TradingKey

TradingKey - This week, two of the most closely watched firms in AI infrastructure—CoreWeave and European-based Nebius—published quarterly results. Both companies reported strong top-line growth, backed by expanding demand and significant customer traction.

TradingKey - The narrative surrounding the AI bubble is growing more complex as tech giants like Meta and Google aggressively tap corporate bond markets to finance surging capital expenditures and AI infrastructure. Investors are increasingly concerned that massive corporate debt and novel

TradingKey - Eli Lilly and Novo Nordisk, the two dominant players in the US weight-loss drug market, are experiencing vastly different investor sentiment despite facing unprecedented GLP-1 drug price cuts under the Trump administration's price cut initiative.

TradingKey - Oklo, a California-based advanced nuclear technology company backed by OpenAI CEO Sam Altman, currently remains unprofitable. Founded in 2013, the firm specializes in designing and building small modular reactors (SMRs), aiming to provide clean, reliable energy solutions. Furthermore, A

TradingKey - The longest US government shutdown on record is nearing its end, potentially providing the data-deprived Federal Reserve with the September nonfarm payrolls report as early as this week once federal operations resume. However, the October nonfarm data may be permanently lost. During the

TradingKey - Berkshire Hathaway is nearing the end of its 'Buffett Era' as Warren Buffett, the 'Oracle of Omaha,' previews his departure as CEO by the end of 2025 and recently released his 'final letter to shareholders.' After leading Berkshire, home to the world's most expensive stock, for 60 years

TradingKey - Roblox (RBLX.US), often dubbed the "metaverse pioneer," has seen its shares decline for several days following a substantial class-action lawsuit.

TradingKey - SoftBank Group's net profit more than doubled in the third quarter of 2025, driven by substantial gains from its investment in OpenAI. This surge follows the conglomerate's decision to liquidate its Nvidia stake and increase its bet on OpenAI, a strategic pivot that now tightly links

CoreWeave Q3 2025: Revenue +134% to $1.36B, loss narrows to $110M, but guidance cut, op margin 4%, $14B debt. AI infra boom via NVIDIA/OpenAI deals, 50%+ GPU util, $55.6B backlog. Short-term trade, long-term leverage trap.

TradingKey - The U.S. Supreme Court heard arguments on November 5 regarding the legality of President Donald Trump’s tariffs, with a majority of justices questioning the president's taxing authority, leading traders to price in less than a 30% chance of a Trump administration victory. Should Trump's

TradingKey - Crypto treasury companies, many of which emulate the "MicroStrategy model," are facing significant challenges. However, with the end of the US government shutdown now in sight, crypto investors are shifting their focus to improved liquidity as a potential catalyst for a reversal of

TradingKey - U.S. stocks pulled back last week from record highs, with the tech sector posting its largest decline in nearly six months.

TradingKey - The U.S. Senate passed a temporary funding bill, setting the stage for the end of a record 40-day government shutdown as early as this week. The impending resolution is expected to ease liquidity pressures, providing a boost to U.S. equities and Bitcoin, even as safe-haven assets like

TradingKey - After comprehensive consideration, our investment strategy is the "dual-drive of stocks and gold" — allocating to U.S. stocks and gold in a rotating manner at a fixed ratio.

TradingKey - Following agreements with Pfizer and AstraZeneca, the so-called “twin giants” of weight-loss drugs — Novo Nordisk and Eli Lilly — have now also reached pricing deals with the Trump administration. This marks the latest move in Trump’s broader push to cut U.S. drug prices by up to 90%

TradingKey - October 2025 marked a period of significant breakthroughs in quantum computing. Google, for instance, achieved verifiable quantum advantage on its Willow chip for the first time. Meanwhile, IonQ demonstrated two-qubit gate fidelity exceeding 99.99%, and Nvidia CEO Jensen Huang unveiled

TradingKey - On Wednesday, reports confirmed what many had been watching unfold slowly but steadily: Microsoft is ramping up its investment in next-generation AI infrastructure—what some are calling the “new cloud,” or NeoCloud.

TradingKey - Gold retreated sharply after hitting an all-time high of $4,381 on October 20, briefly breaching the $3,900 level as profit-taking by bullish traders unwound a significant portion of accumulated long positions—effectively cooling speculative fervor.

TradingKey - After the S&P 500 Index posted its longest monthly winning streak since August 2021 with six consecutive gains, a hawkish Federal Reserve and concerns over artificial intelligence (AI) valuations have clouded the start of November for U.S. equities. Amidst a broad tech sector pullback

Dogecoin, the original and largest meme coin by market capitalization, is poised for a significant price catalyst by year-end. A long-time favorite of Elon Musk, the cryptocurrency has garnered his support on multiple occasions. The crypto market is now eagerly awaiting Musk's planned mission to sen