Yulia Zeng

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.

TradingKey - According to the latest research report from semiconductor industry analysis platform Culpium, Apple has requested suppliers to significantly raise the production target for the 2026 MacBook Neo from the initial 5-6 million units to 10 million units, aiming to alleviate current severe supply shortages.

TradingKey - After the US market close on May 6, Arm (ARM) released its fourth-quarter earnings for fiscal year 2026, with both revenue and profit exceeding market expectations. While the AI data center business demonstrated strong growth momentum, the sharp stock price volatility—surging before reversing following the announcement—signaled market concerns regarding the company.

TradingKey - On May 7, both the Japanese and South Korean markets achieved significant breakthroughs. The Nikkei 225 Index surged following the market open, breaking the 62,000 psychological level for the first time during intraday trading. As of press time, the intraday gain reached 4.2%.

TradingKey - Coca-Cola (KO) and PepsiCo (PEP) have given investors numerous reasons as to why both companies are still the anchors of the global beverage industry conversation. 

TradingKey - Driven by the explosive demand for AI chips, global memory chip leader Samsung Electronics reached a significant milestone. On May 6, the company’s share price surged by more than 16% intraday to a high of 270,000 KRW, ultimately closing up 14.41%. Its market capitalization surpassed 1,700 trillion KRW (approximately $1.15 trillion), officially joining the "trillion-dollar club." Samsung is now the second Asian technology company to achieve this feat, following TSMC.

TradingKey - Since 1923, Novo Nordisk (NVO) has thrived as a pharmaceutical company based in Denmark, primarily focusing on two business areas: Obesity and diabetes, and Rare Diseases.

TradingKey - An athleisure company, Lululemon Athletica（LULU）, has built a very successful niche in the fashionable athletic wear category. 

TradingKey - By leveraging all the successful work of Dr. Lisa Su along with her leadership style, AMD (AMD) has changed from a niche provider of PC chipsets to one of the leading suppliers of technology needed for cloud computing to develop the infrastructure of A.I. globally.

TradingKey - After eight years at the helm of the Federal Reserve, Jerome Powell’s term as Chair will officially conclude on May 15. Kevin Warsh, nominated by President Trump, is highly likely to take over following Senate confirmation. As early as last December, Powell publicly expressed his expectations for his departure: “I truly hope to hand over a well-positioned U.S. economy to my successor—one where inflation is returning to the 2% target in a controlled manner, while the labor market remains resilient.”

TradingKey - SanDisk (SNDK) now represents not just a name for many consumers, but also an investment play on one of the fastest-growing sectors in technology – Artificial Intelligence. 

TradingKey - As hopes for a resolution to the U.S.-Iran deadlock fade, oil price gains extended during Asian trading. On Thursday, influenced by pessimistic news regarding the progress of peace negotiations, Brent crude June futures jumped over 4% to surpass the $122 mark, reaching a new high since the Iran war.

TradingKey - After the market close on Wednesday ET, Google parent Alphabet (GOOGL) (GOOG) reported its first-quarter earnings for 2026. Fully empowered by AI technology, the company saw accelerating growth across all business lines. Driven by stellar performance in its cloud business, both revenue and earnings for the period significantly exceeded market expectations. Following the announcement, the company’s shares rose by more than 7% in after-hours trading.

TradingKey — Goldman Sachs' (GS) latest precious metals research report presents a dual-track outlook of "structurally bullish but tactically cautious" for gold (XAUUSD). The bank maintains its year-end gold price target of $5,400/oz while warning that short-term downside risks warrant vigilance.