Yulia Zeng

TradingKey - The policy easing fund ownership limits by Taiwan's financial regulators served as a catalyst for a broad-based rally in Taiwan equities, with TSMC's share price reaching a record high.

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, 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.

TradingKey - On Thursday morning, South Korean memory chip giant SK Hynix reported its strongest quarterly performance since its founding. Both revenue and profit hit record highs, with quarterly revenue surpassing the 50 trillion won mark for the first time, as its profitability stood out within the global semiconductor industry.

TradingKey - Tesla (TSLA) released its first-quarter 2026 earnings report after the market close on April 22 ET, providing a brief boost to its recently sluggish stock price. However, market concerns were subsequently triggered by the company's capital expenditure plans.

TradingKey - Memory giant SK Hynix is set to disclose its first-quarter fiscal 2026 results on Thursday, with the market holding high expectations for its performance.

TradingKey - On Wednesday, international oil prices fluctuated at high levels below $100 per barrel. Although U.S. President Trump announced an indefinite extension of the U.S.-Iran ceasefire agreement in an attempt to create space for peace negotiations, the ongoing shipping blockade in the Strait of Hormuz continues to drive up the market's geopolitical risk premium.

TradingKey - Driven by robust AI demand, memory chip giants are witnessing an unprecedented surge in earnings. However, their capital market valuations stand in stark contrast to those of AI chip leaders, a discrepancy that is fueling intense market debate over whether the memory industry has entered a "supercycle," fundamentally breaking away from its historical trajectory of boom-and-bust cycles.

TradingKey - From a straightforward price-to-earnings perspective, Amazon (AMZN) does not represent a cheap stock at nearly 35x trailing earnings and about 31x forward earnings. 

TradingKey - Elon Musk’s SpaceX is aggressively advancing its highly anticipated IPO process. This week, the company hosted three consecutive days of closed-door analyst meetings at its launch facilities in Texas and its large-scale data center in Tennessee, inviting top Wall Street aerospace and technology analysts to the events.

TradingKey - Optimistic expectations regarding the resumption of U.S.-Iran negotiations served as the primary driver for Asia-Pacific markets on Tuesday. A collective surge in technology stocks, particularly within the semiconductor sector, lifted several major indices.

TradingKey - As Apple’s (AAPL) 15-year Cook era draws to a close, incoming CEO John Ternus inherits not only a $4 trillion business empire but also a new set of challenges fraught with uncertainty.

TradingKey - Ongoing turmoil in the Middle East is pushing the Bank of Japan’s rate hike decision into a dilemma.

TradingKey - The 2026 US earnings season officially kicked off last week, with major banks delivering strong results that set a positive tone for the entire quarter.

TradingKey - The increasing adoption of artificial intelligence, a shift in China's economy, and tighter valuation metrics are part of the ongoing discussion around Apple stock, which remains at the heart of this discussion. 

TradingKey - Oklo Inc. (OKLO) is an advanced nuclear technology organization working on fast fission power plants, the ability to produce isotopes, and the recycling of nuclear fuel. Its strategy is to sell electricity generated by its Aurora power plants, using internally manufactured fuel to suppo

TradingKey - Amidst overall industry pressure, Apple emerged as the most prominent highlight in the Chinese smartphone market in Q1 2026, fueled by a 20% growth in shipments.

TradingKey - On April 17, major Asia-Pacific stock indices slumped across the board, ending a three-day winning streak. Market analysis suggests that with the approaching weekend and an uncertain outlook for U.S.-Iran relations, investor sentiment for profit-taking and moving to the sidelines has intensified significantly.

TradingKey - Tesla (TSLA) is recruiting semiconductor engineers in Taiwan, seeking core talent for its Terafab AI chip project.