Analysis

TradingKey - Texas Instruments (TXN) released its first-quarter results after the market close on Wednesday, reporting revenue of $4.825 billion, up 19% year-over-year and significantly exceeding market expectations of $4.52 billion. Earnings per share (EPS) stood at $1.68, a 31% year-over-year increase, beating the anticipated $1.36. Net profit reached $1.545 billion, up 31% year-over-year. Following the earnings release, the stock price surged more than 19% on Thursday to hit a record high. Whether the company remains a worthwhile investment after this rally has become a focal point of discussion among investors.

TradingKey - Google (GOOG) (GOOGL) held its annual flagship event "Google Cloud Next 26" in the United States from April 22 to 24. At the conference, Google launched its 8th-generation TPU, released the "Agentic Enterprise" technology stack, and reaffirmed a massive surge in capital expenditure, wit

TradingKey - On April 24, while the three major US indices were under pressure overnight, the strong performance of semiconductor stocks improved sentiment for related technology shares in the Asia-Pacific region. Japanese and South Korean indices showed mixed developments. The Nikkei 225 index opened higher and trended upward in the morning, with gains gradually widening in the afternoon to close up 0.97% at 59,716.11 points. The index reached an intraday high of 59,763.68 and a low of 59,225.37. In terms of sectors, semiconductors, data centers, and electrical equipment were among the notable performers.

TradingKey - The policy easing fund ownership limits by Taiwan's financial regulators served as a catalyst for a broad-based rally in Taiwan equities, with TSMC's share price reaching a record high.

TradingKey - Gold mining giant Newmont (NEM) reported Q1 2026 financial results that exceeded market expectations. While revenue and profits were significantly amplified by high gold prices, production saw a marked decline, and future cost pressures are mounting.

TradingKey - SAP SE released its Q1 2026 financial results. During the period, under International Financial Reporting Standards (IFRS), the group's total revenue was €9.555 billion, up 6% year-on-year, largely in line with market expectations. Net profit attributable to the parent company was €1.932 billion, a 9% increase year-on-year. Diluted earnings per share (EPS) was €1.65, compared to €1.51 in the same period last year, representing a 9% year-on-year increase.

TradingKey - Driven by the global boom in AI infrastructure construction, demand for server chips is seeing explosive growth. Intel (INTC), which fell behind in the early stages of the AI race, is accelerating its recovery on the back of better-than-expected earnings.

TradingKey - On April 23, 2026, Thursday, the S&P 500 declined by 0.42% to 7,108, while the Nasdaq Composite fell 0.89% to close at 24,439.

TradingKey - SK Hynix announced its best quarter ever; that best ever quarter was the one just before the paradox was unexpectedly shattered, and so it appeared at a turning point for the memory market. The latest first-quarter results from the company demonstrate how the true shortage pricing in Hi

TradingKey - On April 23, Intel (INTC.US) shares rose as much as 2% in pre-market trading before paring gains. This follows an announcement by Tesla CEO Elon Musk that Tesla will use Intel's advanced 14A manufacturing process to produce AI chips for its Terafab project, making Tesla the first major customer for Intel's 14A technology.

TradingKey - Impacted by the ongoing U.S.-Iran conflict, futures for the three major U.S. stock indices continued to move lower. Losses were later pared after Iran signaled that negotiations would see progress. As of press time, Dow futures were down 0.48%, S&P 500 futures fell 0.2%, and Nasdaq 100 futures declined 0.19%.

TradingKey - According to a report by Business Insider, AI startup Anthropic's valuation in the private secondary market has surpassed $1 trillion, overtaking OpenAI.

TradingKey - On April 22 local time, Lululemon (LULU) announced that its board of directors has unanimously approved the appointment of Heidi O’Neill as the new Chief Executive Officer, effective September 8, 2026.

TradingKey - On April 23, Tesla (TSLA) announced via its official Weibo account that its third-generation humanoid robot, Optimus V3, is expected to officially debut in the middle of this year. Large-scale production is scheduled to begin between July and August 2026. Product testing is currently progressing as planned, with external application testing slated for 2027. Tesla emphasized that this humanoid robot is expected to become the highest-volume product in the company's history.

While the hood share price reflects short-term regulatory jitters, the transition to a subscription-based, multi-asset model provides a much more stable foundation than the 2021 era.

TradingKey - According to a Reuters report, excerpts from SpaceX’s S-1 registration filing submitted to the U.S. Securities and Exchange Commission (SEC) show that the company plans to manufacture its own GPUs (Graphics Processing Units). SpaceX is expected to complete its listing this summer at a v

TradingKey - On Thursday morning, South Korean memory chip giant SK Hynix reported its strongest quarterly performance since its founding. Both revenue and profit hit record highs, with quarterly revenue surpassing the 50 trillion won mark for the first time, as its profitability stood out within the global semiconductor industry.

TradingKey - Hyundai Motor released its Q1 2026 financial results. During the period, net profit reached KRW 2.59 trillion, a year-on-year decrease of 23.6% and a quarter-on-quarter increase of 118.3%. Operating profit was KRW 2.51 trillion, down 30.8% year-on-year, missing market expectations of KRW 2.81 trillion. Hyundai Motor attributed the profit decline to U.S. auto tariffs, rising raw material costs, and increased investment. According to the company, tariff-related costs for the quarter amounted to KRW 860 billion.

TradingKey - Software giant IBM reported revenue growth in its Q1 results, yet its share price declined as revenue growth began to decelerate and core business segments also experienced a slowdown in growth.

TradingKey - Boeing (BA) reported its first-quarter financial results on Wednesday, with revenue reaching $22.22 billion, a 14% year-over-year increase that exceeded market expectations of $21.79 billion. Net loss narrowed to $7 million, compared to a $31 million loss in the same period last year. Adjusted free cash flow was -$1.45 billion, an improvement of approximately $1.16 billion from the market estimate of -$2.61 billion, representing a narrowing of over 40%. Driven by these positive factors, the stock closed up 5.53% for the day, marking its largest single-day gain in nearly three months.