Global TradFi & Macroeconomics

CleanSpark secured a 20-year net-net-net high-performance computing data-center lease valued at $6.6 billion, with potential to reach $11.6 billion, while producing 586 bitcoin in July. The lease agreement positions the company to monetize data-center capacity through contracted digital

According to BofA, SpaceX's Q2 earnings and profitability exceeded expectations, with the bank maintaining a buy rating and a target price of $235. The company's management provided guidance to achieve annual revenue of $100 billion by December 2026 and $1 trillion by 2030. BofA raised its price tar

According to CEO Mike Doustdar's recent remarks, Novo Nordisk plans to accelerate R&D pace and pursue complementary acquisitions following a clinical setback. Doustdar stated the company needs "more attempts" to advance its pipeline. Despite raising 2026 guidance, pipeline concerns have dominated in

According to Aramco CEO, India is considering raising $42 billion to expand its strategic petroleum reserves, with annual funding of approximately $1.5 billion generated through levies on liquefied petroleum gas (LPG) and liquefied natural gas (LNG) consumers. The move comes as Hormuz Strait

According to second pinned tweet data, the Equity put/call ratio fell to .46 and the Index put/call ratio dropped to .77 yesterday (August 10), marking the lowest levels for both metrics since May.

According to DataTooza, NewIntech reported Q2 2026 operating profit of 233 million won on August 5, swinging from a 165.6 million won loss a year earlier, while consolidated sales reached 265.19 billion won, up 23.1% year-over-year. The operating margin improved 8.6 percentage points to 0.9%,

S&P 500 futures rose 0.4%, positioning the index for a potential second consecutive record closing high. Investors prioritized AI infrastructure investment continuation over mixed individual earnings results, with NVIDIA advancing after Musk emphasized computing expansion plans. The focus comes as 8

Strategy (MSTR) has joined the 'Invest America' pledge, committing to contribute $250 annually per eligible child of its US employees to Trump account savings and investment programs. The move comes as the company recently sold 1,638 Bitcoin for $104.7 million and paused Bitcoin purchases for five c

US stock indices opened mixed on August 11, with the S&P 500 up 0.2% and Nasdaq 100 down 0.2% in pre-market trading. Oil prices climbed after Trump signaled potential talks with Iran over the Strait of Hormuz, offset by Houthi threats to Red Sea shipping. Brent crude rose 1.1% to $80 per barrel,

According to a CNBC interview, Federal Reserve official Neel Kashkari stated that the Fed's priority is reducing inflation rather than slowing economic growth. The Fed maintained its benchmark interest rate at 3.50-3.75%, with three board members dissenting and voting for a 25 basis-point

KCC Glass announced preliminary Q2 results on August 5 at 4:01 PM, reporting consolidated revenue of 577.1 billion won and operating profit of 4.8 billion won, ending a four-quarter operating loss streak. The company's market capitalization stood at approximately 368.1 billion won at the time of ann

According to market commentary, S&P 500 futures rose 0.4% with the potential for two consecutive trading days of record closes, driven by robust corporate earnings performance and sustained investor focus on AI infrastructure investment. Approximately 87% of S&P 500 companies beat earnings

Federal Reserve Bank of Minneapolis President Neel Kashkari stated it is time to start raising interest rates slowly, signaling a hawkish shift in US monetary policy stance. Kashkari's comments aim to lower

AMD spent $808M on capital expenditures in Q2 2026, a sharp increase from its historical asset-light strategy that kept annual capex at approximately $1B while generating $6.7B in free cash flow in 2025. The spending shift represents a departure from more than a decade of discipline under CEO Lisa

According to JPMorgan Chase, over the past 12 months, major AI cloud providers (Google, Amazon, Microsoft, Meta) have seen net profits reach approximately $599 billion, while free cash flow after capital expenditures stood at only $169 billion, widening the gap to $430 billion. By end-2023, net pro

MicroStrategy announced participation in the 'Invest America' pledge program, contributing $250 annually per child to Trump savings accounts for all qualified children of U.S. employees under 18 years old. The Trump account is a savings and investment program designed for children. The move comes

Raymond James maintained its $800 price target for SpaceX as the company's computing capacity increased 40% to reach 1.4GW at quarter-end. SpaceX reported revenue exceeding $1 billion and secured a $6.7 billion cloud contract, supporting targets of over 2GW capacity and $100 billion annualized reven

SK Hynix released a statement on August 5 denying reports of a 5 trillion won pre-IPO for its U.S. subsidiary Solidigm. The company confirmed that while Solidigm is reviewing various strategic options to enhance competitiveness, no concrete plans have been finalized. SK Hynix committed to provide

US military operations near the Strait of Hormuz face resource constraints as Iran and Oman negotiate control frameworks for the waterway's reopening. Reuters reported that the US Army has effectively depleted long-range ATACMS and PrSM missile stockpiles in the Iran conflict, while Patriot,

According to Gate market data, on August 11, Hong Kong's Hang Seng Index closed down 284.67 points, down 1.1%, to 25,652.82. The Hang Seng Tech Index fell 95.04 points, down 1.93%, to 4,824.42.