Yulia Zeng

TradingKey - On Monday, oil giant Chevron (CVX) announced a 20-year energy supply agreement with tech giant Microsoft (MSFT) to provide dedicated natural gas power support for the latter's planned hyperscale data center in West Texas.

TradingKey - The U.S. Securities and Exchange Commission (SEC) has demonstrated an unprecedented review speed for SpaceX's (SPCX) IPO application. Founded by Elon Musk, the space exploration company took just 74 days from confidentially filing its prospectus to officially going public, compressing the average timeline for recent major tech IPOs by more than one-third.

TradingKey - In US premarket trading on Monday, Intel (INTC) rose over 4% to $139.40, while United Microelectronics (UMC) surged over 13% to $27.25. On the news front, tech media outlet FundaAI reported that Intel and UMC have signed an agreement to jointly develop 12nm and 3nm chip manufacturing processes, with production to be concentrated at Intel's Ocotillo campus in Arizona.

TradingKey - The latest precious metals research report from Morgan Stanley (MS) shows that while continuous gold buying by global central banks provides solid downside support, gold's (XAU/USD) march toward a historic high of $5,200 per ounce is encountering strong headwinds from the Federal Reserve's hawkish policy.

TradingKey - As the June 24 release window for Micron Technology's (MU) fiscal Q3 2026 earnings report approaches, Wall Street's performance expectations for the memory giant are being continuously pushed to new heights.

TradingKey - Entering 2026, the global energy transition has officially entered the "hydrogen era." With breakthroughs in electrolyzer technology and the rollout of hydrogen infrastructure subsidies across various countries, hydrogen energy concept stocks have become the core of low-carbon asset allocation.

TradingKey - As an AI super-unicorn with a valuation approaching $1 trillion, Anthropic's IPO process has constantly commanded the attention of global capital markets. In the public market, are there other avenues to capture the spillover opportunities arising from Claude's valuation upside? Can investors indirectly share the dividends of this technological revolution by investing in other segments of the AI industry chain?

TradingKey - As SpaceX (SPCX) lists on Nasdaq, an unprecedented retail investing frenzy is sweeping Wall Street. According to the latest data from Vanda Research, net retail purchases of the stock reached as high as $369.8 million in the first three trading days following its debut.

TradingKey - U.S. President Trump made a blockbuster announcement on his personal social media platform Truth Social on Thursday, declaring that Apple (AAPL) has officially reached a partnership agreement with Intel (INTC) to jointly conduct chip design and manufacturing operations domestically in the United States. Following the news, Intel shares surged over 9% in pre-market trading.

TradingKey - According to a Wall Street Journal report, Apple CEO Tim Cook admitted in an interview that as memory and flash memory prices continue to rise, it has become difficult for the company to fully absorb the costs, making future product price increases "inevitable."

TradingKey - SpaceX, the space exploration technology company under US tech giant Elon Musk, announced that it will acquire Anysphere, the parent company of AI code editor Cursor, for $60 billion. This transaction marks another major move by SpaceX in the artificial intelligence sector and will further consolidate the leading position of Musk's companies in the tech industry.

TradingKey - During Wednesday's US premarket trading, Intel (INTC) shares recorded a significant rebound, driving a collective rally among core semiconductor stocks, including Marvell (MRVL), Lam Research (LRCX), and Micron (MU).

TradingKey - Last weekend, in response to US government export control directives, AI startup Anthropic abruptly cut off all user access to its top-tier AI models, Fable and Mythos 5. Investors have begun turning their attention to open-source AI models that enterprises can deploy themselves, free from the impact of external regulations—when models run on an enterprise's own servers, no political disputes can disrupt the service.

TradingKey - During Tuesday's US pre-market trading session, Western Digital (WDC) shares surged 9.3% to $714, while Seagate Technology (STX) followed closely behind, rising 7.2% to $1,092. If this momentum continues into the regular trading session, both companies' stock prices will hit all-time highs.

TradingKey - According to audited financial documents disclosed by the Financial Times, the San Francisco-based AI giant's expenditures reached as high as $34 billion last year, with its net loss hitting $38.5 billion, widening nearly eightfold year-on-year from $5.1 billion in 2024.

TradingKey - The Federal Reserve will announce its policy decision this Wednesday, marking the first rate-setting meeting chaired by the new Chairman, Warsh. Global investors are currently paying close attention to the new Chairman's policy stance, especially against the backdrop of the imminent reopening of the Strait of Hormuz and signs of cooling core inflation.

TradingKey - Nvidia plans to raise at least $20 billion through an investment-grade corporate bond offering, marking its first return to debt capital markets since 2021. This indicates that the AI-driven borrowing wave among technology companies is far from receding.

TradingKey - Driven by a convergence of multiple strong positive factors, memory chip giant Micron Technology (MU) experienced an explosive surge in pre-market trading today, with its share price soaring over 8% to $1,061. The direct catalyst for this stellar performance was a series of concentrated and significant valuation upgrades for the company recently issued by several top Wall Street investment banks.

TradingKey - Just two days after SpaceX (SPEX) listed on Nasdaq, Elon Musk was eager to outline a staggering growth trajectory for the rocket company. Responding to financial commentator Jon Erlichman on his social media platform X, Musk wrote that he would be surprised if SpaceX’s annual revenue does not surpass the $1 trillion mark by 2030.

TradingKey - On June 12, the moment SpaceX (SPCX) rang the opening bell on Nasdaq, it not only shattered global IPO fundraising records but also made Elon Musk the first person in history with a net worth exceeding $1 trillion. Shares closed at $160.95 on the first day of trading, up nearly 20%, with its market capitalization firmly reaching $2.1 trillion, making it the sixth-largest company in the U.S. by market value.