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On August 27, Eastern Time, SK Hynix ADR (SKHY) held a groundbreaking ceremony for its advanced packaging facility in West Lafayette, Indiana, officially launching the project valued at over $4 billion. The plant will be SK Hynix's first High Bandwidth Memory (HBM) advanced packaging base in the United States and serves as an important project in the U.S. push to localize critical semiconductor supply chains.

The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. If the scope of exemptions is narrowed, both the costs and uncertainties of AI infrastructure investments could rise.

Moderna (MRNA) announced on Thursday that it intends to conduct a private offering of $2 billion in aggregate principal amount of senior convertible notes due 2032 to qualified institutional buyers. The company also plans to grant the initial purchasers an option to purchase up to an additional $300 million aggregate principal amount of notes within a 13-day period beginning on the initial issuance date. If the option is exercised in full, the total size of the offering could reach up to $2.3 billion.

TradingKey - ARM closed at $251.06 and jumped toward $260 premarket as AI CPU demand accelerates. Can Arm clear $266.53 and extend the rebound?

TradingKey - Micron closed at $938.40 before jumping after NVIDIA earnings. With Q4 revenue guided to $50B, can MU clear $977 and retest $1,034.50 after the premarket rally?

TradingKey - Apple closed at $313.45 as a Sept. 9 iPhone event, CEO transition and M6 Macs lift focus on whether AAPL can break $319.50 and extend its rebound.

TradingKey - Marvell Technology (MRVL) shares rose nearly 5% in US pre-market trading on Thursday as the market awaits the company's latest earnings report after the bell. Following strong growth signals from Nvidia (NVDA), sentiment in the AI infrastructure sector has rebounded noticeably, making M

TradingKey - On August 26 ET, OpenAI released an official investigation report and related technical documentation, fully detailing the entire process of an AI model breaching its testing environment and infiltrating the open-source platform Hugging Face in July this year.

TradingKey - On Thursday (August 27) Eastern Time, futures tied to the three major U.S. stock indices were mixed in pre-market trading. Nvidia's (NVDA) earnings and guidance significantly beat market expectations, reigniting investor enthusiasm for the artificial intelligence sector and driving broad gains in tech and memory chip stocks.

TradingKey - NVDA closed at $209.66 before jumping after earnings as Q2 revenue hit $96.2B and Q3 guidance reached $108B. Can the breakout hold?

TradingKey - On August 27 (ET), cybersecurity company Okta (OKTA) rose about 20% to $161.70 in pre-market trading. The company released its second-quarter fiscal 2027 financial report after the market close on August 26, with several core metrics beating market expectations, and raised its full-year revenue guidance for the second time this year.

TradingKey - On August 27 Asia-Pacific time, Kioxia Holdings and SanDisk (SNDK) jointly announced plans to invest over 5 trillion yen (equivalent to $31 billion) in Japan over a six-year period to expand memory chip production capacity. The funds will be allocated toward infrastructure construction and related technology upgrades at the Yokkaichi and Kitakami plants to meet rising memory demand driven by growth in AI and data-centric businesses.

TradingKey - In US pre-market trading on Thursday, Nvidia (NVDA) shares rose sharply, with gains extending to as much as 8% at one point, poised to break the trend of consecutive pullbacks following previous earnings reports.

TradingKey - HP (HPQ) delivered a third-quarter earnings report that beat expectations for both revenue and profit, but the strong figures failed to dispel investor concerns over PC sales, memory costs, and profit margins. Following the announcement, HP shares fell as much as 9.2% in after-hours trading to $27.70, giving back nearly all of the day's 3.39% gain.

TradingKey - As of the European session on August 27, gold prices (XAUUSD) maintained a range-bound consolidation intraday, trading near $4,600. On Wednesday, gold came under pressure following the release of US PCE data, briefly dipping below $4,600 intraday. Higher-than-expected inflation reinforced the possibility of further Federal Reserve rate hikes; however, gold remained range-bound today, indicating that market focus has shifted to Fed Chair Kevin Warsh's key speech at the Jackson Hole Economic Symposium this Friday.

TradingKey - Since 2026, Nvidia (NVDA) has significantly accelerated its pace of investment in the AI sector. On August 26, Eastern Time, during Nvidia's Q2 earnings call, CFO Colette Kress confirmed that the company has committed over $50 billion to AI labs, covering direct investments, computing power commitments, and infrastructure partnerships. Below is a summary of Nvidia's major AI investments in 2026 compiled from public information.

Capital buzz surrounding the IPO alone is insufficient to drive the stock to continuous record highs. Whether CRM can break through its all-time high still depends on the actual enterprise renewal rates of Agentforce and Claudeforce, as well as whether traditional SaaS subscription seats can maintain steady growth.

TradingKey - After the market close on Wednesday, August 26, Eastern Time, CrowdStrike (CRWD) reported its second-quarter fiscal 2027 results. The company's revenue and adjusted earnings per share both beat market expectations, and it simultaneously raised its full-year guidance.

Japanese and South Korean stocks closed mixed! The KOSPI topped 6,900 points, while a stronger yen dragged the Nikkei lower, and Kioxia surged 5%.

TradingKey - On August 26 ET, according to a report by The Information citing people familiar with the matter, Nvidia (NVDA) has agreed to acquire Hugging Face for $12.9 billion. If the deal is finalized, it would mark one of Nvidia's largest acquisitions in recent years.