Global TradFi & Macroeconomics

SK Hynix and other AI semiconductor stocks experienced sharp declines as Wall Street analysts cited profit-taking and earnings concerns. Korean Investment Securities indicated SK Hynix's Q2 operating profit may fall approximately 8% below market expectations, with HBM price growth slowing compared t

Big Tech companies including Amazon, Alphabet, and Meta are facing Wall Street scrutiny over the timeline for converting massive artificial intelligence capital expenditures into actual cash returns. Bank of America identified a 'generational shift' in free cash flow, with hyperscaler companies'

Fidelity's FILQ fund has integrated Chainlink technology to publish Net Asset Value information on-chain, connecting traditional fund valuation data to blockchain infrastructure. The integration addresses a core operational requirement for tokenized funds: providing investors with trustworthy,

According to market analysis, SK Hynix and Samsung Electronics AI semiconductor stocks fell sharply in recent days amid profit-taking and earnings disappointment. SK Hynix's second quarter operating profit is expected to fall short of market expectations by approximately 8%, as HBM (high-bandwidth m

According to Bank of America and Apollo Global Management, Magnificent 7 technology companies face a structural cash flow crisis in 2026 as massive investments in AI infrastructure collapse their free cash flow (FCF) to negative $50 billion annually. The "Magnificent 7" firms—including Amazon and

According to Chainlink, Fidelity's FILQ fund is now using Chainlink technology to publish Net Asset Value (NAV) information on-chain. The integration connects traditional fund valuation data to blockchain infrastructure, enabling investors and applications to access fund data without relying

CNBC's Jim Cramer said Monday that tech stocks remain the market's best hunting ground for investors seeking outsized gains, even as oil prices climbed and investors rotated into energy-related sectors. The Mad Money host argued tech companies offer more opportunities than other market sectors

SPDR Gold Trust, the world's largest gold ETF, maintained its holdings at 1,002.449 tonnes as of July 13, unchanged from the previous trading day.

MSHC, the family holding company of South Korea's Chesis Group, purchased a 4.5% stake worth 1.2 billion won in listed auto parts company Chesis through the third day of this month. The holding company is controlled by Chairman Lee Myung-gon, 69, who owns 38.53%, and his son Vice President Lee Jun-s

According to Wall Street Journal, the White House is actively pressuring Apple, Nvidia, and SpaceX to adopt Intel chips and foundry services, part of broader efforts to restore the chipmaker's competitiveness. Intel's foundry division accumulated losses of $10.4 billion over the past four

According to Barron's, TSMC posted a record monthly revenue of 442.68 billion New Taiwan Dollars (approximately $13.8 billion) in June on July 13, representing a 68% increase year-over-year. However, the milestone failed to boost investor sentiment, as TSMC's ADR shares declined 2.9% to close at $42

According to Hong Kong Exchanges and Clearing disclosure on July 13, Baike Electronics submitted an application to list on the Hong Kong Stock Exchange main board, with China Merchants Securities as the sole sponsor. The company previously filed an application on January 12, 2026. According to the

According to Jin10, on July 13, U.S. President Trump claimed Middle Eastern allies should pay fees for American military protection. Trump named Saudi Arabia, the United Arab Emirates, Qatar, Bahrain, and Kuwait, stating the U.S. is securing these nations and Israel while investing resources

According to RBNZ Chief Economist Paul Conway, last week the central bank's monetary policy committee reached a unanimous agreement and required no formal vote to settle on the decision.

South Korea's National Pension Service holds stakes of 5% or more in listed companies with a total valuation representing 27.7% of its managed assets, according to an analysis of Q2 2026 large shareholding disclosures by corporate research firm Leaders Index. This figure exceeds the pension fund's p

According to Zhitong Finance APP, Exegenesis Bio Inc.'s Hong Kong IPO prospectus will lapse on July 14, 2026, six months after its submission on January 14, 2026, with China Bohai Bank International as the sole sponsor. The biopharmaceutical company focuses on gene

According to Zhitong Caijing, the Hong Kong IPO prospectus submitted by Changzhou Ju He New Materials Co., Ltd. (688503.SH) on January 14, 2026, will lapse on July 14, 2026, as it expires six months after submission. Huatai International and Jefferies are the joint sponsors for the

According to Zhitong Caijing, Immvira Bioscience Inc.'s Hong Kong IPO prospectus will expire on July 14, 2026, six months after it was submitted on January 14, 2026. Citi and China International Capital Corporation (CICC) are the joint sponsors for the offering. Immvira is a clinical-need-oriented b

According to Readers Index analysis released on July 14, South Korea's National Pension Service (NPS) held stakes of 5% or more in listed companies worth 462 trillion won, representing 27.7% of its total managed assets in the second quarter of 2026. This exceeds the NPS's own domestic stock

Gate News message, a Hyperliquid whale is betting nearly $58M against global markets. The portfolio is 93.2% net short, with the largest positions in approximately $13.31M $XYZ100 short, $11.32M $USOIL short, $10.03M $UKOIL short, $3.77M $SP500 short, and $3.68M $NGAS short.