Total 586 articles
SoftBank's SB Energy Heads for US IPO: Key Information Investors Cannot Ignore
TradingKey - On September 1, Eastern Time, SB Energy, controlled by SoftBank Group, publicly filed a Form S-1 registration statement with the U.S. Securities and Exchange Commission, planning to list on the Nasdaq under the ticker symbol "SBE." The number of shares to be offered and the price range have not yet been determined, and SoftBank will retain its controlling position following the listing.
Tue, Sep 22

Amazon Blocks Meta Muse From Proxy Buying on Its Platform: Is AMZN or META the Better Buy?
TradingKey - Amazon (AMZN) has restricted Meta's (META) AI assistant Muse from executing shopping and checkout operations via Amazon.com.
Tue, Sep 22

Qualcomm Teams Up With Google as Snapdragon X Elite Enters First Googlebook Laptops
TradingKey - On September 21, Eastern Time, Google officially opened pre-orders for its first batch of Googlebook laptops. Qualcomm confirmed that its Snapdragon X Elite platform will be featured in the initial launch models from Dell and HP.
Mon, Sep 21

Aolani Plans to Deploy 22,000 Nvidia Blackwell Ultra Chips, Accelerating Southeast Asia AI Data Center Expansion
TradingKey - Singapore-based AI cloud service provider Aolani announced a strategic computing partnership with Nvidia (NVDA), expecting to deploy 22,000 Blackwell Ultra GPUs across two AI factories in Malaysia and the Philippines by early 2027.
Mon, Sep 21

Warner Bros. Discovery Surges Over 7% Pre-Market as Paramount Reportedly Advances Antitrust Settlement Talks
TradingKey - In US pre-market trading on September 21, Warner Bros. Discovery (WBD) rose by as much as 7.2%. According to a Wall Street Journal report citing people familiar with the matter, Paramount Skydance (PSKY) is in talks with the California Attorney General and representatives from other states to reach a settlement to resolve antitrust litigation blocking the merger deal.
Mon, Sep 21

US 30-Year Fixed Mortgage Rate Rises to 6.95%: Are Berkshire's Former Holdings DHI and LEN Still Worth Buying?
TradingKey - As of September 17 Eastern Time, the average US 30-year fixed mortgage rate rose to 6.95%, up 19 basis points from the previous week and just 5 basis points shy of 7%, compared with 6.26% in the same period last year.
Mon, Sep 21

Why Did AI Stocks Rally After Fed Rate Hike? NVDA, MU, and AMD Lead Chip Sector
TradingKey - On the day following the Federal Reserve's rate hike, U.S. tech and semiconductor sectors rebounded significantly. A pullback in oil prices and U.S. Treasury yields eased the pressure of energy inflation and high interest rates on tech stock valuations.
Mon, Sep 21

Jensen Huang Emerges as Trump AI Policy Ally as Nvidia Opposes Industry-Wide R&D Slowdown, Report Says
TradingKey - According to CNBC, Nvidia (NVDA) CEO Jensen Huang is becoming a key supporter of Trump's opposition to a unified slowdown in the AI industry.
Sun, Sep 20

Lumentum vs. Coherent: Which AI Optical Communications Stock Is Better Suited for Long-Term Holding, LITE or COHR?
TradingKey - The expansion of AI data centers is driving demand growth for high-speed optical modules, lasers, and optical switching equipment. Lumentum's (LITE) business is more focused on optical communications, while Coherent (COHR) covers industrial lasers and engineered materials in addition to data center connectivity products.
Sun, Sep 20

Micron vs. SanDisk: Which Memory Stock Is Better Suited for Long-Term Holding, MU or SNDK?
TradingKey - Both Micron Technology (MU) and SanDisk (SNDK) benefit from AI data center expansion, but they have different business structures.
Sun, Sep 20

Anthropic Said to Launch November IPO Amid New AI Slowdown and Antitrust Lawsuits Ahead of Listing
TradingKey - Anthropic is reportedly planning to launch its initial public offering in November 2026, a delay from the October timeframe previously expected by investors. Meanwhile, the company, along with OpenAI, Google, and SpaceXAI, is facing an antitrust lawsuit over allegations of coordinating to slow down AI development.
Sun, Sep 20

Anthropic Said to Consider New Model After Calling to Slow AI Development, Heightening Pressure on OpenAI
TradingKey - Anthropic is evaluating plans for a new model release to address competitive pressure from OpenAI's GPT-6 Astra, Reuters reported, citing three people familiar with the matter.
Sun, Sep 20

The Week Ahead: US-China Summit in Washington, Costco Earnings and Fed Rate Path in Focus
TradingKey - During the week of September 21 to 25, Eastern Time, the US stock market will focus on the meeting between Chinese and US leaders, the Federal Reserve's policy outlook, and economic data such as US new home sales and durable goods orders.
Sun, Sep 20

Super Micro vs. Dell: Which AI Server Stock Is Worth Holding Long-Term?
TradingKey - AI server procurement is expanding from standalone units to full racks, liquid cooling, power, and networking systems. Super Micro Computer (SMCI) focuses on high-performance servers and liquid cooling, featuring fast product introduction and high growth elasticity; Dell Technologies (DELL) also covers storage, PCs, financing, and services, offering a more diversified customer base and revenue streams.
Fri, Sep 18

Anthropic 2026 IPO: 5 Questions Investors Need Answered
TradingKey - According to multiple media reports, Anthropic is advancing preparations for a 2026 IPO.
Fri, Sep 18

Anthropic Confirms Biology Lab Setup, Claude Reportedly to Try Controlling Robots for Experiments
TradingKey - According to a Reuters report on September 18, Anthropic has established a wet lab in the San Francisco Bay Area, advancing Claude beyond computational analysis and into physical biological experimentation.
Fri, Sep 18

Buffett Steps Down as Berkshire Chairman to Become Chairman Emeritus, Eldest Son Howard Takes Over
TradingKey - Berkshire Hathaway (BRK.A, BRK.B) announced on September 18 that 96-year-old Warren Buffett has officially stepped down as chairman effective immediately, assuming the role of honorary chairman and continuing to serve as a director of the company.
Fri, Sep 18

Strong El Niño Expectations Meet AI Power Surge: Will AI Power Stocks GNRC and GEV Keep Rising?
TradingKey - US electricity demand is entering a new growth phase. AI data centers and manufacturing expansion are driving up power consumption, while a strong El Niño in the winter of 2026–2027 could alter temperatures, precipitation, and electricity demand across different regions of the United States.
Fri, Sep 18

Nvidia Rises Over 2% as Jensen Huang Expects Chip Sales to Double by 2027
TradingKey - On September 17, Eastern Time, Nvidia (NVDA) opened up more than 2%, with market attention focused on Jensen Huang's latest forecast for 2027 chip sales.
Thu, Sep 17

Arm Rises Over 5% Pre-Market as CEO Expresses More Confidence in Meeting $2 Billion AGI CPU Demand
TradingKey - In US pre-market trading on September 17, Arm Holdings (ARM) rose over 5%. CEO Rene Haas recently stated that the company's confidence in converting customer demand for AGI CPUs into revenue continues to strengthen.
Thu, Sep 17



