TradingKey

Oracle’s (ORCL) FY2025 earnings and FY26 guidance present an interesting picture of a company in high-end transformation, from legacy software colossus to capital-intensive, vertically integrated AI infrastructure and cloud leader.

TradingKey - Broadcom Inc. (AVGO) is at the crossroads between two revolutionary trends: hyperscale AI infrastructure and enterprise software unification due to VMware.

Bitcoin (BTC) rallied more than 3% on Thursday, July 3, climbing to an intraday high of $109,730, reversing recent weakness and inching closer to the $110,000 milestone.

A wave of capital inflows has reignited the crypto market, sending major tokens and crypto-related equities soaring. 

TradingKey - U.S. stock investors have largely shrugged off concerns such as trade tariffs, economic slowdown, and rising government deficits. In the first half of 2025, the S&P 500 has delivered record highs by mid-year. Although major investment banks remain optimistic about year-end equity

TradingKey - On July 1, the U.S. Senate passed Trump’s tax and spending bill by a razor-thin one-vote margin. The revised version includes enhanced tax credits for semiconductor manufacturers, while notably excluding feared tariffs on imported wind and solar components — bringing relief to clean

TradingKey - Despite widespread public opposition — with 50% of voters against the bill according to Morning Consult — the U.S. Senate narrowly passed Trump’s massive tax cut and spending bill on Tuesday, July 1, by a margin of just one vote. Some Republican lawmakers warned that slashing Medicaid

TradingKey - Oracle Corporation (ORCL), the database giant, saw its stock hit consecutive record highs after announcing a $30 billion cloud computing contract. This order's value is three times the company's data center revenue forecast for fiscal year 2025.

TradingKey – According to reports citing Israeli officials and carried by U.S. media outlets, Israel has agreed to the conditions for a 60-day ceasefire in Gaza , marking a potential breakthrough in the ongoing conflict.

TradingKey - Industry sources indicate that Intel (INTC) is planning a major strategic adjustment to its foundry business, intending to skip the previously scheduled Intel 18A (1.8nm) process and directly advance to the more advanced 14A (1.4nm) process to enhance its market competitiveness.

TradingKey - On Tuesday, July 1, U.S. Treasury Secretary Scott Bessent projected that the Federal Reserve would initiate a rate cut before September, emphasizing that President Trump’s tariff policies are unlikely to spur inflation as the Fed had anticipated. In line with this, Goldman Sachs forecas

TradingKey – On the evening of July 1 (U.S. Eastern Time), all eyes were on the policy tug-of-war between Federal Reserve Chair Jerome Powell and President Donald Trump.

TradingKey - On Thursday, July 3, the U.S. Bureau of Labor Statistics will release the June Nonfarm Payrolls report, moved up one day due to the Independence Day holiday. Analysts believe this report may reveal early signs of Trump’s tariff policies impacting labor markets, and could further boost

TradingKey - According to recent reports, Amazon, the second-largest private employer in the United States, has achieved a milestone in robot deployment that will soon see robots outnumbering human employees.

Tradingkey - U.S. stocks ended Q2 with a strong finish on June 30. The S&P 500 hit a fresh all-time high—the first since February—while the tech-heavy Nasdaq Composite logged its first new peak since December.

TradingKey – U.S. President Donald Trump made it clear on Tuesday (July 1) that the "reciprocal tariff grace period", originally set to expire on July 9, will not be extended under any circumstances.

TradingKey - Docusign reported a 29.5% non-GAAP operating margin and 30% free cash flow margin in Q1 FY26. The Intelligent Agreement Management (IAM) platform surpassed 10,000 customers and aims to reach double-digit subscription contribution by year-end.

Mastercard (MA)  is doubling down on its crypto ambitions, launching a hiring spree to accelerate its Stablecoin strategy. 

TradingKey - In a narrow 51 to 50 vote, the U.S. Senate passed the tax bill on Tuesday, July 1st, Eastern Time, notably omitting the previously contentious provision imposing new consumption taxes on wind and solar projects. This development sent U.S. clean energy stocks soaring.

TradingKey – As the U.S. Senate moves forward with the so-called “Big Beautiful” bill, opposition within the country is growing stronger. Tesla CEO and former head of the Department of Government Efficiency (DOGE), Elon Musk, has once again criticized the legislation.