TradingKey

• Cisco faces slowing demand for traditional campus switching and routing equipment. • Revenue growth faces short-term friction due to the transition toward subscription models. • Institutional investors are reducing exposure amid broader macroeconomic and interest rate uncertainty.

TradingKey - Bank of America posted Q2 2026 net income of $9.1B, EPS of $1.21 (beat by 7.7%), revenue up 15%, and its 17th consecutive quarter of trading growth at +33%. The stock broke out above $61. Here’s what $63 needs.

TradingKey - On July 16 (ET), according to data released by the U.S. Department of Commerce on Thursday, retail and food services sales in June rose 0.2% month-on-month, in line with market expectations and marking the fifth consecutive month of growth. The figure for May was revised upward to 1% from an initial reading of 0.9%.

TradingKey - SpaceX (SPCX) will conduct the 13th Starship test flight at 5:45 p.m. local time on Thursday at the Starbase facility in South Texas. This marks not only the second flight of the Starship V3 version but also the first major flight test since SpaceX completed its IPO, drawing significant attention from capital markets.

TradingKey - Intuitive Surgical reports Q2 2026 after the close today with consensus EPS of $2.50. The stock is down 30% this year despite beating estimates four quarters running. At $389 in a descending channel, tonight’s print is the catalyst the chart needs.

TradingKey - On July 16, Eastern Time, the three major US stock index futures were mixed in pre-market trading. As of press time, Nasdaq 100 index futures fell 0.91%, S&P 500 index futures declined 0.28%, and Dow Jones index futures rose 0.12%.

TradingKey - Streaming giant Netflix (NFLX) will report its second-quarter 2026 results after the U.S. market close on Thursday. Following a year of continuous stock price adjustments, this earnings report is not only about quarterly performance but is also viewed by the market as a critical test of whether Netflix's growth logic remains intact.

TradingKey - BlackRock reported Q2 2026 EPS of $13.91, beating estimates by 10.84%, on $7.08B revenue and a record $15.3T AUM. $192B flowed in during the quarter. The stock is at $1,092 eyeing the $1,154 record high. Here’s the full breakdown.

TradingKey - Nvidia (NVDA) CEO Jensen Huang visited Tokyo this week, marking a reunion spanning 30 years and establishing a series of industrial collaborations that position Japan at the center of Nvidia's global physical AI strategy.

TradingKey - After a frenzied rally in its early listing stage, the premium on SK Hynix (SKHY) ADRs is rapidly receding. During U.S. trading on Wednesday, July 15, SK Hynix ADRs closed down 9% at $176.46, with the premium over its South Korean underlying shares narrowing to approximately 26%. This figure had reached as high as 51% on Tuesday, July 14.

TradingKey - Global foundry leader TSMC (TSM) has once again delivered financial results that far exceeded market expectations. Its newly released Q2 2026 earnings report not only set several historical records, but the company also simultaneously raised its full-year revenue growth guidance and cap

• Improved West African growing conditions are easing global cocoa supply deficit concerns. • High confectionery costs are causing reduced cocoa processing volumes and weakened demand. • Increased port arrivals and favorable weather are prompting hedge fund long liquidations.

• US gasoline and distillate stockpiles rose despite peak summer driving season demand. • Non-OPEC+ production growth from the Americas is offsetting existing output quotas. • Weak Chinese industrial activity and a stronger US dollar pressure crude prices.

A comprehensive analysis of the reasons behind S&P's downgrade of Oracle to BBB-, examining the $638 billion in RPO, $90 billion to $95 billion in capital expenditures, $260 billion in lease commitments, $19 billion in new purchase obligations, the return on investment for AI infrastructure, and the conditions for further downgrades.

The Japanese government announced the procurement of a large volume of Nvidia Rubin chips, yet the company's stock price declined instead of rising.

• Silver prices fell as strong US economic data prompted higher interest rate expectations. • Weakening global manufacturing data reduced industrial demand for silver and triggered institutional selling. • Technical indicators suggest silver is currently oversold following a decline in safe-haven hedging.

• Rising US Treasury yields and a strong dollar drive Ethereum's downward price pressure. • Spot Ethereum ETFs are experiencing net outflows amid shifting institutional risk appetite. • Increased exchange inflows and reduced derivatives open interest indicate cautious market positioning.

• Heatwaves in Europe and Russia are lowering wheat yield expectations and exportable supplies. • Global ending stock revisions suggest a tighter supply cushion against rising import demand. • A weaker US Dollar and shifting institutional positioning are supporting agricultural futures prices.

• Bitcoin declined due to tightening global liquidity and a strengthening US dollar. • Institutional demand for spot Bitcoin ETFs has slowed amid tactical profit-taking. • High leverage led to significant liquidations in the derivatives market during volatility.

• Solana price declined due to rising US Treasury yields and a stronger dollar. • Tactical profit-taking and long liquidations intensified selling pressure across the derivatives market. • Institutional capital inflows have stagnated as investors shift to defensive, risk-averse portfolio mandates.