Alan Long

TradingKey - Both Meta (META) and Google parent company Alphabet (GOOGL) are core tech giants in global digital advertising and artificial intelligence. Meta primarily leverages AI to improve content recommendations and ad efficiency across Instagram, Facebook, and Reels, while Google commercializes AI through Search, Gemini, YouTube, and Google Cloud. For long-term investors, which of these two companies is the better investment?

TradingKey - As high mortgage rates continue to weigh on the U.S. housing market and put pressure on homebuilder earnings, Berkshire Hathaway (BRK.A), long built by Warren Buffett, has further expanded its investment in the U.S. residential construction sector.

TradingKey - On Thursday (September 24) Eastern Time, Qualcomm (QCOM) announced that it has renewed a global patent licensing agreement with Apple (AAPL), with the new agreement set to officially take effect on April 1, 2027. Qualcomm did not disclose the specific duration, licensing fees, or other financial terms of the agreement. Following the announcement, Qualcomm's shares rose about 1% in U.S. pre-market trading.

TradingKey - On Thursday, September 24 Eastern Time, futures on the three major U.S. stock indices fell in pre-market trading. Strong U.S. economic data, international crude oil prices returning above $100 per barrel, and continuously rising Treasury yields drove the market to further bet on a Fed rate hike this year. Meanwhile, as investors awaited a meeting between Donald Trump and Xi Jinping at the White House, tech stocks and high-valuation growth stocks were generally under pressure.

TradingKey - As of the European session on September 24, gold prices (XAUUSD) extended their correction, breaking below $4,300 intraday and touching a low of $4,262.45. Having previously rebounded close to $4,400, gold has pulled back continuously and breached the $4,300 psychological mark, signaling a clear weakening in its short-term trend.

TradingKey - Qualcomm (QCOM) announced on Wednesday that it has agreed to acquire US robotics software company PickNik, further expanding its presence in Physical AI and robotics. Financial terms of the transaction were not disclosed, and the acquisition remains subject to customary closing conditions.

TradingKey - On Wednesday (September 23) Eastern Time, futures tied to the three major U.S. stock indexes edged up in pre-market trading. Diplomatic mediation in the Middle East and the restoration of a key Saudi oil pipeline kept international oil prices below $100 per barrel, temporarily easing energy inflation concerns. Meanwhile, investors are awaiting the summit between Chinese and U.S. leaders and the preliminary U.S. September PMI data, while a strengthening U.S. dollar and the risk of further Federal Reserve rate hikes continue to cap market gains.

TradingKey - At the close of U.S. trading on September 22, Cisco (CSCO) shares faced a notable sell-off, falling 4.52% on the day to close at $106.41 after hitting an intraday low of $104.48. Notably, the Nasdaq and the broader technology sector remained relatively stable during the session, with networking peers such as Arista Networks (ANET) and Ciena (CIEN) not experiencing similar sharp declines. This suggests that the adjustment was driven primarily by Cisco-specific factors rather than a systemic sell-off across the tech sector.

TradingKey - At the close on September 22, Eastern Time, SpaceX (SPCX) shares rose approximately 1.9% to close at $154.72, ending a two-day losing streak. However, in after-hours and overnight trading, news that President and Chief Operating Officer Gwynne Shotwell filed stock sale disclosures weighed on market sentiment, causing SPCX to tick slightly lower overnight.

TradingKey - As of the Asian trading session on September 23, Bitcoin (BTC) continued its recent strong performance, trading near $86,500 with an intraday gain of approximately 0.3%. On Monday, Bitcoin briefly touched a high of $87,395, hitting a near eight-month high. Although profit-taking subsequently emerged, the price remained stably above $85,000. Compared to the low near $76,000 on September 17, Bitcoin's cumulative rebound has exceeded 13%.

TradingKey - As of the close on September 21, Eastern Time, AMD (AMD) surged 9.95% to close at $615.52, touching an intraday high of $616.69 to hit another record high and pushing the company's market capitalization above $1 trillion for the first time. Over the past week, AMD gained approximately 25%, bringing its year-to-date rise close to 190% and significantly outperforming the Nasdaq Index.

TradingKey - As of the close on September 21, Eastern Time, Meta (META) shares surged 11.34% in a single day to close at $741.25, marking its largest single-day gain in over a year and boosting the company's market capitalization by approximately $190 billion in a single day.

TradingKey - As of the close on September 21, Eastern Time, Micron (MU) shares rose 2.77% to close at $1,043.96, reaching an intraday high of $1,064.49. Micron's stock has recorded three consecutive trading days of gains, with a cumulative rise of over 12%, firmly reclaiming the $1,000 mark. Meanwhile, a general rebound in the AI chip and semiconductor sectors has also provided support for the stock.

TradingKey - On September 21, Eastern Time, the three major US stock indexes rose across the board, with the Nasdaq setting a new record closing high. International oil prices fell for the fourth consecutive trading day as Brent crude approached $100 again, and the 10-year US Treasury yield dropped

TradingKey - On September 21, Bitcoin (BTC) extended its strong rebound from the latter half of last week, breaking above the $84,000 mark intraday to hit a recent high; Ethereum (ETH) strengthened in tandem, reclaiming $2,700 intraday and reaching a high of $2,713. The consecutive rebounds in the two major cryptocurrencies drove a clear recovery in digital asset market sentiment.

TradingKey - As of the Asian session on September 21, gold prices (XAUUSD) maintained high-level consolidation intraday following last week's strong rebound, with the latest price trading near $4,360. Gold had previously dropped to a low near $4,235 following the Federal Reserve's rate hike, before embarking on a continuous rally that briefly pushed prices to a one-week high approaching $4,400 last Friday.

TradingKey - According to Bloomberg, SoftBank Group launched a new round of large-scale bond financing on Monday, planning to issue senior unsecured bonds totaling over $11 billion to raise funds for its continued investment in OpenAI. According to the financing terms, the offering includes $10 billion in U.S. dollar-denominated bonds and €1 billion in euro-denominated bonds, with the majority of the proceeds to be used to fund the third $10 billion tranche of SoftBank's follow-on investment in OpenAI, a transaction expected to close on October 1.

TradingKey - On September 18, Eastern Time, US stocks concluded a volatile week with the three major indices closing mixed. A continued rebound in tech and semiconductor stocks pushed the S&P 500 and Nasdaq slightly higher. However, the 10-year US Treasury yield climbing back toward 5%, coupled with

TradingKey - At the close on September 18, Eastern Time, Micron (MU) shares rose 3.92% to close at $1,015.80, after touching an intraday high of $1,016.44; this followed a 5.50% surge on September 17. The two-day cumulative gain approached 10%, reclaiming the $1,000 round-number threshold. Compared with its low of $902.60 on September 14, the stock has rebounded by more than 12%.

TradingKey - On Sunday (September 20), Bitcoin (BTC) consolidated at high levels following Thursday's rebound, currently trading around $81,100. Bitcoin had previously dropped to near $75,500, hit by the stalled progress of the US crypto bill and Federal Reserve interest rate hikes, but subsequently reclaimed the $76,000, $78,000, and $80,000 thresholds in succession, as market sentiment improved.