Global TradFi & Macroeconomics

According to a joint statement by 18 South Korean asset management companies on September 30, the firms oppose a proposed amendment to the Capital Markets Act led by the National Assembly's Committee on Political Affairs. The proposed legislation would allow controlling shareholders to sell their

Apple Inc. (AAPL) announced Friday it will introduce additional safeguards around its Full Disk Access feature on Mac computers, requiring more explicit user action before an app can obtain broad access to files, messages, mail and other data. The company tied the changes to increasingly capable

According to Foresight News, Base has added 26 tokenized stocks today. The new listings include NFLXc, AVGOc, LLYc, GMEc, DJTc, RDDTc, HTZc, QUBTc, HIMSc, TTWOc, MRNAc, RBLXc, BEc, MRVLc, ORCLc, ASTSc, AMDc, PYPLc, WENc, DUOLc, SOUNc, CAKEc, PTONc, PMc, NVAXc, and PFEc. Base noted that tokenized sto

According to Daily Economy on Friday, October 2, Samsung quoted its 2027 HBM4 delivery at $4 per Gb, exceeding current HBM3E pricing of around $1.50 by over 3x. The South Korean chipmaker aims to leverage superior performance and

According to F&Guide, North American bond funds saw net inflows of 288.4 billion won (approximately $210 million USD) in September, as U.S. 10-year Treasury yields broke above 5.3% on September 30—the highest level since May 2002. As of October 1, the combined net asset value of 68 North American bo

According to Yijin Monitoring, a large whale that opened a short position on Longxin Technology (CXMT) one day before its IPO fully closed its position 10 hours ago, realizing a total loss of $10.98 million. The loss comprised $5.18 million in funding fees and $5.8 million in price losses. The whale

According to ETF Store President Nate Geraci, the U.S. SEC has approved the first 3x leveraged Bitcoin and Ethereum ETFs for trading. The products seek to deliver three times the daily investment performance of Bitcoin or Ethereum.

According to Foresight News, Canary submitted S-1 amendments for a spot PEPE ETF on October 2, seeking approval for listing on Cboe BZX. The ETF aims to provide price exposure to PEPE held in trust, referenced against CoinDesk PEPE benchmark rates. Net asset value will be calculated at 60-minute New

According to SemiAnalysis on September 30, Cerebras shares fell nearly 20% this week after research firm announced that OpenAI will use Nvidia GPUs for the "Ultrafast" mode of GPT-6.1 Sol instead of Cerebras hardware. The drop adds to losses since Cerebras' May IPO, leaving the stock down more

Nvidia, Alphabet, and Meta Platforms signed the White House's voluntary AI safety accord this week, while Microsoft and Amazon attended the White House lunch but did not sign, and Apple was not among the attendees. The one-page agreement calls for AI companies to establish internal controls, work

According to Stocktwits reporting, Nvidia's board authorized an additional $150 billion for share repurchases this week, the largest increase in company history, bringing total remaining authorization to $235 billion through fiscal 2028. Nvidia CEO Jensen Huang defended AI spending and

Cryptocurrency ETFs recorded $998.95 million in Bitcoin inflows on September 21, the largest single day since October 6 last year. Ethereum and XRP ETFs also attracted substantial capital in late September, while treasury companies Strategy and Bitmyne expanded holdings to record levels. The

According to Deutsche Bank, Netflix stock fell 26% year-to-date as of September 28, with U.S. viewing minutes declining 8.6% in the first half of 2026. However, analyst Bryan Kraft upgraded the stock to Buy from Hold, citing the company's overlooked international strength: viewing minutes outside th

Samsung Securities released its Q4 Korea stock market investment strategy report on the 3rd, identifying semiconductor materials, parts, and equipment alongside power infrastructure as key investment themes. The brokerage anticipates that the domestic market rally, led by Samsung Electronics and

According to Samsung Securities on October 3, the brokerage outlined Q4 investment opportunities in South Korea's stock market centered on three themes: memory semiconductors, semiconductor materials and equipment, and AI-driven power infrastructure. The firm noted that as AI data center investment

KB Securities analyst Choi Yong-hyun forecasts that South Korean entertainment stocks will underperform in Q3 except for HYBE, which the firm designates as its top sector pick. The analyst estimates Q3 operating profit at 169 billion won for the entertainment sector, down 1.1% year-over-year, with a

Samsung Electronics topped investor attention in South Korea during September 22-28, with the company ranking first in both analyst report searches and stock searches ahead of its September 29 dividend ex-date for a Q3 special dividend totaling approximately 30 trillion won. The stock closed

According to KB Securities' latest analysis, HYBE has been named the brokerage's top pick among South Korean entertainment stocks for the third quarter, with analyst Yong-hyun Choi citing growth prospects driven by global girl group Katseye and other localized idols. KB Securities forecasts HYBE's

According to FnGuide data, Samsung Electronics garnered top search interest among South Korean investors in the week of Sept. 22-28, ahead of the ex-dividend date on Sept. 29. The special dividend, including regular quarterly payout, totals approximately 30 trillion Korean won—roughly 10 times the s