TradingKey

TradingKey - As Alibaba's earnings approach, one question dominates: Can AI and quick commerce justify sacrificing profits now for future dominance? Preview how the RMB 50 billion quick commerce push, 35.8% AI cloud share, and fierce competition could decide if BABA's 88% rally holds.

TradingKey - Walmart (WMT), the largest U.S. retailer, is scheduled to report its fiscal third-quarter 2026 earnings, for the period ending October, before the U.S. market opens on Thursday, November 20. Despite facing headwinds from tariff policies and weakening U.S. consumer vitality, Walmart has

TradingKey - While OpenAI, developer of ChatGPT, spearheads a staggering $1.5 trillion "AI circular trade," rival Claude AI maker Anthropic is emerging as the only AI unicorn to secure backing from all three major cloud service giants: Amazon, Google, and Microsoft, by leveraging a small but

TradingKey - Nvidia (NVDA), the leader in the AI chip market, is set to release its fiscal year 2026 Q3 earnings report after the close of US markets on Wednesday. As US investors engage in a frantic sell-off driven by interest rate expectations and the AI bubble, the Q3 report from "AI bellwether"

TradingKey - U.S. retail giant Target (TGT) is grappling with shifting consumer habits and trade policy changes as it prepares to release its third-quarter 2025 earnings before the market open on Wednesday, November 19. The company, which primarily sells discretionary items, is striving to return to

TradingKey - NVIDIA (NVDA) is set to report its Q3 FY2026 earnings after market close on Wednesday, November 19, positioning itself as a key market focus amid a broader U.S. stock market pullback fueled by AI bubble concerns and liquidity pressures. Analysts widely anticipate NVIDIA will deliver its

TradingKey - This paper conducts an analysis of the U.S. September nonfarm payroll data and the subsequent employment market through two scenario-based assessments, alongside a short-term and medium-to-long-term outlook for U.S. stocks.

This article reviews Berkshire Hathaway's $4.3 billion investment in Alphabet, marking its first purchase of Google stock. With Q3 revenues surpassing $100 billion and growing support from institutional investors, we explore whether Google has won the AI race.

This article analyzes the impending release of the Federal Reserve's October meeting minutes, highlighting divisions on monetary policy, recent rate cuts, and the potential impact on upcoming decisions. With 56% chance of maintaining rates, investor focus remains sharp.

Don’t miss the major events coming this week in the U.S. stock markets: Nvidia's Q3 earnings report, the Fed's September jobs report, monetary policy minutes, and more. Check out this article for more details.

TradingKey - After slumping below $93,500, 2025 Bitcoin price gains have been completely wiped out. Investors are puzzled as to why its bull market, underpinned by political tailwinds, institutionalization, and its four-year cycle, abruptly halted.

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