TradingKey

• Marvell gained momentum from optimism surrounding AI infrastructure and data center connectivity. • Technical indicators show a MACD buy signal and a neutral RSI reading. • The company reports annual revenue of $8.19B and net profit of $2.67B.

• Western Digital regained ground amid institutional dip-buying and mass-capacity storage demand. • Enterprise drive supply constraints and AI workloads support long-term order visibility. • The stock recorded an annual revenue of $12.92B.

• Oracle stock rebounded after five consecutive losses due to dip-buying. • Q1 cloud revenue growth and AI demand supported bullish investor sentiment. • High capital expenditure plans and leverage caused ongoing intraday market volatility.

TradingKey - LEN closed at $80.07 ahead of Q3 earnings and the Fed decision. Can $80.73 resistance break and reopen $84.17-$84.83?

Ispire’s Q4 FY2026 revenue rose 32.5% year over year to $26.7 million, while its GAAP net loss narrowed to $13.8 million, or $0.24 per diluted share. Adjusted EBITDA loss improved to $2.3 million from $4.4 million, but gross margin fell to 6.3% from 12.3% after inventory impairments. For the full fiscal year, operating cash use improved to $569,000 from $7.4 million. Investors now need to monitor margin recovery, credit losses, liquidity, and the ramp of Malaysia manufacturing and Vapor ODM.

• Arm Holdings rose due to a technical rebound after a recent tech selloff. • The company generates revenue through upfront licensing fees and per-chip royalties. • Arm reports an annual revenue of $4.92 billion and a net profit of $904 million.

• Intel discussed potential manufacturing partnerships with SK Hynix for memory chip production. • Altera confidentially submitted a draft registration statement for an initial public offering. • Intel reported an annual revenue of $52.85B and a net profit of $-267.00M.

• Starship test flight in late September boosts investor confidence and institutional buying. • Nasdaq-100 index rebalancing increases SpaceX weighting and drives passive institutional inflows. • Annual revenue reached $18.67B while net profit registered at negative $4.94B.

• Dell raised full-year revenue guidance due to strong artificial intelligence infrastructure demand. • Broad infrastructure modernization and favorable pricing dynamics expanded operating margins exceeding consensus. • The stock exhibits a MACD buy signal with an extremely bullish market sentiment.

• AMD shares rose amid sector momentum and institutional interest in AI hardware. • The company reported $34.64 billion in latest annual revenue. • Technical indicators show a MACD buy signal and an RSI of 57.880.

TradingKey - On September 16, Eastern Time, U.S. Census Bureau data showed that retail and food services sales in August increased by 1.2% month-over-month, beating the FactSet survey estimate of 0.7% and marking the largest monthly gain since March 2026. Sales grew 6.0% year-over-year. The July month-over-month decline was revised from 0.6% to 0.5%.

TradingKey - On September 16, Novo Nordisk (NVO) announced a partnership with artificial intelligence company Anthropic to leverage Claude and related AI models to support drug discovery and development, while further advancing the application of AI in scientific research and software development.

TradingKey - CRM closed at $255.65 as Dreamforce shifts focus to AIforce and Agentforce growth. Can $268.31 unlock $281.48-$296.09?

• Cocoa futures rose as West African crop supply expectations deteriorated. • Higher proposed farmgate prices reduced immediate port bean deliveries. • Analysts reduced global cocoa surpluses due to structural deficit risks.

TradingKey - After the market close on September 15, Eastern Time, Trip.com Group (TCOM) released its unaudited financial results for the second quarter of 2026. The company's revenue and adjusted earnings per ADS both exceeded market expectations, while revenue from its international platforms grew over 50% year-over-year.

TradingKey - On Wednesday (September 16) Eastern Time, futures tied to the three major US stock indexes rose in pre-market trading. As the countdown to the Federal Reserve's interest rate meeting begins, US stock and bond markets saw a slight rebound, while international oil prices, which had previously been strengthening, temporarily lost upward momentum as investors await the rate decision and the latest policy guidance.

TradingKey - MU closed at $927.60 as memory shortages remain severe and Taiwan labor risk rises. Can $898.59 support hold and restart the rebound?

TradingKey - On September 16, Nokia Defense, the defense business unit of Nokia (NOK), and C3IA, a UK-based systems engineering and security services firm, announced the signing of a memorandum of understanding (MoU). Reached during the Defense Vehicle Dynamics (DVD) 2026 exhibition in the UK, the partnership will integrate advanced connectivity technologies with defense systems integration capabilities to jointly support the digital transformation of the UK defense sector.

• West Texas Intermediate crude declined due to unexpected U.S. commercial inventory builds. • Macroeconomic caution and a stronger U.S. dollar reinforced the downward price pressure. • Ongoing Middle East supply risks and technical indicators limited the overall downside.

TradingKey - SpaceX (SPCX) announced on September 15 local time that the 14th Starship test flight could take place as early as September 22, marking its first attempt to send the spacecraft into Earth orbit.