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TradingKey - As of the close last Friday (May 8), the broader US market has risen for the sixth consecutive week, with Alphabet shares hitting a new intraday high. Class C shares (GOOG) touched $398.37, while Class A shares (GOOGL) hit $402, bringing its market capitalization to $4.8 trillion.

Whether Palantir reaches the trillion-dollar level will depend on whether it can maintain its technological lead and successfully make the transition from a U.S.-centered powerhouse to a global AI utility.

TradingKey - During the Asian trading session on May 11, spot gold fell below the $4,700 mark, briefly dropping to around $4,678. As of press time, it was trading at $4,670, standing in stark contrast to the gold price nearing its $4,900 high three days ago.

TradingKey - Bloomberg reports, citing Morgan Stanley (MS) analysts, that the global crude oil market is in a critical "race against time" phase, with the duration of any potential blockade of the Strait of Hormuz becoming the core variable driving oil price trends.

TradingKey - During the Asian trading session on May 11, SK Hynix shares rose by more than 15% at one point, hitting an all-time intraday high of 1.949 million KRW, with its market capitalization surpassing $900 billion. The year-to-date cumulative gain is approximately 197.03%, with the share price nearly tripling.

Tradingkey - Strong US employment data combined with an AI chip trading frenzy propelled US stocks to new record highs on Friday, marking the S&P 500’s sixth consecutive weekly gain, while chip stocks boosted the Nasdaq by 1.71%. Fueled by bullish sentiment in semiconductor investments, Asian equity markets broadly opened higher today. Both the KOSPI and the Nikkei 225 hit new record highs, though intraday performance diverged. South Korea's KOSPI index climbed after a high opening to reach an all-time intraday peak of 7,899.32 points. It closed up 4.32% at 7,822.19 points. Over the five trading days in May, the index has recorded a cumulative gain of 18.54%. Among heavyweight stocks, SK Hynix surged 12.87%, Samsung Electronics rose 6.42%, and Hyundai Motor gained 4.89%.

The Powell era resolved Bitcoin's "survival issue," while the Warsh era will grant Bitcoin "pricing power" within the mainstream financial system through the "AI productivity theory."

Tradingkey - Last Friday (May 8), U.S. tech stocks strengthened again, supported by the dual catalysts of improving geopolitical conditions and stellar corporate earnings. The Nasdaq Composite Index rose 1.71% to hit a record high, closing at 26,247.08 points. The PHLX Semiconductor Index jumped 5.51% to close at 11,775.5 points, also reaching a record high. Among mega-cap tech stocks, Micron Technology (MU) surged 15.49%, Intel (INTC) rose 13.96%, AMD (AMD) gained 11.44%, Qualcomm (QCOM) climbed 8.17%, and Tesla (TSLA) increased 4.02%.

TradingKey - During the Asian trading session on May 11, the Nikkei 225 Index opened at 63,203.44, hitting a new all-time high. Following a surge of more than 3,000 points last week, Japanese equities continued their strong momentum, with year-to-date gains now exceeding 22%, representing a standout performance among global stock markets.

The escalation of U.S.-Iran tensions remains contained and has not threatened Bitcoin’s rally, but this Tuesday’s CPI data could trigger a price pullback to $75,000.

Tradingkey - International oil prices surged during early Asian trading hours after U.S. President Trump and Iran rejected each other's latest responses to long-term peace proposals. Both major crude oil futures rose by over 3%, with WTI crude briefly hitting the $100 mark again. As of press time, WTI is up 3.79% at $99/bbl, while Brent crude has gained 3.29% to reach $104.62/bbl.

TradingKey — On Monday, May 11, Asia-Pacific equity markets extended their AI-driven rally. South Korea’s KOSPI index opened 3.7% higher, with intraday gains expanding to as much as 4.2%, surpassing the 7,800-point psychological level for the first time.

Wall Street faces a tug-of-war between strong AI-driven earnings and rising macro risks. While tech stocks remain resilient, persistent inflation (3.3%) and Middle East tensions are fueling volatility. All eyes turn to upcoming CPI data to determine if the Fed will maintain its hawkish stance throug

While there is still a risk of industry cycles, the current "Memory Crunch" has put Micron in a position of power that the company likely has never had in its 40-year history. For anyone looking to play the physical infrastructure of the future, MU stock is still a top pick for a diversified tech po

TradingKey - The U.S. Bureau of Labor Statistics will release the April CPI report on May 12 at 8:30 a.m. ET. Since the outbreak of the U.S.-Iran conflict in late February, the global energy market has experienced the most severe geopolitical supply shock in history. As the conflict enters its third month, traffic through the Strait of Hormuz remains significantly below pre-war levels, with approximately 20% of the world's oil transit routes still facing "interruption." This inflation report will serve as a critical validation window for the transmission effects of oil prices.

TradingKey - Amazon (AMZN) recently announced that it is opening Amazon Supply Chain Services (ASCS) to all businesses, making its comprehensive freight, warehousing, fulfillment, and parcel delivery capabilities available to all types of enterprises, moving beyond serving only its own retail operations and platform sellers.

TradingKey — As the Nasdaq continues to hit consecutive record highs, Michael Burry—who rose to fame during the 2008 subprime mortgage crisis and was the inspiration for the film *The Big Short*—is betting with unprecedented intensity on the bursting of the AI bubble.

TradingKey - Since the second quarter of 2026, prices across the Gallium Arsenide (GaAs) industry chain, from substrates to foundries, have undergone comprehensive upward adjustments, with some power amplifier prices rising by more than 10%. Industry analysts suggest that the explosive growth in demand for optical modules from AI data centers, coupled with global supply tightness of the critical metal gallium, are the fundamental drivers behind this round of price hikes.

TradingKey - As of May 7, the World Health Organization (WHO) has confirmed eight cases of hantavirus infection associated with the cruise ship, including three deaths. The Andes strain of the virus is the only hantavirus subtype known to be capable of limited person-to-person transmission.

TradingKey - Strategy, the world's largest Bitcoin holder, recently released its first-quarter earnings report, posting a net loss of $12.54 billion. Diluted loss per share reached $38.25, far exceeding the market expectation of $18.98.