Alan Long

TradingKey - As Tesla's (TSLA) Terafab project officially moves forward, the market has once again shifted its focus back to its AI chip and robotics narrative. However, while future prospects are being amplified, Tesla's delivery pressure, capital expenditures, and cash flow issues continue to weig

TradingKey — Micron Technology’s (MU) recent stock price performance has become a microcosm of shifting sentiment within the AI memory sector. Despite reporting robust earnings, the stock has weakened steadily following the announcement, marking a cumulative decline of nearly 30%. The market is now

TradingKey - On March 31, gold prices strengthened further during intraday trading, briefly breaking through the $4,600 mark to reach $4,619.46 before fluctuating around the $4,600 level. As of press time, gold was trading near $4,590, representing a current gain of 1.78%.

TradingKey - As of March 30, USD/JPY continued to fluctuate at high levels near the 160 mark, with the Yen falling to a nearly one-year low. Market expectations for potential intervention by Japanese authorities have intensified rapidly, while uncertainty surrounding the Bank of Japan's policy path

TradingKey - As the disinflation process slows and oil prices continue to rise, dovish Federal Reserve officials are increasingly sending hawkish signals. Rate cuts are no longer a foregone conclusion for the next move, and the possibility of rate hikes is gradually resurfacing in the market. For ma

TradingKey - Impacted by ongoing tensions in the Middle East and rising international oil prices, Asian equity markets faced broad pressure at today’s open. A-shares, Japanese, and South Korean stocks all opened significantly lower, as market risk appetite cooled rapidly.

TradingKey — Following a significant recent correction in gold prices, market sentiment has shifted from the previous one-sided chase for gains to a reassessment of risks and opportunities. For investors, this round of adjustment is not merely a fluctuation in gold prices; it represents a re-screening of precious metal assets. Determining which mining companies can withstand gold price volatility and which can continue to scale up cash flow in a high-price environment is becoming increasingly critical.

TradingKey - As copper becomes more of a focal point in the global macroeconomic narrative and commodities market, the transition from copper as a cyclical industrial metal to being viewed as a strategic resource tied to electrification, artificial intelligence, and infrastructure resilience has occ

TradingKey — The Japanese Government Bond (JGB) market has recently undergone a rare and sharp repricing. With 5-year JGB yields hitting record highs and 10-year yields nearing multi-decade peaks, market expectations for an accelerated end to Japan's era of ultra-low interest rates are rapidly inten

TradingKey - On March 27, Asia-Pacific stock markets closed mixed, as market sentiment remained primarily driven by the situation in the Middle East and global energy price volatility.

TradingKey - Google’s newly released TurboQuant technology, originally appearing to be a routine low-level algorithmic optimization, unexpectedly triggered a broad decline in the global semiconductor sector. The core reason is simple: it hits the most sensitive nerve of the current AI industry—memor

TradingKey - US-Iran tensions persist as $4,400 becomes the make-or-break level for gold bulls.

TradingKey - Uranium shares (nuclear fuel) have become a key focus of the worldwide marketplace again; because of decarbonization policies, the desire for energy security, & finally the recent catalyst (energy demands of AI infrastructure), uranium is currently transitioning from being an alternativ

TradingKey — The current U.S.-Iran situation hinges on a single point: the U.S. claims there have been "highly productive" contacts and has submitted a 15-point proposal through intermediaries, while Iran has repeatedly denied the existence of direct negotiations, stating only that it is still revie

TradingKey - SK Hynix recently confirmed plans to move forward with a confidential listing application in the U.S. market in the second half of 2026. According to sources, the listing could raise approximately $9.6 billion to $14.4 billion through the issuance of an estimated 2% to 3% stake.

TradingKey - Asian equities continued to rebound as Trump signaled progress in negotiations with Iran, coupled with a sharp retreat in oil prices.

TradingKey - This Wednesday (March 25), South Korean chipmaker SK Hynix is considering raising 10 trillion to 15 trillion KRW (approximately $10.03 billion) through a US listing to expand its production capacity for advanced memory chips.

TradingKey - U.S. tech media outlet The Information reports that SpaceX plans to file an IPO prospectus with regulators as early as this week or next. Advisors expect the offering could raise more than $75 billion.

TradingKey - Mohsen Rezaee, the newly appointed military advisor to Iran's Supreme Leader, stated in an interview broadcast on Iranian state television on March 23 that Iran will only cease hostilities once it receives full reparations, all economic sanctions are lifted, and international legal guar

TradingKey - Fluctuating Fed rate cut expectations and a stronger dollar have pressured gold, triggering a re-pricing phase. However, geopolitical risks, inflation fears, and long-term demand provide support. Structurally, despite the short-term correction, the overall uptrend remains intact.