Jay Qian

TradingKey - On June 24, Eastern Time, global commodity markets experienced a broad sell-off, with precious metals and crude oil prices plunging in tandem. Spot gold (XAUUSD) fell over $100 intraday, breaking below $4,000 per ounce. As of press time, spot gold was trading at $3,968.62 per ounce, down 3.46%. Gold has fallen over 25% from its peak near $5,600 in January this year.

TradingKey - On June 24, Eastern Time, in U.S. pre-market trading, the three major stock index futures rose across the board. As of press time, Dow futures were up 0.06%, Nasdaq 100 futures rose 0.52%, and S&P 500 futures rose 0.27%.

TradingKey - On June 24, Seoul time, South Korea postponed the launch of its weekly individual stock options program, originally scheduled for June 29, which includes SK Hynix and Samsung Electronics. On the same day, Samsung Electronics stated that it is considering repurchasing approximately 90 trillion won of shares to distribute employee bonuses.

TradingKey - During the Asian trading session on June 24, SK Hynix officially submitted a securities registration statement to South Korea's Financial Supervisory Service, initiating the listing process for its American Depositary Receipts (ADRs) on Nasdaq. SK Hynix plans to raise up to 45 trillion won (approximately $29 billion) through the ADR issuance, with the proceeds to be used for domestic capacity expansion and the procurement of key equipment in South Korea.

TradingKey - On June 24, Eastern Time, ASML and the Netherlands Organisation for Applied Scientific Research (TNO) announced a partnership to jointly advance the industrialization of photonic integrated circuits. The two parties will engage in technical collaboration centered around TNO's photonic chip pilot line constructed at the High Tech Campus Eindhoven.

TradingKey - On June 24, Eastern Time, according to four people familiar with the matter, Qualcomm (QCOM) is in talks with ByteDance regarding custom chip design services. If negotiations succeed, ByteDance will become an early customer of Qualcomm's chip design services business.

TradingKey - On June 23, Eastern Time, the three major U.S. stock index futures fell collectively in premarket trading. As of press time, Dow futures (YM) fell 0.48%, S&P 500 futures (ES) dropped 1.32%, and Nasdaq 100 futures (NQ) slid 2.70%, shedding over 800 points.

TradingKey - During the Asian session on June 23, the precious metals market experienced a broad sell-off. Spot gold (XAUUSD) fell over 2% at one point to near $4,090 per ounce, while spot silver (XAGUSD) dropped over 5% at one point to $61.83 per ounce, with both hitting fresh lows since June 11.

TradingKey - On June 23, Eastern Time, independent energy company NatPower reached an agreement with Tesla (TSLA) to construct 25 GWh of battery energy storage facilities in Italy and the United Kingdom.

TradingKey - On June 22, Eastern Time, Brent crude closed down $2.67 at $77.90 per barrel, breaking below the $80 mark. During early trading, driven by geopolitical rhetoric and rumors of a blockade, prices had briefly surged to $82.30, but quickly reversed course and fell sharply as news of peace talks emerged.

TradingKey - On June 22, Seoul time, Lee Chan-jin, Governor of South Korea's Financial Supervisory Service, publicly stated that authorities are studying special regulatory measures for single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix. This statement marks the first time regulators have publicly responded to the associated risks through an official press conference hosted by the Governor since the products were listed at the end of May.

TradingKey - During the Asian trading session on June 22, Japanese and South Korean stock markets fell before rebounding. Dragged down by news of a stalemate in US-Iran negotiations over the weekend, both markets opened lower in early trading. However, market sentiment recovered quickly in the afternoon following news that the talks had made substantial progress. The Nikkei 225 Index surpassed 72,000 points for the first time, setting a new intraday record high. South Korea's KOSPI Index erased an early decline of nearly 2% to turn positive, reclaiming the 9,100-point mark.

TradingKey - During the Asian trading session on June 22, SK Hynix rose over 6% at one point to 2.944 million KRW, hitting a new historic high, with its market capitalization surpassing 2,000 trillion KRW. The Hong Kong-listed Southern 2x Long SK Hynix ETF strengthened in tandem, with its intraday gains widening to 18% at one point to reach HKD 190.85. As of press time, SK Hynix shares were trading at 2.906 million KRW, up 5.14%.

TradingKey — According to South Korean media reports, approximately 30 executives and business heads from LG Group are scheduled to arrive today at Nvidia's (NVDA) headquarters in Santa Clara, California, to hold in-depth discussions on cooperation in the fields of physical AI and robotics. This visit comes just two weeks after LG Chairman Koo Kwang-mo met with Nvidia CEO Jensen Huang in Seoul on June 8, signaling that both parties have transitioned from high-level strategic dialogue to the stage of substantive implementation.

TradingKey - The geopolitical ceasefire between the United States and Iran on Monday, June 15, marked a major breakthrough, reopening the Strait of Hormuz and sending Brent crude down 4.8 percent to around 83 dollars per barrel, which significantly eased global inflation anxieties.

TradingKey - During the Asian session on June 22, Japanese and South Korean stock markets both opened lower. The Nikkei 225 opened down 0.26% at 71,067.15 points, while the KOSPI opened at 8,954.43 points, down 97.99 points or approximately 1.1%.

TradingKey - 2026 is a critical milestone for humanoid robots to transition from small-batch orders to large-scale mass production. Tesla's (TSLA) Optimus has entered the production line modification phase, while NVIDIA (NVDA), in collaboration with Unitree Robotics, has released the world's first open humanoid robot reference design. Robotics technology is accelerating its transition from laboratories to commercial scenarios. For investors, this is a long-term track in the making.

TradingKey - Since the start of 2026, the Philadelphia Semiconductor Index (SOX) has surged by nearly 90%, with memory chips serving as the primary driving force. Against the backdrop of the index's upward trajectory, the market capitalizations of the DRAM "Big Three" have successively surpassed the $1 trillion mark. Meanwhile, two individual stocks in the NAND sector have surged over 45-fold over the past year, and hard disk drive (HDD) manufacturers have also undergone a valuation re-rating driven by AI data storage demand. So, which has been the strongest performer in this AI memory supercycle?

TradingKey - On May 15, 2026, Japanese memory giant Kioxia Holdings officially announced its plans to list American Depositary Shares (ADS) on a U.S. stock exchange. Over the past year or so, this Toshiba "castoff" specializing in NAND flash memory has staged a meteoric rise from its rock bottom. Just 18 months post-listing, Kioxia's share price has surged over 62-fold cumulatively, with its total market capitalization surpassing Toyota to claim the top spot in the Japanese stock market.

TradingKey - On June 18, Eastern Time, European private equity firm EQT announced the acquisition of Berlin-based satellite launch service provider Exolaunch, with the transaction value undisclosed. On the same day, the Financial Times reported that EQT has reached an agreement to acquire British testing and certification company Intertek in a deal valued at approximately £10.6 billion.