Jay Qian

TradingKey - On the first trading day of June, Japanese and South Korean stock markets extended the AI boom, both hitting record highs. The Nikkei 225 Index surpassed 67,000 points for the first time intraday, while the KOSPI Index briefly broke through the 8,800-point mark.

TradingKey - Nvidia (NVDA) CEO Jensen Huang delivered a keynote speech at the GTC Taipei 2026 conference. He stated that AI is evolving from Generative AI into a new phase of Agentic AI. During the event, he also unveiled the Vera Rubin AI computing platform, the first standalone data center CPU "Vera," and the RTX Spark chip, marking the company’s expansion into the AI PC market.

TradingKey - On May 31, Eastern Time, Berkshire Hathaway (BRK.A) agreed to acquire residential homebuilder Taylor Morrison Home (TMHC) in an all-cash deal at $72.50 per share. This represents a premium of approximately 24% over the stock's closing price last Friday, valuing the equity at approximately $6.8 billion and the total enterprise value at $8.5 billion including debt. Meanwhile, the company’s first-quarter position disclosure revealed that it reduced its holdings in Chevron (CVX) by approximately $8 billion.

TradingKey - During the Asian trading session on June 1, Samsung Electronics surged over 9.6% intraday to 347,500 KRW, hitting a record high. The stock's year-to-date gain has expanded to 189%, driving the Korea Composite Stock Price Index (KOSPI) up by more than 4.5% to break above 8,860 points, also marking a new record high.

TradingKey - US markets were closed on Monday, May 25, for Memorial Day. Geopolitical optimism surrounding US-Iran diplomatic talks continued to influence markets, with hopes for a ceasefire or deal regarding the Strait of Hormuz. Kevin Warsh, who was sworn in as Federal Reserve Chair on Friday, May

TradingKey - Amid the global memory supercycle fueled by the AI boom, Samsung Electronics and SK Hynix are shattering financial and market capitalization records at an unprecedented pace, collectively joining the trillion-dollar market cap club. While both compete in the same sector, their underlying logic, growth trajectories, and market narratives differ fundamentally. How should investors choose between them, and what is the optimal entry strategy?

TradingKey - According to Japanese media reports on May 28, approximately 30 Japanese companies are considering participating in an AI joint venture led by SoftBank, named "Japan AI Foundation Model Development Co." SoftBank, NEC, Honda, and Sony each hold stakes of over 10%. The first batch of about 10 companies is expected to complete their capital contributions in June, with individual investments reaching tens of millions of yen. The joint venture aims to develop a trillion-parameter model by 2027. By the early 2030s, it intends to integrate real-world data such as temperature and weight to create "Physical AI" capable of perceiving and controlling the physical world.

TradingKey - On May 28, Eastern Time, AI company Anthropic announced the completion of a $65 billion Series H funding round, reaching a post-money valuation of $965 billion. This surpasses the $852 billion valuation of rival OpenAI, making Anthropic the world’s most valuable private AI company. Notably, the world's three major memory chip manufacturers—Micron Technology (MU), Samsung Electronics, and SK Hynix—participated for the first time as "strategic infrastructure partners." The specific investment amounts from the three companies were not disclosed.

TradingKey - During the Asian session on May 29, both Japanese and South Korean stock markets closed higher, bolstered by overnight gains in U.S. equities and expectations of a ceasefire between the U.S. and Iran. In Japan, the Nikkei 225 Index opened higher and trended upward, closing up approximately 2.53%, while the TOPIX also rose. The upward momentum was almost entirely driven by the semiconductor and electronic components sectors.

TradingKey — During Asian trading hours on May 29, Samsung Electronics announced it has begun shipping samples of the industry's first 12-layer HBM4E to global customers. The news drove the company’s share price up nearly 6% intraday, as market expectations intensified regarding its ability to narrow the gap with SK Hynix in the AI memory market.

TradingKey - U.S. stocks edged higher on Thursday, with all three major indexes hitting record highs, buoyed by news of a breakthrough in a peace agreement following a second round of military strikes between U.S. and Iranian negotiators near the Strait of Hormuz.

TradingKey - Japanese and South Korean stock markets closed lower during the Asian session on May 28. The Nikkei 225 Index fell 0.47% to 64,693.05 points, while the KOSPI Index dropped 0.53% to 8,185.29 points.

TradingKey - Japanese and South Korean stock markets both opened lower during the Asian session on May 28. South Korea's KOSPI Index opened down 78.27 points, or 0.95%. Yesterday, the index closed at a record high of 8288.7 points, marking its fourth consecutive trading day of gains.

TradingKey - The S&P 500 edged up 0.02% to 7,520.36, while the Nasdaq Composite added 0.07% to 26,674.73, supported by sustained enthusiasm for chip stocks. The Dow Jones Industrial Average rose 0.36% to 50,644.28, closing at a fresh record as investors rotated into blue‑chip names.

TradingKey - On May 27, the Samsung Electronics labor union approved a wage agreement with a 73.7% approval rate, averting a major strike at the last minute that threatened to disrupt global chip supplies. Under the agreement, average wages will increase by 6.2%. Additionally, a "special operating performance bonus" for the semiconductor division will be established, funded by 10.5% of operating profit, alongside a new housing loan program offering up to 500 million KRW.

TradingKey - On May 27, boosted by the overnight surge in U.S. chip stocks, Japanese and South Korean stock markets both hit intraday record highs on Wednesday.

TradingKey - During the Asian trading session on May 27, Japanese and South Korean stock markets rose significantly in early trading, driven by the overnight surge in the U.S. semiconductor sector. South Korea's KOSPI Index reached an intraday record high, while the KOSPI 200 futures index rose more than 5%, triggering a circuit breaker mechanism that suspended program trading for five minutes.

TradingKey - The S&P 500 rose 0.61% to 7519.12 to notch fresh intraday and closing records, and the Nasdaq Composite climbed 1.19% to 26656.18 on a powerful chip-led surge. The Dow Jones Industrial Average slipped 0.23% to 50461.68 as healthcare and energy stocks dragged.

TradingKey - On May 26, the Korea Composite Stock Price Index (KOSPI) reached an intra-day record high of 8,131 points on Monday, marking a cumulative year-to-date gain of approximately 90%. Behind the strong market performance, data also reveals deepening structural imbalances.

TradingKey - South Korea’s first 2x leveraged ETFs tracking Samsung Electronics and SK Hynix are set to be listed on May 27. Due to the ±30% daily price limits on individual South Korean stocks, these products could theoretically experience a daily volatility range of up to ±60%.