Huanyao Fang

TradingKey — As the Nasdaq continues to hit consecutive record highs, Michael Burry—who rose to fame during the 2008 subprime mortgage crisis and was the inspiration for the film *The Big Short*—is betting with unprecedented intensity on the bursting of the AI bubble.

TradingKey - As of May 7, the World Health Organization (WHO) has confirmed eight cases of hantavirus infection associated with the cruise ship, including three deaths. The Andes strain of the virus is the only hantavirus subtype known to be capable of limited person-to-person transmission.

TradingKey - Strategy, the world's largest Bitcoin holder, recently released its first-quarter earnings report, posting a net loss of $12.54 billion. Diluted loss per share reached $38.25, far exceeding the market expectation of $18.98.

TradingKey - After the U.S. market close on May 13, Cisco (CSCO.US) will release its fiscal 2026 third-quarter earnings report. The company previously issued a revenue guidance range of $15.4 billion to $15.6 billion, with the Wall Street consensus sitting at approximately $15.56 billion. Guidance for adjusted earnings per share (Non-GAAP EPS) is $1.02 to $1.04, while the average analyst estimate is approximately $1.04.

TradingKey - On May 8 (ET), shares of aerospace and space systems company Rocket Lab (RKLB.US) surged 34.22% to close at $105.47, driven by its first-quarter earnings report. The stock’s year-to-date gain has reached 51.19%.

TradingKey - Nasdaq officially announced on May 8 that Lumentum (LITE.US) will be added to the Nasdaq-100 Index prior to the market open on May 18, replacing real estate data firm CoStar, whose share price has halved this year.

TradingKey - The argument regarding GOOGL shares has grown stronger with the ongoing domination by 'The Magnificent Seven', the top group of performing companies in return on stock.

TradingKey - During the US market opening session on May 7, Tesla (TSLA.US) shares extended their rebound momentum, rising more than 2% at one point to open at $406, returning above the $400 level. On May 5 and 6, the stock touched the $400 mark intraday but closed below that threshold on both days.

TradingKey - On May 6, Eastern Time, Occidental Petroleum (OXY.US) shares fell by more than 7% during intraday trading. Oil price anchors weakened as bearish macroeconomic factors converged. Over the past two trading days, as geopolitical tensions between the U.S. and Iran continued to ease, Brent crude dropped to $98/barrel and WTI crude fell to $95/barrel, with both benchmarks losing the $100 level for the first time since late April.

TradingKey - WTI crude oil futures settled at $96.21 per barrel on May 6, plummeting 6.3%. This marked the first close below the $100 level in six days and the largest single-day decline since March 17. Brent crude oil futures fell over 7.73% on the same day, intraday breaking below the $100 mark for the first time since April 22.

TradingKey - During Wednesday's US pre-market session, the three major US stock indices rose in unison. Dow Jones futures rose 0.89%, Nasdaq 100 futures jumped 1.32%, and S&P 500 futures gained 0.78%.

TradingKey - Lumentum (LITE) reported fiscal Q3 2026 revenue of $808.4 million, up 90.1% year-over-year, slightly missing the Wall Street consensus estimate of $810 million. Non-GAAP EPS reached $2.37, beating the expected $2.27 and far surpassing the $0.57 reported in the same period last year. Des

TradingKey - During Wednesday's trading session, spot gold reclaimed the $4,700 psychological level, with intraday gains extending to 3.19%. This followed significant signals from the U.S. that a ceasefire agreement with Iran is nearing completion, causing market safe-haven sentiment to cool. As the U.S. dollar weakened under pressure, gold and other precious metal assets staged a strong rebound.

TradingKey - International oil prices experienced another massive sell-off during Wednesday's Asian trading session. This followed reports citing U.S. and Iranian officials that both sides are close to reaching a one-page memorandum to end the war.

TradingKey - During Wednesday's Asian session, the yen strengthened sharply, with USD/JPY briefly dropping to the 155 mark. The market has characterized this move as another intervention by Japanese authorities. Despite Japan's ample foreign reserves, the frequency of interventions this year is limited by IMF guidelines. Currently, the Bank of Japan is engaged in an intensive strategic game with the market regarding its policy space.

TradingKey - As investors shift gears from solid performance from US equity for yet another year, focus is turning to predictions on performance for the Vanguard ETF in 2026 relative to overall market performance.

TradingKey - All eyes are on the VOO stock price as investors contemplate whether broad-market stability or tech-heavy growth provides a better path to 2026.

TradingKey - Oracle(ORCL) has long been known as an established software business. With the rise in popularity of AI, however, it is now stepping into a new role in our industry: artificial intelligence infrastructure.

TradingKey - In 2007, Nokia's global mobile phone market share exceeded 40%, with its market capitalization reaching $250 billion. Warnings regarding the company's impending distress were dismissed as alarmist. Its products were powerful, sales were substantial, and the brand was deeply ingrained in the public consciousness. When Steve Jobs introduced the first iPhone, a Nokia executive’s statement—“We didn't lose, and Apple hasn't won”—remains an iconic case study in technology history that is still frequently scrutinized today.

TradingKey - Since April, the precious metals market has continued the weakness seen in March. Spot gold recorded a cumulative decline of nearly 2% in April, while spot silver briefly fell below the $70 mark.