Yulia Zeng

TradingKey - U.S. stocks closed mixed on Friday (April 10), with the S&P 500 slipping 0.12%, though its overall weekly gain remained significant. The market's primary focus is currently centered on the subsequent developments regarding the two-week ceasefire agreement between the U.S. and Iran.

TradingKey - Energy price shockwaves triggered by the U.S.-Iran war are profoundly impacting the U.S. economy. The latest March Consumer Price Index (CPI) data released by the U.S. Bureau of Labor Statistics shows that CPI rose sharply by 0.9% month-on-month, with the year-on-year increase climbing to 3.3%.

TradingKey - Ahead of the U.S. market open on Friday, the three major U.S. stock index futures showed mixed performance. Dow futures fell 0.02% to 48,404 points; S&P 500 futures rose 0.07% to 6,868 points; and Nasdaq futures dropped 0.15% to 25,289 points.

TradingKey - The current shortage of AI chips has become a common challenge for leading firms. As a representative company in the generative AI sector, Anthropic is exploring ways to overcome this bottleneck. Recent reports suggest that the company is evaluating the feasibility of developing its own AI chips to strengthen its control over computing power and reduce reliance on external suppliers.

TradingKey - Driven by robust end-market demand, global foundry leader TSMC (TSM) is seeing accelerating revenue growth momentum. Monthly revenue for March reached NT$415.19 billion.

TradingKey - On April 9, AI cloud computing provider CoreWeave (CRWV) announced a long-term partnership agreement valued at $21 billion with Meta (META). The company will provide Meta with dedicated AI cloud computing capacity, with the service term extending through December 2032.

TradingKey - As Intel (INTC) announced its participation in the Musk-led Terafab superchip factory project, market excitement has continued to build. Driven by a convergence of multiple positive catalysts, the company's stock price has recently staged an impressive rally.

TradingKey - On April 8 local time, the U.S. and Iran announced a temporary ceasefire agreement. However, just hours later, large-scale Israeli airstrikes on Lebanon brought the peace to the brink of collapse, prompting Iran to announce the closure of the Strait of Hormuz once again.

TradingKey - On Monday, Broadcom Inc. (AVGO) announced that it has entered into an Extended Supply Agreement with Alphabet Inc. (GOOGL) for the design and supply of next-generation Tensor Processing Units (TPUs) and Networking components through 2031. 

TradingKey — On April 7, local time, Intel (INTC) officially announced via Elon Musk’s social media platform X that it has joined the Terafab megascale chip manufacturing project, a joint initiative by SpaceX, Tesla (TSLA), and xAI. The parties will engage in deep collaboration in semiconductor manufacturing and high-performance chip R&D.

TradingKey - The successive announcements from the U.S., Israel, and Iran of an agreement to a two-week temporary ceasefire have pressed the "pause button" on the persistently tense situation in the Middle East. Market concerns over regional military conflict have cooled significantly, and global capital markets swiftly experienced a robust rally.

TradingKey - Amazon (AMZN) officially announced on Monday that it has reached a new package delivery partnership agreement with the United States Postal Service (USPS).

TradingKey - Micron Technology, Inc. (MU) specializes in storage and memory technology and is currently positioned as a key bottleneck for artificial intelligence (AI) development. 

TradingKey — Explosions were reported at Kharg Island, Iran's primary crude oil export hub, followed by Donald Trump issuing a fresh, hardline threat to Iran: "Tonight, an entire civilization will perish."

TradingKey - On the occasion of Apple's (AAPL) 50th anniversary, the pioneer that started in the personal computer sector has evolved into a global technology industry benchmark. The company’s growth is driven by two key moves: first, the launch of the MacBook Neo, its most cost-effective laptop in years; and second, the adoption of a highly aggressive supply chain strategy to secure a dominant foothold in the memory chip market.

TradingKey - JPMorgan (JPM) issued a red warning for Tesla (TSLA) in its latest research report. Analyst Ryan Brinkman lowered the stock's year-end price target to $145, implying that Tesla could face a plunge of nearly 60% from its current share price of approximately $352.

TradingKey - One of the most uncertain areas in the marketplace today, quantum computing, is possibly the most speculative.

TradingKey - The stock of Tesla (TSLA) is currently in contention as the bearish side has the advantage. 

TradingKey - Predicting the future of any business, including its stock, is speculative without a crystal ball. However, by looking at Walmart, we can see how it has transformed from a traditional retail company into a technology and data-driven consumer platform.

TradingKey - Software giant Oracle (ORCL) is launching a new round of large-scale layoffs, potentially affecting tens of thousands of employees, as the company pivots aggressively toward AI infrastructure development.