Global TradFi & Macroeconomics

According to its operational disclosures, Jiangshan Holdings (00295) generated approximately 165,410 megawatt-hours (MWh) of electricity from its solar power stations during January to July 2026, representing a 12.19% decline compared to the same period last year. The company's total installed

According to Goldman Sachs, investment-grade debt issuance by hyperscalers including Microsoft, Google, Amazon, and Meta is projected to reach approximately $400 billion in 2027, representing one-third of their combined capital expenditures on $1.2 trillion in

According to Selfstudyview, on August 6, OncoTherapeutics surged following approval for its Jacuboa product in India. The biotech sector broadly strengthened amid steady KOSDAQ index performance, with sustained buying pressure across related biotech

The US Commerce Department announced on May 3 (local time) the addition of 14 derivative products to Section 232 steel, aluminum, and copper tariffs, including electrical conductor cables subject to 25% duties. South Korea's Ministry of Trade, Industry and Energy is currently cross-referencing the U

S&P 500 call option trading volume exceeded 4 million contracts on Tuesday, marking a record high. The surge reflects one-sided bullish positioning driven by strong corporate earnings, improved market breadth, and eased macroeconomic concerns. Bloomberg Intelligence noted that traders are

According to Financial Times, Google has created a new $200 billion financing structure today to build AI infrastructure for Anthropic, challenging Nvidia-centric ecosystems. The project involves Broadcom, Morgan Stanley, Apollo, and Blackstone; Google will supply TPUs at scale to strengthen Anthrop

Invesco assessed that the Federal Reserve is not behind the curve in monetary policy, estimating the neutral interest rate range at 3.5% to 4.0% while the current policy range stands at 3.50% to 3.75%. The investment firm's analysis is based on the view that current rates remain restrictive or at ne

According to Bloomberg, copper reached another record high on August 11 as strong global demand continues to intersect with supply tightness, now compounded by export disruptions in the Democratic Republic of the Congo. Separately, Alphabet is issuing $25 billion across 10 tranches with 2- to

Alphabet is pursuing a bond issuance to raise up to $25 billion. The move comes despite the company holding substantial cash reserves, signaling that AI infrastructure investment requirements exceed what operating cash flow alone can support. This financing initiative reflects a broader Big Tech

Google is creating a $200 billion financial structure to build AI infrastructure for Anthropic, involving Broadcom, Morgan Stanley, Apollo, and Blackstone. The initiative aims to challenge the NVIDIA-centric AI computing ecosystem by expanding Google's TPU supply to Anthropic at scale. The structure

U.S. labor productivity in Q2 rose 1.4% compared to the previous quarter, surpassing the market expectation of 0.6%, according to preliminary data. The stronger-than-expected productivity growth indicates that the same labor input generated higher output, reducing the pressure for wage increases to

According to recent reports, Google parent company Alphabet is planning to issue up to $25 billion in U.S. dollar-denominated investment-grade corporate bonds. The company intends to issue bonds across up to ten maturity tranches, ranging from two-year to forty-year tenors. The bond issuance

SanDisk Corporation, a major U.S. semiconductor company, released its quarterly financial report on August 5, 2026. The company reported revenue of $9 billion, representing a 372% year-over-year increase, while operating profit reached $7 billion, marking a 390-fold increase compared to the prior ye

Five Big Tech companies have committed approximately $1.1 trillion to data center lease agreements for facilities that have not yet been built or delivered. Microsoft leads with $329.1 billion in commitments, followed by Meta at $279 billion, Oracle at $260 billion, Amazon at $137.2 billion, and

South Korean Finance Minister Kim announced the government opposes corporate incentive structures that distribute performance bonuses based on operating profit without board or shareholder approval, calling such practices an overreach of authority that harms investor interests. The minister stated t

Iran warned Gulf countries that it would retaliate against energy infrastructure and US assets across the Gulf region if the United States launches new attacks, according to sources. Iranian Foreign Minister Araghchi conveyed the message to Saudi Arabia, Qatar, Turkey and other regional partners, re

Visa is reducing its workforce by 7%, cutting approximately 2600 positions out of 34,100 total employees. The restructuring targets technology and product divisions as the global payment company redirects resources toward AI automation and stablecoin-based payment services. The move reflects

According to Western Digital's quarterly earnings release on August 5, revenue reached $3.8 billion, up 44% year-over-year, while operating profit surged to $1.6 billion, a 130% increase. Net income hit $3.2 billion, up 1,215% from the prior year, with a net profit margin of 85%. The storage and

Palantir short sellers sustained $3B in losses following the stock's 30% rally this week. The sharp price appreciation has pressured bearish positions as momentum in the company's shares accelerated.

Strategy's two preferred stock series, STRK and STRC, trade at a $30 price differential, with STRK at approximately $70 and STRC near $94. The gap stems from structural differences: STRC offers a 12% dividend yield compared to STRK's 8%, holds superior liquidation priority as the second-ranked serie