Jay Qian

TradingKey – An $800 billion valuation for Anthropic: this is the most staggering figure in the global AI investment circle as of April 2026. According to Business Insider, several venture capital firms have proactively extended investment offers to Claude developer Anthropic, with valuations reaching up to $800 billion—double the $380 billion valuation from its Series G round just two months prior. Notably, Anthropic has yet to accept any new funding, despite Silicon Valley capital vying for a stake. With the company set to launch its IPO as early as October 2026, the battle for the title of "the first public LLM stock" between the Anthropic IPO and the OpenAI IPO has officially begun.

TradingKey - On April 13 ET, Oracle (ORCL) closed up 12.69% at $155.62, while Credo Technology (CRDO) closed up 12.35% at $134.36. Driven by the underlying stocks, the 2x long Oracle ETF gained over 25% in a single day, and the 2x long Credo ETF rose more than 24%. On the same day, both the S&P 500 and the Nasdaq recovered all losses since the escalation of tensions in the Middle East in late March, as market sentiment notably improved.

TradingKey - On April 14, The Information disclosed a set of unpublished financial data: Starlink's satellite internet business revenue grew 50% year-over-year in 2025 to $11.4 billion, with EBITDA reaching $7.2 billion and an adjusted margin as high as 63%.

TradingKey - On April 14, 2026, SK Hynix shares extended their rally, breaking the 1.1 million won mark intraday and hitting an all-time high of 1.13 million won. The company’s total market capitalization subsequently climbed to approximately 110 trillion won (about $80 billion), firmly securing its position as the second-largest company by market value in the South Korean stock market, trailing only Samsung Electronics. Looking back over the past few years, SK Hynix's stock price has been characterized by significant volatility. During the global memory chip industry’s cyclical downturn in 2022, the share price once dropped below 80,000 won. Driven by the explosive growth in demand for AI computing power, the company achieved a dual recovery in earnings and valuation through its forward-looking strategic positioning in the HBM (High Bandwidth Memory) sector. Entering 2026, the rally further accelerated, with a year-to-date (YTD) gain exceeding 35%, while the benchmark KOSPI index rose by less than 3% during the same period.

TradingKey - April 13, 2026. Goldman Sachs (GS) will lead the charge, kicking off the first-quarter earnings season for Wall Street’s major banks. Amidst the dual impact of the pessimistic "AI disrupts everything" narrative and the continued escalation of private credit risks, this earnings report not only impacts Goldman’s own valuation but is also regarded by the market as a crucial bellwether for whether the broader financial sector can climb the "wall of worry."

TradingKey — On April 10, 2026, U.S. President Donald Trump posted a high-profile message on Truth Social that drew significant attention on Wall Street, directly naming and praising data analytics firm Palantir Technologies. He wrote: "Palantir Technologies (PLTR) has proven to have powerful combat capabilities and equipment. Just ask our enemies!!!" According to TheStreet, Trump’s rare inclusion of the stock ticker makes him the first president in U.S. history to publicly mention a specific stock by its ticker symbol.

TradingKey - Since April 2026, Marvell Technology (MRVL) has demonstrated sustained stock price strength. On April 10, the shares closed at $128.49, up 7.14% for the day. The stock has seen a cumulative gain of nearly 20% over the past five trading days, with an overall increase of 29.72% in April.

TradingKey - April 10, 2026. Optical communications leader Lumentum (LITE) ignited the market with a major announcement: Driven by accelerating demand from massive U.S. AI data centers, the company’s orders are expected to be fully booked through 2028. Capacity for 2028 is projected to be sold out within the next two quarters, and despite expanding production at maximum speed, the company is still struggling to meet demand. Notably, Nvidia had previously made a $2 billion strategic investment in Lumentum, accompanied by billions of dollars in capacity procurement commitments. On the day, Lumentum shares rose 4.8% in pre-market trading, and JPMorgan sharply raised its price target from $565 to $950. Boosted by this momentum, the "Big Three" of A-share optical modules—Zhongji Innolight, Eoptolink, and TFC—all trended higher. Among them, Zhongji Innolight’s total market capitalization surpassed 800 billion yuan, while Eoptolink broke through...

TradingKey - Since April 2026, the USD/JPY exchange rate has experienced sharp volatility, characterized by an initial rally followed by a retreat. In late March, the pair briefly breached the 160 psychological level, hitting a nearly two-year high, before retracing slightly to around 159.30 in early April to enter a tug-of-war. Contrary to historical patterns of significant yen appreciation during past Middle East crises, the current round of geopolitical conflict has failed to boost the currency, instead casting serious doubt on its status as a traditional safe-haven asset.

TradingKey - On April 8, spot gold surged toward $4,800 per ounce, hitting a high of $4,857. However, on April 9, it retreated to $4,698, wiping out all gains within just 48 hours. The root cause of this "rollercoaster" price action lies not in gold itself, but in oil.

TradingKey - April 10, 2026: Tesla China officially refuted market rumors claiming the company is "secretly developing a smaller, more affordable electric SUV (4.28 meters long, priced below the Model 3, with production planned at the Shanghai factory)." These reports have been explicitly denied.

TradingKey - After the market close on April 8, 2026, STAAR Surgical (STAA) released preliminary results that surprised the market: net sales for the first quarter of 2026 are expected to exceed $90 million, more than doubling the $42.6 million reported in the same period of 2025. This guidance sign

TradingKey - The memory chip market in Q1 2026 is undergoing a once-in-thirty-year super cycle. DRAM contract prices have surged by over 90% QoQ, while NAND prices have risen by more than 50%. For the first time, Microsoft and Google have signed three-year long-term agreements with memory manufactur

TradingKey - On April 9, according to industry sources, SK Hynix's 1c DRAM yield has reached 80%. The company plans to transition more than half of its capacity to the new process within the year, targeting a monthly output of 190,000 wafers by year-end, while tripling its investment in EUV equipmen

TradingKey - During the US overnight trading session on April 8, an ETF listed for less than a week surged. The Roundhill Memory ETF (DRAM) rose over 18% at one point overnight. Its holdings, including Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC), rose by 8%, 7%, and 8% respecti

TradingKey - April 7, 2026: Two AI chip stocks showed diverging performances. Broadcom announced a five-year contract with Google and secured a major computing power order from AI star Anthropic. Its share price surged 6.21% for the day, with trading volume exceeding $10.7 billion. NVIDIA, however

TradingKey - April 7, 2026, Anthropic released two major updates: **Stellar Performance:** Annualized revenue surpassed $30 billion, exceeding OpenAI’s $25 billion, making it the world's highest-earning AI unicorn. **Computing Power Secured:** Reached new agreements with Broadcom and Google to sec

TradingKey - Broadcom (AVGO) announced on Monday that it has signed a long-term agreement with Google (GOOGL) extending through 2031 to design and supply next-generation TPU chips and networking components. Simultaneously, the tripartite cooperation has expanded: starting in 2027, AI firm Anthropic

TradingKey - On April 2, 2026, Microsoft President Brad Smith announced in Tokyo that the company will invest $10 billion (approximately 1.6 trillion yen) in Japan over the next four years (2026–2029). The investment will be used to expand artificial intelligence data centers and to collaborate with SoftBank and Sakura Internet in building Japan’s domestic AI computing infrastructure. This marks Microsoft's largest single-country overseas investment in the global AI race, signaling that data sovereignty is becoming a core competitive barrier for cloud service providers.

TradingKey - April 3, 2026 — News shook global capital markets as media reports, citing people familiar with the matter, indicated that SpaceX has raised its IPO target valuation to over $2 trillion. If realized, the rocket company would surpass Meta and Tesla to become the world's sixth-largest pub