TradingKey

Once a Wall Street sweetheart, UnitedHealth Group (UNH) dominated the US healthcare industry with its unbeatable vertical empire, spanning insurance, clinics, pharmacies, and data analytics.

TradingKey - Despite the turbulence in financial markets caused by tariffs and trade wars, U.S. investors' enthusiasm for exchange-traded funds (ETFs) has only grown stronger. 

TradingKey - Reports indicate that NVIDIA plans to launch a China-exclusive GPU based on the Blackwell architecture. In response to the escalation of U.S. semiconductor export controls against China, NVIDIA (NASDAQ: NVDA) has recently announced plans to produce a China-specific GPU...

TradingKey - Against the backdrop of the global aging trend and the continuous rise in the incidence of chronic diseases, Medtronic's product portfolio precisely meets the growing demand for diagnosis and treatment. Relying on its global supply chain network and years of accumulated technological...

In the short term (0-3 months), we expect GBP/USD to rise slightly. Here, we emphasize “rising + slight”.

TradingKey - The highly-expected Nvidia earnings for the first quarter of the new fiscal year will be announced on Wednesday (28th of May) after the bell. In the past several quarters, the company managed to beat the estimates on both the top and bottom lines, however the subsequent reaction...

TradingKey - The market is concerned that the U.S. President Trump may once again wield the tariffs, leading to a halt in the nearly one-and-a-half-month rise of U.S. stocks.

TradingKey - According to a report by the Financial Times, Oracle (NYSE: ORCL) plans to spend $40 billion to purchase approximately 400,000 units of NVIDIA’s (NASDAQ: NVDA) latest GB200 chips, currently the most powerful AI computing chips in NVIDIA’s lineup, with each unit priced at around...

DADA is an e-commerce company in China, majority of which is owned by JD.com.

TradingKey - As the Bank of Japan (BoJ) enters a tightening cycle, Japanese government bond (JGB) yields have been rising steadily. However, the recent sharp selloff in Japan bonds appears unusually severe.

TradingKey - May 26, 2025.As of this writing, BYD's H-shares closed with daily losses widening to 8.38%, wiping out over 100 billion yuan in market value.  

The Bitcoin 2025 Conference officially kicks off tomorrow, with U.S. Vice President J.D. Vance and several high-profile industry figures attending the event.  

U.S. President Donald Trump has agreed to postpone the 50% tariff on the European Union for one month, triggering a Bitcoin price rebound, bringing BTC close to the $110,000 mark once again.  

TradingKey - As CEO Elon Musk shifts his focus back from the U.S. Department of Government Efficiency (DOGE) to Tesla’s core businesses — including Autopilot development and robotics — Tesla shares have accelerated their rebound. After reaffirming that he will remain CEO for the next five years...

TradingKey - Amid escalating tariff threats and concerns over weakening product momentum, Apple (AAPL.US) has seen its stock fall for eight consecutive days, making it the only member of the “Magnificent Seven” tech giants to decline during a broader market rebound in May. Some observers are now...

TradingKey - After U.S. President Donald Trump hinted at his support for a planned partnership between Nippon Steel and U.S. Steel, shares of Nippon Steel rose 5% on Monday, May 26. However, Trump’s vague wording suggests that this major acquisition may still face twists and turns ahead.

The market, however, seems to underprice NOV more akin to a cyclical, margin-sensitive commodities player rather than a structurally repositioned energy and industrial enabler with inherent leverage to infrastructure, decarbonization, and digitalization trends.

But as the momentum on earnings starts to normalize and valuation squeezing gets closer, the Q1 print can be the fulcrum for how markets discern hardness from exuberance.

In contrast with the general assumption that Eli Lilly (LLY) is priced for perfection, the Q1 2025 numbers indicate the company's stock is in the nascent stages of a strategic turning point.

For decades, Uber (UBER) has been unfairly stereotyped as a growth-at-all-costs, volatile, unprofitable gig platform that is always reliant on growth, incentives, and subsidies. That narrative is now fundamentally shattered.