TradingKey

TradingKey - On September 25, Eastern Time, Reuters reported, citing three people familiar with the matter, that Solidigm, the U.S. storage subsidiary of SK Hynix (SKHY), is considering a U.S. listing as early as 2027, with a potential valuation of up to around $150 billion and fundraising that could reach $15 billion.

TradingKey - Micron Technology (MU) will release its fourth-quarter fiscal 2026 financial results after the U.S. market close on September 30. As of the close on September 25 Eastern Time, Micron closed at $1,082.28, up 0.16%. Since reaching a low near $926 on September 16, the stock has rebounded by approximately 17%, with market focus now shifting to the upcoming earnings results and guidance for the next fiscal year.

• USDMXN advanced due to narrowing interest-rate differentials between the US and Mexico. • Banxico maintained its benchmark rate at 6.50% despite Federal Reserve policy tightening. • Technical indicators show a buy signal with the RSI suggesting an overbought condition.

TradingKey - On September 28, Japanese and South Korean stock markets trended lower together, with losses in the South Korean market widening markedly. The Korea Composite Stock Price Index (KOSPI) closed down 2.70% at 6,889.75 points, while Japan's Nikkei 225 Index (JPN225) fell 0.73% to close at 65,877.62 points.

TradingKey - Vanguard International Semiconductor (VIS), in which TSMC (TSM) holds a stake, has launched its first 12-inch wafer fab in Singapore. Driven by sustained growth in demand for AI infrastructure, the new fab's capacity has been largely booked by customers around the start of production, leading the company to begin considering the construction of a second wafer fab locally.

TradingKey - As of the Asian session on September 28, international gold prices extended their recent weakness, with spot gold (XAUUSD) falling below $4,200 intraday to a low of $4,179.42, marking an intraday decline of over $100. Gold prices had already been under continuous pressure last week and dropped by over 2% at one point during Monday's Asian session, signaling that short-term selling pressure on gold has yet to show significant relief.

TradingKey - On September 25, Eastern Time, Microsoft (MSFT) unveiled the next-generation Microsoft Copilot and announced three features: Home, Code, and Autopilot. Autopilot can carry out long-duration tasks in the cloud and continue working after users go offline, further expanding Copilot's scope of application in enterprise automation.

TradingKey - Micron Technology (MU) will report its fourth-quarter fiscal 2026 financial results after the U.S. market close on September 30. Against the backdrop of continued AI server expansion, rising DRAM and NAND prices, and rapidly growing demand for HBM, this earnings report is drawing significant market attention.

XRP just surged from $1.10 to $1.50 in two weeks! Discover the core reasons behind the $100B market cap, the SEC CLARITY setback, and key resistance levels.

TradingKey - On September 25, Eastern Time, Akamai Technologies (AKAM) closed up 3.20% at $113.94, touching an intraday high of $128.46.

TradingKey - OpenAI will hold its annual developer conference, DevDay, on September 29 at Fort Mason in San Francisco. OpenAI CEO Sam Altman has recently signaled new product launches multiple times on social media, and the market expects over a dozen enterprise- and consumer-facing product updates to be unveiled during the event.

• Federal Reserve monetary tightening and elevated Treasury yields pressure non-yielding Bitcoin. • Quarterly options expiry reduced gamma hedging and triggered overleveraged long liquidations. • Moderated U.S. spot ETF inflows allowed exchange sell-side liquidity to increase.

• Ethereum faced downside pressure after failing to clear resistance at 2,800 USD. • Derivatives data showed declining speculative leverage and reduced futures open interest. • Technical indicators like MACD and RSI currently suggest neutral market conditions.

• XRPUSD declined due to technical resistance, profit-taking, and quarter-end positioning. • Upcoming programmatic escrow releases created psychological supply pressure for momentum traders. • Technical indicators show a MACD buy signal and a neutral RSI.

• Hawkish Federal Reserve policy expectations and surging real yields pressured silver prices. • Reduced industrial usage in solar manufacturing eased immediate physical market tightness. • Institutional long liquidation intensified downside price action amid technical support breaches.

• Silver dropped due to a firming U.S. dollar and elevated Treasury yields. • Tighter monetary conditions raised concerns regarding near-term industrial end-use demand. • Technical liquidations and institutional positioning shifts exacerbated the price retreat.

• Solana experienced a pullback following a multi-session rally and profit-taking. • Futures market leverage cooled as perpetual swap funding rates moderated. • Technical indicators show a MACD buy signal and neutral RSI.

TradingKey - On September 28, Japanese and South Korean stock markets diverged at the open. In individual stock movements, Japan's SoftBank Group rose 2.70% in early trading to 6,316 yen (approx. $40), while Kioxia gained 0.16% to 55,870 yen. South Korean chip stocks showed weak performance, with SK Hynix falling 2.09% in early trading to 1.823 million won (approx. $1,341) and Samsung Electronics dropping 0.35% to 284,500 won.

TradingKey - Macroeconomic Landscape: During the week from September 21, 2026 to September 27, 2026, the U.S. macroeconomic environment was driven by hawkish Federal Reserve monetary policy, volatile Treasury yields, and shifting energy dynamics.

• Natural gas futures pulled back from contract expiration and resolved supply disruptions. • Mild shoulder-season weather and strong domestic production pressured prices downward. • Technical indicators show a MACD buy signal and a neutral RSI.