Global TradFi & Macroeconomics

Oracle announced on Thursday it would add Alphabet Inc.'s Google Gemini artificial intelligence models to Oracle Cloud Infrastructure, expanding the range of AI models available to enterprise customers. The move adds Gemini to Oracle's existing lineup of third-party AI models, including Cohere,

On July 30, the U.S. dollar weakened against the Japanese yen by approximately 2.7%, marking the yen's largest single-day gain since December 2022.

Oracle announced Thursday that it is adding Google's Gemini artificial intelligence models to Oracle Cloud Infrastructure, expanding its existing lineup of third-party AI models including Meta's Llama, OpenAI, xAI's Grok, and Alibaba's Qwen. Shares of Oracle (ORCL) climbed more than 6% at market

According to the World Gold Council, gold demand from the electronics sector reached 68.3 tonnes in the second quarter of 2026, marking a 4% year-over-year increase from 65.8 tonnes in Q2 2025. Growth was driven by AI infrastructure spending on server mainboards, integrated circuit substrates, and s

According to MSX.COM data, storage chip stocks surged on July 30, with Sandisk rising over 19%, Seagate nearly 17%, Western Digital over 16%, SK Hynix nearly 11%, and Micron over 11%.

Arm Holdings posted total revenue of $1.29 billion in FY2027 Q1, up 22% year-over-year and marking the company's strongest first-quarter performance on record. Licensing revenue climbed 23% to $574 million, while royalty revenue grew 22% to $715 million, with data center royalties more than

According to MSX.COM data, SanDisk stock rose 20% following four consecutive days of decline.

According to Odaily, during Ethereum's 11th year, the Ethereum Foundation underwent organizational changes, including leadership transitions, staff reductions, introduction of new CROPS authorization, and separation of EthLabs, Ethereum Systems, and Ethereum Institutional into independent entities a

According to MSX.COM data, Meta Platforms (META) fell over 9% at U.S. market open today (July 30), hitting a four-month low. The decline follows the company's report of a significant drop in second-quarter cash

According to Jin10, USD/JPY declined 2.00% intraday on July 30, with the pair hitting a low of 160.05.

According to BitcoinTreasuries.NET, on July 30, New York State Common Retirement Fund reduced its Microstrategy (MSTR) holdings by 11,400 shares worth approximately $1.06 million based on the latest 13F filing. The sale represents about 3% of the fund's previous position, bringing remaining holdings

According to ChainCatcher, the Philadelphia Semiconductor Index (SOX) surged over 6% on July 30, marking its largest single-day gain in over a month. The Nasdaq Composite Index expanded gains to 2%, according to Gate price

According to its official announcement, Cathay Pacific Group (00148) estimated net profit for the six months ended June 30, 2026, exceeded HK$2.7 billion, representing an increase of over 4% compared to the same period in 2025. The copper clad laminate division's profit surged over 200% YoY,

According to its Q2 2026 financial results, Yum China (09987) reported total revenue of $3.1 billion, up 13% year-over-year. Operating profit reached $348 million, up 14%, while net income rose 14% to $244 million. Diluted earnings per share increased 21% to $0.70. The company achieved same-store s

USD/JPY fell 1.50% intraday today, declining to 160.9.

According to BlockBeats and BIT data, ARM shares surged to a 19% gain after U.S. market open on July 30, reversing an earlier premarket decline of nearly 8%. The move marks the stock's largest single-day gain since

The VIX (Cboe Volatility Index) fell 10.0% during intraday trading today, closing at 18.56.

According to its mid-year announcement, Meitu (01357) forecasts adjusted net profit attributable to parent for the six months ended June 30, 2026 may grow 36%-40% year-over-year. The company reported monthly active users (MAU) reached approximately 282 million as of June 2026. AI productivity

Jin Yong Investment (01328) issued a profit guidance for the six months ended June 30, 2026, expecting equity holders' profit of approximately HK$176 million to HK$185 million, representing a 500-530% year-over-year increase from HK$29.3 million in the prior-year period. The significant profit