Global TradFi & Macroeconomics

According to Barron's Weekly, Micron Technologies' stock buyback restrictions will lift on December 9, potentially enabling up to $100 billion in repurchases during the fiscal year ending August 2027, equivalent to about 10% of the company's market value at the time of the report. The lifting of buy

According to MSX.COM, SMCI surged 11.8% in 24 hours, trading at $34.81.

According to Jin10, CBOT soft red winter wheat futures closed down 1.1% on Tuesday, continuing to trade near four-month lows. Traders are closely monitoring upcoming Russia-Ukraine peace negotiations as a potential market factor. Last week, wheat prices briefly recovered on strong export sales

Mirae Asset Securities, Toss, and Hanwha Investment & Securities recently acquired Japanese securities firms as Korean financial investment companies enter Japan's market. Mirae Asset acquired Sanko Securities, Toss acquired Cheer Securities, and Hanwha acquired the securities division of GI

According to BlockBeats, on November 4, U.S. midterm election day, semiconductor stocks rebounded sharply as market uncertainty eased. The Philadelphia Semiconductor Index gained 2.64%, ending a three-day losing streak, led by strong performance in AI-related chip stocks. Nvidia rose 2.29% to

Reddit (NYS:RDDT) announced it has begun testing advertisements within its platform's search results pages, according to TechCrunch on the 4th (US local time). The move comes as the company faces traffic declines driven by Google's AI-powered search enhancements and concerns over slowing revenue

According to Yonhap Infomax, South Korean financial institutions including Mirae Asset Securities, Toss, and Korea Investment Finance Group have recently entered the Japanese market by acquiring local brokerage firms. The entry follows a sharp decline in the yen, with the JPY-KRW exchange rate now a

According to a Nomura Securities report released on November 2, the investment bank argued that technology giants including Amazon, Microsoft, and Google face short-term free cash flow (FCF) pressure due to elevated capital expenditure on data center construction, but this does not reflect

Block Inc., the U.S. fintech company led by Jack Dorsey, reached an agreement in principle in October with the U.S. Department of Justice on a deferred prosecution agreement over alleged anti-money laundering compliance failures, Bloomberg reported on November 3. The agreement addresses

Samsung Electronics and SK Hynix reported combined Q3 operating profits approaching 190 trillion won, with Samsung's semiconductor division earning 10.65 trillion won and SK Hynix earning 8.33338 trillion won. The record earnings were driven by surging memory prices—Samsung's DRAM and NAND average s

South Korea's Financial Supervisory Service announced that the long-term forward interest rate for insurance liabilities will remain at 4.3% for next year, unchanged from the current year level. The rate maintenance results from the long-term forward base rate calculated at 4.2% — combining a 2.2% l

According to Yonhapinfomax, Samsung Electronics and SK Hynix posted their strongest third-quarter results on November 4, with combined semiconductor operating profits reaching 189.8 trillion Korean won. Samsung's Q3 semiconductor division profit was 106.5 trillion won, while SK Hynix recorded 83.3 t

According to Yonhapinfomax, South Korea's Financial Supervisory Service announced on November 3 that insurance companies' long-term forward rates for 2027 will remain at 4.3%, unchanged from 2026. The rate is calculated based on a long-term average real interest rate of 2.2% and an expected

US tech stocks recovered on Tuesday after a selloff spooked investors over AI spending, with the S&P 500 up 0.37% and the Nasdaq up 0.83% at market closing on November 3. The market recovery marked the end of a brief selloff of AI and tech stocks that started last week, with the Nasdaq in October

According to BIT stock data, on Tuesday November 4, U.S. stock market closed with the Nasdaq up 0.83%, S&P 500 up 0.36%, and Dow Jones down 0.38%. Crypto mining stocks led gains, with Cipher Digital (CIFR) up 18.37%, Hut 8 (HUT) up 15.90%, Galaxy Digital (GLXY) up 15.35%, TeraWulf (WULF) up 14.53%,

Pfizer reported third-quarter adjusted earnings per share of $0.87 on local time November 3, surpassing Wall Street expectations of $0.73, and raised its full-year revenue and earnings guidance. According to CNBC, the global pharmaceutical company's quarterly revenue reached $16.58 billion,

Korean government bond futures declined in overnight trading on the 4th, pressured by weakness in US Treasuries. The 3-year bond futures closed 6 ticks lower at 103.40 compared to the previous day's regular session close, while 10-year futures fell 19 ticks to 107.92. The decline occurred as US Trea

The US dollar rose on November 3rd after five consecutive trading days of decline, driven by strong US technology stocks and a robust labor market that pushed Treasury yields higher. The dollar gained momentum following a better-than-expected September JOLTS report showing 7.523 million job