Global TradFi & Macroeconomics

According to Gene Munster of Deepwater Asset Management, Google Cloud and AWS are projected to beat Q2 earnings expectations. Google Cloud revenue is forecast to jump 70% year-over-year in the June quarter, outpacing the 64% consensus estimate, while AWS is expected to grow 34% year-over-year,

According to CCTV News, Iran's Foreign Minister Abbas Araghchi condemned the U.S. Treasury Secretary's revocation of sanction exemptions on Iranian oil sales on July 11, stating the action violated Article 9 of the Iran-U.S. Memorandum of Understanding. Araghchi said the breach is part of a series o

According to Yahoo Finance, Meta stock surged 5.9% on Friday, July 10, turning year-to-date gains positive as markets grew optimistic about new revenue opportunities to offset massive AI infrastructure investments. The company unveiled its Muse Spark 1.1 AI model with aggressive pricing: $1.25

According to Reuters, Nvidia stock rose 4% to $210.96 on Friday, July 10, outpacing the Nasdaq Composite's 0.3% gain, despite Meta accelerating its self-developed AI chip rollout. Meta announced plans to begin mass production of its proprietary "Iris" AI accelerator as early as September, with

StoneX forecasts gold will finish the year near $4,000 per ounce and silver will trade between $55 and $60 per ounce, according to the firm's Q3 Commodities Outlook. Gold dipped below $4,000 in late June as investors stepped back from fresh investment, with the S&P falling almost 5% in one week in e

According to Bloomberg and multiple Wall Street strategists, the Philadelphia Semiconductor Index surged 83% year-to-date through the first half of 2026, significantly outpacing the S&P 500 and the Magnificent Seven tech stocks, which remained relatively flat over the same period. As AI hardware de

According to StoneX's Q3 Outlook, gold is likely to finish 2026 close to $4,000 per ounce, while silver will trade between $55 and $60 per ounce. Rhona O'Connell, Head of Market Analysis for EMEA & Asia at StoneX, attributed recent gold price weakness to uncertainty over the Iran conflict and

According to Bloomberg, SK hynix said on July 10 that the South Korea-based memory chipmaker may sell more US-listed shares if returns improve and its stock price remains stable. The company plans to increase its US investment, according to SK Group Chairman Chey Tae-won. SK hynix raised $26.5

The Philippine Stock Exchange issued a formal penalty notice dated July 9, 2026, against First Gen Corporation for violating eight disclosure provisions under Article VII of exchange rules. The violations relate to the company's handling of material information about change-of-management clauses

According to Financial News, KOSDAQ margin account balances declined from 9.856 trillion won on May 27 to 7.796 trillion won as of July 9, marking a 20.9% drop over 1.5 months. The withdrawal accelerated in recent weeks, with June 10 balances of 8.966 trillion won falling to 7.796 trillion won by Ju

According to Reuters on July 10, Altera, the Intel spinout now controlled by Silver Lake, is preparing for a public listing with approximately 20% annual growth and operating income more than doubling. The programmable-chip company was fully separated from Intel last September when Silver Lake

According to Lookonchain, a trader who suffered a $4.4 million loss on SKHX and failed twice to profit switched strategies on July 11, opening a 96,251 NVDA long position worth $20.22 million with 3x leverage.

According to Morgan Stanley strategist Mike Wilson's team, on July 6, semiconductor stocks have declined sharply in recent weeks, with the Philadelphia Semiconductor Index falling despite a 78% gain year-to-date. Capital is rotating toward undervalued hyperscale cloud service providers, which are ex

MicroStrategy sold 3,588 Bitcoin between April 29 and May 5, marking the company's largest disposal in three and a half years. The sales occurred in two phases: 1,363 BTC sold April 29-30 and 2,225 BTC sold May 1-5, generating approximately $216 million in proceeds. The sell-off reduced MicroStrateg

Gate News reports that, according to Gate’s recent official announcement, Gate has completed the migration of its SKHYUSDT pre-market perpetual contract to the official SKHYUSDT perpetual contract. Based on publicly disclosed market information, SK Hynix was listed on the U.S. stock market and completed its initial public offering on July 10, 2026. After the migration, trading of the official SKHYUSDT perpetual contract and existing positions will not be affected, and it supports doing long and

According to data from the China Futures Association, China's futures market cumulative trading volume reached 5.105 billion contracts in the first half of 2026, while cumulative trading value hit 482.7 trillion yuan, rising 25.23% and 42.08% year-on-year respectively. The market continued to

According to a CoinShares report on July 11, Bitcoin is facing three major pressures: the Federal Reserve's hawkish stance, uncertainty over the Iran situation, and setbacks in advancing the Clarity Act. The June FOMC minutes showed the Fed held rates unchanged at 3.50%-3.75% while removing dovish l

SK Hynix's American Depositary Receipt (ADR) closed its first trading day on Nasdaq at a price equivalent to 2.52 million won, approximately 16% higher than the domestic stock's closing price of 2.11 million won on the 10th. The premium reflects the price differential between the US-listed ADR and t