Yulia Zeng

TradingKey - Global foundry leader TSMC (TSM) will release its second-quarter 2026 earnings results on July 16. As one of the most critical manufacturing links in the current AI supply chain, TSMC's financial performance is no longer viewed as just the operating data of a single company, but is instead regarded by the market as a vital reference indicator for gauging global AI infrastructure investment sentiment, semiconductor cycle shifts, and the valuation logic for technology stocks.

TradingKey - On July 15 local time, global semiconductor lithography giant ASML (ASML) released its Q2 2026 financial results. Several core metrics significantly outperformed market expectations, and the company raised its full-year guidance for the second time, highlighting robust growth momentum driven by the AI chip boom.

TradingKey - On Tuesday, IBM (IBM) released a preliminary second-quarter results preview that shocked the market. The disclosed revenue of $17.2 billion was not only significantly lower than the Wall Street consensus estimate of $17.86 billion, but also fueled market concerns regarding the waning trend of traditional businesses amidst the AI infrastructure boom.

TradingKey - Global semiconductor equipment giant ASML will release its second-quarter 2026 financial results before the US market opens on July 15, 2026. As the world's only provider of Extreme Ultraviolet (EUV) lithography technology, ASML's performance is not only critical to its own stock price trajectory but also serves as a vital bellwether for the intensity of global AI infrastructure investment.

TradingKey - July 14, according to a report by the Financial Times, U.S. chip giant Nvidia (NVDA) has reduced the number of Asian customers authorized to purchase its artificial intelligence chips by more than half. This move is intended to establish a new customer "whitelist" system and strengthen compliance review mechanisms to prevent advanced chips from flowing into the Chinese market through third-party channels.

TradingKey - As the second-quarter earnings season for U.S. bank stocks officially commences, JPMorgan Chase (JPM), Citigroup (C), Bank of America (BAC), Goldman Sachs (GS), and Wells Fargo (WFC) are scheduled to release their Q2 results on July 14.

TradingKey — On Monday, Meta (META) announced an additional $40 billion investment in the Hyperion data center in Louisiana, bringing the total investment for the project to over $50 billion and making it one of the largest AI infrastructure projects in the world.

TradingKey - The global semiconductor industry is experiencing an unprecedented price storm, as the wave of price hikes spreads from advanced processes required for AI chips to mature nodes. TSMC (TSM) plans to raise foundry prices for mature processes starting in January 2027, marking its first price adjustment for mature nodes in over three years.

TradingKey — Recently, Nvidia (NVDA) CEO Jensen Huang, along with CFO Colette Kress and Head of Investor Relations Toshiya Hari, personally attended a non-deal roadshow (NDR) hosted by Morgan Stanley in California, directly addressing the triple concerns of institutional investors regarding product progress, ASIC competition, and growth sustainability.

TradingKey - TSMC (TSM) released June revenue data today that shocked the market. Data shows that monthly consolidated revenue reached NT$442.68 billion, not only increasing 6.2% month-on-month from May but also surging 67.9% year-on-year, with the annual growth rate hitting a recent high.

TradingKey - In the coming week, global markets will usher in the first true "super week" of the second half of the year. A dense release of key U.S. inflation and consumption data for June, including CPI, PPI, and retail sales, will directly influence expectations for the Federal Reserve's policy meeting at the end of July. Meanwhile, the second-quarter U.S. earnings season officially kicks off, with major banks led by JPMorgan Chase, Goldman Sachs, Citigroup, and Bank of America among the first to report. Tech giants such as ASML, TSMC, and Netflix will also release their results, providing the latest bellwether for the AI industry chain and the global technology sector.

TradingKey - After experiencing an epic rally over the past two years, global AI chip leader Nvidia (NVDA) has seen its capital market performance pale in comparison this year, with its stock price significantly underperforming the Philadelphia Semiconductor Index (SOX). To date, Nvidia’s year-to-date gain is only 7%, while the Philadelphia Semiconductor Index has surged 80% over the same period. This massive divergence has drawn widespread market attention: what exactly is weighing down this market-cap king?

TradingKey - Donald Trump has publicly urged Americans to "go out and buy a Dell computer." Is the Trump-endorsed Dell worth investing in? As an investor, how well do you know this company?

TradingKey - Against the backdrop of record surges in global oil prices and sharply rising industry cost pressures, Delta Air Lines, the most profitable U.S. airline, delivered results that exceeded market expectations.

TradingKey - South Korean memory chip giant SK Hynix's American Depositary Receipts (ADRs) will officially debut on the Nasdaq today, raising $26.5 billion at an offering price of $149 per share. This sets a new record for the largest US IPO by a foreign company, surpassing Alibaba's $25 billion fundraising in 2014. Described as a "litmus test for Wall Street's AI investment enthusiasm," this listing is not only a major capital market event but also a concentrated evaluation of the value within the AI memory sector.

TradingKey - Meta (META) has recently been active in the AI space. From releasing its first paid programming model to starting mass production of its self-developed AI chips, this series of moves has shifted investor sentiment toward the company's AI strategy to positive.

TradingKey - Against the backdrop of persistently high global inflationary pressures and weak consumer spending appetite, the food and beverage industry is experiencing unprecedented challenges. Before the U.S. market opened on Thursday, global consumer giant PepsiCo (PEP) released its financial results for the second quarter of fiscal year 2026.

TradingKey - On Thursday local time, AstraZeneca (AZN) announced the failure of a key late-stage clinical trial for its investigational drug Wainua, triggering an intraday plunge of up to 8% to $173 in US pre-market trading.

TradingKey - On July 8, NVIDIA, in collaboration with the AI development framework LangChain, jointly released the NVIDIA NeMo Retriever Deep Agents blueprint. This move signifies NVIDIA's comprehensive expansion from a pure AI computing power provider to an ecological platform that defines enterprise-grade Agent development standards, opening up new growth opportunities for its software business.

TradingKey - On July 8 local time, the Federal Reserve released the minutes of the Federal Open Market Committee (FOMC) monetary policy meeting held on June 16-17. This was the first meeting minutes chaired by the new Chairman, Kevin Warsh, revealing severe divisions within the Federal Reserve regar