TradingKey

Multiple major US artificial intelligence platforms experienced service disruptions on Thursday morning local time. According to outage tracking website Downdetector, OpenAI, Anthropic's Claude, Elon Musk's xAI Grok, and AI coding tool Cursor all received a large volume of user outage reports.

Federal Reserve Governor Christopher Waller stated that while US inflation remains significantly above the Federal Open Market Committee's (FOMC) 2% target, recent data has shown signs of cooling. If data released over the next two weeks continues to improve, he would lean toward supporting keeping the federal funds rate unchanged; however, if August inflation rebounds, he may support a rate hike at the September 15–16 FOMC meeting.

TradingKey - MU closed at $956.08 as AI-memory demand stays exceptional and Taiwan labor risk emerges. Can a break above $970 target $1,034.50?

On September 3, Eastern Time, SpaceX (SPCX) shares touched near recent highs in early trading, rising over 5%. Oppenheimer analyst Timothy Horan reportedly stated that SpaceX is expected to be a winner in the short-term computing power shortage, raising the price target from $250 to $280 and assigning a "Buy" rating to SpaceX.

TradingKey - ORCL trades near $145.80 as OCI growth and a $638B backlog support the AI-cloud story. Can a break above $148.75 target $153-$159?

TradingKey - The impact of the AI compute race is spreading from core components such as GPUs and HBM to optical communications and data center interconnects.

TradingKey - NVDA trades near $224.41 as AI demand stays strong and MediaTek expands its ecosystem. Can a break above $230.49 target $236-$242?

TradingKey - On September 3, Snowflake (SNOW) surged over 24% in US pre-market trading to around $380. The company reported its latest financial results that significantly beat market expectations while raising its full-year guidance, with sustained growth in its AI-related business boosting investor confidence.

TradingKey - On Thursday (September 3) Eastern Time, futures on the three major U.S. stock indexes were mixed in pre-market trading. Global bond yields pulled back from highs, while U.S. Treasuries extended gains from the previous session, with the 10-year Treasury yield holding largely stable around 4.77%. U.S. ADP employment data for August came in below expectations, shifting market focus further toward Friday's non-farm payrolls report to assess the Federal Reserve's next monetary policy path.

TradingKey - DELL trades near $492.31 after a 15.8% earnings surge and $95B AI backlog. Can a break above $500-$513 extend the rally toward $536?

TradingKey - In U.S. pre-market trading on September 3, futures on the three major stock indices were mixed. As of press time, Dow futures were up 0.2%, S&P 500 futures gained 0.06%, and Nasdaq futures fell 0.07%.

TradingKey - On September 3, Tesla (TSLA) will officially unveil the Cybercab, purpose-built for autonomous taxis, in Austin, Texas.

TradingKey - On September 2 ET, Chinese AI company Moonshot AI initiated its Hong Kong listing process. According to Reuters, the company has confidentially submitted an A1 listing application to the Hong Kong Stock Exchange. The company declined to comment on the rumors.

TradingKey - AI data cloud company Snowflake (SNOW) delivered financial results significantly stronger than market expectations. Driven by revenue, earnings, and full-year guidance all exceeding expectations across the board, the company's stock surged over 23% in after-hours trading on September 2, breaking above $370.

Reports of U.S. semiconductor tariffs reportedly triggered a sharp plunge in Japanese and South Korean stock markets, prompting the South Korean presidential office to urgently intervene to defuse risks and stabilize the market. The KOSPI narrowly held the 6,500 mark, while losses in Samsung Electronics and SK Hynix narrowed.

TradingKey - The U.S. Bureau of Labor Statistics will release the August nonfarm payrolls report at 8:30 AM Eastern Time on September 4. Following hawkish signals from Federal Reserve Chair Warsh at Jackson Hole and rising international oil prices reigniting inflation concerns, this employment report will be one of the most critical macroeconomic data points ahead of the September FOMC meeting.

TradingKey - On September 3, Tokyo time, Berkshire Hathaway (BRK.a) (BRK.b) CEO Greg Abel was interviewed by CNBC's "Squawk Box" in Tokyo, focusing on topics such as Japanese investments, Google (GOOGL) parent Alphabet, AI data centers, the housing market, and capital allocation.

TradingKey - On September 3, Bloomberg reported, citing people familiar with the matter, that TikTok's parent company ByteDance has secured a syndicated loan of approximately $29.6 billion, making it the second-largest US dollar-denominated loan transaction in Asia in 2026.

TradingKey - After the market close on September 2 ET, Broadcom (AVGO) released its third-quarter earnings report. The data showed that AI revenue continued to maintain robust growth, but the stock price failed to rally in tandem, dropping over 6% in after-hours trading at one point. What is the reason behind this? Can Broadcom's stock still rise?

A weak ADP employment report ignited a bullish rally, driving gold firmly above the $4,400 mark while silver surged past $65.