TradingKey

AMD's earnings guidance failed to meet the highest expectations, triggering a 9% plunge in its stock price. Shares may continue to face downward pressure in the short term.

TradingKey - According to Reuters, citing sources familiar with the matter, Samsung Electronics and SK Hynix have been evaluating etching equipment from Chinese semiconductor equipment manufacturer AMEC in recent years. The primary objective is to secure additional supply chain options for their production bases in China to mitigate risks from potential further tightening of U.S. export controls. However, Samsung denied these reports, stating it has neither tested AMEC's equipment at its Chinese facilities nor included the equipment in its implementation plans.

TradingKey - On August 4, Asia time, according to a report by South Korea's Electronic Times, TSMC (TSM) is opening up CoW (Chip on Wafer), the core packaging process for AI chips, on a large scale to outsourcing partners such as ASE.

Unlike Strategy, SpaceX maintained its Bitcoin holdings in the second quarter, reducing market selling pressure.

TradingKey - AMD reported second-quarter fiscal 2026 results that were generally better than market expectations. However, as investors had already set extremely high expectations for the company's AI business and its third-quarter revenue guidance failed to fully meet the most optimistic projection

TradingKey - According to South Korean media reports, the South Korean shareholder advocacy group "Korea Shareholder Action Headquarters" stated on August 5 that it has filed complaints with the police against the CEOs of Samsung Electronics and SK Hynix for alleged violations of the breach of trust provisions under the Act on the Aggravated Punishment of Specific Economic Crimes. The cases have been transferred to the first and second investigation divisions of the Gyeonggi Nambu Provincial Police Agency, respectively.

TradingKey - On August 5, Japanese and South Korean stock markets closed higher across the board. By the market close, the Korea Composite Stock Price Index (KOSPI) rose 239.31 points, or 3.76%, to 6,598.26, extending the rebound from the previous trading session. Japanese stocks also gained strength, with the Nikkei 225 Index closing up 3.66% at 66,300.44.

Samsung Electronics unveiled next-generation memory technology, driving a rebound of approximately 4% in its share price.

TradingKey - On August 4, Eastern Time, SpaceX (SPCX) held its first earnings conference call since going public. During the call, SpaceX CEO Elon Musk revealed the latest progress in the company's AI business: first, model iteration is accelerating, with Grok 4.6 to be released next week, followed shortly by Grok 4.7; second, computing power is fully integrated with Nvidia (NVDA) and extends into space.

TradingKey - SpaceX (SPCX) released its first quarterly earnings report since going public, which overall exceeded Wall Street expectations. However, the company's investments in AI data centers, Starship, and next-generation satellites continue to increase rapidly. High capital expenditures have led investors to reassess its cash burn and long-term returns, causing SpaceX's stock price to fall more than 7% in after-hours trading.

TradingKey - During the August 5 Asian trading session, SoftBank Group (9984.T) shares surged over 11%, leading gains among Nikkei index components. After the market close on August 4, its core subsidiary SoftBank Corp. (9434.T) released better-than-expected first-quarter results. The high-growth guidance for its AI and cloud businesses, projecting a 30% compound annual growth rate, has become the core driver of the parent company's valuation recovery.

TradingKey - SpaceX climbs before its first public earnings as investors watch Starlink growth, AI revenue, and Elon Musk's outlook.

TradingKey - AMD posted record $11.5B revenue and $1.66 EPS, both beating estimates, yet shares fell ~7% toward $480. Q3 guidance of $13B tops Street. Buy the dip?

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TradingKey - On August 5, Japanese and South Korean stock markets were driven higher by the overnight rally in U.S. tech and semiconductor sectors, with major indices in both regions opening higher and trending upward. SK Hynix rose 7%, Samsung Electronics gained over 4%, SoftBank surged 9%, and Kioxia climbed 7%.

TradingKey - Global risk appetite rebounded significantly, with major asset classes strengthening in tandem. Driving factors included the decline in risk premiums following the easing of U.S.-Iran geopolitical tensions, cooling inflation expectations, and the continued strengthening of the AI capita

SpaceX (SPCX) released its fiscal second quarter 2026 financial results on August 4, ET. Following the announcement, SPCX's after-hours share price fell by more than 8% at one point; as of writing, the decline narrowed to 5%, trading at $118.14. During the period, SpaceX's revenue grew 92% year-over

Rising expectations of a deal between the U.S. and Iran pushed oil prices lower, while better-than-expected earnings from the majority of reporting companies bolstered risk appetite. All three major U.S. stock indices strengthened, with the Dow and S&P 500 both hitting new record highs. AI hardware stocks returned to the market forefront, with memory and optical communication stocks leading the gains. At the close, the Dow Jones Industrial Average rose 1.71% to 54,084.99 points; the Nasdaq Composite Index climbed 2.59% to 26,584.99 points; and the S&P 500 Index gained 1.79% to 7,736.52 points.

Peter Diamandis, founder of the XPRIZE Foundation, posted on the social media platform X expressing a highly bullish outlook on SpaceX, predicting that the company will become the first to reach a $10 trillion market capitalization. Elon Musk subsequently reposted the post, accompanied by a "rocket" emoji.

On August 4, ET, risk appetite in U.S. stocks improved, with both the Dow Jones Industrial Average and the S&P 500 reaching record highs. Market focus is shifting from the previously highly concentrated AI trades toward a broader rally supported by corporate earnings, sector rotation, and improved liquidity.