Yulia Zeng

TradingKey - Lululemon (LULU) delivered another disappointing earnings report. Impacted by a continued decline in North American sales, weak demand for core products, and another downward revision to its full-year guidance, the company's shares plunged over 18% in after-hours trading following the announcement, falling below $100.

TradingKey - According to Bloomberg, AI company Anthropic is close to finalizing an approximately $15 billion revolving credit facility, further clearing the path for its upcoming public IPO filing.

TradingKey - On September 3, Snowflake (SNOW) surged over 24% in US pre-market trading to around $380. The company reported its latest financial results that significantly beat market expectations while raising its full-year guidance, with sustained growth in its AI-related business boosting investor confidence.

TradingKey - On Thursday (September 3) Eastern Time, futures on the three major U.S. stock indexes were mixed in pre-market trading. Global bond yields pulled back from highs, while U.S. Treasuries extended gains from the previous session, with the 10-year Treasury yield holding largely stable around 4.77%. U.S. ADP employment data for August came in below expectations, shifting market focus further toward Friday's non-farm payrolls report to assess the Federal Reserve's next monetary policy path.

TradingKey - On September 3, Tesla (TSLA) will officially unveil the Cybercab, purpose-built for autonomous taxis, in Austin, Texas.

TradingKey - AI data cloud company Snowflake (SNOW) delivered financial results significantly stronger than market expectations. Driven by revenue, earnings, and full-year guidance all exceeding expectations across the board, the company's stock surged over 23% in after-hours trading on September 2, breaking above $370.

TradingKey - On September 3, Bloomberg reported, citing people familiar with the matter, that TikTok's parent company ByteDance has secured a syndicated loan of approximately $29.6 billion, making it the second-largest US dollar-denominated loan transaction in Asia in 2026.

TradingKey - The U.S. Bureau of Labor Statistics will release the August nonfarm payrolls report on September 4, Eastern Time. As the final complete set of employment data before the Federal Reserve's September policy meeting, this report will help policymakers assess whether the labor market can withstand further rate hikes and whether labor costs are becoming a new source of inflation.

TradingKey - On Wednesday (September 2) Eastern Time, futures on the three major U.S. stock indices showed mixed performance in pre-market trading. A re-escalation of the U.S.-Iran military conflict caused sharp volatility in energy prices, heightening market concerns over inflation and rate hike risks. Meanwhile, global bond markets extended their sell-off, pushing government bond yields in major economies to multi-year highs, as investors remained cautious ahead of the release of U.S. employment data and the Federal Reserve's Beige Book.

TradingKey - On September 2, Dell Technologies (DELL) surged over 10% in U.S. pre-market trading after its latest second-quarter fiscal 2027 results significantly beat market expectations and the company substantially raised its full-year revenue guidance, further reinforcing market expectations of sustained strong demand for AI servers.

TradingKey - Snowflake (SNOW) will report its second-quarter fiscal 2027 financial results after the U.S. market close on September 2, Eastern Time. With its stock price up nearly 50% year-to-date and having briefly approached its 52-week high, market expectations for its growth prospects have heightened significantly.

TradingKey - Elon Musk has once again issued highly aggressive predictions for AI and robotics. He projects that AI could expand the global economy by 20% to 30%, equivalent to an additional $20 trillion to $30 trillion in annual economic output. He also believes the global population of humanoid robots could reach 1 billion over the next decade, with a single robot's output capacity potentially reaching five times that of a human.

TradingKey - Medtronic (MDT) reported its first-quarter fiscal 2027 financial results, with both revenue and earnings exceeding market expectations, while raising its full-year growth outlook. Boosted by the strong earnings report, Medtronic shares rose nearly 9% in pre-market trading.

TradingKey - On Tuesday (September 1) Eastern Time, futures on the three major U.S. stock indexes fell across the board in pre-market trading. Geopolitical risks escalated sharply after two supertankers were hit by unidentified projectiles in the Strait of Hormuz, driving international oil prices further up. Meanwhile, the global bond market sell-off persisted, pushing long-term government bond yields in major economies to multi-year highs and significantly dampening market risk appetite.

TradingKey - As global government bond yields moved higher across the board and the US Dollar Index continued to climb, the precious metals market faced a sharp sell-off. Spot silver (XAGUSD) fell more than 3% at one point to $64.46, hitting its lowest level since August 19, while spot gold (XAUUSD) broke below $4,400 per ounce.

TradingKey - The AI chip market is gradually expanding from Nvidia-dominated general-purpose GPUs to custom accelerators designed in-house by cloud computing giants. Driven by this trend, Broadcom (AVGO) and Marvell Technology (MRVL) have emerged as two of the most closely watched custom AI chip stocks in the US equity market.

TradingKey - In August 2026, the upward momentum in US stocks broadened significantly. Moderna (MRNA) topped the S&P 500 constituents with a 156% gain, surging 375.9% year-to-date. Palantir (PLTR) followed closely behind, rising 51.5% in August, while enterprise software stocks as a whole extended their previous recovery.

TradingKey - On August 31, US energy stocks rose broadly in pre-market trading. As the US-Iran conflict escalated again, mounting market concerns over potential shipping disruptions in the Strait of Hormuz drove international oil prices noticeably higher, boosting the energy sector. Chevron (CVX) rose 2.42%, while Halliburton (HAL) gained about 2.46% in pre-market trading.

TradingKey - Futures on the three major US stock indices fell in pre-market trading on Monday (August 31) Eastern Time. Investors weighed hawkish remarks by Federal Reserve Chair Kevin Warsh at the Jackson Hole Economic Symposium, while a re-escalation of the US-Iran conflict drove international oil prices sharply higher, complicating the outlook for inflation and interest rates and keeping overall market sentiment cautious.

TradingKey - Market focus is turning to another industry giant, Palo Alto Networks (PANW), as the company will release its fourth-quarter fiscal 2026 financial results after the US market close on September 1, Eastern Time.