Global TradFi & Macroeconomics

CRCL released its second-quarter financial results, reporting total revenue of $701.3 million, a 7% year-over-year increase but a modest 1% quarter-over-quarter gain that fell short of the market's $713 million expectation. Earnings per share came in at $0.18, slightly exceeding the consensus

Michael Burry warned of a potential 1987-style market crash after the S&P 500 reached a new high following a 5% gain in 4 trading days. He cited historical precedents where similar rapid rallies preceded major market downturns and maintained bearish positions across multiple tech stocks. Burry's war

Micron has secured 16 strategic customer agreements covering approximately $100 billion in minimum revenue from 2026 to 2030, according to contract details. The majority are five-year deals beginning in 2026, with automotive contracts typically spanning three years. These agreements already cover r

For the week ending July 31, U.S. mortgage purchase applications fell 3.6% and refinance applications declined 1.9%, as rising interest rates weighed on demand. The 30-year mortgage rate increased 5 basis points to 6.81%, hitting its highest level in over a year. The surge in mortgage rates

Michael Burry closed his long position in Microsoft and short position in Oracle. The position closure followed contrasting financial trajectories between the two companies. Microsoft reported Azure cloud revenue growth of 43%, remaining performance obligations of $678 billion, and projected

According to Bloomberg analysis, the U.S. Treasury has significantly increased short-term debt issuance, with net new bill offerings reaching $413 billion through July—15% higher than the entire 2025. The shift reflects rising long-term borrowing costs, as 30-year Treasury yields reached 5.23%, the

According to CFRA Chief Investment Strategist Sam Stovall, after a 2% or greater decline, the Nasdaq-100 historically rallied the next day 55% of the time since 1985, with a 58% probability of gains within five days. If the July 29 market correction marks the adjustment end, historical patterns

Yole Group forecasts that Korea will maintain its position as the global memory semiconductor leader through 2031, based on plans to double wafer capacity over the next five years. The projection comes as global memory consumption patterns shift significantly: the United States' share of global memo

Rocket Lab secured a $397 million contract from the US Space Force to manufacture, launch, and operate multiple satellites designed for real-time tracking of aerial threats from orbit. The contract encompasses satellite production, mission operations, and the use of Rocket Lab's Neutron launch

According to a Twitter post by LJKawa, S&P 500 ETF Trust (SPY) recorded its highest daily call volumes yesterday, with spot prices also rising during the period.

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