Analysis

TradingKey - During the June 1 Asia trading session, TSMC (2330.TW) rose as much as 2.7% intraday to a record high of NT$2,415, with its market capitalization surpassing NT$62 trillion. However, the stock ultimately closed at NT$2,355, finishing flat and surrendering all of its earlier gains. [Source: TradingView] The morning surge was driven by two major factors: first, TSMC and NVIDIA (NVDA) announced an expansion of...

TradingKey - Three AI giants, SpaceX, OpenAI, and Anthropic, are set to list on the US stock market successively in the second half of this year. SpaceX is valued at 2 trillion, while OpenAI and Anthropic are both valued at nearly 1 trillion.

TradingKey - According to the latest reports from Bloomberg, LG Group Chairman Koo Kwang-mo is scheduled to hold a high-level meeting with Nvidia CEO Jensen Huang on June 5. The two parties will focus on deep cooperation in the field of Physical AI. Driven by this news, LG Electronics' stock price hit the 30% daily limit-up for two consecutive trading days. Its cumulative year-to-date gain has exceeded 300%, with its market capitalization reaching a record high.

TradingKey - On the first trading day of June, Japanese and South Korean stock markets extended the AI boom, both hitting record highs. The Nikkei 225 Index surpassed 67,000 points for the first time intraday, while the KOSPI Index briefly broke through the 8,800-point mark.

TradingKey - During the Tokyo trading session on June 1, shares of SoftBank Group (9984) surged more than 13% intraday, with its market capitalization briefly surpassing 47.2 trillion yen.

TradingKey - Nvidia (NVDA) CEO Jensen Huang delivered a keynote speech at the GTC Taipei 2026 conference. He stated that AI is evolving from Generative AI into a new phase of Agentic AI. During the event, he also unveiled the Vera Rubin AI computing platform, the first standalone data center CPU "Vera," and the RTX Spark chip, marking the company’s expansion into the AI PC market.

Whales are aggressively accumulating Binance Life, driving its price to a new record high, with the rally expected to persist.

TradingKey - Broadcom will release its second-quarter fiscal 2026 earnings report after the market close on June 3. Wall Street consensus is clear: revenue of approximately $22 billion, up 47% year-over-year; AI semiconductor revenue is expected to reach $10.7 billion, a 140% year-over-year increase.

TradingKey - On May 31, Eastern Time, Berkshire Hathaway (BRK.A) agreed to acquire residential homebuilder Taylor Morrison Home (TMHC) in an all-cash deal at $72.50 per share. This represents a premium of approximately 24% over the stock's closing price last Friday, valuing the equity at approximately $6.8 billion and the total enterprise value at $8.5 billion including debt. Meanwhile, the company’s first-quarter position disclosure revealed that it reduced its holdings in Chevron (CVX) by approximately $8 billion.

TradingKey - During the Asian trading session on June 1, Samsung Electronics surged over 9.6% intraday to 347,500 KRW, hitting a record high. The stock's year-to-date gain has expanded to 189%, driving the Korea Composite Stock Price Index (KOSPI) up by more than 4.5% to break above 8,860 points, also marking a new record high.

TradingKey - During the early Asian session on June 1, Samsung Electronics surged more than 8% to hit an all-time high, peaking at 344,000 KRW. The South Korean KOSPI index broke above 8,700 points, reaching a high of 8,792.86, an increase of nearly 4%. The Nikkei index surpassed 67,000 points for the first time, marking a new record high.

TradingKey - US markets were closed on Monday, May 25, for Memorial Day. Geopolitical optimism surrounding US-Iran diplomatic talks continued to influence markets, with hopes for a ceasefire or deal regarding the Strait of Hormuz. Kevin Warsh, who was sworn in as Federal Reserve Chair on Friday, May

TradingKey - An article from financial blog ZeroHedge points out that Chinese semiconductor firms have begun flooding the market with domestic DRAM and NAND chips, which may drive down the prices of memory and storage devices. Is the chip market approaching a devastating moment? Could the impact of the Chinese chip price war become a "black swan" event for the three major industry giants: Samsung, SK Hynix, and Micron (MU)?

AI US stocks and AI cryptocurrencies represent two distinctly different investment theses. The former is a revaluation of tangible technology implementation by traditional capital, characterized by earnings support, high pricing power, and relatively rational valuations, though it may face a potential bottleneck. The latter represents Web3’s premature speculation on a future decentralized AI economy; currently in the "vision and narrative" stage, it lacks practical implementation, resulting in extreme volatility, but possesses the potential to break the Web2 monopoly in the future.

Tradingkey - Broadcom (AVGO) will release its fiscal second quarter 2026 earnings report after the U.S. market close on June 3, 2026, Eastern Time. As a leading global provider of AI infrastructure chips and private cloud software platform services, the company has benefited from the accelerated construction of data centers and the continued surge in demand for custom AI chips. Since the release of its previous quarterly results, Broadcom's share price has risen by approximately 36%, significantly outperforming the S&P 500 over the same period.

TradingKey - Rigetti Computing (NASDAQ: RGTI) is currently trading at $25.39, building support above the 0.236 Fibonacci level of $24.86. The RSI is oscillating between 57.95 and 62.45, while the upward-sloping trendline extending from $15.48 remains unbroken.

TradingKey - Dell Technologies (NYSE: DELL) released Q1 fiscal 2027 earnings toward the end of May, and the numbers were better than analysts predicted on both sales and profit fronts: $23.8 billion in sales, a 12% year-over-year increase

TradingKey - While investors are focused on Micron Technology taking machine learning to create a historic memory boom, a different corner of the storage market is going through a big change too. Once viewed as merely a cyclical hard drive producer, Western Digital is steadily positioning itself to

TradingKey - On the final trading day of May, the three major U.S. stock indices hit new record closing highs as technology stocks rallied, driven by Dell’s better-than-expected earnings report. By finishing the month in positive territory, the markets broke the traditional "Sell in May and go away" curse. Furthermore, the S&P 500 notched a rare nine-week winning streak, marking its longest rally since December 2023.

TradingKey - Amid the global memory supercycle fueled by the AI boom, Samsung Electronics and SK Hynix are shattering financial and market capitalization records at an unprecedented pace, collectively joining the trillion-dollar market cap club. While both compete in the same sector, their underlying logic, growth trajectories, and market narratives differ fundamentally. How should investors choose between them, and what is the optimal entry strategy?