Total 499 articles
Energy Transfer Looks Cheap—But Is It a Value Trap or Income Opportunity?
TradingKey - Growing interest has recently been placed on Energy Transfer, primarily due to its valuation as one of the best valued stocks in the midstream segment of energy.
Fri, Mar 27

Musk Builds Terafab Chip Factory, Why Did Tesla Stock Fall Instead of Rise?
TradingKey - Recently, regarding its proposed Terafab chip factory plan, the market initially expected the move to strengthen Tesla’s (TSLA) vertical integration in the AI and autonomous driving sectors. However, following the news, the stock price failed to rise and instead came under pressure and
Fri, Mar 27

Asia-Pacific Stocks Open Under Pressure, Nikkei 225 Falls Over 2%, KOSPI South Korea Composite Index Falls Over 4%
TradingKey - Impacted by the ongoing geopolitical conflict, Asia-Pacific stock markets generally opened under pressure on Thursday amid rising external uncertainty and retreating market risk appetite. Major indices fell across the board, with the South Korean market recording particularly significant losses.
Fri, Mar 27

Today’s Market Recap: Negotiation Deadlock Persists, Three Major US Indices Close Lower but Rally After Hours, Asia-Pacific Stocks Open Under Pressure
TradingKey - As U.S.-Iran ceasefire negotiations reached a stalemate, market risk aversion intensified rapidly. International oil prices surged over 4% at one point, while risk assets including U.S. equities, Treasuries, gold, and Bitcoin came under simultaneous pressure.
Fri, Mar 27

International Oil Prices Continue to Rise, Brent Returns to $100 Mark
TradingKey - International oil prices extended their upward trend. As of the latest trading session, Brent crude broke through $100 per barrel, trading at $100.33 per barrel with an intraday gain of over 3%; WTI crude rose 4.0% intraday to $93.94 per barrel.
Thu, Mar 26

US-Iran Negotiation Expectations Uncertain, Asia-Pacific Stocks Under Pressure, Safe-Haven Asset Volatility Intensifies
TradingKey - As expectations for US-Iran ceasefire negotiations continued to fluctuate, market risk appetite retreated again. Asian equity markets generally opened lower and trended downwards on Thursday, with the KOSPI falling by more than 3%. The Nikkei 225 and TOPIX also closed slightly lower, while the Hang Seng Index and commodity prices simultaneously experienced sharp volatility.
Thu, Mar 26

CPU Supply Shortage, Intel and AMD Raise Prices, Is Computing Power the End of AI?
TradingKey - Recently, amid tightening CPU supply, Intel (INTC) and AMD have successively raised prices for their CPU products, covering server and select high-performance consumer lines. Following the news, shares of both Intel and AMD rose over 7% on Wednesday. Arm also surged 16.38% in the previous trading session after announcing its self-developed AGI CPU and providing a robust revenue growth outlook.
Thu, Mar 26

Google’s “Compression Revolution” Impacts AI Computing Logic: Has Storage Demand Peaked?
TradingKey - Google's (GOOGL) release of its new AI memory compression technology, TurboQuant, has sparked market concerns regarding the outlook for storage demand. Following the news, U.S. memory chip stocks plummeted during Wednesday’s intraday session. SanDisk (SNDK) fell as much as 6.5% at one point, while Micron Technology (MU) dropped over 5%, Western Digital (WBD) fell more than 6%, and Seagate Technology (STX) declined by over 8%.
Thu, Mar 26

Today’s Market Recap: US-Iran Ceasefire Talks Uncertain, US Stocks Edge Higher, Chinese Concept Stocks Shine, SpaceX Expected to List in June
TradingKey - Prospects for US-Iran ceasefire negotiations dominated Wednesday’s market movements. As Iran’s stance hardened, oil prices rebounded from intraday lows to eventually close higher. US equities and Treasuries did not follow the reversal in oil prices, both closing slightly higher and mark
Thu, Mar 26

Will SpaceX IPO Bring Hope to Lackluster Silver?
TradingKey - Against the backdrop of the intensifying commercial space boom, SpaceX’s potential IPO has become a focal point of market attention. Meanwhile, the commodities market is experiencing sharp volatility, with silver prices particularly active, driven by the dual forces of industrial demand and financial attributes.
Wed, Mar 25

Gold Prices Under Pressure After Hitting $4,600, UBS: Safe-Haven Logic Unchanged But Only Delayed.
TradingKey - Driven by signs of easing geopolitical risks in the Middle East, international gold prices (XAUUSD) rebounded sharply after previously falling to the $4,100 mark. Prices climbed to touch the $4,600 level but encountered significant pressure near these highs, with signs of a short-term pullback emerging.
Wed, Mar 25

Market Shows Signs of Dip Buying After Trump Pauses Strikes on Iranian Energy Facilities?
TradingKey - President Trump pledged on Monday to suspend strikes against Iran's energy infrastructure for five days as negotiations continue. Market reaction to the announcement suggests that "buying the dip" remains the market consensus.
Wed, Mar 25

Should You Buy Upcoming SpaceX Now or Tesla After a 20% Pullback?
TradingKey - Media reports indicate that SpaceX, founded by Tesla (TSLA.US) CEO Elon Musk, plans to file its IPO prospectus with regulators later this week or next week. The company aims to raise more than $75 billion in the IPO, exceeding the previously reported $50 billion. Its latest valuation is
Wed, Mar 25

NBIS Stock vs CoreWeave: Do They Have the Potential to Be the Most Profitable AI-Infrastructure Investment?
TradingKey - The increasing investment in artificial intelligence is not only benefitting chip manufacturers but is also leading to the emergence of a new class of infrastructure companies.
Tue, Mar 24

Iran Reiterates Ceasefire ‘Hard Conditions,’ Trump TACO Deal Will Be Weakened
TradingKey — According to latest reports, Iran has signaled a tougher stance regarding conditions for ending the war. Mohsen Rezaee, the newly appointed military advisor to Iran’s Supreme Leader, stated in an interview with Iranian state television on March 23 that Iran will not easily end the conflict in the short term unless its core demands are fully met.
Tue, Mar 24

Trump TACO Trade Saves Market, But Who Are the First Victims of the TACO Trade?
TradingKey - As Donald Trump once again signals a de-escalation of Middle East tensions, global markets have swiftly entered "TACO trade" mode: risk assets rebounded, safe-haven assets retreated, and volatility quickly contracted.
Tue, Mar 24

Global Assets Replay TACO Trade, When Will US-Iran Conflict End?
TradingKey - On March 23, Eastern Time, ahead of the U.S. market open, Donald Trump signaled a potential de-escalation.
Tue, Mar 24

Buffett’s Berkshire Increases Bets on Japanese Stocks. Spends 287.4 Billion Yen for 2.49% Stake in Tokio Marine Holdings
TradingKey - Against the backdrop of global capital re-evaluating asset allocation paths, Berkshire Hathaway (BRK.B) has once again increased its exposure to the Japanese market. Latest disclosures reveal that the company, through its reinsurance entities, invested 287.4 billion yen (approximately $
Tue, Mar 24

Today’s Market Recap: Trump Signals Delaying Iran Strike, Three Major US Stock Indices Rebound
TradingKey - Trump stated that the US-Iran dialogue was productive and decided to hold off on strikes against Iranian energy facilities.
Tue, Mar 24

Gold Suffers Epic Plunge, March Cumulative Decline Exceeds 20%. Has Gold Become a Risk Asset?
TradingKey - At 3:21 AM Beijing Time during the Asian trading session, spot gold (XAUUSD) fell nearly 9% intraday, briefly dropping below the $4,100/oz mark. This not only erased all gains for the full year of 2026 but also marked the largest monthly decline of the 21st century. Since March, spot gold prices have plummeted by more than $1,000. Meanwhile, spot silver (XAGUSD) fell in tandem to $61/oz, down 10% on the day.
Mon, Mar 23




