TradingKey

Reddit fell 9.18% today after the Wall Street Journal reported it is considering ending its Google AI content licensing deal. Earnings July 30: consensus $0.97 EPS, $732M revenue. At $170, $166.10 is the critical support.

Tesla beat revenue by 5.7% at $28.24B but missed EPS by 39% - $0.33 vs $0.54 expected. Operating income fell 57%. Free cash flow went negative. Regulatory credits collapsed. TSLA is at $358. Here is the full breakdown.

TradingKey - On July 23, international oil prices continued to rise sharply. WTI crude oil (USOIL) prices broke through the $90 mark intraday, gaining more than 4%, while Brent crude oil (UKOIL) rose to a high of $98.75, just a step away from the $100 threshold. Oil prices have now risen for five consecutive trading sessions, as market focus remains on the risk of disrupted crude oil transportation in the Middle East.

Alphabet's surging capital expenditures and negative cash flow have weighed heavily on its stock price, which may continue to trend downward and test a bottom of $270.

TradingKey - On July 23 ET, the Korea Securities Depository (KSD) confirmed that the initial quota for converting SK Hynix local shares into ADRs has been fully exhausted, with the conversion cap set at 2.5% of the company's total outstanding shares. KSD previously stated that two-way conversion applications would be accepted starting July 29, but the depositary bank Citi (C) has yet to announce a specific conversion timetable. Actual conversions involve procedures such as foreign exchange reporting and cannot be completed instantly on the day of application.

TradingKey - The supply-demand tightness driven by AI infrastructure construction may be spreading from GPUs to the server CPU market. According to Reuters, citing people familiar with the matter, Intel (INTC) and AMD (AMD) are recently in negotiations with Chinese server manufacturers and large-scale clients regarding long-term supply agreements.

TradingKey - On July 22, Eastern Time, Deepwater Management analyst Gene Munster stated that the likelihood of a merger between SpaceX (SPCX) and Tesla (TSLA) is increasing. After the topic of a merger was formally discussed during Tesla's second-quarter earnings call, Munster raised the probability of the two companies merging within the next few years from a previous 80% to 90%.

TradingKey - On July 22, ET, Alphabet (GOOGL), the parent company of Google, released its latest earnings report. The data showed a strong overall performance for the second quarter, with both revenue and cloud business exceeding market expectations. Despite the results, the stock price fell 3.31% i

TradingKey - While Elon Musk continues to emphasize that Tesla's future lies in being an artificial intelligence and robotics company, the reality remains that the firm still relies on its automotive business for cash flow. This latest quarterly earnings report reveals an increasingly apparent contradiction: while new ventures require continuous cash burn, the profitability of the traditional automotive business is weakening.

TradingKey - During the Asian trading session on July 23, Japanese and South Korean stock markets continued their rebound momentum, with SK Hynix, Samsung, and SoftBank rising by 3%-5%. The KOSPI Index closed up 4.40% at 7,096.82 points, marking its third consecutive trading day of gains.

TradingKey - The South Korean Presidential Office stated on Wednesday, July 22, that South Korean President Lee Jae-myung will visit San Francisco, Brazil, Chile, Argentina, and Germany from July 24 to August 3. From July 24 to 25, Lee will attend an AI summit in San Francisco, followed by state visits to three South American countries.

TradingKey - Alphabet (GOOGL)(GOOG), the parent company of Google, delivered a quarterly earnings report reflecting a combination of growth and pressure. For the first time since its public listing, Google reported negative quarterly free cash flow, while management once again raised the target for full-year capital expenditures.

TradingKey - Palantir fell 6% today on two catalysts: UK regulators scrutinised the NHS FDP contract and a free open-source alternative called World Monitor appeared on GitHub. Q2 earnings August 3. At $125, the $122 support is the key level.

TradingKey - Alphabet reported EPS of $9.11, Cloud growth of 82%, and revenue of $119.8B in Q2 2026 - all records. So why is GOOGL selling off? Capex doubled to $44.9B and the EPS beat was mostly unrealised gains. Here is what actually happened.

Tradingkey - A quiet transformation is underway in the gold market: increasingly, short-term price moves are driven less by news and more by systematic capital.

TradingKey - During early Asian trading on July 23, Japanese and South Korean stock markets continued the rebound momentum from the previous session. Both major indices opened higher, with the KOSPI rising 3.41% and the Nikkei 225 up more than 0.5%.

Tradingkey - On July 22, Eastern Time, shares of Tesla (TSLA) fell over 3% at one point following the release of its Q2 2026 earnings report. As of press time, the stock remained down 2.82% at $363.45. During the period, Tesla's revenue increased 26% year-on-year to $28.236 billion, significantly exceeding market expectations of $25.71 billion. This was primarily driven by strong performance in automotive revenue; Tesla stated that vehicle deliveries reached a record high in the second quarter, with continued growth in new markets and steady performance in mature markets.

TradingKey - Alphabet (GOOGL, GOOG) released its second-quarter 2026 financial results after the close of U.S. markets on July 22, Eastern Time. As of press time, Google’s revenue for the period reached $119.796 billion, up 24% year-over-year (23% on a constant currency basis), exceeding market expectations of $116.93 billion. This marks the company's 12th consecutive quarter of double-digit revenue growth. Notably, Google Cloud performance was a highlight, with revenue surging 82% year-over-year to $24.8 billion.

TradingKey - As the US-Iran conflict continues to escalate, the market awaits post-market earnings reports from Google and Tesla. The three major US stock indices saw little change, while the Philadelphia Semiconductor Index rose slightly by 0.44%. At the close, the Dow Jones Industrial Average fell 0.01% to 52,219.35 points; the Nasdaq Composite Index dropped 0.57% to 25,690.90 points; and the S&P 500 Index declined 0.14% to 7,499.04 points.

TradingKey — On July 22, Eastern Time, SpaceX (SPCX) shares hit a new record low, falling 5.32% to $116.97 as of publication. Reports indicate that SpaceX AI is further increasing its investment in data center construction, with a scale comparable to the gigawatt-level capacity of the existing Memphis campus. However, the company's Q1 AI-related capital expenditure has surged to $7.7 billion, approximately three times the amount from the same period last year. Morgan Stanley analysts predict that xAI will consume a total of up to $120 billion in cash between 2026 and 2027—a figure nearly 1.6 times the $75 billion raised in SpaceX's IPO.