Global TradFi & Macroeconomics

According to PANews, Michael Saylor's X post on Oct 4 suggesting "More orange than ever," accompanied by MicroStrategy's bitcoin purchase history chart, signals the company may continue increasing BTC holdings. Data shows MicroStrategy held 847,666 BTC as

According to CNBC and SEC filings, Berkshire Hathaway increased its stake in U.S. homebuilder Lennar (LEN-US) to 11.2%, with a position valued at approximately $2.1 billion as of Friday's close (October 2). The company purchased $53.6 million of Lennar Class A shares and $330,000 of Class B shares

U.S. Treasury Secretary Bessent said this week that Iran's in-transit maritime oil shipments will reach zero.

According to Yanalyze, NVIDIA (NVDA-US) stock reached a record high of $233.95 on October 2, 2026, pushing its market cap near $6 trillion. The company also expanded its share buyback program by $150 billion, supporting the stock's upward momentum. Based on consensus forecasts, NVIDIA's 2026 EPS

On October 2, spot gold fell to $4,140.06, down 0.9% on the day and about 3.4% on the week, according to Reuters. COMEX gold futures settled 1% lower at $4,162.30. The decline followed a weaker-than-expected U.S. jobs report: payrolls rose 29,000 versus a Reuters poll of 90,000, and the

According to analyst Sung Sang-hyun on YouTube channel 'Macro Beyond,' on October 1, investors should focus on securing returns that exceed inflation rather than holding cash during inflationary periods. The market's winning sectors are determined by interest rate and inflation dynamics, not by

According to its announcement on Sept. 28, AMD agreed on Sept. 26 to acquire World Labs Technologies for approximately $8.2 billion in stock. The deal is expected to close by year-end subject to regulatory approvals. Fei-Fei Li, the lab's co-founder and CEO, will join AMD as executive vice

According to fDi Report 2026 and Visual Capitalist, global cross-border foreign direct investment reached $1.3 trillion in 2025, up 2.2% year-over-year, with TSMC topping the rankings at $100 billion. The semiconductor and tech sectors dominated the top ten investors, with tech companies

According to an OPEC+ statement, the organization decided to keep its oil production quota for November unchanged during a meeting on Sunday.

According to Budweiser APAC (01876) official announcement, for Q3 2026 ended September 30, the group recorded approximately $52 million in non-deductible withholding tax charges from an internal restructuring involving certain mainland Chinese subsidiaries, including Budweiser Snowtribe Brewery, to

Tesla delivered 486,532 vehicles in the third quarter, beating the analyst consensus of 461,974, while Future Fund managing partner Gary Black highlighted concerns about the company's autonomous driving scale-up falling behind Alphabet's Waymo. Black noted that Tesla's Q3 deliveries fell just 2%

According to Gary Black, The Future Fund's managing partner, Tesla delivered 486,532 vehicles in Q3, beating consensus estimates of 461,974, with year-over-year deliveries down only 2% despite comparison with record Q3 last year. However, Black flagged that Tesla's unsupervised autonomy scale-up

Meta launched its Muse AI agent in the United States on 8 September 2026, and Meta stock rose 12.9% in the week of 18–25 September 2026, climbing from a Nasdaq close of $665.75 to $751.66, according to Reuters and Nasdaq data. The rally followed announcements that Shopify and PayPal would enable Mus

According to Reuters on 23 September 2026, Meta stock rose 12.9% during the week of 18-25 September, closing at $751.66 on September 25 compared to $665.75 on September 18. The surge followed Meta Muse's rapid adoption as a personal AI agent: Sensor Tower data showed 2.8 million downloads within

Investment author Park Min-su lectured on May 3rd at the 'Herald Money Festa 2026' event in Seoul, identifying tax optimization as the key factor determining long-term ETF returns for retail investors. Park emphasized that even substantial ETF gains can result in reduced real income if tax

According to company statements, Twist Bioscience was selected by AI firm Anthropic in August and by pharmaceutical giant Eli Lilly in September as a key partner for AI-driven drug development. Anthropic chose Twist to validate its AI-designed proteins, while Eli Lilly designated Twist as the

According to its announcement on October 3, 2026, Jiangbo Dragon (09976) completed its stabilization period for the global offering. During the period, stabilizing agent CITIC CLSA Securities purchased a total of 4.498 million H shares at prices ranging from HK$231.40 to HK$236.00 per share,

According to Korea Exchange data, South Korean consumer goods stocks declined sharply in the past month due to concerns over weakening foreign demand triggered by a stronger Korean won. Beauty device maker APR fell 15.38%, while cosmetics manufacturers Silicon2 dropped 28.52% and Cosmecare Korea dec