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TradingKey - Driven by robust end-market demand, global foundry leader TSMC (TSM) is seeing accelerating revenue growth momentum. Monthly revenue for March reached NT$415.19 billion.

TradingKey - On April 9 (ET), Tesla (TSLA.US) shares closed up 0.69% at $345.62. Year-to-date, Tesla's stock price has declined by nearly 24%. Meanwhile, well-known Wall Street "tech bull" Cathie Wood once again moved to buy the dip.

TradingKey - The Information reports that SpaceX's 2025 revenue exceeded $18.5 billion, while net losses approached $5 billion. Analysis suggests these figures reflect the drag on SpaceX following its merger with xAI. Influenced by xAI, will SpaceX's target IPO valuation be significantly discounted?

TradingKey - On Thursday (April 10), Nvidia shares closed approximately 1% higher at $183.94, marking its seventh consecutive session of gains and its longest winning streak since November 2023. While the magnitude of this rally is not particularly dramatic, its significance lies in the market’s renewed willingness to buy into Nvidia's AI growth story following months of repeated volatility.

TradingKey - On April 9, AI cloud computing provider CoreWeave (CRWV) announced a long-term partnership agreement valued at $21 billion with Meta (META). The company will provide Meta with dedicated AI cloud computing capacity, with the service term extending through December 2032.