Huanyao Fang

TradingKey - During the Asian trading session on May 27, reports indicated that TSMC plans to raise pricing for its 3nm process again in the second half of the year, with increases of up to 15%. Prices may rise further by 5% to 10% next year.

TradingKey - During the Asian trading session on May 27, SK Hynix's share price surged over 10% intraday, with its market capitalization historically surpassing $1 trillion. It becomes the second semiconductor manufacturer in Asia to reach this milestone after Samsung Electronics, and the third memory chip company globally to achieve a $1 trillion market valuation.

TradingKey - Recently, the US Dollar Index has continued to strengthen as US-Iran tensions ease. According to reports, both sides will reopen the Strait of Hormuz approximately 30 days after reaching an agreement to end hostilities, and the ceasefire established in early April will be extended by 60 days.

TradingKey - On May 20 local time, SB Energy Corp. (ELPC), a digital infrastructure company backed by SoftBank Group, announced that it has confidentially submitted a draft registration statement on Form S-1 to the U.S. Securities and Exchange Commission (SEC), officially initiating the process for a U.S. initial public offering.

TradingKey - On May 23, Eastern Time, Donald Trump announced on social media that a U.S.-Iran agreement has been "essentially finalized" and the Strait of Hormuz will subsequently open. Although Iran quickly responded by calling Trump's claim "incomplete" and emphasizing that the strait would remain under Iran's full management even if a deal is reached, it also acknowledged that both sides are in the final stages of finalizing a memorandum.

TradingKey - On May 21, Eastern Time, Eli Lilly announced the results of the pivotal Phase 3 clinical trial (TRIUMPH-1) for its next-generation weight-loss drug, Retatrutide. As the world's first "triple agonist" targeting GIP, GLP-1, and glucagon receptors, its efficacy data has comprehensively sur

TradingKey - Driven by major breaking geopolitical news, global asset classes underwent sharp repricing in pre-market trading today. U.S. President Trump revealed in his latest public remarks that a new comprehensive agreement between the United States and Iran has been "basically reached."

TradingKey - On May 22, Eastern Time, Kevin Warsh officially assumed office as the 17th Chair of the Federal Reserve; he is set to preside over his first FOMC policy meeting on June 17. However, while markets widely expected the Trump-nominated chair to push for rate cuts, a hawkish camp within the Federal Reserve has already begun to align even before he formally took office.

TradingKey - Costco (COST.US) will report its third-quarter fiscal 2026 earnings after the U.S. market close on May 28. Market expectations project revenue of approximately $69.3 billion, a 9% year-on-year increase, and adjusted earnings per share (EPS) of approximately $4.56, a 13% year-on-year increase.

TradingKey - Marvell Technology (MRVL.US) will report its fiscal first-quarter 2027 earnings after the market close on May 27, Eastern Time. As a leader in AI custom chips and optical interconnects, the company has seen its stock surge approximately 130% year-to-date, with its market capitalization surpassing $170 billion, making it one of the top gainers among Philadelphia Semiconductor Index components.

TradingKey - On May 23 ET, Donald Trump claimed on social media that negotiations for a U.S.-Iran agreement are "essentially complete" and will be announced "soon," with the deal including the opening of the Strait of Hormuz.

TradingKey - On May 21 (ET), the Trump administration awarded a total of approximately $2.013 billion in federal incentive funding to nine quantum computing companies. Following the news, Rigetti (RGTI) and D-Wave (QBTS) surged over 20% at the open, while stocks including IBM and GlobalFoundries (GFS) recorded gains of varying degrees.

TradingKey - A 13F filing submitted by Macquarie Group in mid-May reveals that the Australian financial services giant executed a systematic directional shift in its crypto asset holdings during the first quarter of 2026.

TradingKey - Few companies divide Wall Street as sharply as Tesla. Once treated as the undisputed king of the EV revolution, the company is now facing mounting pressure from slowing vehicle demand, rising competition, and growing skepticism around CEO Elon Musk’s long-term promises.

TradingKey - Samsung Electronics' South Korean union has announced the postponement of its planned large-scale strike, as members are set to vote on a preliminary wage agreement. This has temporarily mitigated market concerns over potential memory chip supply disruptions. Following the news, the US semiconductor sector experienced localized intraday volatility, with capital sentiment leaning toward caution.

TradingKey - The Federal Reserve is scheduled to release the minutes of the April FOMC meeting on May 21. This will be the first set of minutes in 2026 not led by Powell. On May 15, Kevin Warsh officially took office as the 17th Chair of the Federal Reserve; the leadership transition between the two chairs took place precisely between the conclusion of the meeting and the publication of the minutes.

TradingKey - On May 20, Eastern Time, labor-management negotiations at Samsung Electronics officially collapsed after management's rejection of terms led to the termination of mediation proceedings. The labor union announced the largest general strike in the company's history, scheduled from May 21 to June 7. Approximately 47,000 to 48,000 employees are expected to stop work, representing over 64% of the semiconductor division's total workforce. Samsung Electronics' share price tumbled more than 3% in early trading before eventually closing up 0.2%. This marks the largest-scale labor action in Samsung's history.

TradingKey - On May 19, Eastern Time, at the 2026 I/O developer conference, Google (GOOGL) issued a challenge in the AI model race to rivals OpenAI and Anthropic.

TradingKey - NVIDIA (NVDA.US) will release its first quarter fiscal 2027 financial results after the market close on May 20, Eastern Time. Market expectations project revenue at approximately $78.9 billion, representing a year-on-year increase of about 79%, with adjusted earnings per share (EPS) of approximately $1.77.

TradingKey - In recent years, cybersecurity has rapidly climbed to be among the top themes for Wall Street, with Palo Alto Networks being one of many companies that has thrived as a result.