Global TradFi & Macroeconomics

Trump claimed his actual poll numbers reached historic highs while dismissing media poll results as fake, citing tax cuts, jobs, border security, and foreign investment as support basis, and pointing to Venezuela and Iran as foreign policy achievements. Goldman Sachs analysis shows the S&P 500

Investor Michael Burry adjusted his portfolio holdings in recent disclosure, unwinding his Microsoft long positions and call options, as well as closing out his Oracle short and put positions. He maintained a bearish stance on major indices by rolling his NVIDIA put options to June 2027 with a

According to Yole Intelligence, South Korea is forecast to maintain its position as a global memory leader through 2031 with plans to double wafer capacity over the next five years. Global memory consumption patterns are shifting rapidly. The U.S. share of global memory usage rose from 37% in 2021

According to Telegram, KCC Glass reported its Q2 2026 results on August 5, with market capitalization around 368.1 billion won, meeting conditions for specific listing criteria. Q2 consolidated revenue reached 577.1 billion won, up 12.5% year-over-year from 512.9 billion won. Operating profit

Billionaire investor Michael Burry closed his long position in Microsoft and short position in Oracle, according to recent portfolio disclosures. The move comes as the two companies display diverging financial trajectories: Microsoft reported Azure growth of 43% with remaining performance

Nanya Technology reported July revenue of 43.87 billion TWD (approximately 1.35 billion USD), marking a 719.6% year-over-year increase and 49.3% month-over-month growth. The surge was driven by robust demand for DRAM used in AI servers, as major manufacturers including Samsung, SK Hynix, and

Nanya Technology posted July 2026 revenue of 438.7 billion Taiwan dollars (approximately 1.35 billion U.S. dollars), representing a 49.3% month-over-month increase and 719.6% year-over-year surge. Cumulative revenue for January through July reached 1.755 trillion Taiwan dollars (approximately 5.4 bi

SanDisk shares rose over 11% today following two technology announcements. SanDisk and SK Hynix announced the first official High Bandwidth Flash (HBF) standard through OCP, providing up to 512GB capacity and 0.4–3TB/s bandwidth. On the same day, SanDisk and Kioxia unveiled their 10th-generation

SanDisk stocks rose over 11% following two product announcements released on the same day. The company, alongside SK hynix, announced the first official High Bandwidth Flash (HBF) standard through the Open Compute Project (OCP), while SanDisk and Kioxia revealed their 10th-generation QLC 3D NAND

U.S. stock indices reached record highs today as the Dow Jones rose more than 1,000 points intraday, building on yesterday's 690-point gain and closing at an all-time high. The S&P 500 also closed at record levels. The rally was led by large-cap technology stocks after a period of rotation into

Tom Lee predicts 2027 will be one of the best years for the stock market, as brokerage firms across the industry raised earnings estimates. Deutsche Bank increased its 2027 S&P 500 EPS forecast from $390 to $420, while Société Générale projected the S&P 500 could reach 8,000. The bullish outlook is

Gold and silver markets attracted approximately $600 billion in capital inflows within a 4-hour period, with gold rising 1.8% ($511 billion) and silver gaining 2.5% ($86 billion). The movement followed reports that the United States, Iran, and Oman neared an agreement to reopen the Strait of

South Korean optical communication stocks rose recently following reports of U.S. draft legislation proposing a ban on Chinese optical transceivers, components used in data centers for server signal transmission. While the bill remains in draft stage with approval and implementation timelines not

According to BitcoinTreasuries.NET, on August 11, Swedish government-controlled pension fund Tredje AP-fonden (Sweden's fourth-largest pension fund) disclosed holdings of 64,938 shares of Microstrategy (MSTR), valued at approximately $6.37

Trump stated Tuesday that negotiations with Iran occurred 'all day' and were 'very good,' marking the first official acknowledgment of active talks. The statement contradicts earlier reports from US officials who told CBS no new meetings were planned, and Iran's position that it was not

Wistron announced AI server demand will remain strong through the first half of 2027, with Chairman Simon Lin forecasting second-half shipments to exceed first-half volumes. The company's board approved approximately NT$13.5 billion in capital expenditures and is preparing a Global Depositary

According to ChainCatcher citing Gate price data, S&P 500 index futures rose 0.02%, Nasdaq futures gained 0.17%, and Dow Jones futures fell 0.08% today.

According to reports, gold and silver saw a combined $600 billion inflow in 4 hours on August 11, with gold rising 1.8% (reaching $511 billion in value) and silver climbing 2.5% (reaching $86 billion in value). The rally was triggered by reports that the U.S., Iran, and Oman are nearing a deal to re

According to Wistron's board on August 11, the company approved approximately 13.5 billion Taiwan dollars ($415 million) in new capital expenditure across its facilities in Taiwan, China, the U.S., and Vietnam. Chairman Simon Lin stated that AI server shipments in the second half of 2026 are

Innocean announced its Q2 preliminary results on August 5 at 2:05 PM, with a market capitalization of approximately 758 billion won at the time of disclosure. Consolidated revenue for the quarter reached 499.1 billion won, down 3.8% year-over-year, while operating profit rose 22.5% to 44.6 billion w