Total 586 articles
Samsung-Led Mistral AI Completes $3.3 Billion Funding, Valuation Tops $24 Billion as Europe's AI Arms Race Escalates
TradingKey - On September 7, Eastern Time, French AI company Mistral AI announced the completion of a €3 billion (approximately $3.3 billion) Series D funding round, with its post-money valuation exceeding $24 billion. Mistral stated that this is the largest equity financing round to date for a European tech company.
Tue, Sep 8

OpenAI Signs Multi-Year Malaysia Compute Deal; Firmus to Deploy Nvidia Vera Rubin at Scale in Asia-Pacific
TradingKey - OpenAI is extending more of its compute procurement to Southeast Asia. On September 8, Sydney time, Australian AI infrastructure company Firmus announced a multi-year strategic partnership with OpenAI.
Tue, Sep 8

Is AI Making iPhones More Expensive? Micron Among Big Winners as Global Memory Shortage Escalates
TradingKey - Strong demand for memory from AI data centers is driving up the costs of smartphones and PCs. On September 7 ET, according to a report by The Verge, as demand from AI data centers for high-bandwidth memory (HBM) and server DRAM continues to grow, memory manufacturers are increasingly allocating limited production capacity to AI-related products with higher profit margins and more stable orders.
Mon, Sep 7

Jensen Huang Declares ‘AGI Is Here,’ OpenAI Astra Breaks Records in Multiple Tests, 400,000 GPUs Set for Deployment
TradingKey - On September 3, Eastern Time, OpenAI launched its next-generation flagship model, GPT-6 Astra. On September 6, Nvidia (NVDA) CEO Jensen Huang posted on X to congratulate the OpenAI team, stating, "It took only four years from ChatGPT to o1 to Astra. AGI has arrived, and 400K GPUs are coming online soon."
Mon, Sep 7

US Stocks Closed All Day Today for Labor Day: What Investors Need to Know
TradingKey - Monday, September 7 (ET) is US Labor Day, and US stock markets will be closed all day. Stock and options markets on the New York Stock Exchange and Nasdaq will both be closed. US stocks will resume normal trading on Tuesday, September 8, with regular trading hours beginning at 9:30 AM ET.
Mon, Sep 7

SK Hynix Rises Over 8% as It Accelerates 1c DRAM Process Transition, Expected to Become Mainstream in Q1 Next Year
TradingKey - During the Asian trading session on September 7, SK Hynix shares closed up 8.26% at 1.783 million won. Meanwhile, the company's progress in advanced DRAM process transitions has also attracted market attention.
Mon, Sep 7

Micron’s Taiwan Labor Dispute Continues to Escalate: What Does It Mean for MU and HBM Supply?
TradingKey - In early September, labor disputes involving global memory chip giant Micron Technology (MU) in Taiwan continued to escalate. The two major unions, the "Micron Wafer Union" and the "Micron Memory Union," are moving forward with strike procedures, with the primary points of contention being performance bonuses and profit-sharing mechanisms.
Mon, Sep 7

The Week Ahead: US August CPI, PPI on Tap as Oracle, Adobe Report Earnings
TradingKey - During the week of September 7 to 11, the US stock market will see the release of key inflation data, including the August Consumer Price Index (CPI) and Producer Price Index (PPI). As the September FOMC meeting approaches, these inflation figures will serve as a crucial basis for the m
Sun, Sep 6

AI Agents Sound Cybersecurity Alarm: Which Has More Upside Potential Among PANW, CRWD, OKTA, and ZS?
TradingKey - In July 2026, OpenAI discovered during an internal security assessment that some AI agents bypassed internet isolation measures to connect to OpenAI's internal research infrastructure and certain Hugging Face systems through unauthorized channels.
Sat, Sep 5

This Space Stock Gained Over 37% in August, Beating SpaceX, LUNR, and RKLB as BofA Sees 34% Upside
TradingKey - Stock prices of major global space companies diverged significantly in August. Voyager Technologies (VOYG) led the gains with an increase of approximately 37%; SpaceX (SPCX) rose about 33%; Intuitive Machines (LUNR) gained around 25%; AST SpaceMobile (ASTS) edged up by just 0.2%; while Rocket Lab (RKLB) fell by roughly 2%.
Fri, Sep 4

US August Nonfarm Payrolls Rise 162,000, Far Exceeding Market Expectations; Prior Figures Revised Up by 55,000 as Fed September Rate Hike Odds Rise Significantly
TradingKey - On September 4, Eastern Time, the latest data released by the U.S. Department of Labor showed that U.S. August nonfarm payrolls far exceeded expectations, adding 162,000 jobs, with previous figures upwardly revised by a combined 55,000.
Fri, Sep 4

Three Major Index Futures Mixed Pre-Market Ahead of Non-Farm Payrolls; Nvidia, Tesla, Oracle, Lululemon in Focus
TradingKey - In U.S. pre-market trading on September 4, the three major stock index futures diverged. As of press time, Dow Jones futures fell 0.09%, S&P 500 futures rose 0.09%, and Nasdaq 100 futures gained 0.53%.
Fri, Sep 4

OpenAI Launches Project Daybreak, Pledging $1 Billion for AI Cybersecurity Defense to Face Anthropic Mythos Competition
TradingKey - On September 3, Eastern Time, OpenAI announced the launch of the "Daybreak for Frontline Defenders" global initiative, aimed at providing frontline cybersecurity defenders with cutting-edge AI technical support to help protect critical infrastructure in the U.S. and globally.
Fri, Sep 4

Nvidia Updates 2026 AI Investment Map: Adds Hugging Face, Thinking Machines Lab
TradingKey - Since 2026, Nvidia (NVDA) has significantly accelerated its investments and strategic positioning in the AI sector, covering multiple areas including large AI models, AI cloud, data centers, optical communications, custom chips, and AI software.
Fri, Sep 4

AI Optical Communication Trio Comparison: Coherent, Lumentum, AAOI, Which Has More Investment Value?
TradingKey - The impact of the AI compute race is spreading from core components such as GPUs and HBM to optical communications and data center interconnects.
Thu, Sep 3

Why Dow and S&P 500 Futures Are Up Pre-Market; Tesla, Broadcom, SK Hynix, Micron, SNOW in Focus
TradingKey - In U.S. pre-market trading on September 3, futures on the three major stock indices were mixed. As of press time, Dow futures were up 0.2%, S&P 500 futures gained 0.06%, and Nasdaq futures fell 0.07%.
Thu, Sep 3

Chinese AI Firm Moonshot Pursues Hong Kong IPO With Kimi K3 As OpenAI and Anthropic Face Open-Model Pressure Ahead of US Listings
TradingKey - On September 2 ET, Chinese AI company Moonshot AI initiated its Hong Kong listing process. According to Reuters, the company has confidentially submitted an A1 listing application to the Hong Kong Stock Exchange. The company declined to comment on the rumors.
Thu, Sep 3

Buffett Successor Greg Abel in Rare Interview: Berkshire to Hold Japanese Trading Houses for Decades, Details $10 Billion Alphabet Investment
TradingKey - On September 3, Tokyo time, Berkshire Hathaway (BRK.a) (BRK.b) CEO Greg Abel was interviewed by CNBC's "Squawk Box" in Tokyo, focusing on topics such as Japanese investments, Google (GOOGL) parent Alphabet, AI data centers, the housing market, and capital allocation.
Thu, Sep 3

GitLab Surges as Much as 24% After Q2 Results Beat Expectations Across the Board, Wall Street Swiftly Raises Price Targets
TradingKey - GitLab (GTLB) saw a strong market reaction after releasing its second-quarter fiscal 2027 financial results. The company's revenue and adjusted profit both beat market expectations, driving its stock up over 16% in U.S. after-hours trading on September 1 and over 24% in pre-market trading on September 2.
Wed, Sep 2

US August ADP Weakens Unexpectedly With Only 38,000 Jobs Added Below Expectations, Boosting Rate Cut Bets
TradingKey - Data released by Automatic Data Processing (ADP) on Wednesday showed that U.S. private sector employment increased by 38,000 in August, falling below market expectations of 48,000, while the July figure was revised up from the previous 44,000 to 46,000. The job gain in August was the lowest since January this year, indicating that U.S. private sector employment growth remains weak.
Wed, Sep 2



