TradingKey

TradingKey - On September 29 ET, memory technology company Netlist announced that it has filed a new complaint with the U.S. International Trade Commission (ITC), alleging that Micron (MU) and downstream products using the related technology infringe two High Bandwidth Memory (HBM) patents.

TradingKey - On September 30, Japanese and South Korean stock markets diverged, with Japanese stocks strengthening significantly while South Korean equities pulled back slightly. Over the three months ending September 30, the KOSPI fell a cumulative 18.8%, making it one of the worst-performing stock markets globally in the third quarter.

• Quarter-end rebalancing and cooling ETF inflows caused Ethereum's mild pullback. • Restrictive macroeconomic conditions and firm Treasury yields dampened institutional risk appetite. • Technical indicators show neutral MACD and RSI values alongside a buy signal.

TradingKey - On September 29 (ET), Bloom Energy (BE) closed up 10.8% at $291.25, touching an intraday high of $302.25, with trading volume reaching approximately 23.69 million shares, significantly above its recent average level. In the previous trading session, BE fell 8.95%, reflecting a marked increase in stock price volatility at elevated levels.

TradingKey - Intel’s data center sales are rising, but foundry losses and financing needs remain substantial. Here is the INTC stock outlook as of September 29, 2026.

TradingKey - CrowdStrike’s recurring revenue and cash flow are growing as it expands into AI agent security. Can those gains support CRWD stock near its recent high?

TradingKey - Palo Alto Networks has launched a new AI security service after reporting strong FY2026 growth. Examine PANW’s acquisitions, cash flow, guidance and valuation as of September 29.

TradingKey - Arm’s data center royalties and AGI CPU demand are growing, but its shares fell sharply. Here is the ARM stock outlook as of September 29, 2026.

TradingKey - Boeing (BA) won a development contract for the U.S. Navy's next-generation carrier-based fighter, the F/A-XX, in a deal valued at over $20 billion. Following the announcement, Boeing's stock rose more than 2% in after-hours trading to $191.81.

TradingKey - On September 29 ET, Reuters reported that a draft of Anthropic's IPO prospectus it obtained disclosed the company's revenue, losses, long-term compute spending commitments, and proposed listing governance arrangements.

• USD/JPY declined due to intervention risks and joint U.S.-Japan verbal warnings. • Narrowing interest-rate differentials and BOJ tightening reduced the dollar's yield advantage. • Month-end portfolio rebalancing flows and technical indicators influenced short-term market movements.

TradingKey - According to Reuters, Anthropic achieved nearly $4.6 billion in revenue in 2025, up approximately 12-fold year-over-year. About $2.16 billion was generated through the cloud marketplaces of Amazon (AMZN) and Google (GOOGL), accounting for 47% of its total annual revenue.

TradingKey - U.S. stocks closed modestly lower as long-term Treasury yields climbed to their highest levels since 2002 and U.S. consumer confidence fell short of expectations. Some technology stocks rebounded, optical communications shares outperformed, and bank stocks lagged.

TradingKey - On September 30, Japanese and South Korean stock markets rose in tandem during early trading, with tech stocks showing active performance. Japan's Nikkei 225 Index opened 0.99% higher at 66,128.59 points, with gains later expanding to 1.33% at 66,350.59 points. South Korea's KOSPI Index opened 1.06% higher at 6,943.47 points, and subsequently stood 1.03% higher at 6,941.91 points.

Uranium Energy’s fiscal Q4 2026 production rose 157% sequentially as Christensen Ranch doubled output and Burke Hollow completed its first full quarter.

Carnival beat all Q3 2026 guidance measures, posted record revenue and net income, and lifted adjusted EPS guidance to $2.24 despite higher fuel costs.

CarMax’s fiscal Q2 EPS rose 81% as retail and wholesale volumes increased, CAF income grew and SG&A per unit declined.

Concentrix Q3 2026 earnings call: revenue fell 0.5% in constant currency, margins expanded, AI revenue passed 50%, and Q4 guidance was reduced.

• Meta introduced Muse for Small Business to expand enterprise artificial intelligence workflows. • Commercial software deployments provided investors with clear evidence of return on investment. • Technical indicators and bullish market sentiment drove strong institutional buying interest.

US stocks edged lower as US Treasury yields climbed to multi-year highs again. Some tech stocks rebounded, with optical communications shares leading the gains and bank stocks leading the declines. At the close, the Dow Jones Industrial Average fell 0.26% to 51,349.92; the Nasdaq Composite Index slipped 0.09% to 26,797.54; and the S&P 500 Index dropped 0.17% to 7,670.84.