TradingKey

TradingKey - On July 1, Eastern Time, Tesla (TSLA) rose for the fourth consecutive day, gaining over 14% and pushing its share price back above $430. As of press time, the stock was up 1.71% at $427.79. Amid an overall slowdown in the global electric vehicle market, the market expects Tesla's second-quarter global deliveries to be approximately 396,500 vehicles, representing a year-on-year increase of about 3%.

TradingKey - Western Digital (WDC) trades at $624.50 after a triangle breakdown despite record 50.5% gross margin, $3.34B revenue, and 222EB shipped. Target $584.

TradingKey - On July 1, Eastern Time, gold (XAUUSD) surged past $4,100 at one point, reclaiming a near one-week high. As of press time, it was up 2.27% to trade at $4,098 per ounce. Newly appointed Fed Chairman Warsh stated on Wednesday that both inflation expectations and inflation risks have declined in recent weeks.

TradingKey - AMD trades at $575 after Q1 revenue rose 38% to $10.25B. Data Center reached $5.8B, MI450 demand exceeded forecasts, and a breakout targets $607.50.

TradingKey - On July 1, Eastern Time, Meta Platforms (META) saw its share price surge shortly after the market opened, rising over 8% to log its largest intraday gain in nearly two months. As of press time, Meta was up 7.74% at $606.88. [Source: Futu] On the news front, according to media reports, Meta is building a cloud business and plans to lease out its surplus AI computing power and model access.

TradingKey - Against the backdrop of increasingly fierce competition in the global new energy vehicle market, Chinese automaker BYD is reclaiming its position from Tesla (TSLA) as the global leader in pure electric vehicle sales by accelerating its expansion into overseas markets.

TradingKey - Circle (CRCL) plunged 17.5% after a rival stablecoin launch. USDC circulation reached $73.7B, but growing competition puts its reserve-income model under pressure.

TradingKey - Data released by Automated Data Processing (ADP) on Wednesday showed that US private sector employment increased by 98,000 in June, lower than the market expectation of 118,000, down from the previous value of 122,000. This marks the lowest increase since March this year.

TradingKey - UiPath (PATH) trades at $10.87 after its first-ever GAAP profit. AI featured in 16 of its top 20 deals, with AI expansions 6x larger. Target $12.60.

TradingKey - As the temporary US-Iran peace agreement took effect and shipping through the Strait of Hormuz gradually returned to normal, international crude oil prices plunged nearly 30% in the second quarter, recording the largest single-quarter decline since 2020, following a first-quarter surge triggered by geopolitical conflicts.

TradingKey - On July 1, Eastern Time, the three major US stock index futures fell collectively in pre-market trading. As of press time, Dow Jones Industrial Average futures fell 0.24%, S&P 500 Index futures fell 0.17%, and Nasdaq 100 Index futures fell 0.39%. Overall market sentiment was weak, with the semiconductor and memory sectors acting as the main drag on the broader market.

TradingKey — During the Asian trading session on July 1, SoftBank announced that it had completed an additional $10 billion investment in OpenAI through its Vision Fund 2. This marks the second installment of its previously announced $30 billion follow-on investment plan. According to the plan, the final investment of $10 billion is scheduled to be completed on October 1.

TradingKey - After the market closed on June 30 local time, Nike Inc. (NKE) released its fourth-quarter and full-year financial results for fiscal year 2026. Data showed that fourth-quarter global revenue reached $11 billion, beating market expectations, while full-year revenue stood at $46.4 billion, flat compared to the same period last year.

TradingKey - As of the European trading session on July 1, the price of Bitcoin (BTC) fluctuated around $58,700. It hit a new year-to-date low of $57,800 earlier in the day before staging a modest recovery, though it still failed to reclaim the $60,000 threshold. From a technical perspective, Bitcoin prices have trended downward recently, dragged down by continuous outflows from Bitcoin ETFs. Year-to-date, Bitcoin has accumulated a decline of 33%.

TradingKey - On June 30, Eastern Time, the U.S. Office of Government Ethics released President Trump's annual financial disclosure report for 2025. The 927-page document is nearly four times the length of the previous year's 234-page report.

TradingKey - Driven by the ongoing global investment boom in artificial intelligence infrastructure, South Korea's export trade achieved a historic breakthrough in June, with multiple core indicators hitting record highs.

Japanese and South Korean stock markets mixed, with the KOSPI index tumbling over 2% and the Nikkei 225 index rising slightly. Samsung Electronics plummeted nearly 6%, while SK Hynix and Kioxia followed the decline.

TradingKey - On June 30, Eastern Time, Anthropic announced on the social media platform X that the U.S. Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5, and access to both models will officially resume on July 1. Counting from June 12, this 18-day ban has finally come to an end. [Source: X] The incident began on June 12. The U.S. Department of Commerce...

Bitcoin's rapid rebound today after dipping below $58,000 reflects a technical rally following a short-term decline, rather than a trend reversal.

TradingKey - As of today's (July 1) early Asian session, gold (XAUUSD) prices maintained a weak intraday decline. After consolidating above $4,000 at yesterday's close, the gold price broke below $4,000 again today, indicating that market sentiment leans bearish amid instability in the US-Iran situation.