Yulia Zeng

TradingKey - On March 16 local time, Nvidia's (NVDA) annual developer conference, GTC 2026, kicked off at the SAP Center in San Jose. As more than 30,000 developers flooded the venue, the centerpiece of this premier AI industry event was undoubtedly founder and CEO Jensen Huang’s two-and-a-half-hour

TradingKey - At 8:30 AM Beijing Time, international crude oil prices surged, with WTI crude futures breaking above $95 per barrel and Brent crude futures climbing to $102 per barrel. Intraday gains expanded to 1.4%, as geopolitical tensions served as the primary driver for the upward movement in oil prices.

TradingKey - While there seems to be a trend of investors moving away from speculative penny stocks, there are still many investors who are more inclined to take the risk and see the possible rewards of holding these types of stocks. 

TradingKey - Escalating geopolitical tensions in the Middle East are triggering a chain reaction across global financial markets. As the conflict involving Iran continues to intensify, international oil prices have surged to a two-year high, while U.S. stocks have faced their heaviest institutional sell-off in a decade. Wall Street giants such as Goldman Sachs (GS) and JPMorgan (JPM) have issued a series of warnings.

TradingKey - This week, global central banks usher in the most intensive "Super Central Bank Week" of the year. From Washington to London and Brussels to Tokyo, nearly 20 central banks will convene for policy meetings to conduct their first assessment of the ripple effects on the global economy since the outbreak of the US-Iran conflict more than two weeks ago.

TradingKey - During the March 16 Asian trading session, international oil prices retreated from earlier highs, as the escalating military conflict between the U.S. and Iran remained the primary underlying driver.

TradingKey - In 2025, the Metals Market experienced a major shift and had one of its best runs in thirty years of performance, with base metals and precious metals both increasing in prices, preparing the groundwork for 2026. 

TradingKey - From the perspective of market performance, Donald Trump's administrative cycles have consistently been accompanied by strong rallies in U.S. equities. During his first term from January 2017 to January 2021, the Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite recorded cumulative gains of 57%, 70%, and 142%, respectively. Since the start of his second term in January 2025, the three major indices have collectively posted gains of 14%-15%. While there is no definitive answer as to whether U.S. stocks will face a crash in 2026, historical data and current signals provide a reference perspective for investors.

TradingKey - At 8:30 AM London time, the FTSE 100 opened down 0.68%, the CAC 40 fell 1.14%, the DAX 30 dropped 1.01%, and the FTSE MIB declined 0.84%. In Thursday's trading, the Stoxx Europe 600 index closed approximately 0.7% lower, as European equity markets remained under pressure for a second consecutive session.

TradingKey - A private credit crisis accelerating within the U.S. financial system is spreading from the shadow banking system to traditional banking. Deutsche Bank (DB) shares fell nearly 7% on Thursday. The slump was triggered by several risk exposures disclosed in the bank's annual report, with market attention particularly focused on its private credit holdings totaling as much as $30 billion.

TradingKey - On March 12 local time, financial filings submitted by Nvidia (NVDA) to the U.S. SEC sent shockwaves through the global technology sector. The industry giant, which commands a global AI chip market share of over 80%, announced that it will invest a cumulative $26 billion over the next five years in the research and development of open-source AI large models. This scale is more than eight times the cost incurred by OpenAI to train GPT-4.

TradingKey - Investors are looking for long-term investments in the growing drone marketplace and have been able to find several companies now dominating the unmanned aerial vehicle (UAV) innovation. 

TradingKey — The echoes of gunfire in the Strait of Hormuz are striking a sensitive nerve across global capital markets. As U.S. carrier strike groups and Iranian missile units engage in a strategic standoff in the Persian Gulf, oil price volatility on Wall Street trading screens has surged to its highest level since the 2022 Russia-Ukraine conflict. The probability of an escalation in conflict and prolonged oil supply disruptions is now as high as 70%.

TradingKey - Shares of AI cloud service provider Nebius (NBIS) surged by more than 11% in pre-market trading on March 11, Eastern Time. The rally followed the market's positive reaction to a major strategic partnership with NVIDIA (NVDA). NVIDIA announced a $2 billion investment in Nebius, as the two companies join forces to develop next-generation hyperscale cloud services for the AI era.

TradingKey - Global social media giant Meta (META) is accelerating its expansion in the AI Agent space. On Tuesday, Meta announced the acquisition of Moltbook, an AI Agent social networking platform that went viral for its "AI fake posts," and will incorporate it into the Meta Superintelligence Labs

TradingKey - At 5:00 AM ET, Oracle (ORCL) shares surged nearly 11% in pre-market trading after the company reported third-quarter earnings that beat expectations. As of press time, the gain has narrowed to 10%.

TradingKey - As the US-Israel-Iran conflict enters its second week, new developments have emerged in the situation. On March 9 local time, U.S. President Trump sent a clear signal during a press conference, stating that military operations against Iran would end "soon" but would not be completed within this week. This statement has been interpreted by observers as a direct signal that the U.S. is seeking a "graceful exit." In response to the de-escalatory signals from the U.S., Iran’s stance remains defiant.

TradingKey - The sound of gunfire in the Strait of Hormuz is reshaping the global energy landscape. As the conflict between the U.S., Israel, and Iran briefly propelled international oil prices to a high of $120, levels not seen since 2022, an unexpected winner is quietly emerging—Russia.

TradingKey - The tourism sector has cycled through a number of distinct phases in its short history, but the current circumstances for investing in travel appear to have much more potential for growth than what is being reported in the media. 

TradingKey - At 6:00 AM ET on Tuesday, during U.S. pre-market trading, as tensions in the Middle East eased, the VIX volatility index tumbled 7%. U.S. stock index futures rebounded across the board, with Nasdaq 100 futures gaining over 100 points, Dow 30 futures rising 185 points or 0.39%, and S&P 5