TradingKey

TradingKey - On June 29, Eastern Time, Tesla (TSLA) shares reclaimed the $400 mark, rising 5.83% to $401.84 as of press time. Tesla is scheduled to release its second-quarter delivery report this week, with Wall Street investment banks expecting deliveries to beat market expectations.

TradingKey - Shares of space company Rocket Lab (RKLB) surged by over 12% at one point after announcing an $8 billion acquisition of Iridium Communications (IRDM). Under the transaction agreement, Iridium Communications shareholders will receive $27 per share in cash plus Rocket Lab stock, representing a total consideration of approximately $54 per share. The transaction is expected to close in mid-2027.

TradingKey - Amazon (AMZN) begins a critical week as AWS AI demand accelerates, Trainium demand remains strong, and traders watch whether the stock can reclaim $239.

On June 29, Eastern Time, US memory stocks fell collectively after the South Korean government announced its largest-ever investment plan for the semiconductor and artificial intelligence (AI) industries, with SanDisk (SNDK) and Micron (MU) both dropping over 6%. This serves as another new catalyst for the memory sector following Micron Technology's release of optimistic earnings guidance last week. However, judging from today's market reaction, investors do not seem to be buying into it. Meanwhile, reports that Apple and Microsoft's Xbox raised prices on the same day last week have prompted the market to reassess whether the current sharp rise in memory prices driving the chip sector's earnings expansion is coming at the expense of sustained pressure on end-consumer demand.

TradingKey - Apple (AAPL) begins a critical week after rebounding from its memory-cost selloff. Investors now watch whether the stock can reclaim $290 ahead of iPhone 18.

TradingKey - Due to the US Independence Day holiday on July 3, the June non-farm payrolls report, originally scheduled for Friday, will be released early on July 2. Regarded as a "barometer" of the US economy, this data will not only directly influence the Federal Reserve's interest rate decisions in the second half of the year, but could also trigger a new round of volatility in global financial markets.

TradingKey - On June 29, Eastern Time, clear divergences emerged in the statements from both sides regarding whether the US and Iran would hold talks in Doha on the 30th.

TradingKey - SpaceX (SPCX) begins a pivotal week at $155.25 as Nasdaq-100 inclusion on July 7 nears. Forced index buying, low float, and key resistance at $163 could shape the next move.

TradingKey - Nokia (NOK) begins the week at $12.93 after a 7% drop despite AI/Cloud revenue jumping 49% YoY. Q2 earnings, strong order growth, and key support levels are now in focus.

TradingKey - On June 29 Eastern Time, in US premarket trading, the three major stock index futures rose collectively. As of press time, Dow Jones futures rose 0.46%, Nasdaq 100 futures rose 1.19%, and S&P 500 futures rose 0.85%.

TradingKey - Against the backdrop of intensifying global memory chip supply-demand imbalances, TSMC (TSM) is accelerating its localized supply chain substitution plan to reduce its reliance on the three major international memory giants: Samsung, SK Hynix, and Micron (MU).

TradingKey - Samsung, SK Hynix, and Micron, the three chip giants controlling nearly 90% of the global DRAM market share, are facing a class-action lawsuit in a California federal court. The companies are accused of colluding to restrict traditional DRAM production under the guise of a strategic shift to AI High Bandwidth Memory (HBM), driving up prices by approximately 700% over the past four years.

Samsung Group announced a larger-than-expected 2,655 trillion won investment plan, with its stock price poised to rebound and reach new highs.

TradingKey - As of the European session on June 29, WTI crude oil (USOIL) prices fluctuated and weakened near $70.00. From the market perspective, oil prices opened slightly higher due to the renewed exchange of fire between the US and Iran, but subsequently weakened again as tensions eased.

TradingKey - On June 28, Eastern Time, Elon Musk disclosed via the X platform that Grok 4.5, developed by xAI, is currently undergoing internal testing at SpaceX and Tesla. He also announced plans to release a brand-new AI model "trained entirely from scratch" every month for the remainder of this year.

TradingKey - On June 29, following the official announcement of a new round of semiconductor and artificial intelligence (AI) industry development strategies by South Korean President Lee Jae-myung, Samsung Electronics announced after-hours a massive long-term investment plan of up to 2,655 trillion Korean won (KRW). This marks the largest investment in the history of South Korea's AI and semiconductor strategy. The investment will focus on key areas including AI semiconductors, advanced memory chips, AI data centers, advanced packaging, new wafer fabs, displays, and batteries. This move demonstrates South Korea's attempt to leverage the synergy between corporate capital expenditure and national industrial policy to further consolidate its core position in the global chip supply chain.

TradingKey - As the artificial intelligence (AI) boom drives a surge in demand for High Bandwidth Memory (HBM), global memory chipmakers are entering an unprecedented golden age of profitability.

TradingKey - Latest market data show that last Friday (June 26), Micron (MU) experienced a pullback on the first trading day after releasing exceptionally strong earnings. The stock surged to an intraday high of $1,198.71 but later retraced to around $1,121.36, closing down 6.69% for the day. The price action indicates that due to overextended recent gains and rising profit-taking, the stock has begun to show signals of heavy profit-taking at these elevated levels.

The KOSPI and Nikkei 225 staged a "fall-then-rise" trend, as SoftBank plunged over 5%, Samsung Electronics and Kioxia fell about 4%, and SK Hynix dropped around 1%.

TradingKey - According to a filing disclosed by the U.S. Federal Trade Commission (FTC) on June 25, Elon Musk's acquisition of high-speed optical module startup Mesh Optical Technologies has received regulatory approval. The FTC completed its antitrust review by granting "early termination" of the waiting period, allowing the transaction to bypass the statutory waiting period and proceed directly. The filing did not disclose the transaction value, closing timeline, or equity structure. The acquiring entity is registered under Musk personally, rather than SpaceX.