Total 586 articles
Anthropic Targets $2 Trillion Valuation as 2026 US IPO Proceeds Hit Record, Yet New Stocks Lag Market
TradingKey - US IPO proceeds in 2026 have reached a record high, but post-IPO stock performance has not strengthened in tandem. As companies like Oura and Anthropic move forward with their listings, September and October will further test investor appetite for high-valuation new stocks.
Sat, Sep 12

Key Information You Need to Know About SpaceX Stock Lockup Expiry
TradingKey - SpaceX (SPCX) listed on Nasdaq on June 12, 2026, with an IPO offer price of $135 per share. The company initially offered approximately 556 million shares, and underwriters subsequently fully exercised their over-allotment option, increasing the total offering size to roughly 639 million shares. The IPO ultimately raised about $85.7 billion, setting a global record for the largest IPO proceeds.
Fri, Sep 11

10-Year US Treasury Yield Retreats After Hitting 4.979% as US August CPI Pushes Rate Hike Probability to Near 90%
TradingKey - Following the release of US August CPI data, the 10-year US Treasury yield briefly rose to near 4.97%, continuing to approach the 5% mark. Meanwhile, according to the CME FedWatch Tool, the probability of the Fed raising interest rates by 25 basis points in September rose to 88.8%; the probability of a cumulative rate hike of at least 25 basis points by October reached 93.7%, with the probability of a cumulative 50-basis-point hike standing at 39.3%.
Fri, Sep 11

Auto Auction Giant Copart to Acquire ACV Auctions for $1.9 Billion; ACVA Surges Over 44% Pre-Market
TradingKey - After market close on September 10, Eastern Time, auto auction company Copart (CPRT) announced that it has entered into a definitive merger agreement with digital automotive marketplace ACV Auctions (ACVA), under which Copart will acquire ACV for approximately $1.9 billion in cash. Following the announcement, ACV surged over 44% and Copart rose more than 7% in pre-market trading on September 11.
Fri, Sep 11

Micron Taiwan Employees Get Up to 68 Months of Pay: Will Strike Risk Ease as HBM Supply Draws Focus?
TradingKey - As AI servers continue to drive up demand for DRAM, particularly High Bandwidth Memory (HBM), Micron Technology (MU) has announced its FY2026 incentive plan for employees in Taiwan. However, the company and the union at its Taoyuan plant failed to reach an agreement in the first round of labor mediation.
Fri, Sep 11

Kepler Secures Intel Capital and AMD Ventures Backing as New AI Memory Chip Route Emerges; Micron Stock Weakens
TradingKey - As demand for high bandwidth and high-capacity memory in AI servers continues to grow, a chip startup backed by institutions including Intel (INTC) Capital, AMD (AMD) Ventures, and GlobalFoundries is working to develop new AI memory solutions beyond HBM.
Fri, Sep 11

US August PPI Rises 5.4% YoY, Slightly Exceeding Expectations; Rate Hike Bets Heat Up, Gold Falls Over 1%, Brent Tops $105
TradingKey - On September 10, Eastern Time, data released by the U.S. Bureau of Labor Statistics showed that the Producer Price Index (PPI) for final demand rose 0.4% month-over-month in August, in line with market expectations; it increased 5.4% year-over-year, higher than the market expectation of 5.3%. The July PPI growth was revised from 0.0% to 0.1% month-over-month, and from 4.7% to 4.8% year-over-year.
Thu, Sep 10

White House Refined Copper Tariffs Remain Undecided; COMEX Copper Futures Fall Over 4%, FCX Drops Over 8% Pre-Market
TradingKey - On September 10, Eastern Time, Reuters reported, citing two people familiar with the matter, that the White House has not yet made a final decision on whether to impose import tariffs on refined copper. The administration is weighing the potential for tariffs to push up U.S. manufacturing costs against their potential support for domestic mining, smelting, and refining projects.
Thu, Sep 10

US DOJ Probes Nvidia's Licensing Deal With Groq, Focusing on Whether It Evades Antitrust Review
TradingKey - On September 9, Eastern Time, The New York Times reported, citing two people familiar with the matter, that the U.S. Department of Justice is investigating transaction arrangements between Nvidia (NVDA) and AI chip company Groq, focusing on whether the arrangements are intended to circumvent antitrust scrutiny applicable to traditional mergers and acquisitions.
Thu, Sep 10

Musk’s Tunnel Construction Company The Boring Company Completes $3 Billion Funding at $23 Billion Valuation
TradingKey - On September 9, US Eastern Time, Elon Musk's tunnel construction company The Boring Company (TBC) announced the completion of a $3 billion Series D funding round, bringing the company's valuation to $23 billion.
Thu, Sep 10

Adobe Q3 Earnings Preview: AI ARR and Paid Conversion in Focus, Wall Street Sees Up to $380
TradingKey - Adobe (ADBE) will report its third-quarter fiscal 2026 financial results after the market close on September 10, Eastern Time. As of the close on September 9, Adobe's stock stood at $254.86, down approximately 27% since the start of 2026. Investor concerns over generative AI competition, slowing ARR growth, and management adjustments have yet to subside.
Thu, Sep 10

Meta Launches Muse Personal AI Assistant, META Rises Over 5% Pre-Market: Can AI Subscriptions Open New Revenue Streams?
TradingKey - On September 8, Eastern Time, Meta (META) officially launched its personal AI assistant, Muse, debuting first in the United States. Unlike chatbots that primarily focus on Q&A, Muse emphasizes task execution.
Wed, Sep 9

Why Are US Stock Index Futures Down Pre-Market? Oil Breaches $100; Apple, Tesla, Google in Focus
TradingKey - In US pre-market trading on September 9, the three major stock index futures declined across the board. As of press time, Dow Jones futures fell 0.54%, S&P 500 futures dropped 0.26%, and Nasdaq 100 futures slid 0.35%.
Wed, Sep 9

Google Plans at Least $15.1 Billion AI Infrastructure Expansion in Finland: What Alphabet's Massive Capex Means for GOOGL?
TradingKey - On September 9, US Eastern Time, Google (GOOGL) announced that it will invest at least 13 billion euros (approximately $15.1 billion) in Finland between 2027 and 2028 for AI and digital infrastructure, clean energy, and related supporting projects.
Wed, Sep 9

Kioxia CEO Downplays Deeper SK Hynix Ties, Warns Rapid NAND Price Hikes Could Impact AI Investment
TradingKey - During the Asian trading session on September 9, Bloomberg reported that Kioxia CEO Hiroo Ota downplayed the possibility of further deepening manufacturing cooperation with SK Hynix (SKHY). He also stated that NAND prices are already at high levels and the company does not wish to continue raising prices significantly, so as not to weaken data center clients' willingness for long-term AI investments.
Wed, Sep 9

Musk Says Cybercab Production Is Over 5x Faster, Cathie Wood’s ARK Bullish on Robotaxi Outlook: How Big Is Tesla’s Cost Advantage?
TradingKey - On September 8, US Eastern Time, Tesla (TSLA) shares rose nearly 4% to close at $368.16, before pulling back slightly by 0.13% in overnight trading.
Wed, Sep 9

Palantir Selects Nebius as Preferred AI Infrastructure Partner as Sovereign AI Extends from Software to Compute
TradingKey - On September 8, Eastern Time, Palantir Technologies (PLTR) and Nebius Group (NBIS) announced a strategic partnership. Palantir designated Nebius as its preferred sovereign AI infrastructure partner.
Tue, Sep 8

Intel Stock Tops $100 Pre-Market as High-NA EUV Enters Mass Production, Trump Posts INTC Stock Chart Again
TradingKey - As of press time on September 8 ET, Intel (INTC) rose 4.72% in pre-market trading to $100.32. In the previous trading session, the stock closed at $95.80, up 4.51%.
Tue, Sep 8

Nearly Four Years Into Nvidia H100 Mass Production, Ornn Data Shows Rental Prices Jump 22% in a Month as Huang Emphasizes GPU Revenue Capability
TradingKey - On September 7 ET, compute trading platform Ornn stated on X that the rental price for Nvidia's (NVDA) H100 rose 22% over the past month, reaching $3.28 per hour.
Tue, Sep 8

Palantir Set to Win Over $28 Million No-Bid UK Government Deal: Why Is PLTR Facing Controversy Again?
TradingKey - According to a Financial Times report on September 8, the UK's National Energy System Operator (NESO) intends to directly award Palantir (PLTR) a software services contract worth approximately £21 million (about $28.43 million) without competitive bidding.
Tue, Sep 8



