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Bloom Energy (NYSE: BE) In-Depth Analysis: Why do AI data centers need Energy Servers? Unpacking Oracle's 1.2 GW order, SOFC technology, 2–5 GW capacity, gross margin, cash flow, SMR competition, and 2030 valuation to determine whether BE's current stock price is overvalued.

TradingKey - On August 24 EDT, Reuters reported that Alabama Attorney General Steve Marshall announced he has issued a subpoena to OpenAI, officially launching an investigation into the breach of the open-source platform Hugging Face by the company's AI models.

Ahead of its earnings release, Nvidia has suffered a seven-day losing streak, with the key $200 round-number level facing a crucial test.

TradingKey - As of the Asian session on August 25, silver (XAGUSD) was consolidating below $70. The metal reached an intraday high of $69.94, briefly approaching the $70 psychological mark, before coming under pressure and retreating to trade near $68.20. Silver rose 6.56% last week and has gained over 18% in the past month, highlighting a significant strengthening of bullish momentum for silver amid a broader recovery in the precious metals market.

Micron shares plunged nearly 6% in a single day, triggering selling pressure, and the stock could face an 18% retest of its bottom going forward.

TradingKey - On August 25, Reuters reported that union members at South Korea's SK Hynix rejected a tentative wage deal previously reached with management by a very narrow margin on Tuesday, injecting fresh uncertainty into labor negotiations at the major global memory chipmaker. Following the news, SK Hynix shares dropped nearly 5% in intraday trading today, significantly underperforming the benchmark KOSPI index's roughly 2% decline, bringing labor talks back to the center of market attention.

Bitcoin rose over 3% today, briefly touching $80,000 to hit a more than three-month high.

TradingKey - Nvidia (NVDA) announced on Monday that the NVIDIA Groq 3 LPX, built on Groq technology, has entered full mass production, with related rack systems set to launch this year. Serving as a key component of the Vera Rubin platform, the Groq 3 LPX primarily targets the fast-growing AI inference market, further refining Nvidia's computing power layout from AI model training to real-world deployment.

Zcash (ZEC) surges toward the $900 mark, hitting an 8-year high and strongly outperforming BTC.

TradingKey - On August 24, Eastern Time, the three major US stock indexes closed mixed. Markets continued to digest valuation pressures on tech stocks, wait-and-see sentiment ahead of Nvidia's (NVDA) earnings report, expanded US economic pressure on Iran, and escalating US-Canada trade tensions. Whi

Japanese and South Korean stock markets tumbled at the open, with the KOSPI plunging over 4% to fall below the 6,500-point mark and the Nikkei dropping 800 points, as across-the-board slumps in Samsung and SK Hynix triggered heavy selling pressure.

Former US House Speaker Nancy Pelosi has filed a new financial disclosure. The filing shows that Pelosi significantly increased her position in Bloom Energy (BE) shares and options.

The US Treasury may use $950 billion from its Treasury General Account (TGA) to support US Treasury buybacks, easing US bond yields from their highs. However, Donald Trump's warning to raise tariffs on Canadian automobiles to 50% dampened market trading sentiment. The three major US stock indices ended mixed, as AI hardware stocks faced a sell-off and memory chip stocks led the declines. At the close, the Dow Jones Industrial Average rose 0.26% to 53,417.16; the Nasdaq Composite Index fell 0.76% to 25,980.19; and the S&P 500 Index slipped 0.28% to 7,652.86.

On August 24 Eastern Time, constituents of the Philadelphia Semiconductor Index fell across the board, with AI hardware stocks pulling back collectively. Memory, optical communications, and chip stocks led the decline.

Nvidia (NVDA) announced on Monday that SpaceX's (SPCX) artificial intelligence division, SpaceXAI, will deploy Nvidia Vera CPUs to develop and run next-generation agentic AI applications. The chips will be utilized across multiple projects, including the Grok chatbot, helping manage tasks among tool calling, code execution, data analysis, and model inference to reduce response times for AI agents.

On August 24, Eastern Time, Micron (MU) shares fell below the $900 mark again, dropping by as much as 7% intraday, but this does not indicate any change in the memory supply shortage landscape.

After Alibaba (BABA) announced a share placement, the market initially responded with a sell-off, but the stock price did not continue to slide. Meanwhile, several top investment banks maintain a positive outlook on the company.

TradingKey - MS Q2: Revenue $21.35B (+27% YoY), EPS $3.46 (+62%), ROE 20.7%, ROTCE 26.6%. Institutional Securities $11.04B (+44%), equities $6.30B (+69%), IB $2.44B (+58%). Wealth $8.86B (+14%), inflows $148.1B record, fee assets $3.02T. IM AUM $2.0T.

TradingKey - PLTR Q2: Revenue $1.935B (+93% YoY), U.S. comm $764M (+149%), U.S. govt $809M (+90%), EPS $0.41 (+18%). TCV $3.37B, NDR 157%, Rule of 40 155%. Guidance FY $8.15B (+82%). AIP wins head-to-head. 220 deals $1M+, 653 U.S. customers.

TradingKey - Michael Wilson, Chief U.S. Equity Strategist at Morgan Stanley (MS), warned that another significant surge in oil prices could become one of the biggest risks currently facing the U.S. stock market. He advised investors to appropriately allocate to energy stocks to mitigate the impact of spiking oil prices on equity portfolios.