TradingKey

TradingKey - We remain bullish on SanDisk(SNDK.US)'s long-term growth potential. However, we believe current stock price expectations are too optimistic, with future upside significantly decelerating.

TradingKey - Bitcoin has plunged into a technical bear market, falling over 20% from its October all-time high after struggling at the $100,000 level. This sharp decline was fueled by near-record net outflows from spot Bitcoin ETFs, unnerving crypto investors. However, the fact that external factors

TradingKey - Markets initially greeted the end of the longest U.S. government shutdown with relief—but it didn’t last.

TradingKey - Nebius, a cloud service provider focused on AI infrastructure, released its Q3 2025 earnings before market open on November 11. Despite announcing a new $3 billion order with Meta, the stock plunged over 7% that day due to weaker-than-expected results, and has since fallen nearly 20%.

TradingKey - What exactly are the concerns surrounding an AI bubble? Broadly, the AI bubble thesis centers on several key anxieties:Firstly, whether the massive AI infrastructure build-out is supported by sufficient genuine demand. Secondly, whether the tech giants' increasing reliance on

Disney Q4 2025: Experiences hits $10B profit record, DTC turns profitable, $7B buyback doubled. Stock at 17x PE—long-term buy despite near-term headwinds.

JD remains one of the few Chinese tech giants that has not experienced a significant stock rally this year.

TradingKey - As US tech stocks grapple with AI bubble concerns and faltering performance, quarterly 13F filings from investment institutions are entering a heavy disclosure period. These reports will unveil "smart money" strategies and could influence future market direction. However, given recent

TradingKey - The longest U.S. government shutdown in history has concluded after President Donald Trump signed a temporary spending bill, removing a key macroeconomic hurdle. While the resumption of federal operations clears some obstacles, investors should temper optimism for a sustained bull

TradingKey - The Eurozone real GDP grew by 0.2% quarter-on-quarter and 1.3% year-on-year in Q3. Under the impetus of economic recovery and the coordinated efforts of monetary and fiscal policies, we are optimistic about the performance of European equities over the next 12 months.

TradingKey - The Dow Jones Industrial Average has reached successive record highs, and its outperformance against the Nasdaq over the past two days reached the highest level in nine months, signaling an early market style shift from tech to blue-chip or value stocks amid persistent concerns about

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.