Global TradFi & Macroeconomics

According to Hong Kong Exchange data, Morgan Stanley increased its stake in China Xintong Xinchuang (03308) by approximately 362,652 shares on August 6 at HK$1,151.91 per share, for a total of approximately HK$418 million. Following the increase, Morgan Stanley's holdings reached approximately 8.502

On Aug 11 morning, South Korea's KOSPI index declined 0.5% to 6,265 points, while the KOSDAQ rose 1.1% to 864 points. Despite the KOSPI's weakness at the headline level, advancing stocks outnumbered declining ones 616 to 238, indicating underlying market strength. Large-cap semiconductor stocks

According to Globenewswire, eToro's Q2 earnings report released on August 11 showed crypto transaction volume fell sharply to 1.4 million trades in July, down 73% year-over-year, while the average investment per crypto trade dropped 50% to $182. Crypto-related revenue declined to $1.346 billion

According to Producer Price Index data released in June, prices for electronic components and semiconductors rose 27.6% year-over-year, marking the largest increase since records began in 1966. The surge far exceeds price spikes during the PC era in 1980 and the pandemic supply shortage. AI

According to Cryptoquant, Bitcoin fell below $64,000 over the past 24 hours, trading near $63,973 with a 1.78% decline, as tensions between the United States and Iran intensified. The decline followed Iran's warning that the Strait of Hormuz could remain closed until the end of U.S. President

TSMC and Apple are addressing market rumors claiming the chipmaker stockpiled approximately $1 billion worth of Apple 2nm processor wafers due to DRAM supply constraints. Industry investigation reveals Apple plans processor orders at TSMC approximately three months in advance based on available

According to Yonhap Infomax, SK Hynix notified bond issuers on August 10 that it was suspending previously confirmed bond purchases, prompting the issuer to scale down a planned large offering from several hundred billion won to approximately 500 billion won. The semiconductor company's planned

According to @michaeljburry, the investor is reentering his short position against Palantir Technologies (PLTR) today.

According to an AI-driven trading model on Aug 11, UGL (Proshares Ultra Gold) passed the complete stock-picking filter and is signaled for bullion trades on the third trading day. The signal aligns with the previous recommendation, requiring no position adjustment. The model uses dual confirmation l

Pearl Abyss disclosed its 2026 annual guidance on August 11, projecting revenue of 710 billion won and operating profit of 315.5 billion won. The company expects revenue and operating profit to exceed current consensus estimates of 525.7 billion won and 198.9 billion won by 35% and 58%,

US stocks closed mixed on 8/11 Tuesday as the Philadelphia Semiconductor Index dropped 2.94% while the Dow Jones fell 0.11%, Nasdaq declined 0.32%, and S&P 500 lost 0.06%. The semiconductor sector weakened after Microsoft announced mass production plans for its proprietary Maia 300 AI chip, while

According to CoinGecko and CoinGlass data, on August 11, Tutorial (TUT), a BNB Chain-based meme coin, recorded a dramatic 1,100% surge over two days before plunging 31.4% in 24 hours following over $40 million in liquidations. TUT hit an all-time high of $0.2903 on August 9 but faced severe

Trump Media officially launched Truth API on August 1, allowing Wall Street trading firms to subscribe for premium access to President Trump's Truth Social posts milliseconds ahead of other users, priced at $1.2 million annually. According to CNBC's financial disclosure analysis, on April 8 last

South Korea's semiconductor exports reached $9.952 billion during August 1-10, marking the highest figure recorded for early August periods, according to official government data. Semiconductor shipments surged 155.4% year-over-year and accounted for 46.8% of total exports, up 20.1 percentage

According to trader comments on August 11, South Korea's KOSPI opened higher following Friday's better-than-expected employment data, but retreated as semiconductor megacap stocks took profits. Meanwhile, most non-semiconductor stocks surged, with KOSDAQ gaining ground amid the

Reserve Bank of Australia (RBA) Governor Michele Bullock stated on the 11th (local time) that the central bank is not ruling out further interest rate increases, as inflation remains above the RBA's target range for longer than anticipated. Speaking at a press conference following the monetary

US Bitcoin spot ETFs reached total holdings of 1,225,394.76 BTC on August 7, recording a net inflow of 1,736.55 BTC for the day. This marked the fifth consecutive trading day of positive inflows, continuing a capital recovery trend that began in early August. The inflow volume on August 7 showed

ETH spot ETF total holdings increased to 5,582,891.55 ETH on August 7, recording a net inflow of 29,736.44 ETH and marking the fourth consecutive trading day of substantial inflows. The inflow represented a continuation of strong capital influx despite being lower than the previous day's 43,872.12 E

NVIDIA partnered with BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish a financing platform for AI infrastructure investments. The collaboration aims to reduce upfront capital requirements for organizations purchasing NVIDIA GPUs and building AI data centers by connecting

On August 11, Samsung Electronics and SK Hynix futures declined 0.7% in 24-hour trading, while SK Hynix Nasdaq ADR fell 1.9% overnight ahead of Korean market open. Both companies traded below spot prices in after-hours markets as of market open