Total 84 articles
Don’t Want to Buy CBRS Directly? 4 Types of US ETFs to Gain Indirect Exposure
TradingKey - On May 14, 2026, Cerebras Systems (CBRS), an AI chip competitor on Nasdaq, closed after gaining 68%, and exceeded intra-day fluctuations of greater than 100%. To buy shares of CBRS will require a US brokerage account, transferring funds, and the ability to withstand very volatile single
10 hours ago

Cerebras Surges 68% on Debut to Kick Off AI Listing Wave; How High Will SpaceX and Anthropic Push IPO Records?
TradingKey - AI chip company Cerebras Systems (CBRS) debuted on Nasdaq on Thursday. With an offering price of $185, the stock surged to $350 at the opening and quickly climbed to $385, triggering a circuit breaker. It ultimately closed up 68.15%, with its market capitalization exceeding $67 billion.
Cerebras' explosive debut has successfully ignited the 2026 AI IPO season. Following in its wake, giants such as OpenAI, SpaceX, and Anthropic, along with several AI startups, are already lining up to enter the market.
15 hours ago

US Stocks Hit New Highs as Warsh Takes Office, Nvidia Gains for Seventh Day, Cerebras Surges in Debut
TradingKey - On May 14, Eastern Time, the three major U.S. stock indices closed higher across the board, with the Nasdaq and S&P 500 both hitting record highs. The Dow Jones Industrial Average closed above the 50,000 mark for the first time in three months. On the same day, Kevin Warsh officially succeeded Jerome Powell as Chair of the Federal Reserve, ushering in the Fed's "Warsh Era."
19 hours ago

Samsung Strike, South Korea Policy Risk: Can Micron Break Through $1 Trillion Market Cap?
TradingKey — On May 11, Eastern Time, Micron Technology (MU) topped the U.S. stock market with a trading turnover of $55.603 billion, surpassing Nvidia. Over the next two trading sessions, its share price broke above $800, with its market capitalization exceeding $900 billion.
Thu, May 14

Trump Leads 17 US Corporate Giants to China, What Are the Investment Targets Worth Watching?
TradingKey - On May 13 (ET), U.S. President Trump arrived in China for a visit. A business delegation led by Trump, comprising executives from several leading U.S. corporations, has become the focus of Wall Street's attention.
Thu, May 14

Trump’s China Visit Boosts China Stocks Nearly 4%, Alibaba Favored by AI Bets Despite Weak Results
TradingKey - On May 13 (ET), U.S. President Trump arrived in Beijing to begin a three-day visit. Markets expect both sides to engage in dialogue on issues such as trade and technology, a move that has eased concerns over a further escalation of U.S.-China tensions.
Thu, May 14

SKC Invests 1.17 Trillion Won in Glass Substrates, Can It Help SK Hynix Further Widen the Gap With Samsung?
TradingKey - SKC, a materials unit of South Korea’s SK Group, recently announced plans to raise 1.17 trillion KRW through a rights issue. Approximately 589.6 billion KRW will be allocated to its U.S. subsidiary, Absolix, for glass substrate mass production plans over the next three years. This marks
Wed, May 13

Nvidia China Revenue Only 5%, H200 Zero Sales, Can Jensen Huang Turn the Tide Accompanying Trump to China?
TradingKey - In the early morning of May 13 ET, NVIDIA (NVDA) CEO Jensen Huang boarded the U.S. presidential aircraft "Air Force One" in Alaska to accompany Trump on a visit to China.
Wed, May 13

Samsung’s Largest Strike in History: Can SK Hynix and Micron Sit Back and Reap the Benefits?
TradingKey - On May 21, 61,000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote. Government mediation between labor and management has collapsed.
Wed, May 13

BOJ Rate Hike Probability Surges to 77% as Yen Weakens: What Is the Market Worried About?
TradingKey - On May 12, the Summary of Opinions from the Bank of Japan's April meeting, released on Monday, sent a clear tightening signal. However, the foreign exchange market delivered a contrary response; despite intensifying expectations for interest rate hikes, the yen weakened.
Tue, May 12

Renesas Electronics Rises Over 7%, SoftBank Rises Over 4%, Can Japanese Chip Stocks Replicate South Korean Stocks’ Soaring Rally?
TradingKey - On May 12, Japanese chip stocks strengthened significantly, with Renesas Electronics rising 7.14%, Sumitomo Metal Mining gaining 5.61%, and SoftBank Group advancing 4.25%. The Nikkei 225 Index climbed more than 700 points at one point during the day.
Tue, May 12

S&P and Nasdaq Hit New Highs on Chip Rally, But Michael Burry Warns of Looming Stock Crash
TradingKey - U.S. stocks closed slightly higher on Monday, with the Dow Jones Industrial Average rising 0.19%, the S&P 500 Index gaining 0.19%, and the Nasdaq Composite Index advancing 0.10%.
Tue, May 12

Not Only TSMC Can Be Heavily Weighted: Taiwan’s First 30% Concentrated ETF—00403A Lists Tomorrow With 80 Billion, Is It Worth Investing?
TradingKey - On May 12, 2026, Uni-President Asset Management’s “Uni-President Active Upgrade 50” (00403A) will be officially listed. With a fundraising size reaching NT$80 billion, it has set a new historical record for Taiwan stock ETF fundraising.
Mon, May 11

SK Hynix Surges 15% to New High: HBM Shortage Until 2028, How Much Longer Can AI Memory King Rise?
TradingKey - During the Asian trading session on May 11, SK Hynix shares rose by more than 15% at one point, hitting an all-time intraday high of 1.949 million KRW, with its market capitalization surpassing $900 billion. The year-to-date cumulative gain is approximately 197.03%, with the share price nearly tripling.
Mon, May 11

Semiconductor and AI Concept Stocks Fuel Nikkei Index, Rising Over 22% This Year to Hit New Highs. How Long Can the Rally Last?
TradingKey - During the Asian trading session on May 11, the Nikkei 225 Index opened at 63,203.44, hitting a new all-time high. Following a surge of more than 3,000 points last week, Japanese equities continued their strong momentum, with year-to-date gains now exceeding 22%, representing a standout performance among global stock markets.
Mon, May 11

AI Computing Power Demand Boosts Gallium Arsenide: How US Stock Investors Can Position in the Related Industry Chain?
TradingKey - Since the second quarter of 2026, prices across the Gallium Arsenide (GaAs) industry chain, from substrates to foundries, have undergone comprehensive upward adjustments, with some power amplifier prices rising by more than 10%. Industry analysts suggest that the explosive growth in demand for optical modules from AI data centers, coupled with global supply tightness of the critical metal gallium, are the fundamental drivers behind this round of price hikes.
Sun, May 10

Trump’s Remark Ignites Dell Shares: AI Server Leader Surges 13% to Record High. AI Agent May Be Next Driver.
TradingKey - On May 8, Eastern Time, U.S. President Trump's remark to "go buy a Dell (DELL) computer" caused shares of the core AI server supplier to jump more than 14% intraday. The stock closed up 13.11% at $260.46, hitting a record high. The stock has gained 23.93% this week and has more than doubled year-to-date, with an overall increase of 106.91%.
Sat, May 9

Global First Storage ETF Surges 88% Five Weeks After Listing. Is It Too Late to Buy Now?
TradingKey - Since its listing on April 2, the Roundhill Memory ETF (DRAM) has surged 88% in just 25 trading days, with assets under management (AUM) surpassing $5 billion. This pace of growth is second only to the 24-day record set by the iShares Bitcoin Trust (IBIT).
Sat, May 9

Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally?
TradingKey - Driven by the explosion in AI storage demand, Micron Technology (MU) shares have surged for five consecutive trading sessions since May 1, with a cumulative weekly gain of approximately 38%. The stock closed up over 15% at $746.81 this Friday, hitting a record high. Its market capitalization surpassed $840 billion, with daily turnover reaching $46.36 billion, ranking first in the U.S. stock market.
Sat, May 9

Lumentum Growth Doubles, Coherent Orders Booked Through 2028, Why Is Optical Communication Sector Falling Instead of Rising?
TradingKey - On May 6 (ET), optical component supplier Coherent Corp (COHR) reported fiscal third-quarter results that beat Wall Street estimates for both revenue and earnings per share (EPS). However, the stock plunged over 16% at one point during the following day's trading and ended the session down more than 7%.
Fri, May 8




