TradingKey

TradingKey - Since 2026, AI infrastructure spending has expanded rapidly. Amid limited new capacity, the memory industry has entered a "super cycle." Benefiting from this trend, memory stocks have seen broad gains this year: Micron (MU) has risen 54%, while Korea-listed Samsung and SK Hynix have climbed 57% and 49%, respectively. How should investors approach memory stocks in 2026? What are the key metrics for evaluation? Is there still "undervalued territory" among the HBM Big Three? Which Taiwan-listed stocks will benefit from the memory boom?

TradingKey - At 9:30 AM ET, the three major U.S. stock index futures opened lower but trended higher. Hassett previously stated that oil tankers "have begun to pass sporadically" through the Strait of Hormuz, and the scale of a globally coordinated release of strategic petroleum reserves could be expanded if necessary.

TradingKey - Boosted by its capital return plan, Qualcomm (QCOM.US) rose over 2% in pre-market trading. The company announced that its board of directors has approved a $20 billion share repurchase program and simultaneously raised its quarterly dividend from $0.89 to $0.92 per share, signaling a commitment to enhancing shareholder returns.

TradingKey - As of 8:30 AM ET on March 17, Bitcoin closed at $73,800. Since last week, Bitcoin has delivered a stellar performance, leading global asset classes after previously surging to $76,000. Meanwhile, according to disclosures by Strategy, it recently acquired an additional 22,337 Bitcoins at an average price of approximately $70,200 per coin, representing an investment of roughly $1.57 billion.

TradingKey - According to a Reuters report on March 17, the National Samsung Electronics Union (NSEU) launched a 10-day strike ballot last week. Approximately 90,000 union members are eligible to vote, representing the vast majority of Samsung’s 125,000 employees in South Korea. The voting results are expected to be released this Wednesday.

TradingKey - Tesla (TSLA.US) and LG Energy Solution have formally confirmed a joint investment of approximately $4.3 billion to construct a battery plant in Lansing, Michigan. The facility will primarily produce lithium iron phosphate (LFP) prismatic batteries to support the expansion of its energy storage business.

Ethereum is transitioning from a speculative asset into the critical infrastructure of the digital economy. Institutionalized via the iShares Ethereum Trust and technically evolving for mass adoption, ETH remains a cornerstone for portfolios seeking a balance of growth and yield in a volatile world.

TradingKey - At the 2026 NVIDIA GTC Conference, Intel (INTC) announced that its Xeon 6 processor will officially serve as the primary CPU for NVIDIA's (NVDA) next-generation flagship AI server, the DGX Rubin NVL8.

TradingKey - The Reserve Bank of Australia raised its benchmark interest rate for the second consecutive month on Tuesday, announcing a 25-basis-point hike to 4.1%, a ten-month high. The move is intended to curb persistently high inflation.

Ethereum has surged more than 20% over the past eight days, far outperforming Bitcoin’s gains and suggesting a capital preference for higher-volatility altcoins.

TraingKey - The Reserve Bank of Australia (RBA) raised its benchmark cash rate by 25 basis points to 4.10% following its monetary policy meeting today, marking the second tightening move this year.

TradingKey - The deep collaboration between Samsung Electronics and Nvidia (NVDA) became an industry focal point at the Nvidia GTC 2026 conference.

TradingKey — Put simply, the current gold market is awaiting a new catalyst. The direction of the US dollar, shifts in Federal Reserve policy expectations, and geopolitical developments could alter market sentiment at any moment. As long as these key factors do not see a clear turning point, prices

TradingKey - On March 16 local time, Nvidia's (NVDA) annual developer conference, GTC 2026, kicked off at the SAP Center in San Jose. As more than 30,000 developers flooded the venue, the centerpiece of this premier AI industry event was undoubtedly founder and CEO Jensen Huang’s two-and-a-half-hour

Precious metals are gradually weakening while the crypto market continues to rebound and strengthen, signaling a new window for risk assets.

TradingKey - At 8:30 AM Beijing Time, international crude oil prices surged, with WTI crude futures breaking above $95 per barrel and Brent crude futures climbing to $102 per barrel. Intraday gains expanded to 1.4%, as geopolitical tensions served as the primary driver for the upward movement in oil prices.

Crypto market sentiment has improved as major coins surged across the board, with Bitcoin strongly breaking through the $75,000 mark.

US Indices Gain as Oil Supply Fears Ease; Trump Admin Presses Fed Subpoena Case

TradingKey - At 9:30 AM ET, the three major U.S. stock index futures rose collectively in pre-market trading. This follows Donald Trump’s promise of "escorts" and his pressure on NATO allies, warning of "very bad" consequences if NATO fails to assist the U.S. in ensuring normal navigation through the Strait of Hormuz.

TradingKey - During Monday's pre-market trading session (ET), tech giant Meta (META.US) reportedly plans to launch a large-scale AI collaboration with Nebius over the next five years, with total spending potentially reaching up to $27 billion. Driven by the news, shares of Nebius (NBIS.US) surged more than 16% at one point.