Jay Qian

TradingKey - June 10, 2026. Google Cloud reported that a fire at a third-party data center in Delhi, India, necessitated an emergency power shutdown of regional network equipment, resulting in a reduction in network capacity. Google Cloud has since rerouted a significant volume of traffic from the affected Delhi facility to other nodes to address the decline in local service capacity and is currently exploring additional traffic mitigation measures.

TradingKey - U.S. stocks traded mixed on Tuesday, with tech stocks once again driving market volatility and failing to sustain Monday’s rebound. At the close, the Dow Jones Industrial Average rose 0.17% to 50,872.11, the S&P 500 fell 0.26% to 7,386.65, and the Nasdaq dropped 0.97% to 25,678.82.

TradingKey - During the Asian trading session on June 9, Japanese and South Korean equities opened higher and trended upward on Tuesday following the intense "Black Monday" sell-off. An overnight rebound in U.S. semiconductor stocks and the accelerated influx of dip-buying capital fueled a robust recovery across the Asia-Pacific technology sector.

TradingKey - During the Asian trading session on June 9, the South Korean stock market staged a powerful rebound after two consecutive sessions of heavy selling. Memory chipmakers led the gains, pushing the KOSPI index up by 8% intraday and successfully reclaiming the 8,000-point mark. As of press time, the KOSPI index was up 8.15%.

TradingKey — On June 8, ET, the Financial Times reported that Apollo Global Management (APO) and Blackstone (BX) have finalized a $35 billion private credit financing arrangement to support the computing power expansion of AI leader Anthropic. The funds will be used to purchase custom-developed Tensor Processing Units (TPUs) from Google (GOOGL) for Anthropic’s use through a leasing structure.

TradingKey - On June 8, Eastern Time, as SpaceX prepares for the largest IPO in history, CEO Elon Musk unveiled the detailed design of the "AI1" AI data center satellite, supporting the company's upcoming record-breaking initial public offering.

TradingKey - U.S. stocks rebounded slightly on Monday from Friday's plunge, led by technology stocks. The Dow Jones Industrial Average dipped nearly 0.2%, the S&P 500 rose about 0.3%, and the tech-heavy Nasdaq Composite gained 0.9%.

TradingKey - On June 8, Seoul time, Jun Young-hyun, head of Samsung Electronics’ chip division, stated that the company has held extensive discussions with Nvidia (NVDA) CEO Jensen Huang regarding foundry cooperation for next-generation chips and future technologies such as HBM4E and HBM5. Both parties are collaborating on autonomous driving chips at the 4nm and 8nm nodes, as well as in the field of Nvidia accelerator chips.

TradingKey - During the Asian session on June 8, South Korean stocks plunged. The KOSPI index triggered a circuit breaker during intraday trading and closed down 8.29% at 7,484.41 points. The KOSDAQ index closed 9.08% lower at 911.39 points, having triggered a circuit breaker during the afternoon session.

TradingKey – Seoul, June 8. Impacted by a plunge of over 10% in the Philadelphia Semiconductor Index last Friday and mounting concerns over interest rate hikes, the KOSPI index tumbled more than 8% in early Monday trading, triggering a Level 1 circuit breaker and a 20-minute trading halt. Boosted by news of Nvidia’s collaboration with SK Group and LG Electronics, the decline narrowed to approximately 4.8% before noon; however, selling pressure intensified in the afternoon, sending the index below 7,500 points before the close.

TradingKey - During the Asian trading session on June 8, NVIDIA (NVDA) CEO Jensen Huang stated during a visit to the LG Twin Towers in Yeouido, Seoul, that NVIDIA is partnering with LG Group to jointly advance developments in humanoid robots, data centers, and the automotive sector.

TradingKey - Seoul, June 8: South Korean stocks plunged in early Monday trading as concerns over U.S. rate hikes and a global tech sell-off spread. The Korea Composite Stock Price Index (KOSPI) plummeted more than 8% at one point, triggering Level 1 circuit breakers. Meanwhile, NVIDIA (NVDA), SK Hynix, and SK Telecom announced several AI-related collaborations covering data centers, memory chips, and semiconductor manufacturing.

Macroeconomic Landscape: The U.S. manufacturing sector expanded for the fifth consecutive month in May, with the ISM Manufacturing PMI rising to 54.0, up Upcoming Events: The coming week will feature significant economic data releases, including the U.S. Consumer Price Index (CPI) for May on June 10

TradingKey - On June 1 (Eastern Time), Anthropic officially filed for a confidential IPO with the U.S. Securities and Exchange Commission (SEC), and is poised to become the first AI startup with a trillion-dollar valuation.

TradingKey - Over the past decade, competition in the semiconductor industry has centered on process nodes, production capacity, and CPU performance. In the AI era, market focus has shifted toward power consumption control; those who can balance computational power with energy efficiency are poised to emerge as winners in the next cycle. Driven by this logic, ARM-related stocks have gained significant attention in capital markets.

TradingKey - On the afternoon of June 5 (Seoul time), NVIDIA (NVDA) CEO Jensen Huang arrived at Seoul Gimpo International Airport from Taiwan. Immediately upon landing, he shared a significant prediction with the media and public, stating that robotics will become South Korea's next major industry.

TradingKey - During the Asian trading session on June 5, global AI and semiconductor sectors faced selling pressure as Broadcom's (AVGO) AI business earnings guidance fell short of expectations. Panic sentiment quickly spread to Asia-Pacific markets, with both Japanese and South Korean stock markets declining.

TradingKey - On June 12, Eastern Time, SpaceX will list on Nasdaq with a valuation of $1.77 trillion, raising $75 billion and setting a new global IPO record. However, on the eve of the IPO, S&P was the first to shut the door. On June 4, S&P explicitly refused to modify fast-track inclusion rules for mega-IPOs like SpaceX.

TradingKey - On June 4, Eastern Time, U.S. Democratic Senator Elizabeth Warren formally invited NVIDIA (NVDA) CEO Jensen Huang to testify at a Senate Banking Committee hearing on June 11 regarding NVIDIA’s operations in China, U.S. export control policies, and AI chip sales.

TradingKey — On June 4 (ET), digital news platform NOTUS reported, citing three people familiar with the matter, that senior U.S. officials have held preliminary talks with several major artificial intelligence companies. The central focus of these discussions is whether the government could take equity stakes in these firms. The plan is currently ongoing, and specific details remain subject to change.