Alan Long

TradingKey - As of the Asian session on August 25, silver (XAGUSD) was consolidating below $70. The metal reached an intraday high of $69.94, briefly approaching the $70 psychological mark, before coming under pressure and retreating to trade near $68.20. Silver rose 6.56% last week and has gained over 18% in the past month, highlighting a significant strengthening of bullish momentum for silver amid a broader recovery in the precious metals market.

TradingKey - On August 25, Reuters reported that union members at South Korea's SK Hynix rejected a tentative wage deal previously reached with management by a very narrow margin on Tuesday, injecting fresh uncertainty into labor negotiations at the major global memory chipmaker. Following the news, SK Hynix shares dropped nearly 5% in intraday trading today, significantly underperforming the benchmark KOSPI index's roughly 2% decline, bringing labor talks back to the center of market attention.

TradingKey - Nvidia (NVDA) announced on Monday that the NVIDIA Groq 3 LPX, built on Groq technology, has entered full mass production, with related rack systems set to launch this year. Serving as a key component of the Vera Rubin platform, the Groq 3 LPX primarily targets the fast-growing AI inference market, further refining Nvidia's computing power layout from AI model training to real-world deployment.

TradingKey - On August 24, Eastern Time, the three major US stock indexes closed mixed. Markets continued to digest valuation pressures on tech stocks, wait-and-see sentiment ahead of Nvidia's (NVDA) earnings report, expanded US economic pressure on Iran, and escalating US-Canada trade tensions. Whi

TradingKey - As of the European session on August 24, gold (XAUUSD) extended its strong momentum from last week today, holding firmly above $4,600 intraday and peaking at $4,659.92, marking a new high in nearly three months. Gold prices accumulated a gain of over 5% last week, and bulls continued to hold the upper hand after the market opened this week. The primary drivers behind the recent sustained rally in gold prices are the persistent weakness in the US dollar and safe-haven demand triggered by US fiscal and debt concerns.

TradingKey - On August 21, Eastern Time, the three major U.S. stock indices closed higher across the board, though they still recorded a weekly decline. Following fluctuations in U.S. Treasury yields, Middle East uncertainties, and a cooling of AI-related trades, the market staged a temporary recove

TradingKey - Goldman Sachs' latest forecast indicates that the global space economy could reach $1.8 trillion by 2035. The bank also notes that increased public market financing may further drive industry M&A and consolidation, as the space economy gradually transitions from a highly volatile thematic investment to an industrial investment driven by commercial satellites, defense demand, communications infrastructure, and launch services.

TradingKey - International copper prices have continued to strengthen recently. As of August 21, copper prices on the London Metal Exchange rose to as high as $14,363 mid-week, just shy of the all-time high of $14,521. Meanwhile, copper mining stocks such as Freeport-McMoRan (FCX), Southern Copper (SCCO), and BHP (BHP) also gained in tandem.

TradingKey - As of the US market close on August 20, Eastern Time, SpaceX (SPCX) stock weakened again, falling 4.05% on the day to $134 after touching an intraday low of $130.39, dropping back below its $135 IPO issue price. Over the past three weeks, SPCX shares had rebounded from near $105 to $150, but came under pressure and pulled back below $150 this week, indicating that the rally from the late-July low is facing pressure once again.

TradingKey - On Friday, August 21, Eastern Time, futures on the three major U.S. stock indices rebounded in pre-market trading as the market attempted to recover from the sell-off in the previous session triggered by rising bond yields and weak retail stocks. Bitcoin extended its strength and sentiment toward tech stocks recovered slightly; however, as the 10-year U.S. Treasury yield neared 4.7% again, combined with Middle East tensions and the approaching Jackson Hole Economic Symposium next week, overall market sentiment remains cautious.

TradingKey - In pre-market trading on August 21 ET, Bitcoin (BTC) extended its recent strong rally, briefly topping $78,000 and pushing crypto-related stocks higher. MicroStrategy (MSTR) surged over 10% in pre-market trading, extending its sharp rebound from the previous trading day.

TradingKey - Broadcom (AVGO) is in talks with multiple lenders to raise more than $60 billion in debt to support chip procurement and computing infrastructure for AI companies including Anthropic, Bloomberg reported, citing people familiar with the matter. Under the plans currently under discussion, the total financing package could ultimately approach $100 billion.

TradingKey - As of the Asian trading session on August 21, Bitcoin (BTC) surged past $75,000 intraday, reaching a high of $75,897.34, with a cumulative weekly gain of over 20%, marking its largest single-week gain in nearly two and a half years. After previously fluctuating within the $60,000–$66,000 range, Bitcoin has now consecutively broken through the $66,000, $70,000, and $75,000 thresholds, highlighting a marked improvement in market risk appetite and capital flows.

TradingKey - AI cloud computing company CoreWeave (CRWV) announced on Thursday that it has signed a multi-year partnership agreement with Hudson River Trading (HRT), a globally renowned quantitative trading firm. Under the agreement, HRT will use CoreWeave's AI cloud platform to build next-generation research infrastructure for AI-driven quantitative research, complex model training, and trading strategy development. The specific contract value was not disclosed in the official announcement.

TradingKey - On Thursday (August 20) Eastern Time, futures on the three major U.S. stock indexes fell across the board in pre-market trading. While the U.S. Treasury's expansion of long-term bond buybacks temporarily eased bond market pressure, buying momentum has since cooled. Meanwhile, hawkish signals from the Federal Reserve's July meeting minutes and oil prices rising to a nearly four-week high limited further recovery in risk sentiment. Bitcoin breaking above $70,000 boosted crypto-related stocks in pre-market trading, helping Nasdaq futures show relative resilience.

TradingKey - According to the latest supply chain reports, TSMC (TSM) has completed the development and verification of its 1.6nm-class A16 process, targeting the launch of mass production in the fourth quarter of 2026. This timeline is largely consistent with TSMC's previous official statement that "A16 will enter mass production in the second half of 2026," signaling that following 2nm, the company's next-generation advanced process technology is accelerating toward commercialization.

TradingKey - As of the Asian session on August 20, gold prices (XAUUSD) rallied again today after breaking above $4,500 on Wednesday, reaching a nearly two-month high of $4,527.12. Although prices pulled back intraday and are currently hovering around $4,490, technical analysis indicates a significant improvement in the short-term bullish structure, suggesting that gold prices still have upside potential in the near term.

TradingKey - Marvell Technology (MRVL) shares surged more than 13% in U.S. pre-market trading on Wednesday. Market reports indicate that the company has reached a custom chip partnership agreement with Google (GOOGL), signaling substantial progress in collaboration negotiations that had been ongoing for months. Marvell is poised to further participate in Google's AI infrastructure development and expand its share in the custom AI chip market for major cloud computing providers.

TradingKey - Moderna (MRNA) and Merck (MRK) announced on Wednesday that their jointly developed personalized mRNA cancer vaccine achieved positive results in a large-scale Phase 3 clinical trial. This marks the first time a personalized mRNA cancer vaccine has succeeded in a large Phase 3 clinical trial. While mRNA technology was previously best known for its application in COVID-19 vaccines, the latest results signify a major step forward toward commercialization in the field of cancer treatment. Driven by the news, Moderna's stock surged over 100% at one point in U.S. pre-market trading, while Merck's stock also traded higher.

TradingKey — On Wednesday (August 19) Eastern Time, futures on the three major U.S. stock indexes fluctuated in a narrow range in pre-market trading as market sentiment stabilized somewhat following a sell-off in AI and chip stocks in the previous session. Today, investors are focused on the minutes of the Federal Reserve's July meeting, earnings reports from U.S. retail giants, and the impact of the Middle East situation on oil prices and inflation expectations.