TradingKey

TradingKey - As of August 3 (ET), SpaceX (SPCX) shares staged a rebound, closing up 5.68% and ending its recent period of correction. Previously, SPCX retreated from its post-listing high of $225.64 to a low near $104.83, a cumulative decline of over 50%, with its market capitalization shrinking significantly from its peak. With the company set to release its first quarterly earnings report since listing after the market close on Tuesday, the market has turned its focus back to SpaceX's profitability, Starlink's growth pace, and Starship's commercialization progress, prompting some capital to position ahead of the results.

TradingKey - On August 4, Japanese and South Korean stock markets closed higher across the board. The KOSPI Index rose 1.62% to close at 6,358.95 points, while the Nikkei 225 Index gained 0.32% to finish at 63,957.53 points.

TradingKey - A fundamental deep dive into Micron, covering industry dynamics, competitive positioning, financials, and the key variables that will shape the next few years.

Jeff Bezos's share reduction triggered a decline in Amazon's stock price, which may continue to face downward pressure with a short-term bearish target near $260.

Tesla’s Q2 2026 financial results show record deliveries and revenue, contrasted by a sharp decline in operating profit and negative free cash flow. This article breaks down profit fluctuations across the automotive, energy, and services segments, and analyzes the commercialization progress of FSD, Robotaxi, and Optimus, as well as capital expenditure pressures and valuation risks. It also identifies the key data points required for Tesla’s next round of revaluation.

TradingKey - During the Asian session on August 4, KOSDAQ futures surged more than 6% at one point, triggering the Korea Exchange (KRX) to activate a five-minute trading halt mechanism. As of press time, the KOSDAQ futures index was up 4.58%.

TradingKey - AI software company Palantir (PLTR) has once again delivered quarterly results that significantly outperformed market expectations. After the market close on Monday Eastern Time, the company announced its second quarter 2026 financial results, with both revenue and earnings exceeding Wall Street estimates, and raised its full-year revenue guidance by nearly $500 million. Driven by the strong results and optimistic outlook, Palantir's stock price surged nearly 15% in after-hours trading.

TradingKey - On August 3 Eastern Time, the opening day of the Flash Memory Summit 2026 in California, SK hynix (SKHY) and SanDisk (SNDK) jointly released the first standard specification for High Bandwidth Flash (HBF).

TradingKey - Microsoft (MSFT) stock surged after strong Q4 earnings as Azure revenue accelerated to 43%. Robust AI demand, a $678B backlog, and bullish analyst targets continue to support the stock.

TradingKey - Amazon (AMZN) stock surged to a record high after strong Q2 earnings. AWS revenue jumped 37%, AI demand remained robust, and analysts raised price targets to as high as $400.

TradingKey - Prospects for U.S.-Iran negotiations boosted market sentiment, and U.S. stocks got off to a strong start in August, with the three major indices closing higher for three consecutive days. The Dow Jones Industrial Average hit another record closing high, the Nasdaq rose more than 2%, and

TradingKey - On August 4, major stock indices in Japan and South Korea both opened higher. South Korea's KOSPI index opened up 1.5% before narrowing its gains to approximately 1.24% at 6,334.94 points. Japan’s Nikkei 225 index maintained its upward trend after opening higher, recently rising 0.40% to 64,009.44 points.

U.S. President Trump canceled airstrikes against Iran and stated that the Strait of Hormuz could reopen by tomorrow at the latest, boosting market sentiment. All three major indices rose, with the Nasdaq advancing for three consecutive days and cloud service providers leading the gains. At the close, the Dow Jones Industrial Average rose 1.32% to 53,178.41 points; the Nasdaq Composite Index gained 2.13% to 25,913.90 points; and the S&P 500 Index climbed 1.48% to 7,600.50 points.

On August 3 ET, shares of Corning (GLW) rose more than 6% intraday, returning to an upward trend after experiencing a drawdown of up to 45% in July. Reportedly, the prominent investment firm Truist Securities upgraded Corning’s rating from "Hold" to "Buy," while lowering its price target from $205 to $175. Truist analysts stated that the core logic for the upgrade is that the valuation has returned to a reasonable level. During the month of July, Corning's stock price underwent a sharp correction of approximately 45%.

On August 3, Eastern Time, GameStop (GME) shares fell more than 14%, hitting a near two-year low. GameStop announced that it has reached agreements with certain convertible bondholders to exchange approximately $1.4 billion in outstanding convertible debt for Class A common stock, a move intended to retire a significant amount of long-term debt. However, this action may dilute the equity of existing shareholders.

On August 3, Eastern Time, Google (GOOGL) shares rose more than 5%, returning to $375 and breaking through a periodic high. According to media reports, a market analysis report indicates that Google plans to deploy 12 to 15 million units of its proprietary TPU v9 AI ASIC chips by 2028. Considering analysis suggesting that Nvidia's (NVDA) AI GPU shipments may reach 12.4 million units in 2028, Google’s server AI accelerator shipment volume is expected to catch up with or even surpass Nvidia's by the year after next.

Meta bounced from the $521 double bottom to $595 today, clearing $577 resistance. Wall Street screams Buy. Cathie Wood bought $14.3M. One analyst targets $700. The fundamental concern - $784M FCF on $31B capex - hasn't changed. Here is what $615 requires.

On August 3 ET, Amazon (AMZN) shares hit a record high of $287.16, making it the fifth company in history to surpass a $3 trillion market capitalization. Amazon's recently released earnings report showed that AWS's second-quarter operating margin reached 39%. Customers, including AI labs and large enterprises, are racing to lease chips and computing equipment—to the point where business expansion is no longer constrained by market demand, but by the limits of production capacity.

Alibaba is up 39% from its $91.99 June low and broke out above $121 to reach $127.82 today. Qwen3.8-Max launched. Instant commerce losses narrowed. August 17 earnings are the next test. At $128, here is the full picture and what matters next.

Micron led the decline in memory chip stocks, which may continue to face downward pressure.