TradingKey

TradingKey - Global foundry leader TSMC (TSM) has once again delivered financial results that far exceeded market expectations. Its newly released Q2 2026 earnings report not only set several historical records, but the company also simultaneously raised its full-year revenue growth guidance and cap

A comprehensive analysis of the reasons behind S&P's downgrade of Oracle to BBB-, examining the $638 billion in RPO, $90 billion to $95 billion in capital expenditures, $260 billion in lease commitments, $19 billion in new purchase obligations, the return on investment for AI infrastructure, and the conditions for further downgrades.

The Japanese government announced the procurement of a large volume of Nvidia Rubin chips, yet the company's stock price declined instead of rising.

TradingKey - CoreWeave's share price has continued to weaken recently. On Wednesday, the company's stock fell another 3.5%, marking its fifth consecutive trading day of losses, with a cumulative decline of over 14% across the five sessions.

TradingKey - On June 12, Eastern Time, SpaceX (SPCX) debuted on the Nasdaq at $135 per share. In the following trading sessions, the stock price surged to a high of $225.64, with its market capitalization approaching $3 trillion. However, on July 15, the stock price fell below its $135 IPO offering price for the first time during intraday trading, reaching a low of $132.15, before closing at $135.27 to narrowly hold the level.

Japanese and South Korean stock markets plummeted, erasing earlier gains. The KOSPI dropped more than 6%, and the Nikkei 225 fell over 2%. Kioxia plunged 15%, SK Hynix slumped 11%, while Samsung Electronics and SoftBank followed the decline.

TradingKey - On July 16, Eastern Time, TSMC (TSM) released its second-quarter 2026 financial results. The company's revenue for the quarter reached TWD 1.27 trillion, up 36.0% year-on-year and 12.0% quarter-on-quarter. In US dollar terms, revenue was USD 40.2 billion, representing a 33.7% year-on-year increase and reaching the upper end of the previous guidance range of USD 39.0 billion to USD 40.2 billion.

TradingKey - As of July 15 Eastern Time, ASML US ADRs were priced at $1,815.27, rising 2.23% on the day and reaching an intraday high of $1,830. ASML's stock price strengthened significantly following the release of its earnings report, primarily because the company's second-quarter results exceeded market expectations and it raised its full-year revenue guidance once again.

With Solana holding key support near $78, is the $100 target for H2 2026 still on the table? Read our expert SOL price prediction and market analysis.

TradingKey - On July 15 (ET), ASML, the world’s largest photolithography machine manufacturer, stated that as demand for advanced chipmaking equipment continues to grow, the company has room to further increase prices for some of its products. ASML CFO Roger Dassen noted that the current market environment provides a favorable opportunity for equipment price hikes. The company is currently discussing pricing with customers, though specific increase magnitudes and implementation timelines have not yet been announced.

TradingKey - Is it finally the pickaxe sellers' moment? As HBM ramps, U.S. fabs break ground, and advanced packaging scales up, the investment case for semiconductor equipment stocks is quietly shifting.

Micron fell 7% on July 15 as China’s CXMT announced an $8.5B IPO and the US government considered new HBM export restrictions. At $904, the 50-day EMA and $869 support are all that stand between bulls and a deeper drop. KeyBanc says buy it.

The Bank of Korea's rate hike announcement triggered a stock market sell-off, with the KOSPI dropping 6%, Samsung Electronics falling over 8%, and SK Hynix plunging more than 11%.

TradingKey - On July 15 ET, the three major U.S. stock indices closed higher for the second consecutive trading session. An unexpected decline in the U.S. June PPI further reinforced expectations of cooling inflation, while the start of the corporate earnings season continued to exceed market expect

PayPal is at $55.41 on day two after the Stripe-Advent $60.50 bid drove a 17% surge. Polymarket prices an 82% deal probability. RSI near 80 is overbought. Here’s why $52.22 is the floor and $57.50 is the next decision point.

Japanese and South Korean stock markets opened sharply lower, with the KOSPI Index plunging 5% and the Nikkei 225 falling over 2%. SK Hynix led the decline with a drop of more than 9%, while Samsung Electronics, Kioxia, and SoftBank also followed the downward trend.

TradingKey - US inflation data continued to cool, boosting market expectations that the Federal Reserve will not need to raise interest rates significantly this year. The three major US stock indices all finished higher as mega-cap tech stocks strengthened, though chip and memory stocks faced a market sell-off. At the close, the Dow Jones Industrial Average rose 0.29% to 52,658.64 points; the Nasdaq Composite Index gained 0.62% to 26,269.23 points; and the S&P 500 Index climbed 0.38% to 7,572.40 points.

TradingKey - The latest Federal Reserve Beige Book shows that the U.S. economy continued to expand at a "slight to modest" pace from late May through June, with 11 out of 12 districts reporting growth, a performance slightly better than the previous period. On the macroeconomic front, the Beige Book indicated that the U.S. economy maintained a steady tone during the reporting period. Several districts reported that robust data center construction and machinery demand directly drove modest expansion in the manufacturing and construction sectors. In districts like San Francisco, while companies have reduced hiring, they are further directing capital into the AI field.

Tradingkey - Apple (AAPL) shares hit a new all-time high, reaching a peak of $328.53. As of publication, the stock was up 4.16% at $327.97. Reportedly, Apple has cleared a critical regulatory hurdle regarding AI compliance in China. On July 15, the Cyberspace Administration of China released its latest list of filings for on-device generative AI services, with seven AI products approved, including "Apple Intelligence."

TradingKey - According to Bloomberg, citing people familiar with the matter, Anthropic is moving forward with preparations for a mega IPO, with a potential listing as early as this October. Lead investment banks for the offering have begun arranging investor meetings for the coming weeks, and the company has previously submitted a confidential IPO filing.