TradingKey

TradingKey - TSMC (TSM) recently disclosed for the first time that it is collaborating with major ABF substrate supplier Ibiden and panel manufacturer Innolux to jointly validate the application of glass substrates in its next-generation advanced packaging technology, CoPoS. This move indicates that competition in advanced packaging is extending from wafer-level processes to panel-level processes.

TradingKey - Despite Trump’s statement on the 14th that a U.S.-Iran agreement will be signed this Friday (June 19) followed by the reopening of the Strait of Hormuz, the market remains highly skeptical. Data from the prediction market Polymarket indicates only a 23% probability that operations in th

TradingKey - On June 15, Eastern Time, SpaceX's upward momentum following its listing continued in overnight trading, with SpaceX (SPCX) seeing its overnight gains expand to over 10%. If these gains hold until the U.S. market open on Tuesday, its market capitalization will rise to approximately $2.77 trillion, officially surpassing Amazon (AMZN) to become the world's fifth-largest publicly traded company.

TradingKey - On Monday, all three major U.S. stock indices closed higher, with the Nasdaq rising 3.07%, the Dow Jones Industrial Average gaining 0.92%, and the S&P 500 climbing 1.65%. SpaceX (SPCX) surged nearly 20% in a single day, continuing its strong performance following its IPO last Friday.

TradingKey - Japanese and South Korean stocks opened mixed on Tuesday during the Asian session on June 16. The Nikkei 225 index opened at 69,288.91 points, down a slight 0.04% from the previous close, while the TOPIX fell approximately 0.4% to around 3,984.4 points. South Korea's KOSPI index opened 1.8% higher at 8,696.55 points, extending yesterday’s rally of over 5%.

Tradingkey - On June 15 (ET), the U.S. and Iran are set to sign a peace agreement on Friday. This, along with falling oil prices, bolstered the investment environment. The Dow Jones Industrial Average and the Philadelphia Semiconductor Index continued to hit all-time highs, as the three major U.S. i

• AppLovin to publicly launch Axon advertising platform in June. • First quarter 2026 earnings surpassed expectations; guidance optimistic. • Analysts maintain "Buy" rating with increased price targets.

• Arista Networks exceeded Q1 2026 expectations with strong revenue and EPS growth. • Launched new AI networking platforms, securing Meta and Microsoft endorsements. • Analysts and institutions maintain positive ratings and increase price targets.

• Corning's stock rises due to AI infrastructure demand. • Amazon secures multi-year fiber optics deal with Corning. • Strong Q1 2026 financials and positive outlook boost confidence.

• TotalEnergies stock fell nearly 9% on June 15, 2026. • Peace deal triggered a 5% drop in Brent and WTI crude oil prices. • Reduced geopolitical risk led to energy sector sell-off.

• Eaton to combine Mobility Group with Dana in $10B transaction. • Transaction expected to be accretive to growth and margins. • Eaton reported record Q1 2026 results and raised forecasts.

• Amphenol announced a 5% price increase due to rising costs and demand. • Company reported strong Q1 2026 results and optimistic Q2 2026 guidance. • Acquisition of CommScope CCS business expands fiber optic and data center capabilities.

• Analysts raised price targets, citing strong performance and margins. • Strong earnings, raised guidance, and record free cash flow reported. • AI storage demand and HAMR technology drive company's growth.

• Boeing stock rose 5.40% on positive analyst sentiment. • Operational improvements included increased aircraft deliveries and orders. • The aerospace sector outlook is favorable, described as a "supercycle."

• Analysts upgraded Western Digital with higher price targets. • AI infrastructure demand boosts storage solutions for data growth. • Strong earnings, margins, and debt reduction support optimism.

• Analog Devices surpassed Q2 2026 estimates with strong AI and industrial segment growth. • Analyst sentiment is largely positive, with "Moderate Buy" ratings and raised price targets. • The analog semiconductor market is seeing price increases driven by demand and costs.

Tradingkey - On June 15, during the US intraday session, SpaceX (SPCX) surged to $188.8, hitting a new all-time high since its listing. As of press time, the stock was up over 15.09% at $185.24, with its latest market capitalization reaching $2.42 trillion. This ranks it sixth among US stocks by market value, trailing only Amazon at $2.65 trillion. On the news front, SpaceX underwriters exercised the over-allotment option, bringing the total fundraising scale to $85.7 billion and continuing to set new historical records for global IPOs.

• Toyota completed sale of Toyota Industries shares. • Toyota's EV sales surged, with new models performing well. • Analysts maintain positive ratings and price targets for Toyota.

• American Express agreed to acquire TheFork for $700 million. • BofA reiterated "Buy" rating, citing strong second-quarter billing metrics. • Charge-offs were 2% in May 2026, with stable credit environment.

• Analysts raised price targets, citing QCOM's AI strategy. • Investor focus is on QCOM's June 24, 2026, Investor Day. • QCOM reported earnings surpassing estimates, increasing dividends.