TradingKey

WMT Q2: Revenue $187.9B (+5.9%, beat), EPS $0.81 (+19%, beat). US comps 2.6% (MISS). Pharmacy headwind 125 bps. E-com 23%. Ads +38%. Guidance raised. Stock -9% to $103.50. Support $102.85. Fuel +$2B.

TradingKey - On Friday, August 21, Eastern Time, futures on the three major U.S. stock indices rebounded in pre-market trading as the market attempted to recover from the sell-off in the previous session triggered by rising bond yields and weak retail stocks. Bitcoin extended its strength and sentiment toward tech stocks recovered slightly; however, as the 10-year U.S. Treasury yield neared 4.7% again, combined with Middle East tensions and the approaching Jackson Hole Economic Symposium next week, overall market sentiment remains cautious.

XRP surged 40% to break above $1.40, with a short-term bullish outlook targeting $1.60.

TradingKey - In pre-market trading on August 21 ET, Bitcoin (BTC) extended its recent strong rally, briefly topping $78,000 and pushing crypto-related stocks higher. MicroStrategy (MSTR) surged over 10% in pre-market trading, extending its sharp rebound from the previous trading day.

TradingKey - On August 21, US Eastern Time, according to a Bloomberg report citing people familiar with the matter, Nvidia (NVDA) is in early-stage talks with South Korean AI chip design company Rebellions, exploring potential collaboration ranging from technology licensing and equity investment to a full acquisition.

TradingKey - The IPO race between OpenAI and Anthropic has entered a critical phase. With both companies experiencing rapid revenue growth and steadily rising valuations, which firm will be the first to list on the US stock market and command a higher valuation has become a major focal point for the tech capital market in 2026. So, in this IPO race, who will ultimately emerge as the winner between OpenAI and Anthropic?

TradingKey - Broadcom (AVGO) is in talks with multiple lenders to raise more than $60 billion in debt to support chip procurement and computing infrastructure for AI companies including Anthropic, Bloomberg reported, citing people familiar with the matter. Under the plans currently under discussion, the total financing package could ultimately approach $100 billion.

Bitcoin surged 10% to break through the 77,000 mark, hitting a three-month high, and is poised for further gains.

TradingKey - Walmart (WMT) delivered a second-quarter earnings report that looked impressive on the surface but revealed clear underlying concerns. The company's revenue and adjusted earnings per share both exceeded market expectations, and its full-year outlook for sales and operating profit was also raised. However, U.S. same-store sales growth slowed to its lowest level in more than six years, and third-quarter earnings guidance fell short of expectations, raising concerns among investors that its growth momentum is slowing down.

TradingKey - On August 20, Eastern Time, at a hearing held by the Nevada Transportation Authority, regulators unanimously approved Tesla (TSLA), Uber (UBER), and Waymo to operate paid driverless taxi services in Clark County. Tesla was authorized to deploy up to 5,000 Robotaxis over the next 12 months, while Uber and Waymo were each approved for 1,000 vehicles.

Ethereum has surged on a five-day winning streak, with the next target set at $2,800.

Large language models (GPT/Claude/Gemini) excel at reasoning, yet lack an understanding of how an enterprise actually operates; while ERP, CRM, and MES systems have accumulated vast amounts of business data, they remain siloed. Palantir bridges the two: it connects LLMs with an enterprise's physical world by structuring operational rules buried across disparate systems and employees' minds, creating a directly callable digital twin for the organization. This allows LLMs to no longer merely respond

TradingKey - As of the Asian trading session on August 21, Bitcoin (BTC) surged past $75,000 intraday, reaching a high of $75,897.34, with a cumulative weekly gain of over 20%, marking its largest single-week gain in nearly two and a half years. After previously fluctuating within the $60,000–$66,000 range, Bitcoin has now consecutively broken through the $66,000, $70,000, and $75,000 thresholds, highlighting a marked improvement in market risk appetite and capital flows.

TradingKey - On August 21, Japanese and South Korean stock markets closed mixed. South Korea's KOSPI Index gained 0.88% to close at 6,912.94 points, while Japan's Nikkei 225 Index (JPN225) fell 0.30% to close at 66,016.36 points.

TradingKey - Nvidia (NVDA) has explicitly denied recent rumors that it plans to launch customized AI chips for Chinese customers by the end of the year.

Short sellers suffered another severe bloodbath as Bitcoin surged past $75,000 and Ethereum broke above $2,300.

TradingKey - On August 20, Eastern Time, Micron Technology (MU) announced that it will establish the "Micron Research Lab" at its headquarters in Boise, Idaho, investing approximately $10 billion over the next decade to focus on cutting-edge fields such as memory, compute architecture, packaging, and manufacturing.

TradingKey - According to Bloomberg, citing people familiar with the matter, artificial intelligence company Anthropic is advancing its preparations for a public listing and plans to invite Citigroup (C) to join the core underwriting team for its initial public offering (IPO).

TradingKey - According to a report by South Korea's *Hankyoreh* on August 21, SK Hynix (SKHY) is evaluating plans to invest in constructing a memory chip manufacturing plant in Japan, with Miyagi Prefecture in northeastern Japan considered as a candidate location.

TradingKey - The impact of Bessent’s intervention in the bond market faded, while Trump’s threat of sanctions against Iran pushed up oil prices and reignited inflation concerns. At the close, the Dow Jones Industrial Average fell 1.32% to 52,759.21; the Nasdaq Composite Index dropped 1.00% to 26,06