TradingKey

TradingKey - As the Bank of Japan (BoJ) enters a tightening cycle, Japanese government bond (JGB) yields have been rising steadily. However, the recent sharp selloff in Japan bonds appears unusually severe.

TradingKey - May 26, 2025.As of this writing, BYD's H-shares closed with daily losses widening to 8.38%, wiping out over 100 billion yuan in market value.  

The Bitcoin 2025 Conference officially kicks off tomorrow, with U.S. Vice President J.D. Vance and several high-profile industry figures attending the event.  

U.S. President Donald Trump has agreed to postpone the 50% tariff on the European Union for one month, triggering a Bitcoin price rebound, bringing BTC close to the $110,000 mark once again.  

TradingKey - As CEO Elon Musk shifts his focus back from the U.S. Department of Government Efficiency (DOGE) to Tesla’s core businesses — including Autopilot development and robotics — Tesla shares have accelerated their rebound. After reaffirming that he will remain CEO for the next five years...

TradingKey - Amid escalating tariff threats and concerns over weakening product momentum, Apple (AAPL.US) has seen its stock fall for eight consecutive days, making it the only member of the “Magnificent Seven” tech giants to decline during a broader market rebound in May. Some observers are now...

TradingKey - After U.S. President Donald Trump hinted at his support for a planned partnership between Nippon Steel and U.S. Steel, shares of Nippon Steel rose 5% on Monday, May 26. However, Trump’s vague wording suggests that this major acquisition may still face twists and turns ahead.

The market, however, seems to underprice NOV more akin to a cyclical, margin-sensitive commodities player rather than a structurally repositioned energy and industrial enabler with inherent leverage to infrastructure, decarbonization, and digitalization trends.

But as the momentum on earnings starts to normalize and valuation squeezing gets closer, the Q1 print can be the fulcrum for how markets discern hardness from exuberance.

In contrast with the general assumption that Eli Lilly (LLY) is priced for perfection, the Q1 2025 numbers indicate the company's stock is in the nascent stages of a strategic turning point.

For decades, Uber (UBER) has been unfairly stereotyped as a growth-at-all-costs, volatile, unprofitable gig platform that is always reliant on growth, incentives, and subsidies. That narrative is now fundamentally shattered.

TradingKey - Japan's bonds are currently experiencing a wave of sell-offs. This week, a surprisingly weak auction for 20-year bonds led to a spike in yields, causing a severe decline in long-term bonds.

Tradingkey - The general story in the case of AMD (AMD) today is one of decent growth, careful optimism, and competitive catch-up.

TradingKey - The stock market is sending mixed messages about Hims & Hers Health (HIMS). On the plus side, the shares are trading higher by approximately 16% for the day, continuing a red-hot YTD run; on the other, the stock looks overvalued on paper with GAAP P/E and EV/EBITDA multiples several tim

TradingKey - Few stocks embody the beat of AI infrastructure demand more than Super Micro Computer (SMCI). Having emerged as a leading rack-scale integrator to hyperscalers and AI-born workloads, Supermicro has been surfing the wave of Nvidia’s GPU supremacy with almost uncanny coordination. 

TradingKey - Bitcoin 2025 — the world’s largest Bitcoin-focused event — is set to take place from May 27 to 29, 2025, in Las Vegas. Hosted by BTC Inc., the conference has become a major global platform for showcasing innovation, fostering business collaboration, and strengthening the Bitcoin ecosyst

While Trump administration officials dismissed Moody’s assessment, investors have responded by increasing allocations to safe-haven assets. Crypto markets could benefit from declining trust in the U.S. dollar, but regulatory and policy shifts remain key factors to watch.

TradingKey – On May 20 (ET), during the Qatar Economic Forum, Elon Musk stated that he would remain CEO of Tesla for the next five years and significantly reduce his political spending. This move helped ease some investor concerns about his ability to stay focused on running Tesla.

As Japan and the U.S. prepare to launch a new round of trade negotiations, the Japanese stock market rallies significantly.  

TradingKey - On Thursday, May 22nd, U.S. solar stocks experienced an intraday plunge as President Trump's tax bill slashed tax credits for clean energy, more aggressively than anticipated.