>> VERY GOOD THURSDAY MORNING TO YOU. I'M CHAD THOMAS AND HERE ARE YOUR TOP STORIES. ASIAN STOCKS JUMP AFTER BOND MARKET RALLY AS THE U.S. GOVERNMENT STEPS IN TO BUY LONGER DATED TREASURIES IN A BID TO STEM SURGING YIELDS.PRESIDENT TRUMP VOWS ECONOMIC WARFARE AGAINST IRAN, THREATENING TO TARGET THE COUNTRIES TRADING PARTNERS. ANOTHER TWIST IN THE ITALIAN BANKING MNA SAGA. MONTE DEI PASCHI DIRECTORS WILL MEET TODAY TO CONSIDER OPTIONS TO FEND OFF THE TAKEOVER BID.LET'S TAKE A LOOK AT WHAT'S HAPPENING ON THE ...

SK Hynix and its labor union have reached a tentative wage and collective bargaining agreement, reports say https://t.co/64PDYGnMmv ...

Market reaction suggests that this is an important tactical move, uh, from the Treasury, uh, a little bit unexpected. So you're probably getting an outsized reaction, uh, right now. Uh, but I don't think it changes the fundamentals.Uh, big fiscal deficits. Uh, the fed on the sidelines, the U.S. Treasury has, you know, 2 billion worth of funding to do per annum at it. At its current pace, it needs to roll over about 2 billion of debt every every month, actually 6 billion every quarter.So, you know, you're ju ...

Samsung Electronics is planning to announce a shareholder return plan topping $72 billion, MoneyToday reports citing unidentified industry officials, a day after rival SK Hynix announced a record stock buyback https://t.co/hmvmjftf3e ...

Macroeconomic & Market Dynamics - U.S. Treasury announced increased debt buybacks to lower borrowing costs, triggering a massive rally in Asia-Pacific risk assets, equities, and a three-month low in the U.S. dollar [2][5][6][62] - The 30-year U.S. Treasury yield touched the 5.3% threshold, prompting tactical interventions from the Treasury [14][19][127] - Global bond yields moved lower across the Asia-Pacific region, while gold and crypto assets such as Bitcoin rallied to around $70,000 [6][7] Industry Trends & Corporate Earnings - China's tech earnings season produced mixed results, with Baidu and Tencent seeing stock declines, and Kuaishou reporting a one-third drop in net income—its biggest decline since 2021—due to higher revenue sharing and increased AI investments [2][45][52] - Alibaba is positioned as a market leader in cloud computing infrastructure with over a third of the market share, anticipating 11% margins [52][53] - Hong Kong Exchanges and Clearing (HKEX) reported a 21% rise in second-quarter net income, driven by robust trading volumes and an active IPO pipeline [94] Technology & Robotics Supply Chain - Lead Shine Technology experienced significant growth in motion control components, shipping over 120,000 units of frame torque motors (a 10-fold year-over-year increase) with orders surpassing 1 million units [85] - Synova achieved unicorn status in the humanoid robot dexterous hands sector, targeting over 10,000 units in shipments by the end of the year and pricing individual hands between 10,000 USD to 30,000 USD [209][214]

SK Hynix may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan https://t.co/7MzgqSirqt ...

Macro & Monetary Policy - U.S. Treasury announced plans to double bond buybacks for 10-year and 30-year notes, causing 30-year yields to fall by 10 basis points[1][3][51] - U.S. public debt reached $40 trillion, with ongoing concerns over fiscal deficits and inflation[3][11][105] - U.S. and Canada reached a tentative trade deal reducing auto tariffs on certain exports to 15% and steel/aluminum to 25%[43][44] - President Trump announced unprecedented economic operations against Iran, while crude oil continued to move through the Strait of Hormuz via southern routes[26][49][71] Corporate Performance & Market Trends - SK Hynix announced a $29 billion share buyback plan to stabilize its stock price, alongside reports of raising advanced chip-making prices by 10% to 15%[1][130][134] - AIA reported a 13% growth in the value of new business to $3.2 billion, with operating profit after tax per share growing 13% and return on equity (ROE) reaching 17.5%[53][54] - Alibaba's cloud business revenue growth and AI spending came into focus ahead of first-quarter results, with free cash flow expected to see 17 billion yuan in negative territory[27][29] - Hong Kong Exchanges and Clearing delivered a record half-yearly net profit with year-to-date average daily turnover exceeding 280 billion Hong Kong dollars[31][33][34] - Northern Star Resources reported a net income of $0.66 billion, while Evolution Mining reported a full-year profit of 0.5 billion Australian dollars, up 59% year-over-year[4][75]

Financing costs for global investors making leveraged bets on SK Hynix’s South Korean shares have halved in recent weeks, after the chipmaker’s US listing and a brutal selloff in stocks linked to artificial intelligence https://t.co/spperMxdT7 ...

How we feel today is how AI/Memory traders have been feeling for most of the last 1.5 years. ...

Macroeconomic Environment & Monetary Policy - Federal Reserve participants engaged in heated debates regarding inflation outlooks and monetary policy tightening, with many noting that further tightening would be necessary if inflation failed to decline[4][6] - The S&P 500 traded up about 32 points, while the 5-year Treasury note yielded 5.35% and the 10-year Treasury note yielded 4.65%[10][11] - BlackRock reported managing 15.3 trillion dollars in assets under management at the end of the second quarter, while government bond ETFs saw nearly 90 billion dollars in year-to-date inflows[24][33] - The U.S. Treasury announced plans to increase buybacks of longer-dated debt beginning September 9 to curb the surge in long-end yields, with the 30-year Treasury yield standing at 5.2% and WTI crude trading over 86 dollars a barrel[45][46] Cryptocurrency Market & Regulatory Policy - Bitcoin prices rose to 68,253 dollars, reaching their highest level since early June despite erasing post-2024 election gains[48][49] - Crypto industry executives and lobbyists gathered at the White House for discussions with President Trump regarding regulatory clarity and the Clarity Act[49][58] - SEC Chairperson Paul Atkins emphasized that legislation remains indispensable to enacting durable rules of the road for digital assets, contrasting with previous regulatory approaches[102]