Global TradFi & Macroeconomics

According to BlockBeats, Meta Platforms reported record-high second-quarter revenue of $60.8 billion on July 30, marking 28% year-over-year growth. However, the company raised its annual capital expenditure guidance to $130–145 billion, up from the previous $125–145 billion range, sparking

According to Caixin macro research, Fed official Watsh outlined a new reaction function on July 30, revealing that the market has moved ahead of the central bank in tightening. Between the last two meetings, U.S. Treasury nominal and real yields rose significantly, suggesting the market has

Korean government bond futures declined in night trading as Fed Chair Kevin Warsh's dovish assessment of financial conditions drew market scrutiny. The 3-year bond futures closed down 4 ticks at 103.05, while 10-year futures dropped 18 ticks to 105.66, according to the Seoul bond market. Warsh's

According to Financial Times on July 30, U.S. strategic petroleum reserves dropped 3.8 million barrels to 307.7 million barrels during the week through July 24, marking the lowest level since 1983. Commercial crude inventories also fell 7.2 million barrels. The decline comes as military tensions

According to South Korean financial investment sector reports on July 30, analysts released conflicting SK Hynix price targets following the company's Q2 earnings announcement. Some analysts maintained targets in the 4-million-won range, citing strong artificial intelligence memory demand and

According to NH Investment & Securities, semiconductor stocks in the AI hardware value chain have recently experienced significant volatility, which the firm believes has now peaked and is likely to ease going forward. NH Investment attributed the recent sharp declines primarily to liquidity and

SK Hynix Chairman Chey Tae-won recently advised shareholders to hold the company's stock without trading. The market reaction to SK Hynix's Q2 earnings call on the 29th revealed significant shareholder disappointment despite record-breaking results, with the stock price falling sharply and

According to BlockBeats, on July 30, Microsoft posted Q4 fiscal 2026 revenue of $90 billion, surpassing market expectations of $87.63 billion and up from $76.44 billion a year earlier. Azure and other cloud services revenue grew 43% excluding currency impacts, beating the estimated 40% growth. The c

Alphabet Inc.'s Waymo on Wednesday upgraded its purpose-built Ojai robotaxi with Google's Gemini AI cabin assistant. Gemini empowers riders with voice or touch controls for cabin settings, journey details, local recommendations and general knowledge, while the Waymo Driver autonomous driving software handles navigation. The move mirrors rival Tesla's integration of the Grok chatbot into its vehicles, intensifying competition in the autonomous vehicle sector where Waymo operates fully driverless

IBK Investment & Securities announced on the 30th that it maintains a 'buy' rating and a target price of 4 million won for SK Hynix. The firm reported that SK Hynix recorded quarterly record revenue of 79.3187 trillion won and operating profit of 60.5426 trillion won in Q2 2026, representing

According to Seoul bond market data, Korea's 3-year government bond futures fell 4 ticks to 103.05 overnight on July 30, with 10-year futures declining 18 ticks to 105.66, following dovish signals from Federal Reserve Chair Kevin Powell. The moves reflected market reassessment of Fed policy

According to CNBC, Chipotle Mexican Grill (NYSE: CMG) reported second-quarter results exceeding market expectations on July 29. Adjusted earnings per share came in at 33 cents versus analyst estimates of 32 cents. Revenue reached $3.35 billion, up 9.3% year-over-year and surpassing the

According to IBK Investment & Securities, the firm maintained its buy rating and 4 million won (approximately $3,100 USD) target price for SK Hynix on July 30. The company reported record second-quarter earnings with sales of 79.3 trillion won and operating profit of 60.5 trillion won, up 256.8% and

Meta's stock dropped 10% in after-hours trading on July 29 after the company issued disappointing third-quarter revenue guidance and raised its full-year capital expenditure forecast. The company projected Q3 revenue of $61–64 billion, with a midpoint of $62.5 billion, falling short of analysts'

According to Zhitong Finance, Xinwangda Electronics Co., Ltd. (300207.SZ) prospectus for its Hong Kong IPO, submitted on January 30, 2026, will expire tomorrow, July 30, 2026, as it becomes invalid after six months. Goldman Sachs and CITIC Securities served as joint sponsors of the

According to BIT trading data, U.S. stock indices declined on July 30 following the Federal Reserve's policy announcement. The Dow Jones Industrial Average fell 2.18%, the S&P 500 declined 1.5%, and the Nasdaq Composite dropped 1.7%. Among semiconductor and storage stocks, Micron Technology (MU)

According to ZhiTong Finance, Zhenxiang Pharma's Hong Kong IPO prospectus filed on January 30 will expire on July 30, 2026, with China International Capital Corporation as the sole sponsor. The biopharmaceutical company is developing innovative therapies for viral infectious diseases, oncology,

US stock markets fell sharply on April 29 (local time) as the Dow Jones Industrial Average dropped 1153.18 points (2.19%) to 51,594.14, the S&P 500 declined 112.63 points (1.52%) to 7,316.15, and the Nasdaq Composite fell 433.97 points (1.74%) to 24,442.94, driven by a spike in long-term Treasury

Kiwoom Securities reported Q2 consolidated operating profit of 788.95 billion won on July 30 through the Financial Supervisory Service's electronic disclosure system, a 93.23% increase from the same period last year and 27.00% higher than the previous quarter's 621.221 billion won. The brokerage

Starbucks reported fiscal third-quarter results for the April-June period that significantly exceeded Wall Street expectations, driven by CEO Brian Nichol's 'Back to Starbucks' strategy, according to CNBC on US local time. The company's adjusted earnings per share of 85 cents surpassed the LSEG