,500 won, while S

According to Mirae Asset Securities, on July 16 as of 11 a.m., the top 1% performers among the firm's stock traders over the past month net bought Alteogen (KOSDAQ: 196170) most actively, followed by Samsung Electronics (KRX: 005930) and Samsung Electronics Preferred (005935). Alteogen traded

Gate News: According to the latest Gate TradFi data, GAS (Gasoline) has dropped by 6% in a short period. Current volatility is significantly higher than recent averages, indicating increased market activity.

According to Fidelity International, the firm plans to rebuild gold holdings it reduced earlier this year, with timing dependent on market conditions. Ian Samson, the company's multi-asset portfolio manager, stated the plan is to increase positions, noting that gold's long-term fundamentals remain i