TradingKey

TradingKey - The latest monthly revenue data released by TSMC (TSM) once again shows that demand for AI chips continues to drive growth in the global foundry market. On September 10, TSMC reported its August 2026 revenue, with monthly consolidated revenue reaching NT$514.86 billion, representing a year-on-year increase of 53.3% and a month-on-month increase of 10.1%, setting a new record high for the fourth consecutive month.

TradingKey - On September 10, JPMorgan (JPM) released a new research report, initiating coverage on SK Hynix (SKHY) with an "Overweight" rating and setting a target price of $245. The bank believes that the continued expansion of AI infrastructure will drive the memory industry into a more prolonged upcycle, and it remains bullish on SK Hynix's earnings growth potential during this cycle, advising investors to buy on dips.

TradingKey - Nvidia (NVDA) recently announced that it will partner with Australian cloud computing and data center companies, including Firmus, CDC, NEXTDC, and AirTrunk, aiming to build up to 2GW of AI data center capacity by 2027. The project will utilize the Nvidia DSX platform, with partners responsible for data center construction and operations, while Nvidia provides GPU computing, networking, software, and overall AI infrastructure technology.

The Nikkei 225 rallied late in the session to close up 0.2%, while South Korean stocks held firmly above the 7,000 mark, and Kioxia, Samsung, and SK Hynix narrowed their losses.

• Solana pulled back as short-term profit-taking and tactical deleveraging occurred. • Infrastructure upgrades improved transaction processing capabilities despite sell-the-news market dynamics. • Technical indicators show neutral MACD and RSI alongside a sell signal.

• XRP retreated slightly following a multi-week rally and overbought technical conditions. • Institutional inflows decelerated alongside normalized perpetual futures funding rates and macroeconomic headwinds. • Technical indicators remain neutral while investors await regulatory and network upgrades.

• BNB fell due to macro tightening, rising yields, and broad risk aversion. • Derivatives liquidations and thin liquidity amplified the downward price pressure. • Despite short-term volatility, on-chain metrics and real-world asset tokenization remain robust.

Escalating tensions between the US and Iran have driven up oil prices, with Brent crude surpassing $100. How will the market outlook evolve?

TradingKey - On Friday, September 11 (ET), the U.S. Bureau of Labor Statistics will release the August Consumer Price Index (CPI), the last major inflation report before the Federal Reserve's September 15–16 policy meeting. Against the backdrop of August nonfarm payrolls coming in significantly stronger than expected, international oil prices surging above $100, and U.S. Treasury yields remaining elevated, this CPI report could directly influence market expectations regarding whether the Fed will raise interest rates in September.

Tech giants spark a wave of departures: Following Anthropic, key Meta AI figure Andrew Tulloch has also resigned.

TradingKey - Barclays recently raised its year-end 2026 target for the S&P 500 from 7,800 to 7,950 points, representing approximately 4% upside from the index's close of 7,636 points on September 9. The bank also maintained its positive outlook on U.S. equities over the medium to long term, projecting that the S&P 500 could reach 8,800 points by the end of 2027.

Find out what Ethereum’s fee revenue and staking yields mean for its 2030 valuation. We use numbers to see which price Ethereum will trade at by 2030.

Over 140,000 traders were liquidated in the crypto market as BTC fell for a fourth consecutive session to defend the $78,000 mark, while altcoins crashed.

TradingKey - On September 9, Eastern Time, the three major US stock indices continued to close lower. An escalation in the Middle East conflict pushed Brent crude past $100 per barrel, with rising energy prices further exacerbating market concerns over persistent inflation. Meanwhile, the US 10-year

Oil prices breaching $100 have heightened fears of a second wave of inflation, with the KOSPI approaching 7,000 points, the Nikkei falling below 65,000, and chip stocks declining across the board.

Cognyte’s Q2 FY2027 revenue rose 12% to about $109 million as software revenue grew 20.9%. Management maintained its $448 million full-year midpoint.

Wealthfront’s fiscal Q2 2027 earnings call covered $99 billion in platform assets, 31% advisory revenue growth, a 41% adjusted EBITDA margin and new products.

Navan fiscal Q2 2027 revenue rose 35% to $233 million as GBV reached $3 billion. Management raised full-year revenue and operating income guidance.

AeroVironment Q1 FY2027 revenue reached $480 million, funded backlog hit $1.5 billion, and management reaffirmed revenue and EBITDA guidance.

CooperCompanies fiscal Q3 2026 earnings call: $1.066 billion revenue, record $273 million free cash flow, U.S. destocking and Q4 guidance.