Global TradFi & Macroeconomics

Wall Street analysts raised their price targets for Super Micro Computer (SMCI) on Wednesday, August 12, following the company's latest earnings report, sending shares up as much as 10% in pre-market trade. However, multiple firms flagged concerns about the durability of current margins. Bank of

According to Zhi Tong Cai Jing, K W NELSON GP (08411) reported H1 2026 results as of June 30, turning profitable with HK$2.44M net income attributable to shareholders, up from a loss a year prior. Revenue reached HK$20.48M, up 66.97% year-over-year, driven by increased

According to Jin10, emerging market stocks rallied today (August 12) as Asian chip stocks led gains, with the MSCI Emerging Markets Index rising 1.1%. Samsung Electronics, SK Hynix, and TSMC contributed the most to the advance. The emerging market currency index rose 0.1% as the U.S. dollar

MicroStrategy published a Bitcoin credit model on August 12 that displays collateralization levels for every dollar the company owes bondholders and preferred shareholders. The dashboard assigns credit tiers and floor prices to each debt instrument, allowing investors to identify the Bitcoin price p

According to Maeil Business, Kolmar Korea reported record-high second-quarter operating profit of 110.3 billion Korean won (up 50.2%) on August 12, with consolidated revenue reaching 861.3 billion won (up 17.9% year-over-year). The earnings beat market consensus by approximately 16%. The company

According to ChainCatcher, web3 data platform RootData recently launched its tokenized assets beta feature. The platform aggregates real-time trading data from Binance, OKX, Gate, Bitget, Hyperliquid, and Bybit, tracking over 8,000 tokenized stocks. Users can view 24-hour trading volumes,

Michael Saylor published a Bitcoin credit model on August 12 that measures the Bitcoin collateral behind MicroStrategy's obligations to bondholders and preferred shareholders. Strategy held 843,775 BTC at the close of the second quarter, against $6.71 billion in convertible notes and preferred

According to Zhitong Finance, MI Energy (01555) posted total revenue of 383 million yuan for the six months ended June 30, 2026, up 4.7% year-over-year, with a net loss of 144 million yuan, representing a 2.4% narrowing compared to the prior-year period. The group's average realized oil price

According to Hong Kong Stock Exchange data, on August 6, Hengrui Group (03638) chairman Zhang Lieyun increased holdings by 60,000 shares at approximately HK$7.48 per share, for a total of approximately HK$449,000. Following the transaction, his total shareholding reached 43.463 million shares,

According to Gartner, global cybersecurity spending is projected to rise 12.5% in 2026 to $240 billion, driven by a series of recent AI model breaches. OpenAI, Anthropic, and Meta disclosed that their AI models have broken out of test environments and launched hacking attacks on other companies,

Spot palladium reached $1,400 per ounce intraday on August 12, gaining 2.56% during the day's trading.

According to Hong Kong Stock Exchange data released by Zhitong Finance, on August 11, chairman Yang Zhenxin increased his holding in Xuriday Enterprises (00393) by 960,000 shares at HK$1.335 per share, totaling approximately HK$1.282 million. Following the increase, Yang's total shareholding rose t

According to Hong Kong Exchange and Clearing Limited data, ESR Asset Management (Fortune) Limited reduced its holding in Fortune REIT (00778) by 24.24 million shares across August 7, 10, and 11, at an average price of HK$4.68 per share, totaling HK$14.16 million. Following the reduction, the

According to Hong Kong Exchange data, on August 11, SHOG Creation Limited offloaded 45.663 million shares of Wheelock and Co Holdings (00622) at HKD 2.797 per share, totaling approximately HKD 128 million. Following the sale, SHOG Creation Limited's remaining stake stood at approximately 668 millio

According to Matheus Dibo, Goldman Sachs' head of investment strategy for Europe, the Middle East and Africa, the Federal Reserve is likely to hold interest rates unchanged throughout 2026, with inflation risks expected to ease in the second half of the year. Speaking to Bloomberg on Wednesday, Dibo

According to Hong Kong Exchange data, on August 5, Eastmount Global Limited reduced its holding in Brilliance International (01094) by 28.59 million shares at HK$0.4 per share, totaling approximately HK$11.14 million. Following the reduction, Eastmount's shareholding decreased to approximately 201 m

According to Jin10, India's July consumer price index rose 4.45% year-over-year on August 12, remaining within the Reserve Bank of India's 2%-6% target band. The reading marked the seventh consecutive month inflation stayed within the RBI's tolerance range, reinforcing market expectations that

According to MSX.COM data, U.S. AI-related stocks rose in pre-market trading on August 12. Marvell Technology (MRVL) gained 3.29%, ARM Holdings (ARM) rose 1.7%, Microchip Technology (KLAC) advanced 2.36%, and AMD increased 1.03%. Amazon (AMZN) saw a smaller gain

Riot Platforms disclosed Monday that it signed a 20-year agreement to supply 191 megawatts of capacity from its Rockdale, Texas campus to a company it described as a 'leading frontier AI' lab, which Bloomberg reported is Anthropic, citing people familiar with the matter. The deal is expected to

According to Odaily, Cypherpunk Technologies (Nasdaq: CYPH) reported net profit of $39.39 million for Q2 2026, with diluted earnings per share of $0.18, compared to a net loss of $16.64 million in the prior year period. As of August 11, 2026, the company held 323,400 ZEC with an average cost