Yulia Zeng

TradingKey - Regarding the impact of artificial intelligence on Microsoft’s (MSFT) core business, two world-renowned fund managers recently made large-scale allocations in opposite directions, bringing the tech giant’s long-term investment value into sharp focus across capital markets.

TradingKey - Berkshire Hathaway (BRK.A) (BRK.B) officially ushers in the "Abel Era" with a quarterly holdings report featuring significant portfolio adjustments.

TradingKey - Crude oil futures closed sharply higher on Friday, with weekly gains expanding significantly. A resurgence in geopolitical tensions dampened market expectations for a de-escalation agreement between the U.S. and Iran and the lifting of shipping restrictions in the Strait of Hormuz, driving energy prices rapidly higher.

TradingKey - Amid geopolitical conflicts in the Middle East, the positive correlation between the US dollar and crude oil prices has climbed to its highest level since the inception of the Bloomberg Dollar Spot Index in 2005. This signifies that the daily co-movement between the USD and Brent crude has reached its strongest point in over two decades.

TradingKey — U.S. President Donald Trump recently submitted his latest financial disclosure filings to the Office of Government Ethics (OGE), disclosing approximately 3,600 securities transactions in a single release. The records indicate significant portfolio rebalancing during the first quarter of 2026.

TradingKey — On Thursday, May 14, Eastern Time, AI chipmaker Cerebras Systems, regarded by the market as an "Nvidia challenger," officially listed on the Nasdaq under the ticker symbol "CBRS," delivering a stunning performance on its first day of trading.

TradingKey - The South Korea Composite Index opened lower but trended higher. After opening down 0.37% at 7,951.75 points, it rallied sharply to surpass the 8,000-point mark for the first time in history. The Nikkei 225 Index opened up 0.36% at 62,878.71 points and subsequently accelerated its upward momentum, reclaiming the 63,000-point threshold.

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.