Yulia Zeng

TradingKey - Amid the continued expansion of AI infrastructure investment and tightening NAND flash supply, SanDisk (SNDK) has once again become the focus of the US memory sector.

TradingKey - Rothschild & Co Redburn raised Microsoft's (MSFT) price target from $400 to $440 following an update to its valuation model, while maintaining a "Neutral" rating.

TradingKey - As demand for AI servers grows rapidly, HBM, DRAM, NAND, and enterprise SSDs have become some of the most closely watched keywords in the semiconductor market. However, for everyday investors, these memory products can easily be confused: Do AI servers actually require more HBM or NAND? And how do Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) benefit from these respective segments of demand?

TradingKey - On September 24, Japanese stocks resumed trading after a multi-day holiday, with the Nikkei 225 Index extending the momentum of earlier gains in global tech stocks to close up 0.76% at 65,513.94 points. South Korean stock markets were closed today for a holiday, with no trading conducted.

TradingKey - Google (GOOGL) is accelerating the development of its next-generation flagship AI model, Gemini 4, hoping to regain the initiative in its competition with OpenAI and Anthropic.

TradingKey - On Wednesday local time, OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei addressed the United Nations Security Council on artificial intelligence safety issues, just one day after U.S. President Donald Trump expressed a contrasting view at the UN General Assembly, opposing the establishment of a global regulatory mechanism for AI.

TradingKey - On September 24, Japanese stock markets resumed trading after a three-day holiday, with the Nikkei 225 Index (JPN225) opening 0.6% higher and later extending gains to 1.25% to reach 65,828.43 points. Meanwhile, South Korean stock markets were closed for a holiday.

TradingKey - On September 23, US quantum computing stocks rose across the board in pre-market trading, with IonQ (IONQ) surging over 12%, Infleqtion (INFQ) gaining more than 6%, Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) both climbing over 5%, Xanadu Quantum Technologies (XNDU) rising over 4%, and Quantum Computing (QUBT) advancing over 3%.

TradingKey - South Korean stocks extended their upward trend today, with the Korea Composite Stock Price Index (KOSPI) closing up 0.90% at 7,080.92 points. The index rose over 1% in early trade before narrowing its gains in the afternoon. Japanese markets were closed today for a holiday.

TradingKey - Rosenblatt Securities initiated coverage on SanDisk (SNDK) with a "Buy" rating and set a price target of $2,400. Driven by the news, SanDisk closed up approximately 6.8% on Tuesday at $1,887.04.

TradingKey - Qualcomm (QCOM) unveiled the next-generation Snapdragon 8 Elite Gen 6 mobile platform at the 2026 Snapdragon Summit and introduced a higher-performance Extreme version.

TradingKey - On September 23, South Korean stocks moved higher in early trading, with semiconductor shares performing actively. The Korea Composite Stock Price Index (KOSPI) opened 1.94% higher at 7,153.99 points, before narrowing its gain to 1.37% to trade at 7,113.74 points. Japanese stock markets are closed today for the Autumnal Equinox Day holiday.

TradingKey - In U.S. pre-market trading on Tuesday, Alibaba (BABA) shares rose by up to around 3.5% at one point as the company unveiled an AI roadmap spanning from chips and cloud infrastructure to large models at the 2026 Hangzhou Apsara Conference, further reinforcing market expectations for Alibaba Cloud's long-term growth.

TradingKey — On Tuesday (September 22) Eastern Time, futures tied to the three major US stock indices rose slightly in pre-market trading. The AI investment boom continued to support tech stocks, while signals from Iran indicating the potential reopening of the Strait of Hormuz drove a sharp drop in international oil prices, easing market concerns over energy supply shocks and a rebound in inflation.

TradingKey - Following a positive market response to Meta Platforms' (META) Muse AI agent, investors are searching for the next tech company that could drive a valuation re-rating through new products.

TradingKey - Meta Platforms (META) will host its annual developer conference, Meta Connect 2026, in Menlo Park, California, from September 23 to 24. CEO Mark Zuckerberg will deliver the keynote address on September 23 at 4:00 PM PT, with developer-focused sessions taking place the following day.

TradingKey - On Monday, Bitcoin (BTCUSD) extended its recent upward momentum, breaking above $85,000 intraday to reach a high of $85,420, hitting its highest level since late January. Meanwhile, cryptocurrency-related stocks such as MicroStrategy (MSTR) and Coinbase (COIN) advanced in tandem.

TradingKey - On September 21, US-listed stocks tied to Greenland resources surged in pre-market trading. Greenland Energy (GLND) soared over 220% at one point, Greenland Mines (GRML) rose by nearly 130% at its peak, and Critical Metals (CRML) surged more than 37%. Market attention is refocusing on Greenland's resource development potential, with the sharp rally in related stocks linked to a recent security agreement reached among the United States, Denmark, and Greenland.

TradingKey - On Monday, September 21, Eastern Time, futures on the three major US stock indices all rose in pre-market trading as high-level US-China talks sent positive signals. Meanwhile, Brent crude fell for the fourth consecutive trading session, temporarily easing market concerns over energy prices driving inflation.

TradingKey - On September 21, Novo Nordisk (NVO) shares fell more than 7% in US pre-market trading at one point. The company's latest financial results showed that while its full-year sales and profit guidance improved from previous forecasts, sales performance of its core weight-loss drug Wegovy still fell short of market expectations, becoming the primary factor weighing on the stock.