Yulia Zeng

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

TradingKey - On Wednesday, AI chip startup SambaNova announced the completion of a $1 billion Series F funding round, propelling the company's valuation to $11 billion and making it a newly minted decacorn in the AI chip sector.

TradingKey - On July 8 local time, Apple (AAPL) officially announced a multi-year partnership agreement with semiconductor giant Broadcom (AVGO) valued at over $30 billion. This marks the largest U.S. manufacturing investment commitment in the company's history.

TradingKey - Just as SpaceX is on the verge of being included in the Nasdaq, legendary investor Jeremy Grantham, known as the "bubble prophet," has issued a major warning. In an interview, the 83-year-old value investing master and co-founder of GMO stated bluntly that there is a 90% probability that SpaceX's stock price will suffer a historic crash in the future.

TradingKey - According to sources cited by The Information, SpaceX's artificial intelligence division, SpaceXAI, and programming tool company Cursor plan to launch their first jointly developed AI model as early as this Wednesday.

TradingKey - Today, SpaceX, just 15 trading days post-listing, is set to be officially admitted to the Nasdaq 100 Index. This makes it the first constituent in the index's history with spaceflight as its core business, breaking the record for the fastest index inclusion of a newly listed stock.

TradingKey - Micron Technology (MU) shares fell over 5% in Tuesday pre-market trading, dragged down by sharp declines in the share prices of South Korean memory giants Samsung Electronics and SK Hynix.

TradingKey - SK Hynix officially launched the global roadshow for its American Depositary Receipts (ADRs) this Monday. In its latest client report, UBS proposed a highly attractive arbitrage strategy: buy SK Hynix ADRs and short its domestically listed shares in South Korea, characterizing this trade as very low risk and highly scalable.

TradingKey - NVIDIA (NVDA) swiftly responded to and refuted rumors regarding a delay in its next-generation AI server architecture, stating that its "product roadmap remains unchanged."

TradingKey - As the temporary ceasefire agreement between the US and Iran takes effect and shipping through the Strait of Hormuz gradually resumes, the global crude oil market is undergoing a dramatic reversal. The narrative of supply shortages, once strained by geopolitical conflicts, has faded, replaced by concerns over a potential supply glut. OPEC+ is facing unprecedented policy challenges as it struggles to find a balance between recovering production and price stability.

TradingKey - Amazon's (AMZN) AWS is accelerating its self-developed AI chip strategy. According to supply chain sources, AWS has notified relevant suppliers to increase its ASIC server shipment targets for the third quarter of 2026 by 20% to 30% compared to the original plan.

TradingKey - On July 6, Intel (INTC) officially confirmed that it has raised the recommended retail prices for some of its consumer and server processors, with price increases ranging from dozens of dollars to over a thousand dollars.

TradingKey - On the morning of July 6, semiconductor research firm SemiAnalysis posted a thread of six tweets on X, disclosing that Nvidia's (NVDA) rack-scale AI architecture, Kyber NVL144, is facing a major delay. This flagship product, which was prominently showcased by Jensen Huang at the GTC conference just three months ago, is now reported to be delayed by more than 12 months, with its launch pushed back to 2028.

TradingKey - In the coming week, global capital markets will face a liquidity shock following the long Independence Day holiday. SpaceX (SPCX), the protagonist of the IPO of the century, will be officially included in the Nasdaq 100 Index on Tuesday, potentially triggering a major reshuffle of hundreds of billions in passive funds. On the macroeconomic front, the Federal Reserve will release the minutes of its June monetary policy meeting, chaired by its new Chairman, Kevin Warsh. Meanwhile, the second-quarter US earnings season is about to kick off, with consumer giant PepsiCo (PEP) and aviation hub Delta Air Lines (DAL) among the first to report.

TradingKey - The US stock market in the first half of 2026 was a roller-coaster ride. After a gloomy first quarter, the second quarter witnessed its strongest rally in nearly six years. Among the gainers, SanDisk (SNDK) topped the S&P 500 with a staggering 858% surge. Within the top ten best-perform

TradingKey - On June 29, during a national report meeting at the Blue House in Seoul, South Korean President Lee Jae-myung made an announcement that officially ignited the largest expansion engine in the history of South Korea's semiconductor industry. This trillion-won chip investment plan led by South Korea is both a bold bet on computing power demand in the AI era and an important turning point in the reshaping of the global semiconductor industry landscape.

TradingKey - Samsung Electronics is currently conducting third-quarter DRAM price negotiations with downstream customers, aiming to raise the average selling price (ASP) by up to 20% compared to the previous quarter. Among the products, low-power DRAM (LPDDR), which faces supply bottlenecks in both the server and mobile segments, is expected to see price increases even exceeding 20%.

TradingKey - On July 2 local time, Tesla (TSLA) released its production and delivery data for the second quarter of 2024, delivering a report card that far exceeded market expectations.

TradingKey - Michael Burry, the "Big Short" famous for his precise prediction of the 2008 subprime mortgage crisis, has once again dropped a bombshell on the market. He has established a short position in Micron Technology (MU) at a price of $1,051.87, pointing directly to significant downside risk in the memory chip giant's stock price.