TradingKey

TradingKey - Alphabet (GOOG) (GOOGL) is rewriting its future with AI at the center—transforming from a search-first ad giant into a vertically integrated AI powerhouse.

TradingKey - Intel Corporation (INTC), the tried-and-true gold standard for semiconductor leadership, finds itself in the midst of one of the most aggressive company transformations in recent history. T

TradingKey - PayPal Holdings Inc. (PYPL) entered 2025 as a company on a transformation path. From a darling of fintech innovation and dominance of digital payments, the company has matured into a global financial infrastructure company with reach into nearly all corners of digital commerce. 

TradingKey - Palantir Technologies (PLTR) is no longer merely the name that evokes national security and classified government initiatives. Now, it's one of the most visionary, and potentially most controversial, enterprise software and AI players. 

Bitcoin surges 16% in two weeks amid U.S. regulatory tailwinds, approaching $90,000 again.  

TradingKey – While Trump’s tariffs and recession fears dominate Wall Street headlines, a quieter trend is unfolding across the banking sector: a steady wave of branch closures at major institutions including Bank of America, Wells Fargo, and JPMorgan Chase.

TradingKey – U.S. President Donald Trump’s announcement of secondary tariffs on Venezuela, a major holder of crude oil reserves, has heightened supply concerns and pushed oil prices up by more than 1%. However, prevailing market dynamics and renewed OPEC production increases may continue to cap...

TradingKey – After repeatedly threatening broader tariff coverage and raise rates, reports that President Donald Trump may grant tariff exemptionsto numerous countries have abruptly shifted policy expectations and sparked a rally in U.S. equities. Still, analysts remain wary of Trump’s...

Through key acquisitions (MAX, Adjust, MoPub), AppLovin evolved from a mobile game ad platform to an industry-wide platform, expanding its technology, user base, and market reach.

TradingKey - The Trump administration is seeking to establish new agreements with Ukraine regarding critical minerals and energy assets, expanding economic demands on Kyiv to facilitate a peace deal with Russia. 

Currently, the premium of the stock price over the Bitcoin value is relatively low. If the Bitcoin price rises, the stock price may rebound by 30% and rise above $400 per share.

Turkey Unveils New Stock Market Rules, Sparking a Nearly 4% Surge in BIST 100.  

Unfortunately, after the post-outage rally, the share price of CrowdStrike already seems well-priced, even if we price a rather optimistic growth trajectory and margin expansion for the coming five years.

TradingKey — For decades, U.S. bond traders adhered to the mantra: "Don’t Fight the Fed." But now, as Treasury Secretary Scott Bessent repeatedly pushes to lower the 10-year Treasury yield, a new slogan is gaining traction: "Don’t Fight the Treasury."

Bitcoin Rallies Past $87,000: Can It Break Through the $90,000 Barrier?  

With a 27% profit margin, $22.6B liquidity, and expected profitability by Q4 2025, Affirm is solid, though Walmart’s exit and competition impact its target price at $43/share.

Influenced by President Trump's endorsement, $TRUMP surged 11%, but can the rally continue?  

TradingKey — Expectations of Donald Trump’s potential return to the White House initially reignited a "Trump trade" frenzy, including a stronger dollar. However, as Trump’s tariff policies become increasingly erratic and fears of a U.S. recession mount, dollar bulls are turning bearish.

TradingKey - Tesla’s stock has now fallen for nine consecutive weeks, a decline partially attributed to Elon Musk’s political stances. The slump has prompted rare public interventions, including former U.S. President Donald Trump and current U.S. Secretary of Commerce Howard Lutnick.

TradingKey — During this "super central bank week," policymakers around the world expressed hesitation about further rate-cut cycles citing uncertainty stemming from Donald Trump’s tariff policies.