Jay Qian

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.

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%.

TradingKey - On May 8, the assets under management (AUM) of the CSOP SK Hynix Daily (2x) Leveraged ETF surpassed the HK$40 billion mark, overtaking the long-dominant Direxion Daily TSLA Bull 2X ETF (TSLL) to become the world’s largest single-stock leveraged ETF.

TradingKey — This month, approximately 6 million people across the U.S. will begin receiving settlement payments averaging about $333 per person. The funds originate from a $2.67 billion antitrust class-action settlement involving the Blue Cross Blue Shield Association (BCBS), following more than a

TradingKey - On May 6, the South Korean stock market surpassed Canada to become the world's seventh-largest equity market. The total market capitalization of South Korean listed companies has surged 71% this year to $4.59 trillion. During the same period, Canada's stock market rose by approximately 7%, with a market capitalization of $4.5 trillion.

TradingKey - On May 6 (ET), Disney (DIS) reported its second fiscal quarter results, with both revenue and profit exceeding Wall Street expectations. Revenue reached $25.2 billion, up 7% year-over-year; adjusted earnings per share (EPS) stood at $1.57, up 8% year-over-year. According to LSEG data, analysts had expected revenue of $24.83 billion and EPS of $1.53.

TradingKey - During the Asian session on May 6, South Korean memory chip giant SK Hynix surged more than 10% intraday, with its closing price exceeding 1.6 million KRW, marking a record high for the second consecutive trading day. The company's market capitalization surpassed 1,100 trillion KRW, with its cumulative year-to-date gain reaching over 146%.

TradingKey - On May 5 (ET), Advanced Micro Devices (AMD) released its first-quarter fiscal 2026 financial results after the market close. The company reported revenue of $10.253 billion, up 38% year-over-year, exceeding market expectations of $9.89 billion. Non-GAAP earnings per share (EPS) were $1.

TradingKey - The artificial intelligence buildout currently taking place across America is colliding with the physical infrastructure of the United States, which is not ready for this level of development, regardless of how advanced any of the chips used to build AI systems are.

TradingKey - For eighteen months, AI stocks experienced a surge in investor excitement. The ChatGPT demo served as a catalyst for NVIDIA (NVDA) Corp. — listed on the Nasdaq — to reach a $3 trillion market cap from $400 billion. Similarly, a press announcement about developing new large-language mod

TradingKey - Multi-Layer Ceramic Capacitors (MLCCs) were historically inconspicuous components in the electronics industry, with prices typically measured in fractions of a cent. However, AI data centers are shifting this dynamic; a single AI server consumes as many as 440,000 MLCCs, 10 to 15 times more than a traditional server. Supply-side capacity remains tight, with lead times for some high-end products extending from 8 weeks to 24 weeks, as expectations for price hikes spread. Samsung Electro-Mechanics, Murata Manufacturing, and US-listed Vishay Intertechnology (VSH) are currently benefiting from this trend.

TradingKey - NVentures, the venture capital arm of NVIDIA (NVDA), has invested $50 million in Swedish legal AI startup Legora, marking NVIDIA’s first direct investment in the legal tech sector. Legora announced the completion of a $600 million Series D funding round on the same day. Of the total, $550 million was completed in March, while the $50 million extension was co-led by NVentures and Atlassian, with participation from Adams Street Partners, Airtree, and Barclays. The company has raised a cumulative $866 million since its founding in 2023, bringing Legora’s valuation to $5.6 billion.

TradingKey - Advanced Micro Devices (AMD) will report its first-quarter 2026 financial results after the U.S. market close on May 5. According to Bloomberg analyst consensus estimates, AMD’s Q1 2026 revenue is projected to be approximately $9.84 billion to $9.87 billion, a year-over-year increase of about 32%. Earnings per share (EPS) are expected to reach approximately $1.27 to $1.28, representing a year-over-year growth of roughly 33%.

TradingKey - On April 30, Beijing time, Samsung Electronics released its first-quarter 2026 financial results. Driven by demand for AI memory chips, operating profit surged 756% year-on-year to 57.2 trillion won, with single-quarter profit already exceeding the total for the full year 2025. However, profits in the mobile business declined significantly. The stock price briefly hit an all-time high of 230,000 won in early trading before retracing its gains to close down 2.43%.

TradingKey - On April 29 (ET), Microsoft (MSFT) released its Q3 FY2026 results after the bell. Both revenue and profit exceeded expectations, with Azure growth returning to 40% and annualized AI revenue surpassing $37 billion. Despite this, shares fell more than 3% in after-hours trading and ended t

TradingKey - Apple Inc. (AAPL) is scheduled to release its fiscal second-quarter 2026 earnings on April 30 ET. Two days ahead of the announcement, UBS raised its price target from $280 to $287 while maintaining a "Neutral" rating, signaling a cautious stance on long-term growth momentum.

TradingKey - On April 28, ET, news regarding OpenAI sent ripples through the market. According to The Wall Street Journal, ChatGPT developer OpenAI saw both its first-quarter revenue and user growth miss expectations. The company aimed for 1 billion weekly active users (WAU), but the actual figure stood at approximately 900 million. Furthermore, while Sam Altman disclosed in January that the API business had reached an Annual Recurring Revenue (ARR) milestone, the company’s overall monthly revenue has since fallen short of targets several times. Growth momentum is facing headwinds as the AI application layer begins to encounter bottlenecks in scaling.

TradingKey - International oil prices extended their gains on Monday. At the market close on April 27 ET, Brent crude rose 2.75% to $108.23 per barrel, while WTI rose 2.09% to $96.37 per barrel. Following the collapse of the second round of US-Iran negotiations and the unresolved blockade of the Strait of Hormuz, expectations of supply disruptions have continued to push oil prices higher. As of 18:00 Beijing Time on April 28, Brent crude broke through the $111 mark.

TradingKey - On April 27 (Eastern Time), U.S. memory stocks extended their rally, fueled by multiple positive catalysts including a surge in AI computing demand, Goldman Sachs significantly upwardly revising price forecasts for memory chips, and a widening industry supply-demand gap. SanDisk (SNDK) rose over 8% to close at $1,070.20; Micron Technology (MU) gained more than 5% to close at $524.56, with its market capitalization approaching $600 billion. Over the past year, SanDisk has surged by over 3,100%, while Micron’s cumulative gain has exceeded 550%.

TradingKey - Meta Platforms (META) will report its first-quarter 2026 financial results after the market close on April 29. The market expects quarterly revenue of approximately $55.5 billion, representing a year-on-year increase of about 31%, which falls within the company's previous guidance range