Yulia Zeng

TradingKey - On Friday, SpaceX (SPCX) slumped over 4% in pre-market trading, with its share price breaking below $130 and expected to hit a new post-listing low after the market opens. The trigger was the last-minute cancellation of the company’s scheduled 13th Starship test flight just before launc

TradingKey - Netflix (NFLX) shares fell as much as 10.5% in pre-market trading after the company’s third-quarter revenue and earnings guidance both missed market expectations, sparking renewed investor concerns over its growth prospects.

TradingKey - As a core product of Alphabet's (GOOGL) (GOOG) artificial intelligence strategy, Gemini 3.5 Pro was originally met with high market expectations. However, according to several people familiar with the matter, the release of this flagship model has been delayed by several months from its original schedule.

TradingKey - SpaceX (SPCX) will conduct the 13th Starship test flight at 5:45 p.m. local time on Thursday at the Starbase facility in South Texas. This marks not only the second flight of the Starship V3 version but also the first major flight test since SpaceX completed its IPO, drawing significant attention from capital markets.

TradingKey - Streaming giant Netflix (NFLX) will report its second-quarter 2026 results after the U.S. market close on Thursday. Following a year of continuous stock price adjustments, this earnings report is not only about quarterly performance but is also viewed by the market as a critical test of whether Netflix's growth logic remains intact.

TradingKey - Global foundry leader TSMC (TSM) has once again delivered financial results that far exceeded market expectations. Its newly released Q2 2026 earnings report not only set several historical records, but the company also simultaneously raised its full-year revenue growth guidance and cap

TradingKey - CoreWeave's share price has continued to weaken recently. On Wednesday, the company's stock fell another 3.5%, marking its fifth consecutive trading day of losses, with a cumulative decline of over 14% across the five sessions.

TradingKey - BlackRock (BLK), the world's largest asset manager, reported its second-quarter 2026 financial results, exceeding market expectations across several core metrics, including assets under management (AUM), revenue, earnings, and fund inflows.

TradingKey - Global healthcare giant Johnson & Johnson (JNJ) released its second-quarter 2026 earnings report on Wednesday local time. Both revenue and earnings exceeded market expectations, and management further raised its full-year guidance. However, the company's shares fell more than 2% in pre-market trading following the announcement.

TradingKey - Global foundry leader TSMC (TSM) will release its second-quarter 2026 earnings results on July 16. As one of the most critical manufacturing links in the current AI supply chain, TSMC's financial performance is no longer viewed as just the operating data of a single company, but is instead regarded by the market as a vital reference indicator for gauging global AI infrastructure investment sentiment, semiconductor cycle shifts, and the valuation logic for technology stocks.

TradingKey - On July 15 local time, global semiconductor lithography giant ASML (ASML) released its Q2 2026 financial results. Several core metrics significantly outperformed market expectations, and the company raised its full-year guidance for the second time, highlighting robust growth momentum driven by the AI chip boom.

TradingKey - On Tuesday, IBM (IBM) released a preliminary second-quarter results preview that shocked the market. The disclosed revenue of $17.2 billion was not only significantly lower than the Wall Street consensus estimate of $17.86 billion, but also fueled market concerns regarding the waning trend of traditional businesses amidst the AI infrastructure boom.

TradingKey - Global semiconductor equipment giant ASML will release its second-quarter 2026 financial results before the US market opens on July 15, 2026. As the world's only provider of Extreme Ultraviolet (EUV) lithography technology, ASML's performance is not only critical to its own stock price trajectory but also serves as a vital bellwether for the intensity of global AI infrastructure investment.

TradingKey - July 14, according to a report by the Financial Times, U.S. chip giant Nvidia (NVDA) has reduced the number of Asian customers authorized to purchase its artificial intelligence chips by more than half. This move is intended to establish a new customer "whitelist" system and strengthen compliance review mechanisms to prevent advanced chips from flowing into the Chinese market through third-party channels.

TradingKey - As the second-quarter earnings season for U.S. bank stocks officially commences, JPMorgan Chase (JPM), Citigroup (C), Bank of America (BAC), Goldman Sachs (GS), and Wells Fargo (WFC) are scheduled to release their Q2 results on July 14.

TradingKey — On Monday, Meta (META) announced an additional $40 billion investment in the Hyperion data center in Louisiana, bringing the total investment for the project to over $50 billion and making it one of the largest AI infrastructure projects in the world.

TradingKey - The global semiconductor industry is experiencing an unprecedented price storm, as the wave of price hikes spreads from advanced processes required for AI chips to mature nodes. TSMC (TSM) plans to raise foundry prices for mature processes starting in January 2027, marking its first price adjustment for mature nodes in over three years.

TradingKey — Recently, Nvidia (NVDA) CEO Jensen Huang, along with CFO Colette Kress and Head of Investor Relations Toshiya Hari, personally attended a non-deal roadshow (NDR) hosted by Morgan Stanley in California, directly addressing the triple concerns of institutional investors regarding product progress, ASIC competition, and growth sustainability.

TradingKey - TSMC (TSM) released June revenue data today that shocked the market. Data shows that monthly consolidated revenue reached NT$442.68 billion, not only increasing 6.2% month-on-month from May but also surging 67.9% year-on-year, with the annual growth rate hitting a recent high.

TradingKey - In the coming week, global markets will usher in the first true "super week" of the second half of the year. A dense release of key U.S. inflation and consumption data for June, including CPI, PPI, and retail sales, will directly influence expectations for the Federal Reserve's policy meeting at the end of July. Meanwhile, the second-quarter U.S. earnings season officially kicks off, with major banks led by JPMorgan Chase, Goldman Sachs, Citigroup, and Bank of America among the first to report. Tech giants such as ASML, TSMC, and Netflix will also release their results, providing the latest bellwether for the AI industry chain and the global technology sector.