Jane Zhang

TradingKey - Navitas Semiconductor (NVTS) is a leader in third-generation power semiconductors, pivoting away from volatile consumer charging into much faster-growing, higher-power markets such as AI data centers and grid infrastructure. Navitas stock has rallied about 88% this year, but it took a n

TradingKey - On May 8, ET, April non-farm payroll data showed that 115,000 jobs were added during the month. Although this represents a sharp decline from the 178,000 increase in March, it exceeded market expectations of 65,000. The unemployment rate remained at 4.3%. Additionally, total non-farm pa

TradingKey - Pre-market on Friday, May 8, the three major U.S. stock index futures rose in unison as the market awaits the April non-farm payrolls report. Due to escalating U.S.-Iran tensions, major European and Asian stock indices fell sharply, while Brent crude rebounded for the first time in three days, briefly climbing above $103.

TradingKey - According to a Reuters report on May 8, major tech giants are racing to procure memory chips. Some tech companies have reportedly proposed funding the construction of new production lines for SK Hynix or even purchasing expensive lithography equipment for the firm. This development sugg

TradingKey - On Wednesday (May 7), Anthropic reached an agreement with Elon Musk's SpaceX to access SpaceX's massive data center 'Colossus 1.' Meanwhile, Musk announced that xAI would be dissolved as an independent company and renamed SpaceXAI, becoming an AI product line within SpaceX. Can SpaceX's

TradingKey - Pre-market on Thursday, May 7, the three major U.S. stock index futures edged higher. As tensions between the U.S. and Iran eased, international crude oil futures fell below $100 intraday. WTI crude dropped to around $91, while Brent crude fell to near $98, with both posting declines of more than 3%.

TradingKey - Fresh ADP data released this Wednesday (May 6) showed that the U.S. private sector added 109,000 jobs in April, marking the largest increase in 15 months. This figure not only exceeded the 99,000 expected by economists in a Reuters poll but also accelerated significantly from a downward

The Nikkei 225 index rose as much as 6% intraday to 63,091.14, hitting a record high; it closed up 5.58% at 62,833.84, a record closing high. The single-day gain also marked the highest record since April 2025. KOSPI index briefly broke the 7,500-point mark during the day, rising nearly 2% to touch

TradingKey - Dell Technologies (DELL) results are due late this month and the setup is unusual. The company is a key provider of AI infrastructure, yet its valuation multiple has expanded much more modestly than peers in the semiconductor, networking, memory, and storage sectors. As we head into ear

TradingKey - During pre-market trading on May 5, international crude oil losses widened. WTI crude oil futures briefly fell below $90, hitting a low of $88.71 for the first time since April 21, with losses reaching as much as 13.2%. Brent crude plummeted as much as 12%, hitting a low of $96.77.

TradingKey - Before the U.S. market open on Wednesday, AMD shares surged more than 18%. The previous day, the company delivered better-than-expected first-quarter results, with data center revenue surpassing Intel's for the first time.

TradingKey - During the Asia mid-day session on Wednesday, May 6, the Japanese yen experienced another sharp intraday surge. USD/JPY briefly touched 155.04, marking the yen's strongest level since February 24, with intraday gains reaching as much as 1.8%.

TradingKey - Starbucks (SBUX) provided a definitive inflection point in its Q2 fiscal 2026. Global net revenue was up 9% to a record $9.53 billion, well above consensus, and comparable sales were up 6.2% as a result of more traffic and a higher average ticket. With its earnings going past estimates

As Agentic AI shifts the infrastructure bottleneck from GPUs to CPUs, Arm (ARM) stands at a critical juncture. Explore our Arm FY2026 Q4 earnings preview to see if the rise of multi-agent systems and custom ASICs makes ARM stock a buy today.

TradingKey - Following years of megacap tech driving the pace for U.S. stocks, market leadership still depends on earnings strength, interest rate expectations, and whether those gains can extend beyond a handful of giants. For many investors, exchange-traded funds offer a simple way to stay investe

TradingKey - Despite the continued delay in reaching an agreement between the U.S. and Iran, the ceasefire currently remains in place. Against this backdrop, market expectations for the reopening of the Strait of Hormuz have turned optimistic. Prediction market Polymarket shows a 50% probability that normal navigation will resume by the end of June. However, from a professional perspective, the reality may not be as optimistic.

TradingKey - As the U.S.-Iran war enters its ninth week, Bridgewater Associates founder Ray Dalio is urging investors to increase their gold holdings, recommending an allocation of 5% to 15% of their portfolios as global uncertainty has risen significantly. Since the outbreak of the conflict, spot gold prices have fallen by more than 10%. Compared to a nearly 70% gain for the full year last year, gold has risen only 5% year-to-date. Why, against this backdrop, does Dalio remain bullish on gold's performance?

TradingKey - On April 29, Samsung Electronics released its first-quarter earnings report, with quarterly revenue reaching a record 133.9 trillion KRW and operating profit surging 756% year-over-year to 57.23 trillion KRW. The earnings call provided further critical insights: Samsung remains extremely optimistic regarding future memory demand, projecting that the supply-demand gap will widen further by 2027. Substantial expansion in the supply of advanced HBM4 processes is expected in the second half of this year. Additionally, Samsung noted a current "profit inversion" where conventional DRAM is more profitable than HBM, but stated it does not intend to shift significantly toward conventional DRAM.

TradingKey - Before the US market open on Thursday (April 30), Brent crude oil hit a nearly four-year high, while the three major US stock index futures rose collectively. Brent crude touched $126.41 per barrel intraday, its highest level since June 2022; it has now gained for nine consecutive days, marking its longest winning streak since May 2022. On the news front, the US government is moving forward with military strikes against Iran.

TradingKey - On April 29, ET, Google (GOOGL)(GOOG), Microsoft (MSFT), Meta (META), and Amazon (AMZN) all released their earnings reports, but market reactions were starkly divergent. Google alone surged 7% in after-hours trading, the only company among them to see a significant gain. Meanwhile, Meta