TradingKey

• TSMC Q1 2026 revenue NT$1.134 trillion, up 35.1% year-over-year. • AI chip demand drives TSMC's strong financial performance and stock. • Analysts maintain positive outlook with increased price targets for TSMC.

TradingKey - Energy price shockwaves triggered by the U.S.-Iran war are profoundly impacting the U.S. economy. The latest March Consumer Price Index (CPI) data released by the U.S. Bureau of Labor Statistics shows that CPI rose sharply by 0.9% month-on-month, with the year-on-year increase climbing to 3.3%.

• Broadcom's Q1 2026 results beat expectations, driven by AI semiconductors. • Multi-year AI chip agreements with hyperscale customers provide revenue visibility. • Analysts remain positive on AVGO, but some caution due to valuation and macro concerns.

• Astera Labs stock rose due to AI infrastructure and UALink specifications. • Company issued strong Q1 2026 guidance for revenue and EPS. • Analysts have "Moderate Buy" rating with average price target $199.44.

• ARM's share price rose due to AI and data center developments. • Collaboration with SK Telecom and Rebellions on AI infrastructure announced. • Analysts have raised price targets and reiterated favorable ratings.

• Corning's optical communications segment drives AI infrastructure demand. • Q4 2025 results surpassed estimates; Q1 2026 guidance is encouraging. • Meta deal and upgraded strategic plan boost AI-driven revenue potential.

TradingKey - Ahead of the U.S. market open on Friday, the three major U.S. stock index futures showed mixed performance. Dow futures fell 0.02% to 48,404 points; S&P 500 futures rose 0.07% to 6,868 points; and Nasdaq futures dropped 0.15% to 25,289 points.

TradingKey - PLTR drops over 7% on Burry's Anthropic enterprise data. Maven Program of Record, $142x valuation risk, and $125 support level analysed.

TradingKey - The current shortage of AI chips has become a common challenge for leading firms. As a representative company in the generative AI sector, Anthropic is exploring ways to overcome this bottleneck. Recent reports suggest that the company is evaluating the feasibility of developing its own AI chips to strengthen its control over computing power and reduce reliance on external suppliers.

TradingKey - At 8:30 AM ET on Friday, the U.S. Department of Labor will release the March Consumer Price Index (CPI) report. The market generally expects inflation to record its sharpest monthly jump since 2022. This will be the first inflation report to fully incorporate the surge in oil prices and serves as a key data point to test whether the "energy shock" has spread across the broader economy.

TradingKey - On April 8, spot gold surged toward $4,800 per ounce, hitting a high of $4,857. However, on April 9, it retreated to $4,698, wiping out all gains within just 48 hours. The root cause of this "rollercoaster" price action lies not in gold itself, but in oil.

TradingKey - Boosted by the continued progress of a US-Iran ceasefire agreement and signals from Israel regarding negotiations with Lebanon, risk appetite in the Asia-Pacific market continued to recover, with Asia-Pacific stock markets closing higher.

TradingKey – During Friday's Asian trading session, WTI crude oil prices continued to climb, with intraday gains extending to 2% as prices once again touched the key $100 per barrel psychological threshold. This move represents a renewed challenge to the $100 mark following a recent period of high-level volatility, signaling that the market's repricing of supply-demand dynamics and geopolitical risks is accelerating.

TradingKey - According to the latest Bloomberg report, U.S. Treasury Secretary Bessent and Federal Reserve Chair Jerome Powell urgently convened a meeting with the CEOs of major Wall Street banks this Tuesday to discuss potential cybersecurity threats posed by Anthropic's latest AI model, Mythos. Th

TradingKey - April 10, 2026: Tesla China officially refuted market rumors claiming the company is "secretly developing a smaller, more affordable electric SUV (4.28 meters long, priced below the Model 3, with production planned at the Shanghai factory)." These reports have been explicitly denied.

TradingKey — Citron Capital founder Andrew Left recently raised his price target for Amazon to $300, representing nearly 30% upside potential from Thursday’s closing price. His reasoning extends beyond "continued AWS growth," as he explicitly characterizes Amazon’s in-house chip business as a massiv

TradingKey - Driven by robust end-market demand, global foundry leader TSMC (TSM) is seeing accelerating revenue growth momentum. Monthly revenue for March reached NT$415.19 billion.

TradingKey - On April 9 (ET), Tesla (TSLA.US) shares closed up 0.69% at $345.62. Year-to-date, Tesla's stock price has declined by nearly 24%. Meanwhile, well-known Wall Street "tech bull" Cathie Wood once again moved to buy the dip.

TradingKey - The Information reports that SpaceX's 2025 revenue exceeded $18.5 billion, while net losses approached $5 billion. Analysis suggests these figures reflect the drag on SpaceX following its merger with xAI. Influenced by xAI, will SpaceX's target IPO valuation be significantly discounted?

TradingKey - After the market close on April 8, 2026, STAAR Surgical (STAA) released preliminary results that surprised the market: net sales for the first quarter of 2026 are expected to exceed $90 million, more than doubling the $42.6 million reported in the same period of 2025. This guidance sign