Yulia Zeng

TradingKey - Qualcomm (QCOM) is accelerating its entry into the AI data center market, and its latest partnership with Amazon (AMZN) could mark a significant step in this strategic transformation.

TradingKey - Salesforce (CRM) and ServiceNow (NOW) were rarely viewed as direct competitors in the past. Salesforce has long dominated enterprise sales, marketing, and customer service markets, while ServiceNow excels in IT service management and internal workflows. However, as both companies increasingly push into each other's core businesses, the once-clear boundaries between the two SaaS giants are rapidly disappearing.

TradingKey - Data released by the U.S. Bureau of Labor Statistics on September 11 showed that the Consumer Price Index (CPI) rose 0.4% month-on-month and 3.4% year-on-year in August, both in line with market expectations.

TradingKey - On Friday (September 11) Eastern Time, the three major U.S. stock index futures rose across the board in pre-market trading as investors awaited tonight's release of the U.S. August Consumer Price Index (CPI), a crucial reference for the market to gauge the Federal Reserve's future interest rate path. Meanwhile, international oil prices fell noticeably amid signs of easing tensions in the Middle East.

TradingKey - In U.S. pre-market trading on Friday, Oracle (ORCL) shares rose over 7% at one point after the company reported first-quarter revenue, adjusted earnings per share, and backlog that all exceeded market expectations. Meanwhile, the company modestly raised its full-year earnings guidance, as demand for AI infrastructure continued to drive rapid expansion in its cloud business.

TradingKey - Shares of Micron Technology (MU) have weakened again after breaking above $1,000, as the optimism brought by the memory chip sector's previous strong rally is now being tested by multiple risk factors.

TradingKey - Nvidia (NVDA) co-founder and CEO Jensen Huang stated that as artificial intelligence technology continues to evolve, cybersecurity is poised to become the next major application market for AI.

TradingKey - In U.S. pre-market trading on Thursday, Oracle (ORCL) shares fell nearly 2%, extending their weak performance from the previous session after snapping a four-day winning streak to close lower on Wednesday. Although Wall Street is generally bullish on cloud growth driven by AI demand, investors remain cautious ahead of the upcoming earnings report.

TradingKey - On Thursday (September 10) Eastern Time, futures on the three major U.S. stock indices were mixed in pre-market trading. Brent crude rose above $102, with rising energy prices reigniting inflation concerns. Meanwhile, investors are awaiting U.S. August PPI and initial jobless claims data to gauge the Federal Reserve's future interest rate policy, keeping the broader U.S. stock market cautious.

TradingKey - On September 10, Palantir (PLTR) and Nvidia (NVDA) announced an expanded partnership to integrate Nvidia's Nemotron open models into Palantir Foundry and the Artificial Intelligence Platform (AIP), with initial application in Nvidia's own supply chain management.

TradingKey - The latest monthly revenue data released by TSMC (TSM) once again shows that demand for AI chips continues to drive growth in the global foundry market. On September 10, TSMC reported its August 2026 revenue, with monthly consolidated revenue reaching NT$514.86 billion, representing a year-on-year increase of 53.3% and a month-on-month increase of 10.1%, setting a new record high for the fourth consecutive month.

TradingKey - On September 10, JPMorgan (JPM) released a new research report, initiating coverage on SK Hynix (SKHY) with an "Overweight" rating and setting a target price of $245. The bank believes that the continued expansion of AI infrastructure will drive the memory industry into a more prolonged upcycle, and it remains bullish on SK Hynix's earnings growth potential during this cycle, advising investors to buy on dips.

TradingKey - On September 9, department store chain Casey's (CASY) plunged nearly 12% in U.S. pre-market trading. Although the company's latest first-quarter fiscal results exceeded market expectations, investors were disappointed by the quality of profit growth and the lack of an upgrade to its full-year guidance.

TradingKey - On Wednesday, September 9 (ET), futures on the three major U.S. stock indices traded cautiously in pre-market action. As the military conflict between the U.S. and Iran escalated further, Brent crude broke above $100 per barrel for the first time since July. The surge in oil prices heightened market concerns over a resurgence in inflation and prolonged high interest rates, weighing on U.S. stock futures.

TradingKey - Nvidia (NVDA) is approaching another key investor communication milestone. On September 10 local time, Nvidia management will attend the Communacopia + Technology Conference hosted by Goldman Sachs.

TradingKey - On September 9, Brent crude futures broke above $100 per barrel intraday, crossing the threshold for the first time since July 24. As the military conflict between the U.S. and Iran continues to escalate, market concerns over potential severe disruptions to Persian Gulf crude exports and shipping through the Strait of Hormuz have driven a rapid rise in oil risk premiums.

TradingKey - Oracle (ORCL) currently presents a seemingly paradoxical market contrast: the company has secured future orders equivalent to nearly 9.5 times its previous fiscal year's revenue, yet its stock price has pulled back more than 50% from its all-time high. This contrast has drawn intense focus to its Q1 FY2027 financial results, scheduled for release after the market close on September 10.

TradingKey - In U.S. pre-market trading on Tuesday, Qualcomm (QCOM) shares surged, at one point rising more than 10%. The company announced a multi-generational product partnership with Amazon (AMZN) to jointly develop custom chips for next-generation, large-scale AI data centers and further expand high-speed optical interconnect solutions.

TradingKey — On Tuesday (September 8) Eastern Time, futures tied to the three major U.S. stock indexes were mixed in pre-market trading. Iran announced that it would implement new restrictions in the Persian Gulf and the Gulf of Oman, while Yemen's Houthi movement attacked Saudi energy facilities, pushing international oil prices higher. Rising energy prices reignited inflation concerns, which, alongside the Japanese yen climbing to its highest level since February, weighed on market risk appetite.

TradingKey - In US pre-market trading on Tuesday, Novartis (NVS) shares fell approximately 13% after its experimental drug del-desiran for the treatment of myotonic dystrophy type 1 (DM1) failed to meet its primary endpoint in a Phase III clinical trial, marking the company's third clinical R&D setback within a week.