Analysis

On August 12, Eastern Time, SK Hynix ADR (SKHY) shares climbed back above $150. Reports indicate that Samsung Electronics and SK Hynix may announce new shareholder return plans as early as the end of August. The combined scale of returns from the two companies could exceed 200 trillion won (approxim

Applied Materials Q3 earnings tomorrow (Aug 13): $9B revenue expected, $3.36 EPS. Stock at $525.58 down 27% from peak. Company guides 30%+ equipment growth for 2026.

SpaceX crushed Q2 with 92% revenue growth and Starlink at 12M subs. Stock consolidating at $133.37 after channel breakout. $143.37 target next as RSI sits at 59.

TradingKey - On Wednesday (August 12) Eastern Time, futures on the three major US stock indexes rose slightly in pre-market trading as the market awaited the release of US July CPI data. Strong AI earnings reports boosted risk appetite in tech stocks, with CoreWeave, Super Micro Computer, and Lumentum surging in pre-market action, driving Nasdaq 100 futures to lead the gains. However, oil prices remained hovering at high levels, and energy inflation risks stemming from geopolitical tensions remained a primary concern for the market.

Cisco Q4 FY2026 earnings tonight (Aug 12): $16.7-16.9B revenue, AI orders $9B+. Stock at $120.44 testing $119.65 support. Descending trendline caps upside at $124.62.

Micron Technology's stock price has surged close to the $900 mark. Can the upcoming CPI data boost it to break through this level?

TradingKey - As demand for AI computing power continues to heat up, emerging cloud provider Nebius (NBIS) is set to release its highly anticipated second-quarter earnings report. The company will announce its second-quarter 2026 financial results after the U.S. market close on August 12.

TradingKey - On August 11, Eastern Time, Patrick Moorhead, a former AMD (AMD) executive and founder and chief analyst of Moor Insights & Strategy, recalled on social media that whenever AMD made technological progress, Intel (INTC) would expand its own product lineup. Having personally experienced the long-term competition between the two companies, he now believes that the same strategy is replaying in the AI field, except that the main protagonist has shifted to Nvidia (NVDA).

TradingKey - As of August 11, Eastern Time, CoreWeave (CRWV) reported its second-quarter financial results after the market close. Driven by revenue beating expectations, a narrower-than-expected loss, and an order backlog surpassing $100 billion, CRWV's shares surged over 15% at one point in after-hours trading.

TradingKey - SpaceX (SPCX) CEO Elon Musk recently stated that the artificial intelligence business is set to replace rocket launches and Starlink as the company's most important revenue source. In an internal meeting lasting approximately 30 minutes, Musk projected that SpaceX's AI revenue could sur

TradingKey - On August 12, Japanese and South Korean stock markets closed higher, with South Korean equities showing particularly strong performance. Samsung surged 6%, SK Hynix jumped 5%, and Kioxia gained nearly 4%.

TradingKey - According to a report by South Korea's *Asia Business Daily* on August 12, Singapore's sovereign wealth fund Temasek recently decided to invest in Samsung Electronics and SK Hynix (SKHY) and has engaged with relevant South Korean government authorities to discuss the specific timing for executing the investment. This investment will be directly executed by Temasek's internal team rather than delegated to external asset management firms.

Western Digital (WDC) stock has plunged by nearly half amid a shift in NAND industry dynamics, with technical analysis pointing to a potential further downside of 30%.

TradingKey - During the Asian trading session on August 12, the Korea Composite Stock Price Index (KOSPI) trended higher, with both Samsung Electronics and SK Hynix surging to become the primary drivers pushing the index upward. As of press time, the KOSPI index rose 4.8%, while Samsung Electronics and SK Hynix both gained over 7%, as the two memory chip giants rallied in tandem.

TradingKey - AI cloud computing service provider CoreWeave (CRWV) reported second-quarter results that exceeded Wall Street expectations. Driven by sustained compute investments from enterprises, tech giants, and AI laboratories, the company's quarterly revenue surged 112% year-over-year, reaching a

TradingKey - After the market close on August 11, Eastern Time, AI server manufacturer Super Micro Computer (SMCI) released its fourth-quarter earnings report. Quarterly revenue came in at $11.12 billion, slightly missing analyst expectations of $11.55 billion. Despite this, the stock surged over 10% at one point in after-hours trading and closed up 7.56%. As of press time, the stock was still up 7.75% in overnight trading, standing at $34.05.

TradingKey - Cerebras IPO soared from $125 to $350, now consolidating at $234.85 testing $244 breakout. Q2 earnings Aug 12: $194M revenue, margins 36-38%. OpenAI $20B+ deal validates speed positioning.

TradingKey - On August 11, Eastern Time, all three major U.S. stock indices closed lower, while memory stocks bucked the trend and rose. At the close, the Dow Jones Industrial Average fell 0.34% to 53,791.85 points; the Nasdaq Composite Index fell 0.60% to 26,445.45 points; the S&P 500 fell 0.32% to

TradingKey - Super Micro shocked market with $60B Q4 backlog and 15-17% margin guidance on July 21. Stock consolidating at $31.68, testing $33.35 breakout. Q2 earnings tonight after market close.

TradingKey - On August 12, Japanese and South Korean stock markets opened stronger. SK Hynix rose over 1%, Samsung Electronics gained nearly 2%, while SoftBank and Kioxia rose slightly.