TradingKey

• Marvell expanded its GlobalFoundries manufacturing agreement to boost silicon-germanium production. • Analysts highlighted an expanding total addressable market for custom AI chips. • Bank of America suggested management AI projections might be overly conservative.

• Arista raised its full-year revenue outlook amid strong artificial intelligence data center demand. • The stock displays a MACD buy signal and a neutral RSI reading. • Latest annual revenue reached $9.01 billion with net profit at $3.51 billion.

TradingKey - AAPL closed at $332.41 near record highs as Apple expands its AI strategy. Can $328.65 support hold and unlock $344.38?

On September 17 ET, the day after the Federal Reserve announced a rate hike, Micron (MU) surged over 5%, with its stock price reclaiming $980. Citi noted in its latest research report that as AI transitions from simple training and inference to an era of "continual learning," demand for HBM, server DDR5, and enterprise solid-state drives (eSSD) will experience simultaneous explosive growth starting in 2027.

• Dell shares rose on institutional demand for its AI infrastructure leadership. • The company reported record order backlogs and strong enterprise hardware demand. • Upcoming S&P 100 index inclusion generated increased institutional buying interest.

• SanDisk showed positive price performance driven by institutional buying and AI demand. • Latest annual revenue reached $20.25B with a net profit of $11.43B. • Analysts rated the company as Buy with an average price target of $2124.18.

• BHP shares rose due to rebounding iron ore and copper commodity markets. • Copper surpassed iron ore as the primary contributor to group earnings. • Analysts maintain Hold ratings with an average price target of $75.92.

• Tesla shares gained momentum from charging infrastructure expansion and strong institutional sentiment. • Deliveries of the new Model Y variant and China pricing adjustments supported sentiment. • Technical indicators show a buy signal alongside high media coverage and analyst backing.

• Starship test flight anticipation drives recent upward share price movement. • Multi-billion-dollar artificial intelligence contracts successfully diversify company revenue streams. • Annual revenue reaches $18.67 billion with a net profit of -$4.94 billion.

TradingKey - BA closed at $201.96 after a 3.69% drop as 737 MAX and 787 production ramps slow. Can $197.12 support stabilize the stock?

• Wall Street upgrades and AI demand drove Intel's strong upward momentum. • Preliminary manufacturing partnership talks with SK Hynix bolstered market sentiment. • Intel's annual revenue reached $52.85B with a net profit of $-267.00M.

• Oracle reported strong Q1 FY27 results driven by cloud infrastructure revenue growth. • Larry Ellison canceled his pre-arranged stock disposition plan without selling shares. • Analysts rate the company Buy with an average price target of $247.89.

• AMD shares gained amid strong institutional demand for AI compute infrastructure. • Technical indicators show a MACD buy signal and extremely bullish market sentiment. • Annual revenue reached $34.64 billion with an average analyst price target of $605.05.

• Micron opened a new assembly facility in Sanand, India, shipping memory to Dell. • Analysts highlighted Micron's structural growth opportunities and modest valuation relative to forward outlook. • Technical indicators show a neutral MACD, neutral RSI, and a buy Williams %R.

• Arm Holdings surged due to strong management commentary on AI processor revenue conversion. • Eased supply chain bottlenecks and robust semiconductor demand restored institutional investor confidence. • Favorable macroeconomic conditions and neutral technical indicators supported the broader sector rally.

TradingKey - On September 17, Eastern Time, Nvidia (NVDA) opened up more than 2%, with market attention focused on Jensen Huang's latest forecast for 2027 chip sales.

TradingKey - CoreWeave (CRWV) saw a sharp reversal in pre-market trading, initially surging over 7% before turning lower to drop approximately 2.59%. The weakening market sentiment was mainly driven by the company's announcement of a new financing plan.

TradingKey - INTC closed at $101.05 after a 4.03% rally as SK Hynix talks boost foundry hopes. Can $106.10 unlock 112.03-116.62?

TradingKey - In US pre-market trading on September 17, Arm Holdings (ARM) rose over 5%. CEO Rene Haas recently stated that the company's confidence in converting customer demand for AGI CPUs into revenue continues to strengthen.

TradingKey - Tesla's (TSLA) Robotaxi business has recently faced a new stress test. On one hand, Waymo continues to expand its autonomous taxi network and has announced plans to enter the Tokyo market in 2027. On the other hand, just as the commercialization of Tesla's Cybercab gets underway, it has come under further scrutiny from the National Highway Traffic Safety Administration (NHTSA).