The Bank of Korea has resumed physical gold purchases after 13 years and plans to acquire domestically refined gold bars, officially joining the ranks of global central banks buying gold. This news is bullish #GOLD.
NVIDIA plans to provide a USD 250 billion financing guarantee for OpenAI’s 10GW super data center project in Ohio.long-term performance certainty and industrial monopoly barriers are greatly strengthened — strongly bullish for #NVIDIA in the long run.
The existing 10% temporary tariff is set to expire soon, and the U.S. Meanwhile, rising global trade risks spur safe-haven demand, driving capital flows toward dollar-denominated assets — bullish for #USD.
The United States announced a 50% tariff hike on certain Canadian goods, with exemptions only for energy, potash, fish and critical minerals. Escalating trade frictions cloud Canada’s economic outlook and reduce the appeal of the Canadian dollar — bearish for #CAD.
Market sources indicate SK Hynix is accelerating mass production of HBM4 high-bandwidth memory for NVIDIA. further lifting the revenue proportion of high-margin goods and consolidating its competitive edge in high-end memory — bullish for #SKHynix.
The Bank of Korea stated that the AI-driven semiconductor supercycle will continue. It reinforces long-term optimistic expectations for the semiconductor industry and is likely to sustain foreign capital inflows into South Korea’s capital market —bullish for #KRW, #KoreanEquities
The U.S. trade deficit widened to its highest level in more than a year in May, . Deteriorating external payment imbalances drag down economic growth expectations and reduce the appeal of dollar-denominated assets — bearish for #USD.
NVIDIA officially denied market rumors of delays to the Kyber chip, clarifying that the product R&D and launch roadmap will remain unchanged. This dispels market worries over stalled new product rollouts solidifies growth expectations for the computing leader bullish for #NVIDIA
Meta plans to sell idle and surplus AI computing resources externally. The move can revitalize idle infrastructure, open up new revenue streams, and further consolidate the company’s leading position in the AI computing sector — bullish for #Meta.
OpenAI has developed a technical optimization solution that halves the inference cost of AI models, effectively cutting corporate operating expenses and expanding commercial profit margins. Market expectations for the company’s revenue growth keep rising — bullish for #OpenAI.
South Korea plans to launch AI data center construction projects with a total scale of 18.4 gigawatts by 2035. domestic economic growth and attract continuous cross-border capital inflows, lifting the appeal of local assets bullish for #KRW.
Micron Technology released strong financial results, with its share price surging 15% in after-hours trading, driving a collective rally across the U.S. chip sector. Market expectations for industry earnings recovery have risen sharply — bullish for #MicronTechnology.
The United States has rolled out $17.5 billion in loans to support the construction of large-scale nuclear reactor projects. driving demand release across the upstream and downstream industrial chains — bullish for #NuclearEquipment and #UraniumOre concepts.
SpaceX’s share price has fallen for three consecutive trading sessions. Market participants worry that expanding capital demand will bring mounting financial pressure to the enterprise, dampening investor sentiment — bearish for #SpaceX.
The Bank of Japan raised its policy interest rate from 0.75% to 1.00%, hitting a 31-year high. attracting cross-border capital inflows into Japan’s bond and foreign exchange markets and offering near-term support for the currency — bullish for #JPY.
U.S. Strategic Petroleum Reserve inventories have slumped to a 43-year low, creating persistent long-term restocking demand and lifting market expectations for future crude demand — bullish for #CrudeOil.
U.S. May CPI rose 0.5% month-on-month and surged 4.2% year-on-year, hitting a three-year high. The inflation rebound exceeded market expectations, . The appeal of dollar-denominated assets rose accordingly, pressuring non-yielding gold lower — bullish for #USD, bearish for #Gold.
The U.S. military launched military strikes against Iran over helicopter-related incidents, targeting key air defense and radar facilities. with safe-haven buying flooding the oil market — bullish for #CrudeOil.