SK Hynix shares rose after Chairman Chey Tae-won projected the memory chip shortage will continue until 2030 due to AI wafer demand outpacing supply.
Author: Trader Edge
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Tencent Music (TME) shares surge 6% after Q4 revenue of RMB8.64B beats estimates. Online music revenue up 21.7%, paying users reach 127.4M.
Nvidia (NVDA) announces autonomous vehicle partnerships with BYD, Nissan, Hyundai at GTC. Uber deal targets 28-city robotaxi deployment by 2028.
Oil prices soar past $100 as Iran-Israel conflict enters third week. Hormuz Strait blockade disrupts 20% of global supply amid energy infrastructure attacks.
Tesla (TSLA) and LG Energy Solution finalize $4.3B Michigan battery plant deal. Production begins 2027 to support Megapack systems and reduce China reliance.
Shopify (SHOP) trades at $126.58 as BBVA increases stake 59.9%. Analysts target $163.38 while President Finkelstein reveals agentic AI shopping vision.
Alphabet (GOOGL) procurement team visits China to source liquid cooling equipment from suppliers like Envicool as AI data center demand outpaces supply.
Uber (UBER) stock jumped 3% after revealing expanded Nvidia (NVDA) partnership to launch robotaxis in 28 cities by 2028, starting with LA and SF in 2027.
Honeywell (HON) stock fell 3.7% after CEO warned Middle East conflict could impact Q1 revenue. Full-year 2026 guidance remains steady at $38.8B-$39.8B.
Micron (MU) earnings preview for Q2 FY26. Wall Street forecasts $8.74 EPS and $19.03B revenue. Stock up 55% YTD with analysts raising price targets to $500.
T. Rowe Price updates its crypto ETF filing with the SEC, adding Sui to a list of 15 eligible tokens including Bitcoin, Dogecoin, and Shiba Inu.
Messari names CTO Diran Li as new CEO, replacing Eric Turner. The crypto data platform cuts staff while pivoting to AI-first institutional products.
OpenSea indefinitely postpones its SEA token launch citing unfavorable crypto market conditions, ends Waves rewards, and slashes fees to 0% for 60 days.
Hyperliquid (HYPE) rallies 10% to $40 as Open Interest hits $1.67B and whale buying intensifies. Tokenized assets reach record 33% of weekly volume.
Trump demands emergency Fed rate cut at March meeting, but markets show 99% chance rates stay unchanged. Oil prices and inflation complicate Fed decision.