Georgina Lu

TradingKey - Micron (MU) shares jumped 12% this week to $435.28, extending a six‑month rally of nearly 270%.

TradingKey - Amid a wave of “Sell America” sentiment sweeping across U.S. tech stocks, Intel (INTC) has stood out, bucking the broader market downturn. The stock has risen nearly 140% over the past year. For investors, the next potential catalyst lies just ahead—Intel’s upcoming earnings report.

TradingKey - After DeepSeek captured global attention early this year, the spotlight on frontier AI has shifted back toward China again—but this time with a twist.

TradingKey - Few market phrases are generating more attention this quarter than the so-called “Santa Claus Rally.” Defined as the final five trading days of the calendar year plus the first two sessions of the new year, it’s a seasonal stretch known for historically favorable equity returns.

TradingKey - Musk has long resisted the idea of taking SpaceX public. After the Tesla take-private drama and the resulting SEC penalties (which cost him the chairmanship), he’s been wary of public market entanglements. But something’s changed—and fast.

TradingKey - GE Vernova (GEV) is one of the most prominent beneficiaries of the AI data center buildout—and the power infrastructure required to support it.

TradingKey - Over the past few quarters, investor attention toward the ASIC market has surged—and Broadcom (AVGO), the clear leader, has been riding that momentum.

TradingKey - Over the past month, AI-related market flows have diverged. Since the launch of Gemini 3, Alphabet’s stock has rallied sharply—while names tied to OpenAI’s ecosystem have come under pressure. Investors are shifting exposure toward companies aligned with Google, especially Broadcom (AVGO

TradingKey - Alibaba is making a rapid succession of moves. Despite a flurry of positive news surrounding its AI and cloud businesses, Alibaba's stock price has not rebounded to its annual high.

In addition to the Gemini3, large-scale models worldwide are also receiving a collective upgrade.

TradingKey - As concerns about an overheated AI trade weigh on markets, NVIDIA has become one of its biggest casualties.

TradingKey - Heading into the holiday stretch, the U.S. market is still limping. November—a month that typically brings seasonality-driven gains—has stalled out.

TradingKey - Markets have spent the past week looking for reasons to explain the pullback. Talk of an “AI bubble”—or pressure from the recent crypto selloff— has circulated widely.

TradingKey - Investors worried about an “AI bubble” have already seen that fear show up in prices — U.S. tech stocks have slipped for several sessions in a row. But one corner of the market is holding up surprisingly well.

TradingKey - Markets initially greeted the end of the longest U.S. government shutdown with relief—but it didn’t last.

TradingKey - This week, two of the most closely watched firms in AI infrastructure—CoreWeave and European-based Nebius—published quarterly results. Both companies reported strong top-line growth, backed by expanding demand and significant customer traction.

TradingKey - On Wednesday, reports confirmed what many had been watching unfold slowly but steadily: Microsoft is ramping up its investment in next-generation AI infrastructure—what some are calling the “new cloud,” or NeoCloud.

TradingKey - Despite a broadly better-than-expected earnings season for U.S. equities, risk sentiment has shifted noticeably. On Tuesday, the market saw a sharp pullback—led by some of the very tech names that had been powering year-to-date gains.

TradingKey - If there’s a theme to GE Vernova’s latest results, it’s this: execution is improving, margins are expanding, and the company’s two growth engines—Power and Electrification—are pulling more weight than ever.

TradingKey - Long an afterthought in the U.S. energy system, grid-scale battery storage is rapidly moving from the margins to the mainstream.