Top News
U.S. stock index futures rose slightly before the market opened on Thursday. As of press time, Dow Jones futures were up 0.14%, Nasdaq futures rose 0.16%, and S&P futures gained 0.09%.
$Star Tech Stocks (LIST2518.US)$Mixed gains and losses before the market open, $Oracle(ORCL.US)$ up more than 2%, Microsoft (MSFT.US)Up over 1%, $Micron Technology(MU.US)$、 $ASML Holding(ASML.US)$ down nearly 2%.
$Popular Chinese Concept Stocks (LIST2517.US)$ Most pre-market trading saw gains, $Baidu (BIDU.US)$ with an increase of over 4%. $Alibaba(BABA.US)$ Increasing over 3%, $Nio(NIO.US)$ Rising more than 2%.
$Quantum Computing (LIST23644.US)$ Continuing its upward trend before the market open, $Hana Du Quantum Technologies (XNDU.US)$ 、 $Arqit Quantum(ARQQ.US)$ Surging over 8%, $D-Wave Quantum(QBTS.US)$ Surging over 7%, $Rigetti Computing(RGTI.US)$ 、 $Quantum Computing(QUBT.US)$ with gains exceeding 6%. $IonQ Inc(IONQ.US)$ Rose nearly 6%.
$Nuclear Power (LIST2583.US)$ rose pre-market, $NuScale Power(SMR.US)$ rose over 10%, $Oklo Inc(OKLO.US)$ Surging over 7%, $NANO Nuclear Energy(NNE.US)$ Increased by more than 6%.
$AI Application Software Stock (LIST23492.US)$ Active in pre-market trading, SoundHound AI (SOUN.US) with gains exceeding 6%. Figma Inc (FIG.US) with an increase of over 4%. SAP SE (SAP.US) Increasing over 3%, $Reddit(RDDT.US)$、 $Applovin(APP.US)$ Rising more than 2%.
Individual Stock News
Jensen Huang personally 'defined' NVIDIA: a converter that transforms 'electronics' into 'tokens'.
On April 15, $NVIDIA(NVDA.US)$ CEO Jensen Huang introduced NVIDIA's concise definition for the first time in a recent interview: 'Input is electrons, output is Tokens, and NVIDIA sits in the middle. Our job is to make this transformation as efficient as possible.' He emphasized that NVIDIA provides an accelerated computing platform covering all scientific fields, with a cost advantage rooted in optimal TCO (Total Cost of Ownership) and Token output per watt. He stated that GPUs would never be sold through competitive bidding based on price, nor would the Chinese market be abandoned.
He also predicted that any bottlenecks in the supply chain would not last more than two to three years: 'EUV machines, logic capacity, packaging – these are not difficult to replicate; they just require demand signals.' He believes the real long-term constraint lies downstream: energy policy.
Regarding concerns about software stocks, Jensen Huang stated that the number of AI agents will grow exponentially, the number of tool users will increase exponentially, and the number of instances of various tools is very likely to surge rapidly. The explosion in tool usage will drive up the value of software companies significantly.
Taiwan Semiconductor's Q1 results exceeded expectations, but its stock reversed course and fell before the market open.
Taiwan Semiconductor (TSM.US) Initially rising before the market open, it then dropped by more than 5%, with the decline now narrowing to 2.54%. Taiwan Semiconductor's first-quarter performance for 2026 exceeded expectations, with net profits reaching NT$572.5 billion, a year-on-year increase of 58%, and revenue at NT$1.134 trillion, a year-on-year increase of 35%. Gross margin surged to 66.2%. C.C. Wei, CEO of Taiwan Semiconductor, stated, "AI demand is extremely strong," noting that the world is amid an "AI megatrend." Middle Eastern crises may impact the company’s profitability, but the company has already built up sufficient safety stock to address potential supply fluctuations.
Musk has requested to accelerate the Terafab project at 'light speed' and has already inquired about equipment pricing and delivery timelines from suppliers.
Musk is expediting preparations for the Terafab semiconductor project. Sources indicate that Musk's team has already reached out to suppliers in the chip industry, demanding swift delivery of semiconductor manufacturing equipment. Companies contacted include Applied Materials (AMAT.US) 、 Tokyo Electron Devices (2760.JP)and$Lam Research (LRCX.US)$ , among others. $Tesla(TSLA.US)$ Employees are reported to have inquired about pricing and delivery timelines for a range of semiconductor manufacturing equipment. Over the past few weeks, they have also contacted manufacturers of photomasks, substrates, etching machines, deposition tools, cleaning equipment, testers, and other devices. According to insiders, Tesla aims to begin chip manufacturing by 2029 and then scale up progressively. Therefore, Musk’s team is urging suppliers to provide cost estimates as soon as possible and to expedite the project at 'light speed.'
The FDA officially announced that it will convene an expert meeting in July to finalize details for the comprehensive relaxation of peptide drugs.
$Hims & Hers Health(HIMS.US)$ Shares surged over 9% in pre-market trading after documents filed by the U.S. Food and Drug Administration on Wednesday revealed that the agency will convene an expert panel in July to discuss whether certain pharmacies should be allowed to produce specific peptide substances. These substances remain unproven but are gaining popularity among opinion leaders in the health sector and among athletes.
Semiconductor testing company$Aehr Test Systems (AEHR.US)$ Shares soared more than 18% in pre-market trading after the company announced it had secured a follow-up production order worth $41 million from a hyperscale client for packaging-level aging tests of custom AI processor ASICs.
A staggering 580% surge! The 'once-popular internet sensation' Allbirds saw its stock skyrocket amid a frenzy following its pivot to focus on computing power.
Following yesterday's explosive 582% surge, $Allbirds(BIRD.US)$ shares plunged over 27% in pre-market trading. On April 15, Allbirds, once dubbed the 'go-to footwear for Silicon Valley coders,' made a dramatic announcement about transitioning into AI computing power. The company has even decided on a new name, changing from Allbirds to 'NewBird AI.' Following the announcement, the company's stock skyrocketed 580% within a single day, rising from less than $3 per share to $17. Market capitalization surged from $21 million to $148 million.
Does JD.com's Q1 earnings report hold surprises? Wall Street: Recovery in core business combined with reduced losses in food delivery operations
Barclays, JPMorgan, and HSBC each released research reports on April 14, unanimously expressing positive outlooks for $JD.com(JD.US)$The improving trend in fundamentals. The shared logic of the three institutions focuses on two main themes: First, the consumption and e-commerce environment improved in the first quarter, with JD.com's daily necessities and platform services, among other high-margin businesses, showing stronger-than-expected growth momentum; second, the narrowing trend of losses in new food delivery businesses has become increasingly evident as regulators continue to signal market participants to return to rational competition, further strengthening the certainty of loss convergence.
Baidu Create Conference officially announced three core highlights, accelerating the manifestation of the company's AI ecosystem value.
$Baidu (BIDU.US)$Shares rose more than 4% in pre-market trading. The Create 2026 Baidu AI Developer Conference has been officially scheduled to take place from May 13 to 14 in Beijing under the theme of 'All Things as One.' This year’s conference, themed 'All Things as One,' combines the 'Create Baidu AI Developer Conference' with the 'Cloud Intelligence Conference' for the first time, showcasing three core highlights: breakthroughs in Baidu Intelligent Cloud’s AI Infra and Agent Infra technologies, the 'super-individual' productivity toolchain, and the Lobster Family Bucket full-scene intelligent experience.
SK Hynix expects its ADR to be listed in the U.S. between June and July.
SK Hynix is advancing toward its U.S. IPO at a faster-than-expected pace, targeting a timeline between June and July this year, with plans to raise approximately USD 10 billion. Driving this multi-billion-dollar financing effort is a long-term capital blueprint of 600 trillion Korean won, alongside a campaign to defend the company’s valuation: SK Hynix anticipates a price-to-earnings ratio of only 3 to 4 times, less than half of Micron's and a fraction of SanDisk's. Once the ADR debuts, global investors will gain direct access to the world's largest HBM supplier for the first time.
Alibaba and Tencent Make Moves on the Same Day as the AI Race Intensifies for 'Global Entry'
April 16,$Alibaba(BABA.US)$ Released the 'open-world model product HappyOyster.' If HappyHorse addresses the question of 'how to generate better videos,' HappyOyster attempts to answer 'how to create a world that can persist and allow real-time interaction.' Coincidentally, on the same day, Tencent Holdings (ADR) (TCEHY.US) officially released and open-sourced HunYuan 3D 'world model' HY-World2.0, which focuses on generating 3D scenes that can be imported into game engines and constructing interactive worlds. This, to some extent, signifies that AI competition has entered a new phase: from answering questions and generating text to building spaces, simulating reality, and creating interactive digital worlds.
Global Macro
Trump: It is 'highly likely' that the U.S. will reach an agreement with Iran before King Charles III’s visit to the U.S. in late April.
According to U.S. reports on the 15th, President Trump stated that it is 'highly likely' the U.S. will reach an agreement with Iran before King Charles III of Britain visits the U.S. in late April. During an interview, Trump noted that the current possibility of reaching an agreement is 'very high.' As scheduled, King Charles III and Queen Camilla will visit the U.S. from April 27 to 30.
'New Fed Wire': Kevin Warsh's path to leading the Federal Reserve is mired in an unprecedented deadlock.
Nick Timiraos, a well-known journalist often referred to as the 'New Fed Wire,' wrote on Wednesday that Kevin Warsh’s road to taking the helm at the Federal Reserve took a critical step forward this week—but may have simultaneously taken two steps back. On the same day the Senate Banking Committee announced the date for his nomination hearing as the next Federal Reserve Chair, prosecutors from U.S. Attorney Jenny Piro's office were seeking to escalate their investigation into the renovation of the Federal Reserve headquarters—a probe that could delay Warsh’s appointment. Timiraos pointed out that all of this indicates the investigation into the renovation of the Federal Reserve headquarters is far from concluding and may instead be entering a new chapter. Warsh’s Senate confirmation hearing is set for April 21, meaning the Senate has 24 days left to confirm his nomination before Powell’s term ends. However, during this period, the Senate is scheduled to be in session for only about 13 days.
Hopes for peace in the Middle East rise as Trump announces Israeli and Lebanese leaders to hold first talks in 34 years on Thursday.
On Wednesday local time, U.S. President Trump announced that the leaders of Israel and Lebanon will hold talks on Thursday. Representatives of the Israeli and Lebanese governments held direct talks in Washington, D.C., the U.S. capital, on the 14th. Israel and Lebanon do not have diplomatic relations, and this round of talks marks the first direct discussions between non-military personnel from the two countries in decades. After the trilateral talks held by Lebanon, Israel, and the United States on the 14th, the U.S. Department of State issued a statement saying that all parties agreed to officially launch direct negotiations between Lebanon and Israel at a time and place mutually agreed upon.
Wall Street veteran Yardeni insists that the US stock market has bottomed out: Investors are downplaying the impact of war and returning to fundamentals.
Recently, expectations of a ceasefire between the U.S. and Iran have risen, triggering a dramatic reversal in market sentiment caused by the war, leading to a series of positive reactions across global markets. Ed Yardeni, President of Yardeni Research, has again voiced his assessment of the situation, concluding that “investors are no longer focused on the war but are instead concentrating on fundamentals.” Ed Yardeni pointed out that the market is learning to “coexist” with the conflict against Iran and maintained his view that the S&P 500 Index bottomed out on March 30. This indicates that the market has moved beyond its initial panic mode, and geopolitical factors are no longer the overwhelming dominant issue. Market signals are becoming clearer, with investors beginning to refocus on corporate earnings reports and profitability, showing a return of risk appetite.
Signals from the Earnings Reports of Wall Street's 'Big Four' Banks: Unexpected Stability in U.S. Consumer Spending
The latest quarterly earnings reports from the four largest U.S. banks delivered an unexpected signal: despite geopolitical conflicts driving up oil prices and causing stock market volatility, the financial health of U.S. consumers remains robust. JPMorgan’s Chief Financial Officer, Jeremy Barnum, stated during an analyst conference call that the U.S. economy has shown “unexpected resilience,” as have consumers, adding, “the story remains the same: a resilient consumer who continues to perform well despite higher oil prices.” Jefferies analyst John Hecht believes the results of the big four banks’ earnings reports are a positive sign for payment companies, including American Express, which is set to release its performance later this month.
Goldman Sachs applies for a Bitcoin covered call option ETF, as Wall Street accelerates the domestication of crypto assets.
This week, Goldman Sachs Asset Management submitted an application to the U.S. Securities and Exchange Commission (SEC) to establish the 'Goldman Sachs Bitcoin Covered Call ETF,' marking the bank’s first direct foray into cryptocurrency investment. The product will generate premiums by selling Bitcoin-linked options, providing regular income to investors in exchange for capping some upside potential during significant Bitcoin price increases.
Top 20 pre-market trading volume stocks in the U.S.
Reminder of the US stock market macroeconomic calendar
(The following times are in Beijing Time)
20:30 U.S. Initial Jobless Claims for the Week Ending April 11 (in ten thousands)
21:15 U.S. March Industrial Production Month-on-Month
22:30 U.S. EIA Natural Gas Inventories for the Week Ending April 10 (in billion cubic feet)
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Editor/KOKO