Yulia Zeng

TradingKey - International oil prices continued to rise on Monday as the market remains focused on navigation prospects in the Strait of Hormuz and developments in the Middle East. Brent crude oil futures (UKOIL-F) rose 2.65% to $84.38 per barrel, while WTI crude oil futures (USOIL-F) increased by 2.22% to $78.75 per barrel.

TradingKey - Since Gregory Abel took over as CEO of Berkshire Hathaway (BRK.a) (BRK.b), the investment group built by Warren Buffett has begun to gradually shift away from its previously cautious pace of capital allocation. The company has moved toward aggressive share buybacks, returned to being a net buyer in the stock market for the first time in over three years, and continued to advance large-scale acquisitions.

TradingKey - Japanese and South Korean stock markets opened stronger on August 10. The KOSPI Index rose 0.8% at the open to 6,306.33 points, and later gained 1.72% to reach 6,366.71 points.

TradingKey - Driven by better-than-expected Q2 2026 results, accelerating growth in the AWS cloud business, and strong AI demand, Amazon's share price surged following its earnings release. On August 3, Amazon's stock closed at $284.02, pushing the company's market capitalization past the $3 trillion mark for the first time.

TradingKey - Following a significant rally in the first half of the year, SanDisk (SNDK) share prices have recently entered a phase of deep correction.

TradingKey - On August 7, SK Hynix announced it will invest a total of 54 trillion won (approximately $38.4 billion) in its two production hubs in Yongin and Cheongju, South Korea, to build next-generation memory chip capacity. The move aims to address long-term demand growth driven by the rapid development of artificial intelligence.

TradingKey - On August 7, Japanese and South Korean stock markets closed lower. The Nikkei 225 Index ended down 0.12% at 65,606.71 points, while the Korea Composite Stock Price Index (KOSPI) fell 0.60% to close at 6,258.71 points.

TradingKey - The first batch of SpaceX (SPCX) restricted shares, totaling approximately $100 billion, has officially seen its circulation restrictions lifted, yet the massive sell-off previously feared by the market has failed to materialize.

TradingKey - On Thursday local time, Alphabet issued $25 billion in investment-grade US dollar bonds, spanning 10 tranches with maturities ranging from 2 to 40 years. This marks not only the company's largest USD financing this year but also one of the highest-subscribed transactions in the AI-related bond market since 2026.

TradingKey - On August 7, Japanese and South Korean stock markets opened higher and underwent volatile consolidation. The Korea Composite Stock Price Index (KOSPI) opened 1.1% higher at 6,365.07 points. Early gains expanded to as much as 1.85%, hitting 6,412.76 points, but the index subsequently surrendered most of those gains. It was last reported at 6,307.40 points, up 0.17%.

TradingKey - SoftBank Group reported a net profit of 347.33 billion yen (approximately $2.2 billion) for the first fiscal quarter ended June 30, down about 18% year-on-year but well above the market expectation of approximately 166 billion yen.

TradingKey - The continuous expansion of AI data centers is driving the storage industry into a new upcycle. Benefiting from robust demand for enterprise hard drives, Western Digital (WDC) delivered an almost impeccable quarterly earnings report. However, the stellar results failed to translate into stock price gains, as Western Digital fell nearly 12% in after-hours trading.

TradingKey - On August 6, Japanese and South Korean stock markets closed lower, with SK Hynix closing down 10%, Samsung Electronics falling 6%, and Kioxia dropping by more than 10%.

TradingKey - SanDisk (SDNK) delivered its strongest financial results since its spin-off listing, but the capital market's reaction was the exact opposite.

TradingKey - On August 6, Japanese and South Korean stock markets opened lower across the board. Following a broad pullback in the U.S. semiconductor sector overnight, Asian chip stocks came under pressure, weighing on major indices in both markets.

TradingKey - According to Reuters, citing sources familiar with the matter, Samsung Electronics and SK Hynix have been evaluating etching equipment from Chinese semiconductor equipment manufacturer AMEC in recent years. The primary objective is to secure additional supply chain options for their production bases in China to mitigate risks from potential further tightening of U.S. export controls. However, Samsung denied these reports, stating it has neither tested AMEC's equipment at its Chinese facilities nor included the equipment in its implementation plans.

TradingKey - AMD reported second-quarter fiscal 2026 results that were generally better than market expectations. However, as investors had already set extremely high expectations for the company's AI business and its third-quarter revenue guidance failed to fully meet the most optimistic projection

TradingKey - On August 5, Japanese and South Korean stock markets closed higher across the board. By the market close, the Korea Composite Stock Price Index (KOSPI) rose 239.31 points, or 3.76%, to 6,598.26, extending the rebound from the previous trading session. Japanese stocks also gained strength, with the Nikkei 225 Index closing up 3.66% at 66,300.44.

TradingKey - SpaceX (SPCX) released its first quarterly earnings report since going public, which overall exceeded Wall Street expectations. However, the company's investments in AI data centers, Starship, and next-generation satellites continue to increase rapidly. High capital expenditures have led investors to reassess its cash burn and long-term returns, causing SpaceX's stock price to fall more than 7% in after-hours trading.

TradingKey - On August 5, Japanese and South Korean stock markets were driven higher by the overnight rally in U.S. tech and semiconductor sectors, with major indices in both regions opening higher and trending upward. SK Hynix rose 7%, Samsung Electronics gained over 4%, SoftBank surged 9%, and Kioxia climbed 7%.