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An in-depth analysis of GE Vernova (NYSE: GEV): AI data centers are driving up demand for gas turbines and grid equipment, with order backlogs extending years into the future. This article breaks down GEV's Power and Grid segments, the front-loading of gas turbine orders, sales opportunities per GW for data centers, its 2028 earnings trajectory, and fair valuation to assess whether the current stock price has already priced in future growth.

As Robinhood enters IPO underwriting for the first time, can its stock price surge to an all-time high of $153?

TradingKey - As of the Asian session on September 8, WTI crude oil prices (USOIL) continued to fluctuate at elevated levels, with the latest price trading near $92.30, up 1.2% intraday, after touching a nearly two-month high of $93.29. Over the past week, WTI has gained nearly 10% cumulatively. The reignited US-Iran conflict, shipping restrictions in the Strait of Hormuz, and OPEC+ pausing further production increases have combined to provide sustained upward momentum for oil prices.

Biden's son plans to launch the memecoin LAPTOP, with a total supply of 1 billion tokens.

TradingKey - On September 7, Eastern Time, U.S. financial markets were closed for Labor Day, leaving global trading relatively light. However, the escalating U.S.-Iran conflict pushed international oil prices to a six-week high, reigniting market concerns over energy inflation and monetary policy ti

Japanese and South Korean markets diverged at the open. The KOSPI strongly breached the 7,000 mark, while Japanese equities adopted a wait-and-see stance ahead of Japan's GDP data. SoftBank, Samsung Electronics, and SK Hynix continued to extend gains.

According to industry sources cited by South Korean media outlet *Economy Tribune*, Apple (AAPL) is set to sign a long-term agreement (LTA) for NAND flash memory in the near future, though the counterparty, procurement volume, and pricing terms have not yet been disclosed. Citi noted in a report that the market widely speculates Kioxia may be the partner for this NAND LTA, although neither Apple nor Kioxia has officially confirmed the arrangement.

South Korean brokerage KB Securities pointed out in its latest research report that memory semiconductor inventories at Samsung Electronics and SK Hynix (SKHY) have fallen to less than 10 days of supply, and available supply will be significantly insufficient next year.

Citi maintains a bullish forecast for gold (XAUUSD) prices, with a 3-month target of $4,800/oz and a 6-to-12-month target of $5,000/oz, both above the current spot gold price of around $4,400. The bank believes that if normal shipping through the Strait of Hormuz resumes in the fourth quarter of 2026, falling energy prices could serve as a key catalyst for the next leg of the gold rally.

TradingKey - AMD closed at $477.57 after a 4.69% surge as Data Center growth accelerates. Can $478.30 unlock $499-$518?

According to the latest memory industry research from TrendForce, a significant rise in conventional DRAM contract prices in the second quarter of 2026 drove total DRAM industry revenue up 59.5% quarter-on-quarter to nearly $154.73 billion.

TradingKey - INTC closed at $95.80 after a 4.5% rally as AI-server demand improves. Can a break above $97 unlock $103-$110?

TradingKey - Strong demand for memory from AI data centers is driving up the costs of smartphones and PCs. On September 7 ET, according to a report by The Verge, as demand from AI data centers for high-bandwidth memory (HBM) and server DRAM continues to grow, memory manufacturers are increasingly allocating limited production capacity to AI-related products with higher profit margins and more stable orders.

TradingKey - Oracle (ORCL) is set to release its first-quarter fiscal 2027 earnings report, which could serve as a key juncture for the market to reassess its AI strategy.

TradingKey - MU closed at $1,016.59 after a 6.1% surge as AI-memory demand stays tight. Can $959 support hold and open $1,034-$1,164?

TradingKey - On September 3, Eastern Time, OpenAI launched its next-generation flagship model, GPT-6 Astra. On September 6, Nvidia (NVDA) CEO Jensen Huang posted on X to congratulate the OpenAI team, stating, "It took only four years from ChatGPT to o1 to Astra. AGI has arrived, and 400K GPUs are coming online soon."

TradingKey - SNDK closed at $1,740 after a 11.9% surge as AI-storage demand stays strong. Can $1,720 support hold and open $1,825-$1,941?

TradingKey - Apple's (AAPL) Fall 2026 product launch has finally entered the countdown.

TradingKey - Monday, September 7 (ET) is US Labor Day, and US stock markets will be closed all day. Stock and options markets on the New York Stock Exchange and Nasdaq will both be closed. US stocks will resume normal trading on Tuesday, September 8, with regular trading hours beginning at 9:30 AM ET.

TradingKey - International oil prices continued to rise on Monday, extending the strong performance from the previous week.