Total 504 articles
Anthropic Moving Toward AI Chips for Claude—Is Nvidia Still a Buy in 2026?
TradingKey - Anthropic is considering making its own AI chips to help resolve issues with capacity and give Anthropic more influence over costs and timing of compute for Claude. This is happening around the same time that Amazon is reportedly looking at potentially selling more of its internal chips
Sat, Apr 11

SpaceX IPO Analysis: Why Terafab and Grok are the Real Reasons to Invest in SpaceX
TradingKey - Investors are mainly focused on SpaceX's launch operations and Starlink, which have both generated a lot of revenue and cash flow for the company. However, one of the potential drivers of long-term growth for SpaceX is likely to be overlooked, but may also be one of the biggest componen
Fri, Apr 10

Anthropic Claude Mythos Preview Sparks Wall Street Panic: Bessent, Powell Summon CEOs; Cloudflare Tumbles 8%
TradingKey - According to the latest Bloomberg report, U.S. Treasury Secretary Bessent and Federal Reserve Chair Jerome Powell urgently convened a meeting with the CEOs of major Wall Street banks this Tuesday to discuss potential cybersecurity threats posed by Anthropic's latest AI model, Mythos. Th
Fri, Apr 10

SpaceX Eyes IPO Amid Exposed $5B Loss: Will xAI 'Burn Rate' Drag Down $2T Valuation?
TradingKey - The Information reports that SpaceX's 2025 revenue exceeded $18.5 billion, while net losses approached $5 billion. Analysis suggests these figures reflect the drag on SpaceX following its merger with xAI. Influenced by xAI, will SpaceX's target IPO valuation be significantly discounted?
Fri, Apr 10

Why Meta Stock Jumped Today — And Whether 2026 Is Still a Time to Buy
TradingKey - Since reaching a historical low at the start of the year, Meta Platforms (Meta) has shown signs of life again. Positive headlines around a ceasefire agreement in Iran reduced macroeconomic tension, leading successfully to a rally in risk assets like the entire U.S. stock market. As a re
Thu, Apr 9

Samsung, SK Hynix Pivot to 3-5 Year Long-Term Agreements in Bid to Break Memory ‘Cycle Curse’—What Stocks Will Benefit?
TradingKey - South Korean media reported on Thursday that domestic memory giants Samsung Electronics and SK Hynix are gradually moving away from traditional short-term contract systems focused on quarterly and annual terms, shifting instead toward 3-to-5-year Long-Term Agreements (LTAs). Why do Sams
Thu, Apr 9

Oil Slumps Below $100 After US-Iran Ceasefire While Hormuz Deadlock Signals Rising U.S. Fuel Prices
TradingKey - On April 7, Trump announced a suspension of hostilities, pausing bombing and attack operations against Iran for two weeks and reopening the Strait of Hormuz. Impacted by the move, WTI crude oil prices plunged over 19% at one point, marking the largest single-day decline in nearly six ye
Wed, Apr 8

Warren Buffett’s Top Picks: Why Coca-Cola is Outperforming Apple in 2026
TradingKey - Warren Buffett officially retired from CEO of Berkshire Hathaway (BRK.A, BRK.B) at the close of 2025, which leaves two familiar pillars near the top of the equity portfolio: Coca-Cola (KO) and Apple (AAPL). Coca-Cola stock is up about 10% so far this year, and Apple is getting hammered
Wed, Apr 8

Apple Shares Plunge 5% After Foldable iPhone Engineering Scare—Where is the Next 'iPhone Moment'?
TradingKey - During the April 7 US trading session, Apple (AAPL) shares fell more than 5% intraday, hitting a low of $245.7. A report from Nikkei indicated that Apple encountered setbacks during the engineering testing phase of its first foldable iPhone, which could potentially delay mass production
Wed, Apr 8

Japan Gasoline Subsidies to Deplete Reserves in 3 Months as Oil Crisis Bites; Global Liquidity Risks Loom
TradingKey - According to a Reuters report citing Japanese government sources, the Japanese government's fuel subsidies cost approximately 600 billion yen per month, and funds are expected to be depleted within three months at most. Although Japanese Prime Minister Sanae Takaichi has repeatedly soug
Tue, Apr 7

Tesla’s Risk: Why the SpaceX IPO and Robotaxi Uncertainty Will Threaten TSLA Stock
TradingKey - Tesla (TSLA) now has two competing narratives tugging at investors' interests in somewhat opposite directions. The first is that the expected Tesla Robotaxi experience is baked into Tesla's valuation, but regulatory developments have raised questions over when and if the Tesla Robotaxi
Tue, Apr 7

Trump Threatens to ‘Take Out’ Iran ‘in One Night’ as WTI Oil Tops $116: What’s Next for Oil?
TradingKey - On April 6, Donald Trump addressed the Iran issue, stating he could "control the entire country overnight" and indicated this could occur as early as tomorrow night (April 7). He set a deadline of 20:00 ET on April 7 for ceasefire negotiations. He stated that if no agreement is reached
Tue, Apr 7

SpaceX IPO Guide: Can You Buy SpaceX IPO Shares on Robinhood? How Can Investors in Asia and Europe Buy SpaceX IPO Shares?
Looking to invest in the $1.75T SpaceX IPO? Discover if Robinhood and E*Trade offer access, and explore step-by-step guides for retail investors in Singapore, Hong Kong, the UK, and the EU to secure their shares.
Sun, Apr 5

Chevron Stock Analysis: A Stock Warren Buffett Bet Big On—Should You Invest in 2026 Despite High Oil Prices?
Chevron Stock Analysis: A Stock Warren Buffett Bet Big On—Should You Invest in 2026 Despite High Oil Prices? Chevron has been a fundamental investment for
Sat, Apr 4

Broadcom Stock Analysis: Driven by AI Hype and Chip Supercycle, Will AVGO Join the $3 Trillion Club?
TradingKey - Broadcom (AVGO) has a very attractive investment formula for the year 2026. U.S. Equity markets continue to provide high levels of durable earnings and the major growth driver in technology capital expenditures and investor interest is still artificial intelligence (AI).
Fri, Apr 3

Spot Oil Hits $140, Payrolls Forecast at 60k: Is U.S. Recession Next?
TradingKey - According to The Wall Street Journal, the situation in the Middle East continues to deteriorate. The March non-farm payroll report, set for release at 8:30 AM ET on April 30, will be the first major data point since the outbreak of the US-Iran conflict. Under the dual impact of weak emp
Fri, Apr 3

Spot Brent Oil Price Hits $140 for First Time Since 2008 on Trump Rhetoric
TradingKey - On Thursday, April 2, spot Brent crude oil prices reached $141.37 per barrel, marking the highest level since 2008 and surpassing the peak reached at the onset of the 2022 Russia-Ukraine conflict.
Fri, Apr 3

Goldman Defies Market Hike Fears to Bet on Two Fed Cuts in 2026 Despite Oil Shock
TradingKey - Market data shows that the current probability of the Federal Reserve raising interest rates in 2026 is approximately 45%, significantly higher than the 12% recorded before the outbreak of the war in Iran. However, Goldman Sachs (GS) takes a different view, contending that market expect
Thu, Apr 2

SpaceX Reported to File for IPO—Here Is Another Reason to Buy Amazon Stock
TradingKey - According to a report on Reuters, SpaceX has confidentially submitted an IPO to be the largest since the original record of $25 billion. SpaceX IPO would create another publicly traded company that focuses solely on providing customers with high-speed internet through the use of satelli
Thu, Apr 2

Today’s Market Recap: Crude Oil Drops Below $100 Amid Rising Hopes for US-Iran Ceasefire; US Stocks Rally for Second Day
TradingKey - On April 1, Eastern Time, U.S. stocks rose for a second consecutive trading session, bolstered by easing concerns over the war in Iran and declining oil prices. The S&P 500 rose 0.72% to 6,575.32, the Nasdaq increased 1.16% to 21,840.95, and the Dow Jones added 0.48% to 46,565.74.
Thu, Apr 2




