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A market recap of Monday’s 0.12% S&P 500 gain, highlighting Qualcomm’s AI surge, the Organon acquisition, and Middle East tensions. It also covers the BoJ carry trade risk, Microsoft’s OpenAI unbundling, and Meta’s 1GW space-solar deal for AI data centers.

TradingKey - After the market close on April 6 (ET), Broadcom (AVGO) announced a long-term supply agreement with Google (GOOGL) through 2031 to design and supply next-generation TPUs and networking components. The company's stock surged 6.21% to $333.97 the following day. On Sunday, April 19, news e

TradingKey – An $800 billion valuation for Anthropic: this is the most staggering figure in the global AI investment circle as of April 2026. According to Business Insider, several venture capital firms have proactively extended investment offers to Claude developer Anthropic, with valuations reaching up to $800 billion—double the $380 billion valuation from its Series G round just two months prior. Notably, Anthropic has yet to accept any new funding, despite Silicon Valley capital vying for a stake. With the company set to launch its IPO as early as October 2026, the battle for the title of "the first public LLM stock" between the Anthropic IPO and the OpenAI IPO has officially begun.

TradingKey - During the US pre-market session, the three major index futures are all under pressure. As of press time (5:00 PM Beijing time), Dow Jones Industrial Average futures fell 0.48% to 47,895 points; Nasdaq 100 Index futures dropped 0.65% to 25,117 points; and S&P 500 Index futures declined 0.57% to 6,816.15 points.

TradingKey - On Monday, Broadcom Inc. (AVGO) announced that it has entered into an Extended Supply Agreement with Alphabet Inc. (GOOGL) for the design and supply of next-generation Tensor Processing Units (TPUs) and Networking components through 2031.

TradingKey - April 7, 2026: Two AI chip stocks showed diverging performances. Broadcom announced a five-year contract with Google and secured a major computing power order from AI star Anthropic. Its share price surged 6.21% for the day, with trading volume exceeding $10.7 billion. NVIDIA, however

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