TradingKey

TradingKey - NovoCure surged to $19.91 after Q2 2026 earnings released this morning. Revenue consensus was $172M growing 8.6% YoY. The story is Optune Pax's FDA approval and multi-indication expansion after June's TRIDENT trial disappointment. Here is the setup.

TradingKey - Micron rose 4% to $1,000 on Thursday driven by Google and Tesla's massive AI capex confirming memory demand, Nvidia's Vera Rubin boosting HBM requirements, and TrendForce flagging a NAND shortage. At $996, $992 resistance has been cleared.

TradingKey - In early Asian trading on July 24, Japanese and South Korean stock markets opened lower and continued to decline. Influenced by the sharp overnight pullback in US stocks and escalating geopolitical risks in the Middle East, market risk-off sentiment has risen markedly.

TradingKey - The market was hit by a double whammy of soaring oil prices and doubts about the return on AI investments sparked by increased capital expenditures at Google(GOOGL) and Tesla(TSLA). The three major U.S. stock indices plummeted. At the close, the Dow Jones Industrial Average fell 0.97% t

Bitcoin has dropped 50% from its $126K all-time high down to $64K. Explore why options data suggests this correction might be a prime buy signal.

Intel (INTC) released its second-quarter 2026 financial results after the U.S. market close on July 23, Eastern Time. As of press time, the stock rose 12.44% to $112.7. During the period, Intel's revenue increased by 25% year-on-year to $16.128 billion, significantly exceeding the market expectation of $14.42 billion by approximately 12%. CEO Lip-Bu Tan stated that this marked the company's strongest quarterly revenue growth in over fifteen years, driven by increased speed, stronger execution, and customer focus.

TradingKey - Increased capital expenditures from Google and Tesla rattled investors, while Brent crude’s rise to $100 pushed the 10-year U.S. Treasury yield to its highest level in nearly a year and a half, dampening market sentiment. The three major U.S. indices tumbled, led by declines in tech stocks, while memory stocks found support against the trend. At the close, the Dow Jones Industrial Average fell 0.97% to 51,711.65; the Nasdaq Composite Index dropped 2.15% to 25,137.69; and the S&P 500 Index declined 1.21% to 7,408.12.

On July 23, Eastern Time, Micron (MU) shares returned to the $1,000 mark, rising 4% to $1,000 as of press time. The upward movement in Micron's share price was primarily driven by three factors.

On July 23 ET, SpaceX (SPCX) shares hit a new all-time low, dropping to a minimum of $110.85 before rebounding. As of press time, the stock was up approximately 1% at $116.4. Gene Munster, founder of Deepwater Asset Management, stated on Wednesday that the likelihood of a merger between SpaceX and Tesla (TSLA) now appears greater. In a post on the social media platform X, he noted, "Before the conference call, I believed there was an 80% chance of these two companies merging in the next few years. Now, I have raised that probability to 90%."

On July 23, Eastern Time, the three major U.S. stock indices declined across the board. In their second-quarter earnings reports, both Alphabet (GOOGL) and Tesla (TSLA) saw free cash flow turn negative, as massive capital expenditures pressured their share prices. However, sector performance remained divergent, with memory stocks rising against the trend and the Philadelphia Semiconductor Index edging up 0.09%.

Super Micro Computer surged 24% after revealing a $60 billion record backlog and nearly doubling its gross margin guidance to 15-17% from 8.2-8.4%. Revenue came in near the low end. Here is what moved the stock and where it goes next.

Intel reported Q2 2026 earnings after the close on July 23. Revenue, EPS, Data Center growth, and the first 18A external foundry revenue update. Here is what the numbers say and where INTC goes next.

Micron shares rose in pre-market trading, nearing the $1,000 threshold once again, primarily driven by robust capital expenditures from Tesla and Google.

TradingKey - Following the completion of SpaceX's (SPCX) initial public offering, the value of the stake held by Google parent Alphabet (GOOGL) has drawn significant market attention. Based on SpaceX's post-IPO market capitalization and Alphabet's approximately 5% stake, the investment is currently valued at about $94 billion, making it one of Alphabet's most significant investments.

Tesla's profit margins plunged and its free cash flow turned negative, triggering an investor sell-off that sent its shares down more than 6%.

TradingKey - On Thursday Eastern Time, the three major U.S. stock index futures fell collectively in pre-market trading. Negative reactions following the earnings reports of Alphabet (GOOGL) and Tesla (TSLA) reignited market concerns regarding artificial intelligence capital expenditures and returns on investment; meanwhile, the escalation of the conflict between the U.S. and Iran pushed international oil prices sharply higher, as energy inflation and the risk of Federal Reserve rate hikes returned to the market focus.

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.