TradingKey

On August 5, Eastern Time, Alphabet (GOOGL) (GOOG) announced a major leadership reshuffle within its artificial intelligence division. Jeff Dean, one of the company's earliest employees and a core figure responsible for designing the firm's AI strategy over the past 15 years, will leave the company to found Discovery Loop, an AI startup focused on the field of scientific discovery.

On August 5, Eastern Time, SanDisk (SNDK) is scheduled to release its fourth-quarter and full-year fiscal 2026 results after the bell. The market will use these results to gauge whether the growth cycle, driven by AI data center investment, rising NAND prices, and supply tightness, can be sustained.

Spot gold (XAUUSD) briefly climbed above $4,200 during Wednesday's session. The market is digesting a notable slowdown in U.S. private-sector hiring while monitoring expectations for an easing of shipping disputes in the Strait of Hormuz, with both factors collectively amplifying short-term volatility in the precious metals market.

Arm beat on Q1 revenue, earnings, and guidance, yet the stock fell ~8% before rebounding to about $273. The real debate is valuation. Here’s what happened.

Chipotle beat Q2 estimates and raised full-year comp guidance, lifting CMG 12%. Then a Minnesota salmonella outbreak pulled the stock back near $34. Here’s why.

Sandisk reports Q4 FY2026 after the close Aug 5, guiding to ~$8B revenue and $30–33 EPS while the Street wants more. With SNDK near $1,438, here’s what to watch.

Palantir posted $1.94B revenue (+93%) and 149% US commercial growth, sending PLTR ~30% higher to near $162. Is a stock at ~50x sales still a buy?

U.S. stock index futures moved higher, as SpaceX and AMD plunged following their earnings reports, while gold surged past the $4,100 mark.

Over the past month, Apple's stock price followed a steep "rise and then fall" trajectory: ahead of the earnings report, capital frenetically sought safe-haven status, driving up the premium; post-earnings, despite delivering record revenue, the stock plunged nearly 10% intraday. The company remains the same, but the capital market's calculation has shifted. This article provides an in-depth analysis of the core logic behind Apple's 3QFY26 earnings report: - Why did market sentiment shift? After the realization of strong iPhone performance, how did weak September guidance, supply shortages of advanced nodes, and rising memory prices erode the safe-haven premium? - Fundamental review: Can the bimodal hardware strategy of simultaneous downmarket expansion and upmarket movement drive a new upgrade cycle? How much potential remains in the "second curve" of Services, built upon 2.5 billion active devices and 1.5 billion subscriptions? - Ultimate vision: As AI evolves from chatbots toward personal agents, mastering systems and hardware...

AMD's earnings guidance failed to meet the highest expectations, triggering a 9% plunge in its stock price. Shares may continue to face downward pressure in the short term.

TradingKey - According to Reuters, citing sources familiar with the matter, Samsung Electronics and SK Hynix have been evaluating etching equipment from Chinese semiconductor equipment manufacturer AMEC in recent years. The primary objective is to secure additional supply chain options for their production bases in China to mitigate risks from potential further tightening of U.S. export controls. However, Samsung denied these reports, stating it has neither tested AMEC's equipment at its Chinese facilities nor included the equipment in its implementation plans.

TradingKey - On August 4, Asia time, according to a report by South Korea's Electronic Times, TSMC (TSM) is opening up CoW (Chip on Wafer), the core packaging process for AI chips, on a large scale to outsourcing partners such as ASE.

Unlike Strategy, SpaceX maintained its Bitcoin holdings in the second quarter, reducing market selling pressure.

TradingKey - AMD reported second-quarter fiscal 2026 results that were generally better than market expectations. However, as investors had already set extremely high expectations for the company's AI business and its third-quarter revenue guidance failed to fully meet the most optimistic projection

TradingKey - According to South Korean media reports, the South Korean shareholder advocacy group "Korea Shareholder Action Headquarters" stated on August 5 that it has filed complaints with the police against the CEOs of Samsung Electronics and SK Hynix for alleged violations of the breach of trust provisions under the Act on the Aggravated Punishment of Specific Economic Crimes. The cases have been transferred to the first and second investigation divisions of the Gyeonggi Nambu Provincial Police Agency, respectively.

TradingKey - On August 5, Japanese and South Korean stock markets closed higher across the board. By the market close, the Korea Composite Stock Price Index (KOSPI) rose 239.31 points, or 3.76%, to 6,598.26, extending the rebound from the previous trading session. Japanese stocks also gained strength, with the Nikkei 225 Index closing up 3.66% at 66,300.44.

Samsung Electronics unveiled next-generation memory technology, driving a rebound of approximately 4% in its share price.

TradingKey - On August 4, Eastern Time, SpaceX (SPCX) held its first earnings conference call since going public. During the call, SpaceX CEO Elon Musk revealed the latest progress in the company's AI business: first, model iteration is accelerating, with Grok 4.6 to be released next week, followed shortly by Grok 4.7; second, computing power is fully integrated with Nvidia (NVDA) and extends into space.

TradingKey - SpaceX (SPCX) released its first quarterly earnings report since going public, which overall exceeded Wall Street expectations. However, the company's investments in AI data centers, Starship, and next-generation satellites continue to increase rapidly. High capital expenditures have led investors to reassess its cash burn and long-term returns, causing SpaceX's stock price to fall more than 7% in after-hours trading.

TradingKey - During the August 5 Asian trading session, SoftBank Group (9984.T) shares surged over 11%, leading gains among Nikkei index components. After the market close on August 4, its core subsidiary SoftBank Corp. (9434.T) released better-than-expected first-quarter results. The high-growth guidance for its AI and cloud businesses, projecting a 30% compound annual growth rate, has become the core driver of the parent company's valuation recovery.