TradingKey

• Amphenol rose due to AI sector rebounds and an upcoming ex-dividend date. • Annual revenue reached $23.09 billion with a net profit of $4.27 billion. • Analysts maintain Buy ratings with an average price target of $98.79.

On September 21, according to US tech media outlet The Information, OpenAI and Anthropic are close to reaching a legally binding agreement under which the two leading AI companies will "stress-test" each other's commercial models to proactively identify safety vulnerabilities.

TradingKey - Robinhood rebounds to $119.82 as tokenized-stock regulation, prediction-market growth and rising customer assets put $125.22 resistance in focus.

On September 21, Eastern Time, AMD (AMD) shares surged 9%, topping $600 for the first time to reach an all-time high, with its total market capitalization climbing to nearly $1 trillion. Year-to-date, AMD's stock price has gained over 180%. Behind this rally is the market's repricing of the CPU, an "old chip." Over the past two years, the spotlight on AI computing power has been focused almost entirely on GPUs; however, as AI evolves from "answering questions" to "autonomously executing tasks," the importance of CPUs is quietly making a comeback.

• Novo Nordisk faced downward pressure after its Capital Markets Day strategic update. • Eli Lilly competition and patent expirations raised concerns over market dominance. • The MACD value of negative 0.874 indicates a sell signal.

• CrowdStrike shares experienced volatility driven by strong enterprise demand for AI-native cybersecurity solutions. • Latest quarterly results showed robust revenue growth and led management to raise guidance. • High trading multiples and insider transactions contributed to valuation debates and market volatility.

• Arm Holdings is pivoting into dedicated AI data center silicon production. • Easing manufacturing supply constraints reinforced investor confidence in fulfilling customer demand. • The company reported an annual revenue of $4.92 billion.

• Qualcomm stock rose as investors anticipated new mobile processors at the Snapdragon Summit. • Cloud partnerships and automotive expansion bolstered investor confidence in Qualcomm's revenue diversification. • Technical indicators like MACD and Williams %R currently suggest a buy signal.

• Corning raised capital through an equity program to fund capacity expansion. • Optical Communications demand is driven by generative artificial intelligence data center infrastructure. • The company reported $15.63B in annual revenue and $1.60B in net profit.

TradingKey - Dell enters the S&P 100 with a $95 billion AI-server backlog as investors watch $559.12 channel support and a potential rebound toward $589.54.

• Intel shares rose following a strategic Micro LED packaging partnership with AUO Optronics. • Wall Street upgrades cited strong server demand and progress on the 18A node. • Annual revenue reached $52.85 billion, while net profit recorded negative $267.00 million.

• Micron Technology gained momentum from strong semiconductor demand and memory supply constraints. • Institutional buying increased ahead of earnings, supported by favorable analyst ratings and valuations. • Technical indicators show a buy signal alongside high media attention and bullish volume.

TradingKey - On September 21, Eastern Time, Google officially opened pre-orders for its first batch of Googlebook laptops. Qualcomm confirmed that its Snapdragon X Elite platform will be featured in the initial launch models from Dell and HP.

• Meta shares rose Monday ahead of the anticipated annual Meta Connect event. • Analysts maintain buy ratings with an average price target of $757.38. • Latest annual revenue reached $200.97B with a net profit of $60.46B.

• Tesla advanced due to autonomous driving progress and artificial intelligence enthusiasm. • Federal safety investigations introduced regulatory caution despite strong robotaxi expansion sentiment. • Technical indicators showed buy signals alongside positive institutional positioning and momentum.

• Advanced Micro Devices saw strong momentum driven by enterprise artificial intelligence enthusiasm. • Data center sales expand as cloud providers accelerate non-proprietary silicon deployment. • Annual revenue reached $34.64 billion with net profit of $4.33 billion.

TradingKey - On Monday, Bitcoin (BTCUSD) extended its recent upward momentum, breaking above $85,000 intraday to reach a high of $85,420, hitting its highest level since late January. Meanwhile, cryptocurrency-related stocks such as MicroStrategy (MSTR) and Coinbase (COIN) advanced in tandem.

TradingKey - SanDisk enters the S&P 100 after an 11% surge as AI data-center demand, NAND pricing power and $1,805 resistance shape the next SNDK move.

TradingKey - On September 21, US-listed stocks tied to Greenland resources surged in pre-market trading. Greenland Energy (GLND) soared over 220% at one point, Greenland Mines (GRML) rose by nearly 130% at its peak, and Critical Metals (CRML) surged more than 37%. Market attention is refocusing on Greenland's resource development potential, with the sharp rally in related stocks linked to a recent security agreement reached among the United States, Denmark, and Greenland.

TradingKey - Singapore-based AI cloud service provider Aolani announced a strategic computing partnership with Nvidia (NVDA), expecting to deploy 22,000 Blackwell Ultra GPUs across two AI factories in Malaysia and the Philippines by early 2027.