Jane Zhang

TradingKey - Investors are preparing for Anthropic's IPO and have started to think through the next phase of the development of traditional software. Since early 2026, many Software-as-a-Service (SaaS) providers have seen investors become increasingly less optimistic; will Anthropic and other AI cap

TradingKey - U.S. Secretary of State Marco Rubio stated on Tuesday that negotiations with Iran may take "several more days" to finalize, once again dashing market expectations for an end to the conflict. Just a day earlier, he had confidently suggested that an agreement to end the war with Iran could be reached "today." At this critical juncture in the negotiations, escalating hostilities have intensified external doubts over the prospects of peace talks: Can a ceasefire agreement be successfully reached? Will oil prices face renewed volatility?

TradingKey - COMPUTEX 2026 (Taipei International Computer Show) is set to take place from June 2 to June 5 under the theme "AI Together," with AI chip giants NVIDIA (NVDA), AMD, and Intel (INTC) all in attendance. What signals will the simultaneous visit of these three industry leaders to Taiwan sen

TradingKey - On Tuesday, May 26, South Korea’s KOSPI index opened above the 8,000-point mark, rising more than 3% to hit a record high. The Nikkei 225 opened up 0.23% at 65,305.16 points before subsequently turning lower.

TradingKey - The labor dispute at Samsung Electronics may be nearing an end. As of Monday morning, voter turnout for Samsung's largest union has exceeded 86%. The voting is scheduled to close at 10:00 AM on Wednesday and follows a simple majority rule: the tentative agreement will be finalized if more than half of eligible voters participate and a majority approve. Given that approximately 80% of the union’s eligible voters are from the semiconductor division—the primary beneficiaries of the deal—the proposal is widely expected to pass.

TradingKey - During early Asian trading on May 25, the Nikkei 225 Index surpassed the 65,000 mark for the first time. The index rose 2.8%, consecutively breaking through the key price levels of 64,000 and 65,000 within the day, and reaching an intraday high of 65,170.

TradingKey — According to reports from media outlets including The Information, OpenAI is preparing to confidentially file a draft IPO registration with the SEC, with plans to go public as early as September this year. Targeting a valuation exceeding $1 trillion, it is poised to become the largest AI industry IPO to date. OpenAI is currently working with Goldman Sachs (GS), Morgan Stanley, and law firm Cooley to advance the listing process.

TradingKey - On May 21 ET, the Trump administration announced an investment plan for the quantum computing sector, allocating over $2 billion in federal funds to nine quantum computing companies. In exchange, the government will receive minority non-controlling equity stakes in the funded enterprise

TradingKey - Bloomberg, citing several people familiar with the matter, reported that Elon Musk’s SpaceX is expected to advance its acquisition of AI startup Cursor 30 days after completing its IPO and official listing, with the deal potentially closing as early as July this year. Why would SpaceX,

TradingKey - During the pre-market session on Friday, May 22 (ET), the three major U.S. stock index futures rose, while European index futures also climbed. Asian stocks moved higher for a second consecutive day. South Korean stocks closed slightly higher, and the Nikkei 225 surged 2.68%, primarily driven by an 11% gain in heavyweight SoftBank Group.

TradingKey - On Thursday, May 21, Samsung announced that management and labor have reached a preliminary agreement, including a provision for management to allocate 10.5% of company performance toward an uncapped bonus pool. Samsung Electronics stated that it will suspend the strike originally scheduled for May 21 to June 7. However, this preliminary agreement has faced opposition from shareholder groups, who claim the deal is legally invalid as it was finalized without a resolution from the general meeting of shareholders.

TradingKey - Pre-market on Thursday, May 21 (ET), the three major U.S. stock index futures declined. Oil prices edged higher, with WTI crude rising to near $100 and Brent crude climbing to $107, ending a two-day losing streak.

TradingKey - Although the SpaceX (SPCX) IPO is not yet complete, retail investors have already flocked to the market. On May 17, perpetual exchange Trade.xyz launched SpaceX pre-IPO perpetual contracts on the Hyperliquid blockchain. These contracts track SpaceX's implied valuation, allowing investor

TradingKey - While Dell Technologies (DELL) has gained close to 100% over the past half year, Super Micro Computer (SMCI) has seen a significant downturn even though both companies are benefiting from the same expanding demand for AI-based servers. The difference in their price increases begs a basi

TradingKey - On Tuesday (May 19) Eastern Time, OpenAI announced the official launch of a new product called "Guaranteed Capacity." This offering allows customers to secure long-term access to computing resources to support their AI products, agents, and workflows. Enterprise customers can enter into 1, 2, or 3-year capacity usage agreements, with deeper discounts available for longer terms.

TradingKey - The three major U.S. stock indices edged higher in Wednesday pre-market trading ET as the market awaited Nvidia’s (NVDA) earnings report due after the close. All three major indices closed lower in the previous session, while long-term government bond yields remained elevated globally.

TradingKey - NVIDIA (NVDA) will release its earnings report after the U.S. market close on Wednesday, May 20, a report that will serve as the most critical stress test for the AI trade. However, the market is not betting entirely on the stock trending higher. Recent signals from the options market indicate that while investors are placing bullish bets, they are also purchasing a significant volume of protective positions, suggesting the market is bracing for heightened volatility. Options analytics firm SpotGamma noted in a recent report that the implied move for NVIDIA's earnings has reached 6%.

TradingKey - In early Asian trading on Monday, spot gold prices fell below $4,500 for the first time since late March, hitting a low of $4,480.01. Currently, Wall Street investment banks are divided on gold's outlook. JPMorgan Chase maintains its year-end price forecast of $6,000 but has lowered its average annual price estimate from $5,708 to $5,243. Goldman Sachs remains bullish, reiterating its year-end target of $5,400. Can the gold bull market return in 2026?

TradingKey - Data released by the Japanese government on Tuesday showed that nominal GDP for fiscal year 2025 grew by 4.2% year-on-year, marking the fifth consecutive year of positive growth as total nominal GDP continued to hit record highs. In the first quarter of 2026, the annualized GDP growth rate reached 2.1%, exceeding the 1.7% median forecast by analysts surveyed by Reuters and marking a significant acceleration from the 1.3% growth seen in the previous quarter. Takayuki Toji, senior economist at Japan Post Insurance, stated that the government may become more receptive to further interest rate hikes, potentially leaving room for the Bank of Japan to raise rates as early as June or July, prior to the next GDP data release.

TradingKey - Elon Musk's SpaceX plans to officially list on June 12, which would mark the largest IPO in global market history. Reuters reports that the company intends to release its prospectus as early as Wednesday. Prior to the listing, the third-generation Starship (Starship V3)—the largest and most powerful launch vehicle to date—is scheduled for its maiden test flight this Tuesday (May 19) ET. This test may be critical for the upcoming IPO.