TradingKey

TradingKey - TTWO closed at $233.00 and rose overnight after GTA VI’s 27-minute reveal. With a Nov. 19 launch and $8.0-$8.2B bookings guide, what comes next?

Federal Reserve Chair Kevin Warsh delivered a speech at the Fed's annual symposium in Jackson Hole, Wyoming. He stated that the overall performance of the US economy has been impressive, even showing signs of strengthening recently. Corporate capital expenditure, S&P 500 earnings, consumer spending, and the labor market have all remained resilient, but inflation remains well above the Fed's 2% target.

TradingKey - MRNA closed at $142.77 after a $2B convertible-notes plan. Phase 3 melanoma success is powerful, but dilution and cash burn raise the stakes for investors.

TradingKey - On August 27, Eastern Time, the U.S. District Court for the Northern District of California ruled that the Pentagon's placement of Anthropic on a "supply chain risk" blacklist was "unlawful and baseless." This battle between AI ethics and government power has concluded with a preliminary victory for Anthropic.

TradingKey - On August 28, PayPal (PYPL) shares plunged by as much as 17% in pre-market trading following reports that a consortium formed by Advent International and payments giant Stripe had abandoned its acquisition bid for PayPal.

TradingKey - MRVL closed near $241.93 after record Q2 results, then fell after hours as Google revenue timing disappointed. Can $226 support keep the AI rally intact?

TradingKey - On August 28, Eastern Time, KE Holdings (BEKE) rose over 17% at one point in pre-market trading. As of press time, the stock was up 11.11% to $19.70. The real estate financing system reform introduced that day was viewed by the market as a positive signal.

TradingKey - On Friday (August 28) Eastern Time, futures on the three major US stock indexes were mixed in premarket trading. Federal Reserve Chair Kevin Warsh is scheduled to deliver a key speech at the Jackson Hole Economic Symposium. Against the backdrop of elevated US Treasury yields, investors are awaiting new monetary policy signals, causing market sentiment to turn cautious.

TradingKey - CRWD closed near $226 after a near-20% earnings rally as ARR hit $5.84B. Can CrowdStrike clear $230 and extend the breakout toward $250?

TradingKey - On August 28, Eastern Time, AI cloud infrastructure provider IREN (IREN) fell more than 7% in pre-market trading at one point. As of press time, IREN shares were down 5.97% at $38.11. The company posted fourth-fiscal-quarter results after the close in the previous trading session that missed expectations, triggering a market sell-off.

TradingKey - Salesforce (CRM) dispelled the long-standing pessimism hanging over the software sector with a better-than-expected earnings report.

TradingKey - On August 28, Eastern Time, Bloomberg reported that US company AAFS Infrastructure and Energy plans to further expand its investments in Bosnia and Herzegovina.

TradingKey - On August 27, Eastern Time, Elon Musk stated on X in response to a Morgan Stanley (MS) research report that SpaceX's (SPCX) annual revenue is expected to reach $3.5 trillion around 2033, representing his most optimistic projection. This timeline is seven years ahead of Morgan Stanley's forecast of 2040.

TradingKey - As of the close on August 27 Eastern Time, Micron (MU) reached an intraday high of $968.71 before pulling back to close at $935.39, down 0.32% for the day. Judging from recent price action, Micron has weakened noticeably since hitting a periodic high of $1,036.13 on August 17. On August 24, the stock dropped as much as 5.83% to $910.43. Although it subsequently rebounded, it has yet to regain a solid footing in the $950–$1,000 range, remaining in a phase of short-term high-level consolidation.

As the market continues to pay a premium for computing power, investors can also re-examine a discounted cash-flow machine. AI remains the dominant theme in US equities for 2026. Beyond crowded tech trades, the asset allocation value of McDonald's (MCD.US) is becoming increasingly prominent: its earnings do not depend on a single capex cycle, but rather stem from revenues across more than 45,000 restaurants worldwide, high-margin rental income, and royalties.

TradingKey - AI startup Anthropic is accelerating its IPO preparations, planning to release its prospectus after US Labor Day on September 7, with a potential official US stock market debut in late September or early October.

TradingKey - On August 28, Eastern Time, international silver prices extended their recent strong rally, with spot silver (XAGUSD) briefly breaching the key $70 mark intraday, after repeatedly approaching this level over the previous several trading sessions. Silver has gained more than 20% cumulatively since August, becoming one of the best-performing commodities recently.

TradingKey - A stronger-than-expected earnings report, combined with a long-term growth outlook far exceeding Wall Street forecasts, has prompted investors to reassess Nvidia's (NVDA) growth ceiling. Raymond James analyst Simon Leopold believes it "seems possible" for Nvidia to achieve $1 trillion i

TradingKey - As of the Asian session on August 28, gold prices (XAUUSD) were trading near $4,580 with a downward tilt. Gold had previously approached $4,700, but with U.S. inflation remaining elevated and several Federal Reserve officials delivering hawkish signals at the Jackson Hole symposium, market participants reduced long gold positions ahead of a speech by Fed Chair Kevin Warsh, causing gold prices to pull back from their highs.

Japanese and South Korean stock markets diverged sharply, with the KOSPI plunging 1.79% to breach the 6,800-point mark, while the Nikkei bucked the trend to reclaim the 66,000 level despite Kioxia tumbling nearly 9%.