Yulia Zeng

TradingKey - After experiencing an epic rally over the past two years, global AI chip leader Nvidia (NVDA) has seen its capital market performance pale in comparison this year, with its stock price significantly underperforming the Philadelphia Semiconductor Index (SOX). To date, Nvidia’s year-to-date gain is only 7%, while the Philadelphia Semiconductor Index has surged 80% over the same period. This massive divergence has drawn widespread market attention: what exactly is weighing down this market-cap king?

TradingKey - Donald Trump has publicly urged Americans to "go out and buy a Dell computer." Is the Trump-endorsed Dell worth investing in? As an investor, how well do you know this company?

TradingKey - Against the backdrop of record surges in global oil prices and sharply rising industry cost pressures, Delta Air Lines, the most profitable U.S. airline, delivered results that exceeded market expectations.

TradingKey - South Korean memory chip giant SK Hynix's American Depositary Receipts (ADRs) will officially debut on the Nasdaq today, raising $26.5 billion at an offering price of $149 per share. This sets a new record for the largest US IPO by a foreign company, surpassing Alibaba's $25 billion fundraising in 2014. Described as a "litmus test for Wall Street's AI investment enthusiasm," this listing is not only a major capital market event but also a concentrated evaluation of the value within the AI memory sector.

TradingKey - Meta (META) has recently been active in the AI space. From releasing its first paid programming model to starting mass production of its self-developed AI chips, this series of moves has shifted investor sentiment toward the company's AI strategy to positive.

TradingKey - Against the backdrop of persistently high global inflationary pressures and weak consumer spending appetite, the food and beverage industry is experiencing unprecedented challenges. Before the U.S. market opened on Thursday, global consumer giant PepsiCo (PEP) released its financial results for the second quarter of fiscal year 2026.

TradingKey - On Thursday local time, AstraZeneca (AZN) announced the failure of a key late-stage clinical trial for its investigational drug Wainua, triggering an intraday plunge of up to 8% to $173 in US pre-market trading.

TradingKey - On July 8, NVIDIA, in collaboration with the AI development framework LangChain, jointly released the NVIDIA NeMo Retriever Deep Agents blueprint. This move signifies NVIDIA's comprehensive expansion from a pure AI computing power provider to an ecological platform that defines enterprise-grade Agent development standards, opening up new growth opportunities for its software business.

TradingKey - On July 8 local time, the Federal Reserve released the minutes of the Federal Open Market Committee (FOMC) monetary policy meeting held on June 16-17. This was the first meeting minutes chaired by the new Chairman, Kevin Warsh, revealing severe divisions within the Federal Reserve regar

TradingKey - On Wednesday, AI chip startup SambaNova announced the completion of a $1 billion Series F funding round, propelling the company's valuation to $11 billion and making it a newly minted decacorn in the AI chip sector.

TradingKey - On July 8 local time, Apple (AAPL) officially announced a multi-year partnership agreement with semiconductor giant Broadcom (AVGO) valued at over $30 billion. This marks the largest U.S. manufacturing investment commitment in the company's history.

TradingKey - Just as SpaceX is on the verge of being included in the Nasdaq, legendary investor Jeremy Grantham, known as the "bubble prophet," has issued a major warning. In an interview, the 83-year-old value investing master and co-founder of GMO stated bluntly that there is a 90% probability that SpaceX's stock price will suffer a historic crash in the future.

TradingKey - According to sources cited by The Information, SpaceX's artificial intelligence division, SpaceXAI, and programming tool company Cursor plan to launch their first jointly developed AI model as early as this Wednesday.

TradingKey - Today, SpaceX, just 15 trading days post-listing, is set to be officially admitted to the Nasdaq 100 Index. This makes it the first constituent in the index's history with spaceflight as its core business, breaking the record for the fastest index inclusion of a newly listed stock.

TradingKey - Micron Technology (MU) shares fell over 5% in Tuesday pre-market trading, dragged down by sharp declines in the share prices of South Korean memory giants Samsung Electronics and SK Hynix.

TradingKey - SK Hynix officially launched the global roadshow for its American Depositary Receipts (ADRs) this Monday. In its latest client report, UBS proposed a highly attractive arbitrage strategy: buy SK Hynix ADRs and short its domestically listed shares in South Korea, characterizing this trade as very low risk and highly scalable.

TradingKey - NVIDIA (NVDA) swiftly responded to and refuted rumors regarding a delay in its next-generation AI server architecture, stating that its "product roadmap remains unchanged."

TradingKey - As the temporary ceasefire agreement between the US and Iran takes effect and shipping through the Strait of Hormuz gradually resumes, the global crude oil market is undergoing a dramatic reversal. The narrative of supply shortages, once strained by geopolitical conflicts, has faded, replaced by concerns over a potential supply glut. OPEC+ is facing unprecedented policy challenges as it struggles to find a balance between recovering production and price stability.

TradingKey - Amazon's (AMZN) AWS is accelerating its self-developed AI chip strategy. According to supply chain sources, AWS has notified relevant suppliers to increase its ASIC server shipment targets for the third quarter of 2026 by 20% to 30% compared to the original plan.

TradingKey - On July 6, Intel (INTC) officially confirmed that it has raised the recommended retail prices for some of its consumer and server processors, with price increases ranging from dozens of dollars to over a thousand dollars.