Yulia Zeng

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.

TradingKey - As the market continues to question whether Intel (INTC) can truly ride the AI wave, the company’s second-quarter results have provided an answer. After market close on July 23 ET, Intel released its Q2 2026 earnings report, with revenue, earnings, and next-quarter guidance all significantly exceeding Wall Street's previous expectations.

TradingKey - In early Asian trading on July 24, Japanese and South Korean stock markets opened lower and continued to decline. Influenced by the sharp overnight pullback in US stocks and escalating geopolitical risks in the Middle East, market risk-off sentiment has risen markedly.

TradingKey - The supply-demand tightness driven by AI infrastructure construction may be spreading from GPUs to the server CPU market. According to Reuters, citing people familiar with the matter, Intel (INTC) and AMD (AMD) are recently in negotiations with Chinese server manufacturers and large-scale clients regarding long-term supply agreements.

TradingKey - While Elon Musk continues to emphasize that Tesla's future lies in being an artificial intelligence and robotics company, the reality remains that the firm still relies on its automotive business for cash flow. This latest quarterly earnings report reveals an increasingly apparent contradiction: while new ventures require continuous cash burn, the profitability of the traditional automotive business is weakening.

TradingKey - During the Asian trading session on July 23, Japanese and South Korean stock markets continued their rebound momentum, with SK Hynix, Samsung, and SoftBank rising by 3%-5%. The KOSPI Index closed up 4.40% at 7,096.82 points, marking its third consecutive trading day of gains.

TradingKey - Alphabet (GOOGL)(GOOG), the parent company of Google, delivered a quarterly earnings report reflecting a combination of growth and pressure. For the first time since its public listing, Google reported negative quarterly free cash flow, while management once again raised the target for full-year capital expenditures.

TradingKey - During early Asian trading on July 23, Japanese and South Korean stock markets continued the rebound momentum from the previous session. Both major indices opened higher, with the KOSPI rising 3.41% and the Nikkei 225 up more than 0.5%.

TradingKey - Against the backdrop of the ongoing global boom in AI data center construction and the acceleration of investment in power infrastructure, GE Vernova (GEV) delivered quarterly results featuring strong revenue and record-high orders. However, as profitability failed to meet market expectations, the company's share price dropped more than 10% in pre-market trading, following a previous rise of nearly 7%.

TradingKey - As tensions in the Middle East continue to escalate, the international crude oil market has once again come under intense pressure. Driven by rising geopolitical risks, global oil prices surged on the 22nd, with WTI crude futures (UKOIL-F) rising as much as 4.28% to $88.17 per barrel; Brent crude futures (USOIL-F) broke through $95 per barrel, returning to this level for the first time since June 11.

TradingKey — On July 21 local time, OpenAI CEO Sam Altman publicly disclosed that the company encountered a major security incident during its latest round of model safety evaluations and confirmed a joint investigation into the matter with Hugging Face, the world's largest AI open-source community.