TradingKey

TradingKey - As of August 10, Eastern Time, Rocket Lab (RKLB) released its second-quarter financial report after the market close. Although revenue reached a record high and its order backlog expanded further, the company reported a loss per share of 8 cents, higher than the expected 6 cents. Combined with uncertainty surrounding the timing of the Neutron rocket's maiden flight within the year, RKLB's after-hours stock price fell by more than 7% at one point.

TradingKey — On August 10, Eastern Time, Bloomberg reported, citing people familiar with the matter, that AI large model company Anthropic has reached a $9.1 billion, 20-year cloud computing agreement with Bitcoin miner Riot Platforms (RIOT). Following the announcement, Riot's stock price surged over 25% in after-hours trading. As of press time, Riot was up 21.29% in overnight trading.

Netflix shares have pulled back significantly from their all-time high, and its revenue growth has also begun to slow. Examining the latest earnings report, viewing hours, advertising revenue, profit margins, competitive landscape, and valuation, this article analyzes why Netflix's hourly revenue increased by 12.5% and whether Netflix stock has returned to a reasonable valuation range.

TradingKey - On August 11, South Korean stocks extended their rebound, with the Korea Composite Stock Price Index (KOSPI) closing up 0.73% at 6,345.53 points. Meanwhile, Japanese stock markets were closed for the Mountain Day public holiday, with trading suspended for the day.

TradingKey - On August 11, Asia-Pacific time, Vietnamese commercial aerospace company VinSpace signed a satellite launch contract with SpaceX (SPCX), planning to launch its first self-developed satellite into orbit via SpaceX’s Transporter rideshare program in the second quarter of 2027.

If the price can break through and stabilize above $2,000 with a daily closing candle on significant volume, it will confirm the formation of a low-level double bottom or an ascending base, with a target to challenge the $2,500 resistance zone by year-end. However, if ETH fails to hold $1,800 in the short term, the price may break below the ascending trendline and seek support at the previous low of $1,500. As long as this level is maintained, the medium-to-long-term bottoming structure remains intact.

TradingKey - On August 6 local time, SpaceX (SPCX) officially confirmed that Tesla (TSLA) and SpaceX will jointly build the Terafab super chip factory in Grimes County, Texas. This signifies that the long-planned Terafab has finally transitioned from a concept into the actual investment phase.

TradingKey - On August 10, Eastern Time, according to CNBC, OpenAI completed a share buyback totaling approximately $7 billion using its own capital, allowing current and former employees to sell their holdings at a valuation of $852 billion. This approach differs from previous rounds, which were conducted through subscriptions by external investors.

Following Microsoft’s latest earnings report, Azure growth returned to 43%, Copilot paid seats surpassed 30 million, and non-OpenAI demand continued to rise. This article analyzes Microsoft’s AI return on investment, Azure capacity, Copilot commercialization, profit margins, capital expenditures (CapEx), and its forward P/E valuation of approximately 25x to determine whether Microsoft stock remains a buy.

TradingKey - On August 10, Asia-Pacific time, Japanese storage giant Kioxia issued a statement announcing that as of August 3, its former parent company Toshiba had reduced its stake from 14.48% to approximately 14.12%. This reduction resulted in Bain Capital's investment vehicle, BCPE Pangea Cayman2, becoming Kioxia's largest shareholder with a 14.19% stake.

At the industrial inflection point where AI computing power shifts from "GPU stacking" toward "network interconnects" and "custom chips," Marvell (MRVL) is leveraging the twin drivers of custom ASICs and high-speed optical interconnects to position itself at the core nodes of cloud service providers

TradingKey - Intel (INTC) is considering further expanding the size of its current stock offering. Bloomberg reported on Tuesday that the company now plans to increase the common stock issuance to approximately $20 billion, an increase of about one-third from the initial $15 billion target announced on Monday.

CrowdStrike posted Q2 FY2026 $1.17B revenue (+21% YoY), record ARR growth, Falcon Flex >1000 customers. Cerebras partnership + stock split catalysts driving breakout to $226. $228.73 resistance next.

TradingKey - Palantir extended breakout above $171 to $177.67 after 93% Q2 revenue growth. RSI 74.7 signals overbought conditions. $183.15 resistance next. $171.04 support holds breakout.

Tradingkey - On August 10, Eastern Time, tech stocks weighed on U.S. markets, causing both the S&P 500 and the Dow Jones Industrial Average to decline

TradingKey - On August 11, South Korean stocks opened lower. The KOSPI Index opened down 0.92% at 6,241.86 points as heavyweight semiconductor stocks faced pressure, with SK Hynix dropping as much as 2.32% and Samsung Electronics falling 0.22%. Japanese stock markets were closed for the "Mountain Day" public holiday.

On August 10, Eastern Time, Rocket Lab (RKLB) reported its second quarter 2026 financial results after the market close. During the period, revenue surged 62% year-over-year to $234 million, setting a new quarterly record and exceeding the previous quarter's high by $34 million. The results surpassed the market consensus estimate of approximately $232 million.

High uncertainty surrounding the reopening prospects of the Strait of Hormuz drove oil prices up by 5%. Meanwhile, Cleveland Fed President Beth Hammack stated that the Federal Reserve may still need multiple rate hikes to bring down inflation. Against this backdrop, the three major U.S. stock indices were under slight pressure, with chip stocks retreating while oil stocks led the market. At the close, the Dow Jones Industrial Average fell 0.11% to 53,975.98 points; the Nasdaq Composite Index dropped 0.32% to 26,605.36 points; and the S&P 500 Index fell 0.06% to 7,753.11 points.

According to the Financial Times, Nvidia (NVDA) is in talks with several Wall Street giants regarding a $500 billion AI infrastructure financing plan, with funds potentially directed toward key areas such as data centers, chip procurement, and power. The deal could be announced as early as Monday, though details concerning the financing structure, specific projects, and whether the funds represent new commitments have not yet been disclosed.

On August 10, Eastern Time, international oil prices rose sharply as market concerns over crude oil supply disruptions intensified due to uncertainty regarding the reopening of the Strait of Hormuz and ongoing security tensions in the Middle East. These factors supported the risk premium for international oil prices. As of the time of publication, WTI crude (USOIL) rose 3.49% to $80.91, while Brent crude (UKOIL) climbed over 3% to $86.75.