TradingKey

TradingKey - Amid the continued expansion of AI infrastructure investment and tightening NAND flash supply, SanDisk (SNDK) has once again become the focus of the US memory sector.

TradingKey - Both Meta (META) and Google parent company Alphabet (GOOGL) are core tech giants in global digital advertising and artificial intelligence. Meta primarily leverages AI to improve content recommendations and ad efficiency across Instagram, Facebook, and Reels, while Google commercializes AI through Search, Gemini, YouTube, and Google Cloud. For long-term investors, which of these two companies is the better investment?

• Solana prices rose due to institutional demand, upgrades, and derivative-driven buy pressure. • Persistent ETF inflows and corporate treasury allocations provided strong structural buy-side support. • Technical indicators show a buy signal with neutral RSI and overbought Williams %R.

Apple (AAPL) stock hit a record high on September 22, Eastern Time, just 10 days after Apple's fall launch event. However, how far this rally can go depends not on the product event, but on the actual demand for the iPhone 18 Pro series. JPMorgan's latest research report provided the first positive signal: the global average delivery wait time for the iPhone 18 Pro extended from 7 days in the first week to 23 days in the second week, with order momentum surpassing that of the iPhone 17 series over the same period last year.

TradingKey - Rapidly growing demand from AI servers for high-bandwidth memory (HBM) and data center storage has made both SK Hynix (SKHY) and Micron (MU) direct beneficiaries.

• Intel shares faced downward pressure from short-term profit taking after a recent rally. • Expanded valuation metrics and high capital expenditure commitments prompted conservative institutional stances. • Technical indicators show a MACD buy signal alongside an overbought Williams %R.

Tamboran Resources’ Q4 FY2026 earnings call covered first Beetaloo gas sales, USD 225 million cash, drilling gains and potential local sand savings.

• Pershing Square shares reached new 52-week highs amid high volume and volatility. • Wall Street price target increases and strong quarterly performance propelled the rally. • Technical indicators show buy signals while the Williams %R indicates overbought conditions.

• HSBC downgraded Twilio to Reduce due to artificial intelligence monetization skepticism. • Higher AI traffic volume may not yield proportional profit margin expansion. • Annual revenue reached $5.07B with a net profit of $33.83M.

• Credo launched advanced 224G-based 1.6T ZeroFlap optical transceivers for AI networks. • Annual revenue reached $1.34 billion with a net profit of $472.28 million. • Analysts rate the stock as Buy with an average target of $281.46.

• Viavi achieved Level 2 Cybersecurity Maturity Model Certification for defense contracts. • Demand for testing solutions benefits from expanding artificial intelligence infrastructure investments. • Analysts revised forecasts upward alongside rising institutional buying interest and positive sentiment.

• Mizuho initiated coverage on Tower Semiconductor with an Outperform rating. • Tower reported annual revenue of $1.57B and net profit of $220.47M. • The average analyst price target stands at $324.06.

• Cloudflare shares declined due to profit-taking across high-valuation cloud security equities. • Investors debated the monetization speed of new artificial intelligence and edge computing products. • Routine insider filings and convertible debt offerings contributed to short-term price volatility.

• CVS Health shares rebounded due to technical oversold conditions and strong institutional buying. • Analysts maintained constructive ratings supported by stable earnings guidance and Aetna's operational recovery. • The company posted annual revenue of $402.07B and net profit of $1.77B.

• Booking Holdings rallied from oversold conditions driven by renewed institutional buying. • Analysts dismissed AI disintermediation fears, citing strong distribution and profitability. • The company posted annual revenue of $26.92B and net profit of $5.40B.

• Wells Fargo initiated Trane Technologies coverage with an Overweight rating. • AI data center infrastructure buildouts drive commercial HVAC demand. • Latest annual revenue reached $21.32B with net profit at $2.92B.

• Bloom Energy rose due to institutional buying, index inclusions, and AI data demand. • Record financial results and cloud agreements validated its solid-oxide fuel cell platform. • Technical indicators show a buy signal with the RSI remaining neutral.

• Barclays upgraded Humana to Overweight, raising its price target significantly. • Anticipated CMS Star Ratings improvements boost federal quality bonus payment prospects. • Management executes margin restoration while expanding CenterWell primary care services.

• Datadog outperformed the market driven by positive analyst coverage and AI demand. • Wall Street initiated coverage with an Outperform rating and strong subscription momentum. • Annual revenue reached $3.43B with net profit totaling $107.74M.

• Executive leadership turnover in the revenue organization drove Zscaler share decline. • Forward-looking guidance indicated a deceleration in annual recurring revenue growth rates. • The company reported latest annual revenue of $3.35B and net loss.