Yulia Zeng

TradingKey - Just two weeks after Samsung Electronics became the first to cross the $1 trillion market capitalization threshold earlier this month, SK Hynix, South Korea’s other memory chip giant, is nearing the same milestone. If this expectation is realized, South Korea will become the first country outside the United States to host two trillion-dollar companies, further underscoring its central position in the global AI supply chain.

TradingKey - AI chipmaker Cerebras Systems is racing toward a US IPO with momentum far exceeding expectations, as Wall Street's fervor for the AI semiconductor sector is fully reflected in the company.

TradingKey - Asian stock markets generally trended higher in Thursday morning trading. The Nikkei 225 opened 0.14% higher, with intraday gains expanding to 200 points at one stage, while SoftBank Group tracked the advance with a gain of over 1%. South Korea’s KOSPI opened 0.4% higher and rallied quickly, with intraday gains reaching 1% and surpassing the 7,900-point mark. LG Electronics led the index constituents, rising more than 5%.

TradingKey - The results for Nvidia (NVDA) will be announced on May 20 after the market closes, and this report is very important for more than just one stock symbol. 

TradingKey - Copper prices continue to climb as multiple factors drive the current rally. Supported by recovering demand in China and intensifying global supply-side risks, London Metal Exchange (LME) copper futures broke the $14,000 per tonne threshold on Tuesday, approaching historical peaks.

TradingKey - As a core supplier in the global memory chip industry, Samsung Electronics is facing a labor dispute that could disrupt the global supply chain.

TradingKey - On May 13, the Nikkei 225 Index opened 0.5% lower, while South Korea’s KOSPI Index opened down 1.7% before losses further widened to 3%.

TradingKey - Nvidia is deploying its abundant capital into nearly every area related to AI infrastructure. This year, Nvidia has committed a total of over $40 billion in investments to cloud service providers, data center operators, optical networking companies, manufacturing partners, and AI model

TradingKey - U.S. stocks closed at record highs again on Monday, as the market's upward momentum remained undeterred despite mounting concerns that the conflict in Iran could drag on into the summer and trigger severe economic consequences.

TradingKey - On May 12, driven by the AI wave, the rally in Asia-Pacific technology stocks continued as Japanese and South Korean markets extended their gains with a broad-based higher open. The Seoul Composite Index briefly touched 7,999 points, just shy of the 8,000-point milestone.

TradingKey - Mass production of Nvidia’s (NVDA) next-generation flagship AI platform, Vera Rubin, is accelerating. The timeline for initial shipments has been officially finalized, debunking previous rumors regarding the platform's design.

TradingKey - Bloomberg reports, citing Morgan Stanley (MS) analysts, that the global crude oil market is in a critical "race against time" phase, with the duration of any potential blockade of the Strait of Hormuz becoming the core variable driving oil price trends.

TradingKey — On Monday, May 11, Asia-Pacific equity markets extended their AI-driven rally. South Korea’s KOSPI index opened 3.7% higher, with intraday gains expanding to as much as 4.2%, surpassing the 7,800-point psychological level for the first time.

TradingKey - Over the last three years, Taiwan Semiconductor Manufacturing (TSM) has cemented its position as the go-to supplier for the global chipmaking market and has been rewarded with a 379%-plus return on its stock price. 

TradingKey - On Friday, the S&P 500 hit another all-time high, while the Philadelphia Semiconductor Index surged 11% over five trading sessions, marking a sixth consecutive weekly gain for U.S. equities. Amidst the market frenzy, "The Big Short" investor Michael Burry issued a fresh warning, likening the current AI fervor to the final stages of the dot-com bubble in 2000.

TradingKey - AI chipmaker Cerebras is reportedly planning to list on Nasdaq on May 14 under the ticker symbol “CBRS.” The IPO is expected to be the largest in the U.S. this year, placing Nvidia’s (NVDA) strongest challenger in the AI computing space officially under the capital market spotlight.

TradingKey — Intel (INTC) shares surged on Friday following reports of a preliminary cooperation agreement with Apple (AAPL). The stock’s intraday gain briefly exceeded 13% before closing up 13.96%, with its market capitalization jumping to $627.8 billion.

TradingKey - On May 8, TSMC (TSM) disclosed its revenue data for April 2026. Although the monthly growth rate slowed, cumulative data suggests that the strong momentum for full-year growth remains intact.

TradingKey - Against the backdrop of the situation in Iran pushing up oil prices and amplifying economic uncertainty, U.S. stocks have remained strong, appearing largely unaffected by oil price volatility. Meanwhile, the U.S. Treasury market has experienced turbulence, marking a clear divergence between equity and bond performances.

TradingKey - May 8: Asia-Pacific stock markets pulled back as Japanese and South Korean markets opened lower across the board after hitting record highs the previous day.