TradingKey

TradingKey — According to media reports on June 2, SK Group Chairman Chey Tae-won issued several major signals at the GTC conference in Taipei. He explicitly stated that SK Hynix plans to double its memory chip wafer capacity within the next five years, with the goal of becoming the primary HBM chip supplier for Nvidia’s next-generation AI computing platform, the Vera Rubin system. Furthermore, the company aims to further expand its diversified partnerships in Taiwan.

TradingKey — Recently, silver prices (XAGUSD) have been range-bound between $73.60 and $78.00 due to the fluctuating US-Iran situation. However, as further signals of de-escalation emerge, silver prices may resume their upward trend.

TradingKey — On June 1, Eastern Time, Alphabet, the parent company of Google, announced plans for an equity financing program of up to $80 billion to expand its artificial intelligence computing infrastructure. Berkshire Hathaway will subscribe to $10 billion of the shares through a private placement.

TradingKey - Anthropic announced on Monday that it has confidentially filed for a U.S. IPO, taking the lead over rival OpenAI in the race to go public. According to Reuters, Anthropic’s listing could occur as early as this autumn. Following Anthropic’s filing announcement, the competition between the two has become increasingly concrete: whoever can go public first and seize a favorable market window will be more likely to win the race.

News of Anthropic’s IPO filing fueled a rally in AI cryptocurrencies, with Worldcoin (WLD) leading the gains. The asset is currently entering a technical resistance zone, signaling a potential short-term correction.

TradingKey - On June 1 local time, AI startup Anthropic suddenly announced that it has confidentially filed for an initial public offering (IPO) with the U.S. Securities and Exchange Commission (SEC), taking a critical step toward going public ahead of its long-standing industry rival, OpenAI.

TradingKey - Japanese and South Korean stock markets closed mixed on Tuesday. The Nikkei 225 Index finished 0.30% lower at 66,734.02, while the KOSPI rose 0.15% to close at 8,801.49.

TradingKey - On June 1, Qualcomm (QCOM) CEO Cristiano Amon stated in his COMPUTEX 2026 keynote that 2026 will be the "Year of the AI Agent" and officially launched Dragonfly, a new brand for data center AI inference chips, marking Qualcomm's comprehensive entry into the data center computing market.

TradingKey - From chips to ecosystems, a platform war is taking shape

Strategy’s Bitcoin sale has triggered further capital outflows, potentially driving prices to continue their downward trend and break below $70,000.

TradingKey - During the Asian trading session on June 2, Marvell Technology (MRVL.US) surged in U.S. overnight trading, with gains once exceeding 12%. In terms of market capitalization, Marvell Technology's current market value is approximately $181 billion, still a significant distance from the trillion-dollar milestone.

TradingKey - During the Asia trading session on June 2, Samsung Electronics' intraday market capitalization briefly exceeded $1.54 trillion, momentarily surpassing Meta Platforms (META) and Tesla (TSLA) to rank ninth globally before retracing. As of afternoon trading, Samsung's market cap stood at a

TradingKey - A fire broke out at South Korean semiconductor giant SK Hynix's core chip manufacturing facility at Campus 4 in Cheongju, North Chungcheong Province, at approximately 10:32 AM local time on June 1, accompanied by a minor leakage of hydrofluoric acid. The fire originated on the 6th floor of a gas room connecting the M15 and M15X production facilities and was quickly brought under control after the automatic sprinkler system was activated.

TradingKey - During the Asian trading session on June 2, led by the continued gains of chip giants SK Hynix and Samsung Electronics, the total market capitalization of South Korean listed companies surpassed the $5 trillion mark, officially overtaking India’s $4.8 trillion to become the world’s sixth-largest stock market for the first time since 2003.

TradingKey - S&P 500 added 0.27% to finish near 7599.96, while the Nasdaq Composite climbed 0.42% to close around 27086.81. The Dow Jones Industrial Average closed at 51078.88 points, up 0.09%.

TradingKey — Hewlett Packard Enterprise (HPE) shares surged over 38% in after-hours trading following the release of its second-quarter fiscal year 2026 earnings report, which showed growth in both revenue and profit. As of press time, the stock remains up 37.09% at $64.43. Following Dell Technologies' (DELL) release of robust financial results last week that significantly exceeded market expectations and drove a collective rally in the global technology hardware sector, market expectations for HPE's performance were exceptionally high.

Tradingkey - On June 1, SpaceX updated its S-1 filing with the U.S. Securities and Exchange Commission. In the latest IPO filing, SpaceX for the first time listed water scarcity as a core risk factor, warning investors that these critical resources could constrain the development of its AI business. SpaceX noted that the company’s ability to deliver AI products at scale is highly dependent on the stable operation of its integrated ground and orbital AI computing infrastructure. The continuous functioning of this infrastructure requires a stable supply of power, water, specialized AI processors, core components, and telecommunications services.

Tradingkey - The race for AI industry listings has reached a fever pitch. Latest reports indicate that Anthropic has confidentially submitted a draft registration statement for an initial public offering (IPO) to the U.S. Securities and Exchange Commission (SEC), aiming to go public as early as this autumn. Anthropic stated on its official blog that the number of shares to be offered and the price range for the proposed offering have not yet been determined.

Tradingkey - On June 1, the three major US stock indices closed mixed as sector-level divergence further intensified. NVIDIA CEO Jensen Huang announced at the GTC conference that the company's next-generation AI computing platform, Vera Rubin, has entered full-scale mass production. This news furthe

Tradingkey - Geopolitical tensions between the U.S. and Iran have escalated sharply as Iran announced a total blockade of the Strait of Hormuz and the suspension of all negotiations with the U.S., sending the two major crude oil futures back to one-week highs. According to Iranian media reports, the Iranian negotiating delegation has suspended indirect negotiations and document exchanges with the U.S. via mediators, citing Israel's continuous strikes on Lebanon and cease-fire violations across all fronts. Simultaneously, Iran decided to fully blockade the Strait of Hormuz and activate other fronts, including the Bab-el-Mandeb Strait.