TradingKey

TradingKey - AVAV jumped 35%+ in 3 days on a 133% revenue beat and a $500M Army counter-drone contract. At $190 with a 1.4 book-to-bill and Investor Day on July 8, here’s what traders need to know.

TradingKey - Samsung Electronics is currently conducting third-quarter DRAM price negotiations with downstream customers, aiming to raise the average selling price (ASP) by up to 20% compared to the previous quarter. Among the products, low-power DRAM (LPDDR), which faces supply bottlenecks in both the server and mobile segments, is expected to see price increases even exceeding 20%.

TradingKey - On July 3, Eastern Time, according to industry sources, Meta is in talks with Samsung over a custom AI chip foundry order worth over 10 trillion won. The plan is to mass-produce hundreds of thousands of units of its self-developed AI accelerator, the MTIA, using a 2-nanometer process, covering two generations of products: MTIA 450 and MTIA 500. The first two generations of MTIA chips were manufactured by TSMC. The shift to Samsung this time is driven by reasons beyond just capacity constraints.

TradingKey - Alphabet grew Google Cloud 63% to $20B in Q1 2026 and has a $462B backlog — but free cash flow margin fell from 21% to 9%. GOOGL at $359 with a short setup targeting $341. Here’s the full picture.

TradingKey - Meta hit $55B in ad revenue in Q1 2026 with impressions and pricing both rising. Now at $583, with a channel breakdown targeting $540. Is the AI capex bet too expensive?

TradingKey - On July 3, Seoul time, South Korean Deputy Prime Minister and Minister of Economy and Finance, Koo Yun-cheol, announced that the South Korean government will promote major enterprises to invest over 312 trillion won (approximately $204 billion) in the southeastern Yeongnam region, focusing on the development of advanced industries such as semiconductors, artificial intelligence, and aerospace. On the same day, the Korea Aerospace Administration (KASA) also announced its national space strategy in Jinju: to establish a low-Earth orbit satellite communication network consisting of hundreds of satellites by 2035, and to achieve a moon landing by 2030.

• Direct Stocks reached one billion dollars in assets under management within thirty days. • BNB Agent Studio launched to streamline AI developer engagement and on-chain activity. • The exchange navigated European MiCA regulatory headwinds while maintaining global liquidity stability.

TradingKey - During the Asian trading session on July 3, South Korean stocks surged, with Samsung Electronics shares jumping over 8%. On the news front, two rumors regarding AI chip foundry cooperation are circulating simultaneously: Meta Platforms (META) is reportedly considering outsourcing the production of custom AI chips valued at over 10 trillion won to Samsung; Anthropic is also reportedly in talks with Samsung regarding foundry services for its self-developed chips. For Samsung’s foundry division, this may be a turnaround opportunity they have been waiting four years for.

TradingKey - On July 2 local time, Tesla (TSLA) released its production and delivery data for the second quarter of 2024, delivering a report card that far exceeded market expectations.

• Ethereum prices stabilized following shifts in Federal Reserve interest rate expectations. • Spot Ethereum ETFs recorded positive net inflows, signaling renewed institutional demand. • Derivative market positioning and European regulatory progress support current sentiment stabilization.

TradingKey - Recently, SanDisk's (SNDK) share price has exhibited a clear pattern of high-level consolidation following a massive rally. As of the close on July 2, Eastern Time, SanDisk's stock price plummeted 14.13%, with the after-hours price rebounding slightly to $1,762.01. Since the beginning o

SpaceX's debut bond continues to weaken, which will lower its valuation ceiling, though this may be offset in the short term by the positive news of its potential inclusion in the Nasdaq.

TradingKey - During the Asian trading session on July 3, the South Korean stock market staged a major rebound after falling nearly 10% over the previous two trading days. As of the close, the South Korean KOSPI Index surged 5.76% to end at 8,088.33 points; Samsung Electronics closed up 8.22%, and SK Hynix closed up 10.88%. Behind the stock price rebound were two pieces of industry news: rising chip prices and falling substrate prices. Between these price increases and cost reductions, the memory giants fully demonstrated their pricing power across the upstream and downstream supply chain.

TradingKey - As of the Asian session on July 3, silver (XAGUSD) prices extended the post-nonfarm payrolls rebound sentiment from yesterday, climbing back above $62. Technical analysis indicates that silver may continue to rally, with prospects of testing the $70 mark.

This article analyzes the valuation logic of the three major cloud providers—Microsoft, Amazon, and Google—in light of AI capital expenditures, token cost control, Meta's rumored resale of computing power, and the risk comparisons with Oracle. It discusses whether the period of precise AI usage calc

Japanese and South Korean stock markets staged a sharp V-shaped recovery. The KOSPI Index surged over 5%, while SK Hynix skyrocketed nearly 11%, Kioxia jumped over 9%, and Samsung Electronics surged over 8%. SoftBank was the sole decliner.

TradingKey - Michael Burry, the "Big Short" famous for his precise prediction of the 2008 subprime mortgage crisis, has once again dropped a bombshell on the market. He has established a short position in Micron Technology (MU) at a price of $1,051.87, pointing directly to significant downside risk in the memory chip giant's stock price.

TradingKey - During the Asian trading session on July 3, global memory chip giant Kioxia announced that it has officially begun sampling its 10th-generation BiCS FLASH 3D flash memory products to customers. Featuring a 332-layer stacked architecture, this 1Tb TLC chip directly targets the explosive demand for high-capacity, low-power storage in AI data centers, marking a new phase in the "memory war" surrounding AI infrastructure.

• The New Zealand Dollar rose against the US Dollar following weak US labor data. • Market-implied odds for a September Federal Reserve rate hike declined to 52 percent. • China’s resilient services sector data provided additional support for the New Zealand Dollar.

• Ripple’s SEC settlement resolved regulatory uncertainty and solidified the token's legal status. • Institutional capital inflows increased despite broader market outflows and continued whale accumulation. • Ripple secured a European Crypto Asset Service Provider license for cross-border payment infrastructure.