TradingKey

TradingKey - As demand for AI computing power continues to heat up, two next-generation AI cloud service providers reported better-than-expected earnings results, reigniting market confidence in demand for AI infrastructure. In US trading on August 12, shares of Nebius (NBIS) surged 34% to close at $247.05, with intraday gains exceeding 40%, while CoreWeave (CRWV) rose 19% to close at $107.73.

TradingKey - On August 12 ET, Bloomberg reported, citing people familiar with the matter, that Anthropic is in talks to acquire AI startup Decart AI in a deal valued at approximately $6 billion.

TradingKey - Elon Musk recently stated at an internal SpaceX (SPCX) employee meeting that within the next five years, the AI business could account for approximately 99% of SpaceX's corporate value, by which time the company's overall valuation will reach an "astronomical figure."

TradingKey - On August 11, TSMC disclosed at the OCP APAC Summit that its 5.5x reticle size CoWoS advanced packaging solution has entered mass production. The solution can accommodate up to 12 HBM4 stacks and has been validated across products from multiple AI customers, with yield rates for certain AI chips consistently exceeding 98% and select cases even reaching 99%.

TradingKey - Oracle stock rebounds after a sharp decline as investors weigh new layoffs, rising AI spending, debt, backlog growth and upcoming earnings.

TradingKey - Alphabet stock fell to $342 as investors weigh rising AI spending, new debt, Google Cloud growth and regulatory risks. Here’s what GOOGL investors should watch next.

TradingKey - On August 13, Japanese and South Korean stock markets extended their strong performance in early trading. Samsung rose over 5%, SK Hynix gained over 7%, Kioxia climbed nearly 7%, and SoftBank rose over 2%.

TradingKey - U.S. July CPI data came in line with expectations, reducing the urgency for the Federal Reserve to tighten policy further. Performance within the tech and AI sectors was mixed, but the sectors as a whole remained supported by earnings fundamentals.

U.S. July CPI met market expectations, dampening Federal Reserve rate-hike expectations as trading remained active. The three major U.S. stock indices ended mixed, with AI hardware stocks leading the gains. At the close, the Dow Jones Industrial Average fell 0.04% to 53,770.27 points; the Nasdaq Composite Index rose 0.54% to 26,588.49 points; and the S&P 500 Index gained 0.26% to 7,748.50 points.

On August 12, Eastern Time, Cerebras Systems (CBRS), which went public in May this year, will report its second-quarter fiscal 2026 financial results after the market close. According to the company's previous guidance, its core revenue for the second fiscal quarter is expected to be approximately $194 million, up 88% from the same period last year.

SpaceXAI (SPCX) has officially launched Grok 4.6, further expanding into long-running agents, complex programming, and knowledge work scenarios. Upgraded from Grok 4.5, the model focuses on enhancing sustained execution capabilities for multi-step tasks, making it suitable for thematic research, information analysis, cross-codebase collaboration, and transforming product ideas into executable applications or work deliverables.

AMD posted strong Q2 ($11.5B revenue, +50% YoY) but stock broke $476 support. Now at $474.21 testing $455.38. Triangle breakdown, RSI 44 bearish.

On August 12, Eastern Time, SK Hynix ADR (SKHY) shares climbed back above $150. Reports indicate that Samsung Electronics and SK Hynix may announce new shareholder return plans as early as the end of August. The combined scale of returns from the two companies could exceed 200 trillion won (approxim

Applied Materials Q3 earnings tomorrow (Aug 13): $9B revenue expected, $3.36 EPS. Stock at $525.58 down 27% from peak. Company guides 30%+ equipment growth for 2026.

The U.S. SEC plans to launch two new crypto initiatives this week to address current regulatory gaps.

TradingKey - Data released by the U.S. Bureau of Labor Statistics on Wednesday showed that the U.S. Consumer Price Index (CPI) rose 0.1% month-over-month in July, rebounding significantly from a 0.4% decline in June, and increased 3.4% year-over-year, down from 3.5% in June. Both figures were largely in line with market expectations, indicating that U.S. inflation continues to cool slowly, though the overall level remains well above the Federal Reserve's 2% long-term target.

SpaceX crushed Q2 with 92% revenue growth and Starlink at 12M subs. Stock consolidating at $133.37 after channel breakout. $143.37 target next as RSI sits at 59.

Cisco Q4 FY2026 earnings tonight (Aug 12): $16.7-16.9B revenue, AI orders $9B+. Stock at $120.44 testing $119.65 support. Descending trendline caps upside at $124.62.

TradingKey - On Wednesday (August 12) Eastern Time, futures on the three major US stock indexes rose slightly in pre-market trading as the market awaited the release of US July CPI data. Strong AI earnings reports boosted risk appetite in tech stocks, with CoreWeave, Super Micro Computer, and Lumentum surging in pre-market action, driving Nasdaq 100 futures to lead the gains. However, oil prices remained hovering at high levels, and energy inflation risks stemming from geopolitical tensions remained a primary concern for the market.

Micron Technology's stock price has surged close to the $900 mark. Can the upcoming CPI data boost it to break through this level?