TradingKey

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.

Obstacles to the reopening of the Strait of Hormuz shipping lanes triggered a sharp rebound in crude oil prices, with WTI crude climbing back above $94, dragging all three major stock index futures lower. Investors are currently awaiting the upcoming PCE price index with bated breath, as the data wi

TradingKey - As Intel (INTC) announced its participation in the Musk-led Terafab superchip factory project, market excitement has continued to build. Driven by a convergence of multiple positive catalysts, the company's stock price has recently staged an impressive rally.

The CLARITY Act is no longer just a "stand-alone bill"; it is the barometer for the future of American financial innovation. While the "smart money" is betting on a breakthrough this April, the path to the President's desk remains a "brutal slog." For the crypto industry, the next six weeks will det

TradingKey - Since reaching a historical low at the start of the year, Meta Platforms (Meta) has shown signs of life again. Positive headlines around a ceasefire agreement in Iran reduced macroeconomic tension, leading successfully to a rally in risk assets like the entire U.S. stock market. As a re

TradingKey - Trump recently unveiled a $1.5 trillion defense budget proposal, focusing on three key areas: space defense, shipbuilding, and missile systems. The market immediately interpreted the announcement as a signal for a new defense industry growth cycle, bringing relevant US aerospace and def

Oil prices rebounded following sudden complications in U.S.-Iran ceasefire talks, with WTI breaking above the $90 level.

TradingKey - South Korean media reported on Thursday that domestic memory giants Samsung Electronics and SK Hynix are gradually moving away from traditional short-term contract systems focused on quarterly and annual terms, shifting instead toward 3-to-5-year Long-Term Agreements (LTAs). Why do Sams

TradingKey - On April 8 local time, the U.S. and Iran announced a temporary ceasefire agreement. However, just hours later, large-scale Israeli airstrikes on Lebanon brought the peace to the brink of collapse, prompting Iran to announce the closure of the Strait of Hormuz once again.

TradingKey - Levi Strauss ( LEVI) shares surged on the day it announced its first-quarter results, drawing a straightforward reaction from the market. Both revenue and earnings per share exceeded expectations, and full-year guidance was also raised, prompting observers to once again re-examine the t

TradingKey - After the market close on April 8, high-performance data center operator Applied Digital (APLD.US) released its third-quarter fiscal 2026 results.

TradingKey - The memory chip market in Q1 2026 is undergoing a once-in-thirty-year super cycle. DRAM contract prices have surged by over 90% QoQ, while NAND prices have risen by more than 50%. For the first time, Microsoft and Google have signed three-year long-term agreements with memory manufactur

Escalating Middle East tensions ahead of negotiations triggered a surge and subsequent retreat in Bitcoin prices, with $70,000 emerging as a critical watershed for bulls and bears.

TradingKey - On April 9, according to industry sources, SK Hynix's 1c DRAM yield has reached 80%. The company plans to transition more than half of its capacity to the new process within the year, targeting a monthly output of 190,000 wafers by year-end, while tripling its investment in EUV equipmen

TradingKey - The 2026 U.S. IPO market will face the most crowded listing window in history. Elon Musk’s SpaceX is set to launch its IPO roadshow in June, OpenAI plans to list in the fourth quarter, and Anthropic intends to go public in October. The combined financing scale of these three companies c

TradingKey - From debt cycles to gold allocation, how he has stayed on his feet through repeated crises

TradingKey - On Wednesday, the U.S. memory chip sector experienced a strong rally, with Micron, SanDisk, Western Digital, and Seagate gaining collectively to become one of the standout market segments in the U.S. stock market for the day.

TradingKey - Boosted by the US-Iran ceasefire, the three major US stock indices surged collectively, while European stock markets recorded their largest gain since 2022.

TradingKey - On Monday, Broadcom Inc. (AVGO) announced that it has entered into an Extended Supply Agreement with Alphabet Inc. (GOOGL) for the design and supply of next-generation Tensor Processing Units (TPUs) and Networking components through 2031. 

Easing tensions in the Middle East triggered a plunge of over 10% in crude oil prices, while the three major U.S. stock index futures and star tech stocks rallied broadly.