Global TradFi & Macroeconomics

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

22V Research identified approximately 25 S&P 500 companies that quantified AI's margin impact in Q2, reporting an average 180 basis point improvement. The findings address investor concerns that AI capital expenditures have not yet translated into profitability gains. S&P 500 Q2 blended net profit m

According to Websea, on August 11, the platform launched XAU (gold) and XAG (silver) CFD contracts with up to 500x leverage. Users can trade precious metals price movements via USDT-denominated contracts without holding the underlying assets. The platform plans to expand additional CFD trading

CJ CGV announced its second-quarter 2026 earnings on August 7 at 17:34, reporting consolidated revenue of 593.9 billion won (up 20.8% year-over-year) and operating profit of 11.5 billion won (approximately 6.7 times the prior-year quarter's 1.7 billion won). The operating margin improved

According to market analyst @JunDo1050, the U.S. non-farm payroll fell 23,000 in August, significantly missing the consensus forecast of +85,000 jobs. Average hourly earnings rose just 0.1%, below the expected 0.3% increase. The jobless rate declined to 4.1%, contrary to expectations for a slight r

According to 22V Research, approximately 25 S&P 500 companies quantified AI margin benefits in Q2, averaging 180 basis points improvement, with pure AI contribution averaging 150bp when excluding efficiency measures bundled with other initiatives. Bloomberg Intelligence counted 43 executives