TradingKey

Datadog beat Q2 revenue at $1.12B, beat EPS, and raised full-year guidance - then fell 19% on August 6. The reason: a usage cut from its largest AI customer and Q3 deceleration. At $237 with RSI at 24, here is whether the selloff is overdone.

TradingKey - Latest data from the U.S. Department of Labor shows that U.S. non-farm payrolls decreased by 23,000 in July, ending a previous streak of consecutive growth and signaling a significant cooling in the labor market. Meanwhile, the unemployment rate fell to 4.1% in July from 4.2% in June, though the decline was primarily driven by changes in labor participation and does not fully reflect an improvement in employment demand.

Trump’s elevation of data centers to the level of a strategic equivalent to oil provides a clear policy endorsement for the industry, potentially driving a structural rally in AI stocks.

HubSpot beat Q2 revenue and EPS estimates but cut full-year guidance and missed customer-addition targets, sending HUBS down ~20% to a 12-year worst single-day decline.

TradingKey - On Friday, August 7 (ET), the three major U.S. stock index futures rose slightly in pre-market trading as the market awaits the U.S. July non-farm payrolls report. Following a pullback in U.S. stocks overnight, investors remained cautious ahead of the release of the non-farm data.

Internal negative catalysts for SpaceX have been fully exhausted, and selling pressure has been significantly relieved. The stock is expected to stabilize and rebound in the short term.

TradingKey - As of the European session on August 7, gold prices (XAUUSD) extended their recent strong performance, rising more than 1% intraday and briefly surpassing the $4,300 mark. With a cumulative weekly gain of over 6%, gold is on track to record its largest single-week increase since January. As the market awaits the release of U.S. July non-farm payroll data, investors are re-evaluating whether a Federal Reserve rate hike in September remains necessary, placing gold in a critical phase for its next near-term directional move.

TradingKey - On August 7 (Asia time), SK Hynix announced that it will distribute a cash dividend to common shareholders as part of its regular quarterly dividend. The dividend is set at 375 KRW (approximately $0.26) per share, with a record date of August 31. The dividend will be paid within one month of the record date.

Bitcoin prices continue to fluctuate above $64,000, with the upcoming July non-farm payrolls data seen as the key to breaking the current consolidation stalemate.

TradingKey - On August 7, SK Hynix announced it will invest a total of 54 trillion won (approximately $38.4 billion) in its two production hubs in Yongin and Cheongju, South Korea, to build next-generation memory chip capacity. The move aims to address long-term demand growth driven by the rapid development of artificial intelligence.

TradingKey - On August 7, Asia-Pacific time, Morgan Stanley (MS) analyst Shawn Kim, once regarded as the "spokesperson for short sellers" in the South Korean market, turned bullish on SK Hynix (SKHY) and Samsung Electronics in his latest memory industry research report.

SpaceX's plant construction plan will increase cash flow pressure in the short term, but it is a long-term positive that helps reduce costs and improve efficiency.

TradingKey - As of August 6, Eastern Time, SpaceX (SPCX) shares rose 6.14% to close at $114.92. Notably, approximately 911.5 million SpaceX shares were unlocked on that day, becoming available for trade with a total value exceeding $100 billion. Although there were widespread market concerns that ma

TradingKey - On August 7, Japanese and South Korean stock markets closed lower. The Nikkei 225 Index ended down 0.12% at 65,606.71 points, while the Korea Composite Stock Price Index (KOSPI) fell 0.60% to close at 6,258.71 points.

TradingKey - During Asian trading hours on August 7, Bloomberg reported that SK Hynix (SKHY) is investing the windfall from its chip business into the South Korean corporate bond market.

TradingKey - The first batch of SpaceX (SPCX) restricted shares, totaling approximately $100 billion, has officially seen its circulation restrictions lifted, yet the massive sell-off previously feared by the market has failed to materialize.

OpenAI's first AI hardware is set for launch, but allegations of copying Apple could introduce complications and delay the release timeline.

TradingKey - On August 6, Eastern Time, AMD (AMD) announced the acquisition of Toronto-based AI inference chip startup Taalas. AMD shares closed at $489.28 that day, up 1.5%.

TradingKey - On Thursday local time, Alphabet issued $25 billion in investment-grade US dollar bonds, spanning 10 tranches with maturities ranging from 2 to 40 years. This marks not only the company's largest USD financing this year but also one of the highest-subscribed transactions in the AI-related bond market since 2026.

TradingKey - During the Asian session on August 7, according to the Korea Economic Daily, LG Group Chairman Koo Kwang-mo plans to visit Nvidia's (NVDA) headquarters in the U.S. next week to hold talks with Nvidia CEO Jensen Huang. As of publication, LG Group was trading at 106,600 KRW (approximately $74.87), up 2.01%.