Eurozone HCOB Manufacturing PMI above forecasts (50.5) in August: Actual (50.7)

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 - 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 - 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.