Huanyao Fang

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.

TradingKey - At 7:00 AM ET on May 1, the Bank of England voted 8-1 to maintain the benchmark interest rate at 3.75%, in line with market expectations. Beneath the calm surface of this decision lies the most complex policy divergence since 2022—the central bank has for the first time abandoned a single "central forecast" in favor of three scenarios to project inflation paths; more than half of the Monetary Policy Committee (MPC) members hinted at potentially joining the rate hike camp in the coming months.

TradingKey - Japanese authorities have once again issued a warning to the foreign exchange market. Following the strongest intervention warning to date from Finance Minister Satsuki Katayama, which hinted at imminent market entry to support the currency, the yen surged during intraday trading on April 30 at 10:26 am GMT. USD/JPY fell by more than 3% at one point, marking its largest decline since August last year.

TradingKey - During Tuesday's European trading session, international crude oil prices retreated significantly, with Brent crude futures extending intraday losses to 3.0%, trading at $107.11 per barrel. WTI crude futures also fell 3.0% to $103.57 per barrel. The geopolitical premium previously accumulated due to Middle East tensions saw a clear retracement, as energy market volatility continues to intensify.

TradingKey - Before the U.S. market open on May 1 ET, ExxonMobil (XOM.US), the world's largest publicly traded energy giant, will release its first-quarter earnings report for fiscal year 2026. This marks the company’s first full-quarter results since the outbreak of the conflict in the Strait of Ho

TradingKey - Mega-cap technology stocks have produced a lot of profits already, but there is likely to be more growth in the future from companies that control important digital infrastructure. Within this group of companies, GOOGL and MSFT are some of the best options for the next five years.

TradingKey - On April 29, Eastern Time, storage chip leader Seagate Technology (STX) saw its pre-market share price surge over 18% to $684, hitting a new all-time high. The company's earnings and current-quarter guidance exceeded Wall Street expectations across the board. This, coupled with the sustained growth in AI-driven data center storage demand, triggered a broad rally in storage-related stocks.

TradingKey - As concerns over the U.S.-Iran conflict gradually dissipated, U.S. stocks continued to trend higher, with both the Nasdaq Composite and the S&P 500 reaching new record highs. Meanwhile, Trump's approval rating fell to a new low for his tenure.

TradingKey - As SpaceX pushes for the largest IPO in history and Anthropic’s valuation surpasses $1 trillion amid high demand, OpenAI—once regarded as the frontrunner in the AI sector—is repeatedly hitting the brakes at the IPO starting line.

TradingKey - Before the U.S. market open on April 28 ET, Coca-Cola (KO.US) released its first-quarter results for fiscal year 2026. The world’s largest beverage manufacturer delivered a performance that beat expectations across the board, as the first quarterly report under the new CEO earned initial recognition from the market.

TradingKey - On April 28 local time, the Bank of Japan voted 6-3 to maintain interest rates at 0.75%. The USD/JPY exchange rate was trading near 159.67, just a step away from levels that could trigger further currency market intervention by the Bank of Japan.

TradingKey - Global financial markets are set for a "Super Central Bank Week" this week, as five major central banks, including the Federal Reserve, the European Central Bank, and the Bank of Japan, are scheduled to release interest rate decisions in quick succession.

TradingKey - Despite the deadlock in U.S.-Iran negotiations, U.S. stocks have continued to trend higher amidst volatility. Meanwhile, with earnings from most tech giants and the Federal Reserve's interest rate decision scheduled for this week, market capital remains relatively cautious. This week, U.S. stocks will face result-driven validation and the test of the external policy environment.

TradingKey - After market close on April 30 ET, Apple (AAPL.US) will release its fiscal second-quarter 2026 earnings report. This marks the first financial report since Tim Cook announced his retirement plan.

TradingKey - Coca-Cola (KO.US), the world’s largest beverage manufacturer, will release its first-quarter earnings report for fiscal year 2026 before the market opens on April 28. This marks the first quarterly results since new CEO Henrique Braun took office.

TradingKey - As of late 2025, Nebius has become perhaps the most highly correlated stock with one of the leading sectors within the AI sector: InfrastructuRecent numbers provide clear evidence of this growth:  Quarterly revenue grew 355% compared to the same quarter last year, total revenue for 2020

TradingKey - March 24 (ET): Tesla (TSLA) CEO Elon Musk stated in a post on X on Friday that the company has started production of its Robotaxi model, the highly anticipated fully autonomous taxi known as "Cybercab."

TradingKey - Boosted by strong earnings, Intel's US pre-market gains extended to as much as 30%, lifting the technology sector. Nasdaq 100 futures rose 1.5%, as strength in tech stocks propelled the three major index futures higher: Dow Jones futures rose 0.13%, and S&P 500 futures gained 0.56%.