Yulia Zeng

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.

TradingKey - On the final trading day of May, the three major U.S. stock indices hit new record closing highs as technology stocks rallied, driven by Dell’s better-than-expected earnings report. By finishing the month in positive territory, the markets broke the traditional "Sell in May and go away" curse. Furthermore, the S&P 500 notched a rare nine-week winning streak, marking its longest rally since December 2023.

TradingKey - As the most anticipated annual technology event in global capital markets, COMPUTEX 2026 is set to take place at the Taipei Nangang Exhibition Center from June 2 to 5.

TradingKey - As the U.S.-Iran conflict enters its third month, the global oil market is grappling with a combination of heightened volatility and uncertainty. In May, international oil prices recorded their largest single-month decline in six years. Brent crude July contracts fell nearly 20%, while West Texas Intermediate (WTI) July contracts dropped nearly 17%, both marking their weakest monthly performance since the onset of the pandemic in March 2020.

TradingKey - On May 31, SoftBank Group announced it will invest up to €75 billion (approximately RMB 592 billion) in France to construct a large-scale AI computing cluster network. This project is set to become Europe's largest data center initiative to date and represents SoftBank's largest single AI investment outside the United States.

TradingKey - Dutch cloud computing provider Nebius Group (NBIS) saw its pre-market share price surge by as much as 11%. The primary catalyst for the rally was a significant equity disclosure from Situational Awareness, an investment firm founded by former OpenAI researcher Leopold Aschenbrenner. According to regulatory filings, the firm holds 12.4 million Class A ordinary shares of Nebius, representing a 5.6% stake and making it one of the company's largest institutional investors.

TradingKey - Eli Lilly (LLY) shares rose nearly 2% in Thursday’s pre-market session as the market focused on a major decision from U.S. healthcare giant CVS Health (CVS). CVS announced it would restore insurance coverage for the weight-loss drug Zepbound and include Foundayo, an oral weight-loss medication newly approved in April, in its standard drug formulary.

TradingKey - Silver (XAGUSD) prices are currently hovering below $74 per ounce as the market lacks upward momentum.

TradingKey - US storage stocks rallied in pre-market trading, with Micron Technology (MU) expanding its gains to 8%, once again drawing market attention.

TradingKey - After six consecutive trading days of gains, HP (HPQ) shares saw a pullback on May 26. The market is currently focused on the company’s upcoming Q2 FY2026 earnings report, set to be released after the market close on May 27, where the AI PC penetration rate will serve as a key metric to validate market expectations.

TradingKey - At a critical juncture as SpaceX targets the largest IPO in history, the U.S. Space Force and global index giant FTSE Russell released major tailwinds on the same day, injecting dual momentum into the star aerospace company’s path to listing.

TradingKey - Nuclear energy company Oklo (OKLO) announced Tuesday that it has been selected by the U.S. Department of Energy to enter high-level negotiations to acquire legacy Cold War-era weapons-grade plutonium and convert it into fuel for advanced nuclear reactors. Boosted by the news, Oklo's pre-market gains expanded by nearly 12% at one point.