Yulia Zeng

TradingKey - On August 5, Japanese and South Korean stock markets were driven higher by the overnight rally in U.S. tech and semiconductor sectors, with major indices in both regions opening higher and trending upward. SK Hynix rose 7%, Samsung Electronics gained over 4%, SoftBank surged 9%, and Kioxia climbed 7%.

TradingKey - SanDisk (SNDK) will report its fourth-quarter and full-year fiscal 2026 results after the market close on August 5, Eastern Time. The market will look to the report to gauge whether the growth cycle, driven by AI data center investment, rising NAND prices, and supply constraints, can be sustained.

TradingKey - On August 4, Japanese and South Korean stock markets closed higher across the board. The KOSPI Index rose 1.62% to close at 6,358.95 points, while the Nikkei 225 Index gained 0.32% to finish at 63,957.53 points.

TradingKey - AI software company Palantir (PLTR) has once again delivered quarterly results that significantly outperformed market expectations. After the market close on Monday Eastern Time, the company announced its second quarter 2026 financial results, with both revenue and earnings exceeding Wall Street estimates, and raised its full-year revenue guidance by nearly $500 million. Driven by the strong results and optimistic outlook, Palantir's stock price surged nearly 15% in after-hours trading.

TradingKey - On August 4, major stock indices in Japan and South Korea both opened higher. South Korea's KOSPI index opened up 1.5% before narrowing its gains to approximately 1.24% at 6,334.94 points. Japan’s Nikkei 225 index maintained its upward trend after opening higher, recently rising 0.40% to 64,009.44 points.

TradingKey - SpaceX (SPCX) will release its second-quarter 2026 financial results after the market close on August 4, Eastern Time, marking the company's first earnings report since its listing in June.

TradingKey - On August 3, Japanese and South Korean stock markets collectively closed lower, as Samsung Electronics and SK Hynix both plunged nearly 9%.

TradingKey - British pharmaceutical giant AstraZeneca (AZN) is in talks with its U.S. peer Bristol Myers Squibb (BMY) regarding a potential merger. If a deal is reached, the combined market capitalization of the two entities would approach $400 billion, potentially creating one of the world's largest pharmaceutical groups.

TradingKey - International oil prices fell sharply during Monday's Asian trading session. U.S. President Trump announced a suspension of new military actions against Iran and the restarting of negotiations regarding the nuclear issue and the Strait of Hormuz, significantly easing market concerns over Middle East crude oil supply disruptions. Meanwhile, OPEC+ decided to continue increasing its production target for September, further intensifying downward pressure on oil prices.

TradingKey - During the August 3 Asian trading session, Japanese and South Korean stock markets pulled back again after a sharp rebound last week. The KOSPI continued to weaken after opening lower, with losses widening further to 4.86% at 6,274.74 points. The Nikkei 225 Index also fluctuated downward, falling 1.12% to 63,643.61 points.

TradingKey - On Tuesday (July 28) Eastern Time, Apple's stock price reached an intraday high of $342.89, pushing the company's market capitalization to approximately $5.04 trillion at one point. Apple has thus become the second publicly listed company in the world to surpass the $5 trillion market cap threshold, following Nvidia (NVDA). Just one day earlier, Apple's market value had overtaken Nvidia's, reclaiming its status as the world's most valuable enterprise.

TradingKey - After nearly a year of significant gains, Micron Technology (MU) shares have recently entered a high-level correction phase. As of July 28, Micron's stock price closed at $820, a pullback of approximately 30% from the all-time high reached in late June.

TradingKey - Situational Awareness, an AI-focused hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has recently been hit hard by a significant correction in AI stocks. Under the pressure of leverage, the fund was forced to liquidate a large portion of its public market holdings and is currently seeking new financing support. Once regarded by Silicon Valley as one of the most representative AI investors, Aschenbrenner has now become one of the most high-profile victims of the recent plunge in the AI sector.

On July 31, Japanese and South Korean stock markets staged a historic rally. South Korea’s KOSPI Index surged 17.91% to close at 6,595.45 points, marking its largest single-day gain since the index's inception. Japan’s Nikkei 225 Index rose 4.03% to close at 64,362.02 points, recovering a portion of

TradingKey - After the market close on July 30, ET, Amazon released its second-quarter 2026 financial results. The company's revenue and earnings both significantly exceeded market expectations, with revenue from its core cloud computing business, AWS, growing 37% year-over-year. This marked the fastest growth rate since late 2021 and the fifth consecutive quarter of acceleration, further validating that enterprise AI demand remains robust.

TradingKey - According to a report by The Wall Street Journal, Tesla (TSLA) is preparing for a potential separation of its China operations from its U.S. operations due to geopolitical tensions, a move that could also clear regulatory hurdles for a potential future merger with SpaceX (SPCX).

TradingKey - During the Asian trading session on July 31, Japanese and South Korean stock markets staged a sharp rebound, with SK Hynix surging more than 27% and Samsung rising over 22%.

TradingKey - The Federal Reserve did not raise interest rates at its July meeting, but Chairman Kevin Warsh's statements at the press conference sparked greater controversy than the rate decision itself.

TradingKey - On July 30, the closing performance of Japanese and South Korean stock markets continued to diverge. SK Hynix fell by more than 5%, Samsung dropped nearly 1%, and Kioxia rose nearly 3%.

TradingKey - Microsoft (MSFT) earnings proved to the market that large-scale AI investment does not mean profitability is being eroded. Azure and other cloud services revenue grew 43% year-over-year, significantly exceeding market estimates and driving Azure’s annual revenue past the $100 billion mark for the first time. Boosted by the strong earnings report, Microsoft shares surged 8.88% in after-hours trading.