Global TradFi & Macroeconomics

According to Tesla UK accounts, the company expects to deliver 45,239 vehicles in the United Kingdom in 2025, a 9% decline compared to 2024, as Chinese EV competitors gain market share. Revenue is projected to fall 6% to 1.83 billion pounds, following a 21% revenue drop in 2024.

According to its announcement, Five Minerals Resources (01208) reported mid-year 2026 financial results with revenue up 61% to $4.54 billion and equity holders' profit surging 164% to $897 million. Operating cash flow increased 89% to a record $2.234 billion. The company attributed the growth to

Commerzbank raised its forecast for European natural gas prices to €50 per megawatt-hour by the end of 2026, up from its previous projection of €45/MWh.

According to Kiwoom Securities and Korean media reports, on August 11, major Korean brokerages cut target stock prices for Samsung Electronics and SK Hynix amid growing concerns that the DRAM and NAND flash memory markets have peaked. Kiwoom Securities reduced Samsung Electronics' target price

Dover increased its quarterly dividend to $0.525 per share, marking a 1% raise. This represents the 71st consecutive year of dividend increases for the dividend king, and the 7th consecutive year of raising the dividend by half a

According to BofA analysis, Samsung Electronics plans to allocate 50% of free cash flow from 2024-2026 for shareholder returns, after deducting annual dividends of 10 trillion won. The company is expected to announce specific details in the third or fourth quarter, including a special dividend of 30

Goldman Sachs forecasts a sharp reversal in hyperscaler free cash flow by Q3 2029, projecting Amazon's FCF will shift from negative $880 million to $49 billion and Meta's from $800 million to $28 billion. The investment bank attributes the current cash flow contraction to front-loaded AI

Samsung Electronics is preparing to announce detailed shareholder return plans utilizing 50% of its 2024-26 free cash flow after deducting 10 trillion won in annual dividends, according to BofA analysis referencing

Nvidia, Broadcom, and leading optical component suppliers validated Co-Packaged Optics (CPO) as a production-ready solution for AI datacenter networking in 2025-2026, driven by unsustainable power consumption of pluggable transceivers at 800Gbps and 1.6Tbps speeds. Nvidia announced CPO-based

Multiple Federal Reserve officials emphasized the need for continued restrictive monetary policy to combat inflation pressures. Kansas City Fed President Schmid stated that more restrictive policy is needed to achieve price stability, while Governor Cook affirmed the Fed's firm commitment to

South Korean homebuyers are defaulting on contract deposits for newly launched apartment projects as recent stock market volatility disrupts their financing plans. The KOSPI's sharp fluctuations left buyers unable to liquidate equity holdings they had earmarked for down payments, triggering a wave o

A BOFA market indicator analysis identifies three historical peak overheating periods in equity markets: Feb 2020 preceding the COVID-19 pandemic crash, Feb 2018 during Trump's initial China tariffs, and Oct 2021 amid Powell's transitory inflation assessment and technology stock valuations. The anal

Berkshire Hathaway, the largest financial company in the United States, released its quarterly earnings report on August 8, 2026, showing net profit of $25.7 billion, up 108% year-over-year. The company reported revenue of $101.8 billion for the quarter, representing a 10% increase compared to the s

According to Herald Economy, recent KOSPI volatility has prompted a wave of apartment purchase contract cancellations in South Korea's new housing market. Buyers who had planned to liquidate stock holdings to finance down payments are now unable to proceed as market fluctuations disrupted their

According to their latest earnings reports, Coherent and Lumentum, key players in the silicon photonics and CPO (Co-Packaged Optics) supply chain, reported significant revenue growth in mid-2026. Coherent's data center and communications segment reached $1.2 billion in FY2026 Q3 (March 2026), up 37%

According to its Q2 earnings report released on August 8, Berkshire Hathaway posted net profit of $25.7 billion, up 108% year-over-year, with quarterly revenue at $101.8 billion, up 10% compared to the same period last year. The company's cash reserves stood at approximately $365 billion,

AI Server sector stocks including Super Micro Computer (SMCI), Dell Technologies (DELL), and Hewlett Packard Enterprise (HPE) have completed technical consolidation patterns according to recent market analysis. SMCI's earnings report scheduled

Richmond Federal Reserve President Thomas Barkin said in recent remarks that the labor market is in a state of weak balance, neither loose nor tight, characterized by zero-to-modest positive job gains. Barkin noted that the July employment report aligned with the Fed's existing view. He added that i

According to Coin Bureau, the S&P 500 has gained more than 100% since Michael Burry warned investors to sell in January 2023, marking a significant divergence from the bearish outlook at that time.

According to Fox News' Saturday in America interview, U.S. Vice President Vance said negotiations with Iran have achieved some progress but remain ongoing, with the U.S. focused on maximizing oil and gas supplies through the Strait of Hormuz. The goal is to restore pre-war supply levels, which Iran