Yulia Zeng

TradingKey - On Monday Eastern Time, U.S. President Trump issued a major statement during a tele-rally for South Carolina Senator Lindsey Graham, claiming that the U.S. will achieve a "total victory" over Iran within the next two weeks, at which time international oil prices will drop significantly.

TradingKey - AI chipmaker Marvell Technology (MRVL) officially announced its upcoming inclusion in the S&P 500 Index; the stock rose nearly 9% in pre-market trading on Monday.

TradingKey - Following a broad sell-off last Friday, the U.S. memory stock sector staged a strong rebound in pre-market trading today, with Micron Technology (MU) gaining over 7%. Tesla (TSLA) CEO Elon Musk publicly expressed bullish views on Micron during an interview at JPMorgan Chase’s global headquarters, stating that "the real bottleneck lies in chip manufacturing capacity" and that Micron's current production capacity is far below actual demand.

TradingKey - As the AI wave continues to drive U.S. equities higher, debates over whether valuations have reached unsustainable levels are intensifying. Goldman Sachs (GS) noted in its latest research report that although some signs of overheating are emerging, key indicators show a significant gap between current market levels and the extremes seen during historical bubble periods. Meanwhile, Citigroup (C) has sharply raised its year-end 2026 S&P 500 target to 8,100, citing an "unprecedented" AI capex super-cycle.

TradingKey - Following the severe turbulence of last Friday's "Black Friday," Wall Street is awaiting the release of U.S. May Consumer Price Index (CPI) data this Wednesday with bated breath. Traders are widely concerned that the report could reveal the largest surge in inflation in years, potentially extinguishing market hopes for Federal Reserve rate cuts this year and significantly bolstering rate hike expectations.

TradingKey - Apple’s (AAPL) upcoming Worldwide Developers Conference (WWDC), set to kick off on June 8, is becoming the tech industry’s most watched focal point. The five-day event (June 8–12) will officially commence with a keynote address on the 8th at ET. Expectations have surged far beyond routine software updates—the market is eager to see Apple deliver on the AI commitments it made for 2024.

TradingKey - As an AI super-unicorn with a valuation nearing $1 trillion, Anthropic’s IPO process has consistently captured the attention of global capital markets. Monitor Anthropic-concept stocks.

TradingKey - JPMorgan (JPM) has upgraded Tesla (TSLA) from "Underweight" to "Neutral" and significantly raised its price target from $145 to $475, an increase of over 227%.

TradingKey - On June 4 local time, SpaceX, the rocket and AI company owned by the world's richest person Elon Musk, officially launched the largest IPO roadshow in history.

TradingKey - As Wall Street revels in the AI chip stock frenzy, Bill Ackman has issued a warning. The founder of Pershing Square Capital stated bluntly that the current market is repeating the mistakes of the 2000 dot-com bubble, as investors frantically chase "shiny new things" such as chips, semiconductors, and energy, while neglecting high-quality tech stocks that possess genuine long-term value.

TradingKey - Marvell (MRVL) shares extended their strong rally on Wednesday, surging as much as 13% in pre-market trading.

TradingKey - SpaceX, the rocket and AI company owned by the world’s richest man Elon Musk, is set to launch the largest IPO in history. The company plans to issue approximately 556 million new shares at a price of $135 per share, seeking to raise about $75 billion, which would value the company at approximately $1.75 trillion. If the transaction is completed as planned, it will surpass the record set by Saudi Aramco in 2019 to become the largest IPO in global history.

TradingKey - On Tuesday, June 2 (ET), Microsoft's (MSFT) annual developer conference, Build, commenced at the Fort Mason Center in San Francisco. This marks the first time since 2016 that the event has moved away from its Seattle home base. While the conference scale was streamlined to approximately 2,500 attendees, the signals released were disruptive—Microsoft is attempting to redefine Windows from an operating system for human users into a native runtime environment for AI agents, propelling artificial intelligence from the stage of "assisting human work" toward a new era of "executing tasks on behalf of humans."

TradingKey — Cloud cybersecurity leader CrowdStrike (CRWD) is scheduled to release its first-quarter fiscal 2027 earnings report after the market close on June 3, ET. Over the past month, the company’s share price has surged by a cumulative 67% as market sentiment heated up significantly, pushing investor expectations for the upcoming report to high levels.

TradingKey - Google parent Alphabet (GOOGL) announced on Monday the launch of an equity financing plan totaling up to $80 billion, aimed at providing capital for its ambitious AI infrastructure expansion.

TradingKey - On June 1 local time, AI startup Anthropic suddenly announced that it has confidentially filed for an initial public offering (IPO) with the U.S. Securities and Exchange Commission (SEC), taking a critical step toward going public ahead of its long-standing industry rival, OpenAI.

TradingKey - On Monday Eastern Time, the global software sector staged a strong rebound. Tech stocks, which had been under persistent pressure due to AI anxiety, shook off the gloom and rose collectively in pre-market trading.

TradingKey - Janus Henderson’s $8.3 billion Global Technology Leaders Fund plans to add South Korean memory chip giant SK Hynix to its portfolio, following a cumulative surge of over 1,000% in the company’s stock price over the past year. The fund has outperformed 96% of its peers this year, delivering a three-year cumulative return of 36%. It currently holds positions in memory industry leaders such as Micron Technology (MU) and SanDisk (SNDK).

TradingKey - In pre-market trading on Monday, June 1 (ET), investors' attention is focused on the latest developments in the Middle East while awaiting key labor market data to be released later this week. All three major US stock index futures moved higher; as of press time, Nasdaq 100 futures rose 0.17%, Dow 30 futures gained 0.28%, and S&P 500 futures climbed 0.23%.

TradingKey - According to the latest reports from Bloomberg, LG Group Chairman Koo Kwang-mo is scheduled to hold a high-level meeting with Nvidia CEO Jensen Huang on June 5. The two parties will focus on deep cooperation in the field of Physical AI. Driven by this news, LG Electronics' stock price hit the 30% daily limit-up for two consecutive trading days. Its cumulative year-to-date gain has exceeded 300%, with its market capitalization reaching a record high.