TradingKey

TradingKey - April 10, 2026. Optical communications leader Lumentum (LITE) ignited the market with a major announcement: Driven by accelerating demand from massive U.S. AI data centers, the company’s orders are expected to be fully booked through 2028. Capacity for 2028 is projected to be sold out within the next two quarters, and despite expanding production at maximum speed, the company is still struggling to meet demand. Notably, Nvidia had previously made a $2 billion strategic investment in Lumentum, accompanied by billions of dollars in capacity procurement commitments. On the day, Lumentum shares rose 4.8% in pre-market trading, and JPMorgan sharply raised its price target from $565 to $950. Boosted by this momentum, the "Big Three" of A-share optical modules—Zhongji Innolight, Eoptolink, and TFC—all trended higher. Among them, Zhongji Innolight’s total market capitalization surpassed 800 billion yuan, while Eoptolink broke through...

Coinbase is currently navigating a "tempestuous two-step" between retail speculation and institutional infrastructure. For those tracking the Coinbase share price, the short term will remain sensitive to Bitcoin’s cycles and geopolitical headlines.

TradingKey - Energy price shockwaves triggered by the U.S.-Iran war are profoundly impacting the U.S. economy. The latest March Consumer Price Index (CPI) data released by the U.S. Bureau of Labor Statistics shows that CPI rose sharply by 0.9% month-on-month, with the year-on-year increase climbing to 3.3%.

TradingKey - Ahead of the U.S. market open on Friday, the three major U.S. stock index futures showed mixed performance. Dow futures fell 0.02% to 48,404 points; S&P 500 futures rose 0.07% to 6,868 points; and Nasdaq futures dropped 0.15% to 25,289 points.

TradingKey - PLTR drops over 7% on Burry's Anthropic enterprise data. Maven Program of Record, $142x valuation risk, and $125 support level analysed.

TradingKey - The current shortage of AI chips has become a common challenge for leading firms. As a representative company in the generative AI sector, Anthropic is exploring ways to overcome this bottleneck. Recent reports suggest that the company is evaluating the feasibility of developing its own AI chips to strengthen its control over computing power and reduce reliance on external suppliers.

TradingKey - At 8:30 AM ET on Friday, the U.S. Department of Labor will release the March Consumer Price Index (CPI) report. The market generally expects inflation to record its sharpest monthly jump since 2022. This will be the first inflation report to fully incorporate the surge in oil prices and serves as a key data point to test whether the "energy shock" has spread across the broader economy.

TradingKey - On April 8, spot gold surged toward $4,800 per ounce, hitting a high of $4,857. However, on April 9, it retreated to $4,698, wiping out all gains within just 48 hours. The root cause of this "rollercoaster" price action lies not in gold itself, but in oil.

TradingKey - Boosted by the continued progress of a US-Iran ceasefire agreement and signals from Israel regarding negotiations with Lebanon, risk appetite in the Asia-Pacific market continued to recover, with Asia-Pacific stock markets closing higher.

TradingKey – During Friday's Asian trading session, WTI crude oil prices continued to climb, with intraday gains extending to 2% as prices once again touched the key $100 per barrel psychological threshold. This move represents a renewed challenge to the $100 mark following a recent period of high-level volatility, signaling that the market's repricing of supply-demand dynamics and geopolitical risks is accelerating.

TradingKey - According to the latest Bloomberg report, U.S. Treasury Secretary Bessent and Federal Reserve Chair Jerome Powell urgently convened a meeting with the CEOs of major Wall Street banks this Tuesday to discuss potential cybersecurity threats posed by Anthropic's latest AI model, Mythos. Th

TradingKey - April 10, 2026: Tesla China officially refuted market rumors claiming the company is "secretly developing a smaller, more affordable electric SUV (4.28 meters long, priced below the Model 3, with production planned at the Shanghai factory)." These reports have been explicitly denied.

TradingKey — Citron Capital founder Andrew Left recently raised his price target for Amazon to $300, representing nearly 30% upside potential from Thursday’s closing price. His reasoning extends beyond "continued AWS growth," as he explicitly characterizes Amazon’s in-house chip business as a massiv

TradingKey - Driven by robust end-market demand, global foundry leader TSMC (TSM) is seeing accelerating revenue growth momentum. Monthly revenue for March reached NT$415.19 billion.

TradingKey - On April 9 (ET), Tesla (TSLA.US) shares closed up 0.69% at $345.62. Year-to-date, Tesla's stock price has declined by nearly 24%. Meanwhile, well-known Wall Street "tech bull" Cathie Wood once again moved to buy the dip.

TradingKey - The Information reports that SpaceX's 2025 revenue exceeded $18.5 billion, while net losses approached $5 billion. Analysis suggests these figures reflect the drag on SpaceX following its merger with xAI. Influenced by xAI, will SpaceX's target IPO valuation be significantly discounted?

TradingKey - After the market close on April 8, 2026, STAAR Surgical (STAA) released preliminary results that surprised the market: net sales for the first quarter of 2026 are expected to exceed $90 million, more than doubling the $42.6 million reported in the same period of 2025. This guidance sign

TradingKey - On Thursday (April 10), Nvidia shares closed approximately 1% higher at $183.94, marking its seventh consecutive session of gains and its longest winning streak since November 2023. While the magnitude of this rally is not particularly dramatic, its significance lies in the market’s renewed willingness to buy into Nvidia's AI growth story following months of repeated volatility.

TradingKey - Plans for Israel-Lebanon talks bolstered hopes for maintaining a US-Iran ceasefire. US equities extended their rally, with the three major indices closing at over one-month highs as the S&P 500 and Nasdaq recorded their seventh consecutive daily gain. Memory chip stocks drove the semico

TradingKey - On April 9, AI cloud computing provider CoreWeave (CRWV) announced a long-term partnership agreement valued at $21 billion with Meta (META). The company will provide Meta with dedicated AI cloud computing capacity, with the service term extending through December 2032.