TradingKey

【In-Depth Analysis】TradingKey - Forget the image of massive nuclear plants costing billions and taking decades to build. While they’ve long been the backbone of the grid, they’re starting to feel clunky in today’s fast-evolving energy landscape.

TradingKey - After announcing plans to raise more than $2 billion to purchase bitcoin, pro-crypto President Donald Trump has made another move into the cryptocurrency sector. On Tuesday (the 3rd), the New York Stock Exchange filed an application with the U.S. Securities and Exchange Commission (SEC)

TradingKey - The candidate from South Korea's Democratic Party, Lee Jae-myung, has officially been confirmed as the winner of the 21st South Korean presidential election and will assume office immediately. Investors' confidence was boosted by Lee’s victory, as he seeks to end political turmoil and..

We expect its revenue to grow by 22% to 4.4 billion US dollars by 2025. Advertising and AI will improve its profit margins. We set a target price of $92.3 for it and are optimistic about its long-term competitiveness in the metaverse and interactive entertainment fields in the long term.

As signs of economic recovery emerge and the pace of RBNZ rate cuts slows, the New Zealand dollar is anticipated to continue appreciating against the U.S. dollar.

TradingKey - Cathie Wood's ARK Invest, known for its strong support of Tesla, surprisingly reduced its holdings by 50,000 shares over three consecutive days last week, just before the anticipated launch of Tesla's Robotaxi. 

On Tuesday, June 3, TSMC (TSM.US) CEO C.C. Wei told shareholders that while U.S. tariffs have had some impact on business, demand for AI remains robust and continues to outstrip supply.

Marvell's (MRVL) valuation now looks extended to conventional investors, with a 22.87x forward non-GAAP earnings multiple and 60.04x forward GAAP P/E. On the surface, this looks overdone, particularly with a D- grade for valuation and price-to-sales ratios over 135% above the industry average.

Adobe's (ADBE) Q1 FY25 results show a company under the process of a strategic transformation that transcends margin sustainability or AI jargon.

Tradingkey – Robinhood has completed the acquisition of cryptocurrency exchange Bitstamp for $200 million in cash, quickly securing operating licenses, liquidity resources, and an established institutional customer base across multiple global markets.

Unlike the general perception that semiconductor spending is cyclical and now overextended, Applied Materials' (AMAT) Q2 FY2025 results provide a strong argument for structural re-rating. 

TradingKey - Apple’s Worldwide Developers Conference (WWDC) 2025, set to kick off on June 9, is under intense global scrutiny from the tech industry, consumers, and investors—particularly for updates on Apple Intelligence and its broader software roadmap. However, reports suggest that Apple's AI...

TradingKey - Although the easing of U.S.-China tariff tensions briefly slowed the selloff in dollar assets, the Trump administration’s proposed tax on foreign capital has delivered another heavy blow to the greenback. With the U.S. Dollar Index (DXY) down more than 8% year-to-date, the dollar is...

CoreWeave posted $982 million Q1 2025 revenue, reflecting 420% YoY growth and a 62% adjusted EBITDA margin.The company holds a $25.9 billion revenue backlog, with over 90% of revenue from prepaid, multi-year infrastructure contracts.

TradingKey - Japan's 10-year government bond auction demand reached its highest level since April 2024, driven by rising yields that attracted investors. 

MicroStrategy Inc. (MSTR), newly renamed "Strategy," is not merely a software company anymore, it's now the world's most brazen Bitcoin proxy.

Shopify's (SHOP) Q1 2025 numbers send one very strong message: the business is operating at the unique overlap of scale, profitability, and product depth.

UnitedHealth Group's (UNH) Q1 2025 earnings report can look strong at first glance, $109.6 billion in top line, $6.85 GAAP EPS, $7.20 adjusted EPS, $5.5 billion operating cash flow. Below the surface, however, is a strategic reset.

TradingKey - President Donald Trump’s frequent reversals on tariff policy have given rise to a popular trading narrative on Wall Street known as “TACO” (Trump Always Chickens Out)—the idea that market volatility can pressure Trump into backing down from aggressive trade policies, leading to sharp...

TradingKey - The "One Big Beautiful Bill", Moody's downgrade of the U.S. sovereign credit rating, underwhelming U.S. Treasury auction results, and fading expectations for Federal Reserve rate cuts collectively triggered the U.S. Treasury turmoil on 21 May 2025.