Yulia Zeng

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.

TradingKey - During the Asian trading session on July 30, Japanese and South Korean stock markets diverged in early trading. SK Hynix fell nearly 5%, Samsung rose more than 1%, and Kioxia climbed over 5%.

TradingKey - On July 29, Japanese and South Korean stock markets extended their decline, with the South Korean market once again becoming the hardest-hit area in Asian equities. Samsung Electronics fell over 5%, SK Hynix dropped nearly 10%, Kioxia plummeted nearly 14%, and SoftBank fell nearly 7%.

TradingKey - After the market close on July 28, ET, global hard drive leader Seagate Technology (STX) announced its fiscal fourth-quarter 2026 results. Not only did revenue and earnings for the quarter exceed Wall Street expectations across the board, but the performance guidance for the next fiscal quarter was also significantly higher than market forecasts. Seagate shares fell 8.5% in regular trading prior to the earnings release but rebounded by more than 10% in after-hours trading.

TradingKey - SK Hynix reported its second-quarter 2026 results. Driven by the sustained growth in AI server demand, the company's revenue increased by 257% year-on-year, and operating profit surged by 557% year-on-year. However, SK Hynix's share price at one point fell by more than 11%.

TradingKey - In early Asian trading on July 29, Japanese and South Korean stock markets rebounded following a sharp continuous correction the previous day. SK Hynix rose more than 3% after releasing its earnings report, Samsung Electronics gained over 4%, and Kioxia surged more than 7%.

TradingKey - After the market close on July 29, Eastern Time, Meta Platforms (META) will report its second-quarter 2026 results. Following the significant market volatility triggered by Alphabet's substantial upward revision of its capital expenditure guidance, Meta has become one of the most closely watched companies during this tech earnings season.

TradingKey - On July 28, Japanese and South Korean stock markets encountered a new wave of sell-offs, with the South Korean market experiencing particularly severe declines. Samsung fell more than 13%, SK Hynix dropped over 14%, and Kioxia plummeted more than 18%.

TradingKey - Palantir (PLTR) will report its second quarter 2026 financial results after the market close on August 3, Eastern Time. Following a significant valuation pullback so far this year, this earnings report is regarded as a critical milestone to verify whether the company's fundamentals rema

TradingKey - During the early Asian session on July 28, Japanese and South Korean stock markets suffered another heavy blow, with Samsung falling more than 7% and SK Hynix dropping over 9%. The Korea Composite Stock Price Index (KOSPI) fell 7.24% to 6,266.78 points. As market selling pressure continued to intensify, the Korea Exchange triggered a "sidecar" mechanism during intraday trading, suspending program sell orders on the KOSDAQ market to mitigate extreme market volatility.

TradingKey - SK Hynix will announce its second-quarter 2026 financial results on July 29. According to forecasts from 14 brokerage firms compiled by the South Korean financial information agency Yonhap Infomax, the company's Q2 revenue is expected to reach approximately 84.1 trillion KRW (about $57.6 billion), while operating profit is projected to hit 64.1 trillion KRW, with both figures set to break historical records.

TradingKey - During the Asian trading session on July 27, Japanese and South Korean stock markets overall continued their rebound. SK Hynix rose 3.5%, Samsung Electronics gained 2%, while SoftBank and Kioxia both declined.

TradingKey - Last Friday, Burry disclosed his latest portfolio changes on Substack, further expanding short positions in Micron Technology (MU), Nvidia (NVDA), and the iShares Semiconductor ETF (SOXX). He also initiated a new short position in Caterpillar (CAT) and continued to hold bearish positions in Tesla (TSLA), Palantir (PLTR), and the Nasdaq 100 Index ETF (QQQ).

TradingKey - South Korean tech companies and the US AI supply chain have also announced a series of heavyweight collaborations. Companies including Samsung Electronics, SK Group, and NAVER have reached multiple long-term agreements with US tech firms such as Nvidia (NVDA), Broadcom (AVGO), OpenAI, and Anthropic, with the total scale of cooperation reaching $950 billion.

TradingKey - During the early Asian session on July 27, Japanese and South Korean stock markets attempted to stage a recovery following a sharp correction in the previous trading session. The KOSPI opened 1.7% higher, reaching a high of 6,806.27 points.

TradingKey - TSMC recently announced an additional $100 billion investment, increasing its total planned investment in the U.S. from $165 billion to $265 billion. Meanwhile, the company raised its 2026 capital expenditure guidance to $60 billion–$64 billion, reflecting management's confidence in the long-term demand for AI chips.

TradingKey - Chinese AI developer Moonshot AI recently officially released its latest large language model, Kimi K3. An increasing number of analysts believe that the enhanced performance and reduced usage costs of the Kimi K3 model could lower the barrier to AI applications, leading to more users, higher frequency of calls, and larger-scale inference demand. The "Jevons Paradox" in economics may be playing out once again in the AI industry.

TradingKey - Where exactly will artificial intelligence take the world? In the latest interview with The Economist, Elon Musk once again shared a highly controversial prediction. Within the next five years, AI's overall intelligence levels are expected to surpass those of humans, and in another decade, humans may no longer even be the most dominant intelligent species on Earth.

TradingKey - Driven by the continued escalation of geopolitical tensions in the Middle East, Brent crude (UKOIL) has surpassed the $100 per barrel mark again after two months, as concerns over global oil supply security rapidly intensify. Meanwhile, expanding energy transportation risks, tightening refinery supplies, and renewed tensions between the U.S. and Iran are prompting investors to reassess the future trajectory of oil prices.

TradingKey - On July 24, both Japanese and South Korean stock markets declined, with SoftBank, Kioxia, SK Hynix, and Samsung all recording sharp losses.