Analysis

Tradingkey - The race for AI industry listings has reached a fever pitch. Latest reports indicate that Anthropic has confidentially submitted a draft registration statement for an initial public offering (IPO) to the U.S. Securities and Exchange Commission (SEC), aiming to go public as early as this autumn. Anthropic stated on its official blog that the number of shares to be offered and the price range for the proposed offering have not yet been determined.

Tradingkey - On June 1, the three major US stock indices closed mixed as sector-level divergence further intensified. NVIDIA CEO Jensen Huang announced at the GTC conference that the company's next-generation AI computing platform, Vera Rubin, has entered full-scale mass production. This news furthe

Tradingkey - Geopolitical tensions between the U.S. and Iran have escalated sharply as Iran announced a total blockade of the Strait of Hormuz and the suspension of all negotiations with the U.S., sending the two major crude oil futures back to one-week highs. According to Iranian media reports, the Iranian negotiating delegation has suspended indirect negotiations and document exchanges with the U.S. via mediators, citing Israel's continuous strikes on Lebanon and cease-fire violations across all fronts. Simultaneously, Iran decided to fully blockade the Strait of Hormuz and activate other fronts, including the Bab-el-Mandeb Strait.

TradingKey - On Monday Eastern Time, the global software sector staged a strong rebound. Tech stocks, which had been under persistent pressure due to AI anxiety, shook off the gloom and rose collectively in pre-market trading.

Strategy was forced to sell Bitcoin, leading both to extend their declines as market panic spreads.

TradingKey - Marvell’s custom ASIC pipeline and AI networking business could drive data center revenue well beyond its current $678 mn run rate. Can MRVL reach $234?

TradingKey - Janus Henderson’s $8.3 billion Global Technology Leaders Fund plans to add South Korean memory chip giant SK Hynix to its portfolio, following a cumulative surge of over 1,000% in the company’s stock price over the past year. The fund has outperformed 96% of its peers this year, delivering a three-year cumulative return of 36%. It currently holds positions in memory industry leaders such as Micron Technology (MU) and SanDisk (SNDK).

NVIDIA has launched a new superchip with NPU performance double that of the Snapdragon X Elite. This overwhelming competitive blow triggered a plunge in Qualcomm’s stock price.

TradingKey - In pre-market trading on Monday, June 1 (ET), investors' attention is focused on the latest developments in the Middle East while awaiting key labor market data to be released later this week. All three major US stock index futures moved higher; as of press time, Nasdaq 100 futures rose 0.17%, Dow 30 futures gained 0.28%, and S&P 500 futures climbed 0.23%.

HYPE prices continue to surge to new record highs, dealing a fatal blow to short sellers, though technical indicators signal a potential pullback.

Snowflake at $255, extending above the descending trendline breakout. Multi-cloud neutrality, Cortex AI, Iceberg moat. Q1 FY2027: $1.05B revenue +29%, RPO $4.8B. Target $281–$299.

Renewed hostilities between the U.S. and Iran have hit the crypto market hard, with Bitcoin falling below the $73,000 level. Non-farm payroll data to be released this Friday will be key.

TradingKey - During the Asian trading session on June 1, TSMC (2330.TW) rose as much as 2.7% to an intraday record high of NT$2,415, with its market capitalization surpassing NT$62 trillion. However, the stock ultimately closed at NT$2,355, as gains narrowed to a flat finish, erasing all earlier advances.

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.