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China Trade Beats Expectations, UBS Boosts MSTR Holdings, Nasdaq-100 Rebalance Announced

09 May 2026, 00:00 - 04:00 (UTC)
1. China's April trade balance surpassed expectations with a surplus of $84.8 billion, signaling potential export strength.
2. Switzerland's largest bank, UBS Group, significantly increased its stake in MicroStrategy (MSTR) by approximately $98 million, showing strong institutional conviction.
3. Lumentum Holdings (LITE) will replace CoStar Group (CSGP) in the Nasdaq-100 index beginning May 18th, triggering rebalancing by index-tracking funds.
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