TradingKey

In the face of Micron's soaring stock price, Wall Street investment banks have not only refrained from lowering their price targets but have instead continually raised them. Among them, Barclays is currently the most aggressive, bullishly targeting $2,000. Can Micron's stock price really rise to this target? What is the outlook for its performance in the second half of the year?

TradingKey - Darden crossed $13B in revenue for the first time with LongHorn same-store sales up 9.5%, but FY2027 guidance came in below consensus and Olive Garden missed. DRI at $204 — is this a dip to buy?

TradingKey - Robinhood (HOOD) rallies after launching its blockchain, AI trading tools, and stock tokens. Analysts see upside as shares target the $125–$130 area.

TradingKey - On June 29, 2026, Seoul time, South Korean President Lee Jae-myung stood at the podium of the Blue House press conference, seated alongside Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won. This press conference, themed "National Report on the Three Super Projects for the Great Leap Forward of the Republic of Korea," ultimately turned into an "arms race" display between the two semiconductor giants.

TradingKey - On June 25, Apple officially announced its largest price hike in recent years, implementing global price increases for MacBooks, iPads, and certain smart home devices, with hikes ranging from 17% to 54%. Among them, the MacBook Air 512GB rose from $1,099 to $1,299; the iPad Air increased from $599 to $749; and the Apple TV price leaped from $129 to $199, a surge of up to 54%. Apple stated in its announcement that "the rapid expansion of AI data centers has caused an extraordinary surge in demand for memory and storage," and that the company has "never seen the price of a component rise so much, so fast." Following the announcement, Apple's stock price fell more than 6% on the day, as the market widely believed that raising product prices would impact sales volume.

TradingKey - On June 29, during a national report meeting at the Blue House in Seoul, South Korean President Lee Jae-myung made an announcement that officially ignited the largest expansion engine in the history of South Korea's semiconductor industry. This trillion-won chip investment plan led by South Korea is both a bold bet on computing power demand in the AI era and an important turning point in the reshaping of the global semiconductor industry landscape.

TradingKey - Strategy Inc just authorised selling bitcoin for the first time, launched $2B in buybacks, and raised its preferred dividend. MSTR at $101 with 847,363 BTC and a $321 avg analyst target.

Tradingkey - On July 3, Eastern Time, the U.S. stock market is closed today in observance of the Independence Day holiday. Trading for precious metals, energy, foreign exchange, U.S. Treasury, and equity index futures contracts under the Chicago Mercantile Exchange (CME) ended early at 13:00 Eastern Time. Trading for Brent crude oil futures contracts under the Intercontinental Exchange (ICE) ended early at 13:30 Eastern Time. Currently, the two major crude oil futures are trading flat, with prices hovering around $68. The overall market has entered a phase of cooling down. The core driver of the market adjustment stems from the narrowing of risk premiums led by the rapid easing of geopolitical tensions in the Middle East, as well as the recovery of supply-side expectations driven by the gradual restoration of global energy transit channels. The market is still awaiting the next catalyst.

TradingKey - Samsung Electronics is currently conducting third-quarter DRAM price negotiations with downstream customers, aiming to raise the average selling price (ASP) by up to 20% compared to the previous quarter. Among the products, low-power DRAM (LPDDR), which faces supply bottlenecks in both the server and mobile segments, is expected to see price increases even exceeding 20%.

TradingKey - On July 3, Eastern Time, according to industry sources, Meta is in talks with Samsung over a custom AI chip foundry order worth over 10 trillion won. The plan is to mass-produce hundreds of thousands of units of its self-developed AI accelerator, the MTIA, using a 2-nanometer process, covering two generations of products: MTIA 450 and MTIA 500. The first two generations of MTIA chips were manufactured by TSMC. The shift to Samsung this time is driven by reasons beyond just capacity constraints.

TradingKey - Alphabet grew Google Cloud 63% to $20B in Q1 2026 and has a $462B backlog — but free cash flow margin fell from 21% to 9%. GOOGL at $359 with a short setup targeting $341. Here’s the full picture.

TradingKey - Meta hit $55B in ad revenue in Q1 2026 with impressions and pricing both rising. Now at $583, with a channel breakdown targeting $540. Is the AI capex bet too expensive?

TradingKey - On July 3, Seoul time, South Korean Deputy Prime Minister and Minister of Economy and Finance, Koo Yun-cheol, announced that the South Korean government will promote major enterprises to invest over 312 trillion won (approximately $204 billion) in the southeastern Yeongnam region, focusing on the development of advanced industries such as semiconductors, artificial intelligence, and aerospace. On the same day, the Korea Aerospace Administration (KASA) also announced its national space strategy in Jinju: to establish a low-Earth orbit satellite communication network consisting of hundreds of satellites by 2035, and to achieve a moon landing by 2030.

TradingKey - During the Asian trading session on July 3, South Korean stocks surged, with Samsung Electronics shares jumping over 8%. On the news front, two rumors regarding AI chip foundry cooperation are circulating simultaneously: Meta Platforms (META) is reportedly considering outsourcing the production of custom AI chips valued at over 10 trillion won to Samsung; Anthropic is also reportedly in talks with Samsung regarding foundry services for its self-developed chips. For Samsung’s foundry division, this may be a turnaround opportunity they have been waiting four years for.

TradingKey - On July 2 local time, Tesla (TSLA) released its production and delivery data for the second quarter of 2024, delivering a report card that far exceeded market expectations.

TradingKey - Recently, SanDisk's (SNDK) share price has exhibited a clear pattern of high-level consolidation following a massive rally. As of the close on July 2, Eastern Time, SanDisk's stock price plummeted 14.13%, with the after-hours price rebounding slightly to $1,762.01. Since the beginning o

SpaceX's debut bond continues to weaken, which will lower its valuation ceiling, though this may be offset in the short term by the positive news of its potential inclusion in the Nasdaq.

TradingKey - During the Asian trading session on July 3, the South Korean stock market staged a major rebound after falling nearly 10% over the previous two trading days. As of the close, the South Korean KOSPI Index surged 5.76% to end at 8,088.33 points; Samsung Electronics closed up 8.22%, and SK Hynix closed up 10.88%. Behind the stock price rebound were two pieces of industry news: rising chip prices and falling substrate prices. Between these price increases and cost reductions, the memory giants fully demonstrated their pricing power across the upstream and downstream supply chain.

TradingKey - As of the Asian session on July 3, silver (XAGUSD) prices extended the post-nonfarm payrolls rebound sentiment from yesterday, climbing back above $62. Technical analysis indicates that silver may continue to rally, with prospects of testing the $70 mark.

This article analyzes the valuation logic of the three major cloud providers—Microsoft, Amazon, and Google—in light of AI capital expenditures, token cost control, Meta's rumored resale of computing power, and the risk comparisons with Oracle. It discusses whether the period of precise AI usage calc