Two Sigma's John Overdeck returns to management committee - Bloomberg News

TradingKey - Nvidia has become the poster child of the artificial intelligence explosion; however, GPUs are not necessarily going to be the primary driver for the next phase of AI investing.

Tesla’s Q1 2026 earnings will be released on April 22. With Q1 deliveries at 358,023 units, inventory surging by 50,363 units, and energy storage nearly halved from 14.2 GWh to 8.8 GWh, analyst target prices show a five-fold discrepancy, ranging from $119 to $600. For long-term investors, this article deconstructs five core metrics that will determine the success of the company's transformation: the 17.9% automotive gross margin floor, management’s explanation for energy storage performance, the $20 billion CapEx guidance, the 1.1 million FSD subscription structure, and the inaugural disclosure of Robotaxi operational data.

TradingKey - On April 21, Beijing time, SK Hynix shares rose nearly 5% during Tuesday’s intraday trading, with the stock price exceeding 1.22 million KRW for the first time to hit an all-time high. The KOSPI index also refreshed its record, reaching 6,355.39 points during the session. The global memory chip industry is currently in a long-cycle upswing, and SK Hynix is one of the primary beneficiaries.

TradingKey - According to an internal Apple memo on April 20 (ET), John Ternus, Senior Vice President of Hardware Engineering, will officially succeed Tim Cook as the company’s CEO effective September 1.

TradingKey - In early Tuesday (April 21) trading, South Korea’s benchmark KOSPI index rose as much as 2.2%, breaking through the 6,300 mark and hitting a record high of 6,355.39, erasing all losses since the outbreak of the war in Iran.