Global TradFi & Macroeconomics

Equinix Inc. raised $3 billion through the sale of U.S. investment-grade bonds recently. The company priced the notes in four tranches with maturities ranging from 3 to 10 years, with the longest-maturity tranche carrying a 1.2 percentage point spread over U.S. Treasury

Hanwha Solutions reported Q2 operating profit of 306.5 billion won, exceeding market consensus by 63.31%, yet the stock closed at 23,500 won on the 30th after falling 50.86% over three months since May. Securities firms lowered the target price consensus by 16.27% from 52,831 won to 44,238 won on th

Naver stocks fell three consecutive days ending on the 31st, declining 13.47% after a brief surge following Nvidia's $1 billion investment announcement on the 27th. The stock closed at 194,700 won on the 31st, erasing the initial 8.43% jump to 225,000 won. Analysts cite profit-taking and investor un

Michael Burry disclosed portfolio moves Thursday, adding to existing long positions in DraftKings, Flutter, Zoetis, and Lululemon while expanding short positions in Nvidia, Micron, and SOXX. The investor stated he made no sells, using the update to increase stakes in positions he described as

According to NYMEX data, on July 30, crude oil prices declined as markets took stock following escalating military tensions in the Middle East. September WTI crude fell $0.87 (1.03%) to $83.59 per barrel, while September Brent crude dropped $1.71 (1.88%) to $89.03 per barrel. Iran's Islamic

On Thursday, Michael Burry disclosed portfolio moves via a Substack post, adding to existing long positions in DraftKings (DKNG) around $23.40, Flutter (FLUT), Zoetis (ZTS) around $76, and Lululemon (LULU) around $118. He described the latter three as representing a "larger position" or "full positi

Hanwha Q Cells shares have fallen 50% in recent months despite reporting Q2 results that exceeded market expectations, leading most brokerages to cut price targets, according to local securities firms and financial data provider F&G. However, analysts remain optimistic about future catalysts,

According to Korea Exchange, Naver stock surged on news of Nvidia becoming a major shareholder but reversed course within a day, declining for four consecutive trading days. The stock fell 3.37% the day after the initial rally. While Nvidia's stake as a third-largest shareholder bolstered Naver's

According to Jin10, Apple CEO Tim Cook stated the company is evaluating all options regarding memory supply to identify replacement component suppliers.

According to Jin10, Apple CEO Tim Cook stated that the company's memory expenditure in the third quarter was significantly higher than in the second quarter.

Hanyang Securities revealed that investors in single-stock leveraged ETFs tied to Samsung Electronics and SK Hynix experienced losses far exceeding the underlying stock declines during the period from May 27 to July 22. Samsung Electronics fell 15.2 percent while related leveraged ETFs

According to Han Yang Securities' recent analysis, investors in single-stock leverage ETFs on Samsung Electronics and SK Hynix could face significant losses even after the underlying shares recover to their original levels. The firm explained that daily gains and losses compound over time, meaning l

According to Jin10, Apple's Chief Financial Officer projects the company's fourth quarter iPhone revenue will grow approximately 15% year-over-year.

According to Seeking Alpha, AI and memory semiconductor stocks surged on July 30, with SanDisk jumping over 25% and peers including AMD, NVDA, Seagate (STX), Western Digital (WDC), and Micron (MU) gaining over 10%. The rally follows reports that Situational Awareness, a $24 billion hedge fund

On its earnings call today, Apple issued Q4 revenue guidance of 9% to 11% growth, falling short of analyst expectations of 12.1% growth. The miss triggered a 7% decline in the company's stock price during after-hours

Apple executives announced that iPhone revenue increased by 22%, primarily driven by the launch of the iPhone 17 series.

Coinbase (COIN) shares fell roughly 7% in after-hours trading on Thursday despite reporting strong second-quarter results that included record trading market share and prediction market revenue exceeding $100 million annualized. The crypto exchange posted its third consecutive quarter of market shar

Amazon announced on the 30th local time that its Q2 revenue reached $261.1 billion with earnings per share of $5.75, surpassing market expectations of $196.47 billion in revenue and $1.82 EPS. The strong performance was driven by cloud business revenue growth of 37% year-over-year, exceeding Wall

According to Apple's earnings announcement on July 30 (for fiscal Q2 ended June 27), revenue reached $109.4 billion, up 16% year-over-year, exceeding the LSEG consensus estimate of $108.65 billion. Earnings per share (EPS) hit $2.02, up 29% year-over-year, also beating the estimate of $1.89.