TradingKey

TradingKey - On July 29, Japanese and South Korean stock markets extended their decline, with the South Korean market once again becoming the hardest-hit area in Asian equities. Samsung Electronics fell over 5%, SK Hynix dropped nearly 10%, Kioxia plummeted nearly 14%, and SoftBank fell nearly 7%.

TradingKey - After the market close on July 28, ET, global hard drive leader Seagate Technology (STX) announced its fiscal fourth-quarter 2026 results. Not only did revenue and earnings for the quarter exceed Wall Street expectations across the board, but the performance guidance for the next fiscal quarter was also significantly higher than market forecasts. Seagate shares fell 8.5% in regular trading prior to the earnings release but rebounded by more than 10% in after-hours trading.

With the FOMC interest rate decision imminent, the U.S. SEC Chair’s support for the CLARITY Act will have a very limited impact on the cryptocurrency market.

TradingKey - On July 29, it was reported that Meta (META) CEO Mark Zuckerberg stated that the U.S. maintains a leading position in artificial intelligence and should not rely on restricting or banning Chinese AI models. Instead, it should consolidate its competitive advantage through continuous innovation and the enhancement of its own technological capabilities. These remarks have once again drawn market attention to the global AI competition landscape and U.S.-China tech competition.

TradingKey - During the Asian trading session on July 29, the Nikkei 225 Index continued to weaken following the open, as the semiconductor sector extended the previous day's panic selling momentum. As of writing, Kioxia Holdings fell nearly 8%, SoftBank Group dropped over 6%, and Tokyo Electron declined nearly 5%.

TradingKey - SK Hynix reported its second-quarter 2026 results. Driven by the sustained growth in AI server demand, the company's revenue increased by 257% year-on-year, and operating profit surged by 557% year-on-year. However, SK Hynix's share price at one point fell by more than 11%.

TradingKey - During the Asian trading session on July 29, SK Hynix (SKHY) reported record second-quarter earnings, yet its failure to meet market expectations triggered stock price volatility. However, in response to widespread market skepticism regarding the sustainability of AI infrastructure investment, the memory giant provided a firm rebuttal during its earnings call.

TradingKey - Micron fell below $800 Tuesday as CXMT's blockbuster Shanghai IPO raised supply concerns, Apple reportedly sought waivers to source memory from Chinese suppliers, and SK Hynix fell 14.7%. At $812, the $803.95 has broken. $742 is the next support. Here is the full picture.

TradingKey - On Tuesday, the rotation in the U.S. stock market continued, with the Dow Jones Industrial Average rising more than 500 points. The rally was driven by better-than-expected corporate earnings, a decline in oil prices, and a shift of capital from the semiconductor sector to other sectors

TradingKey - NVIDIA fell 5% Monday and is extending losses Tuesday as the $250B OpenAI data center guarantee raised circular financing concerns. Samsung fell 13%, SK Hynix 14.7%. NVDA CDS hit a record one-day gain. Analysts say fears are overblown. At $194, here is what matters.

TradingKey - In early Asian trading on July 29, Japanese and South Korean stock markets rebounded following a sharp continuous correction the previous day. SK Hynix rose more than 3% after releasing its earnings report, Samsung Electronics gained over 4%, and Kioxia surged more than 7%.

The Dow Jones Industrial Average rose approximately 600 points, boosted by strong corporate earnings, falling oil prices, and sector rotation from the semiconductor industry to other areas. Memory and chip stocks extended yesterday's losses, while software stocks rebounded. Investors are focused on tomorrow's Federal Reserve interest rate decision and the technology earnings reports scheduled for this week.

On July 28, ET, international crude oil prices fell further, marking the official entry of oil prices into a correction phase. Brent crude (UKOIL) saw losses widen to over 5%, while WTI crude (USOIL) dropped more than 4%, reflecting the market re-pricing the prospects of easing supply risks in the Middle East.

On July 28 ET, Micron (MU) lost the $800 level during intraday trading, hitting a low of $789.09, its lowest point since late May. Jefferies analysts stated in a research report that memory chip prices may be nearing their peak. Although the market expects third-quarter memory chip prices to rise by another 25%-30% quarter-on-quarter, Jefferies' latest industry checks suggest a more moderate increase of between 15% and 20%.

On July 28, Eastern Time, the three major U.S. stock indices diverged. The sell-off in chip stocks continued to intensify, and AI hardware stocks extended their recent declines. The Dow Jones Industrial Average strengthened, while the Nasdaq 100 Index fell more than 1% and the Philadelphia Semiconductor Index dropped over 5%.

Wayfair heads into August earnings with customer growth returning, stronger operating efficiency and improving order trends. Here is what investors should watch in the Q2 report.

On July 28, Eastern Time, impacted by today’s slump in South Korean stocks, SK Hynix ADR (SKHY) fell below the $130 psychological level to hit a new record low since listing. As of publication, SK Hynix was down 8.76% at $130.49.

BitMine heads into earnings with nearly 5% of Ethereum's circulating supply, a $4 billion buyback programme and growing staking income. Here's what investors should watch.

Nvidia secured a major data center order in Texas; however, its stock price declined and could potentially drop to $180.

TradingKey - As of July 27, Eastern Time, SpaceX (SPCX) shares were priced at $113.50, down 1.4%, after hitting an intraday low of $108.66, marking a new low since its listing. Compared to the all-time high of $225.64 reached on June 16, SPCX has seen a cumulative drawdown of nearly 50% and is down