Analysis

Tesla reports Q2 2026 after close Wednesday July 22. Record 480K deliveries, 13.5 GWh energy storage. Consensus: $26.4B revenue, $0.54 EPS. Options pricing 7.6% move. At $380, here is what the chart says.

TradingKey - As of the early Asian session on July 20, international oil prices opened significantly higher, with WTI crude (USOIL) rising 2.21% to a high of $84.60, and Brent crude (UKOIL) climbing 2.27% to a high of $91.42. The jump in oil prices was primarily driven by the continued escalation of the conflict between the United States and Iran, as the market renewed concerns over Middle East supply disruptions and shipping security in the Strait of Hormuz.

Alphabet GOOGL stock forecast July 2026, Google EU Android order, Gemini 3.5 Pro delay, GOOGL Q2 earnings July 22, GOOGL $341 trendline support.

TradingKey - On July 17 (ET), the three major U.S. stock indices closed lower across the board, recording weekly losses. Sell-offs in the AI and semiconductor sectors continued to broaden, and market risk appetite cooled significantly as the U.S.-Iran conflict escalated further ahead of the weekend.

Japanese markets were closed for a holiday. South Korean stocks opened lower but trended higher, with the KOSPI ending slightly lower as Samsung Electronics and SK reversed earlier losses to turn positive.

The death of U.S. Senator Graham has narrowed the Republican majority in the Senate. Under the guise of a tribute, President Trump has urgently called for the accelerated passage of the "Clarity Act" to prevent the legislation from failing due to potential shifts in the midterm elections. The move is intended to protect his personal crypto empire, valued at up to $1.2 billion, and advance the strategy of making the United States the "crypto capital." However, the bill remains stalled, and delays could potentially persist until 2030.

TradingKey - Apple hit a new intraday high of $334.68 after China approved Apple Intelligence powered by Alibaba Qwen. Foldable iPhone ramp raised to 10M units. Earnings July 30. At $333, here is what $340 needs and why $317.31 is the floor that matters.

TradingKey - Micron is down 20% in a month despite record Q3 results. MarketWatch called it the most important stock in the market. At $876, here is what $812 means and why 45 analysts still target $1,486.

TradingKey - In the coming week, global markets will witness one of the most significant central bank decisions of July. The European Central Bank (ECB) will announce its latest interest rate decision, with investors closely watching whether President Christine Lagarde provides policy signals for September. Simultaneously, preliminary July PMI data will be released for the US, Japan, and the Eurozone, offering fresh clues on the global economic start to the third quarter. Meanwhile, the second-quarter earnings season for US stocks continues to progress.

TradingKey - As of July 16 Eastern Time, Nvidia (NVDA) shares closed at $207.4, down 2.4% for the day. Although Nvidia’s stock price has undergone a correction since June, it stabilized and rebounded in July, posting a cumulative monthly gain of 3.65%. This indicates that the market continues to support Nvidia's long-term AI growth logic.

TradingKey - The global new energy vehicle industry is still in a phase of rapid expansion. However, for investors, industry growth does not mean all electric vehicle companies will emerge as winners. Between these two representative EV companies, Tesla (TSLA) and Rivian (RIVN), which stock is better suited for long-term holding?

Driven by the AI wave and robust demand for HBM capacity expansion, ASML saw its share price surge in the first half of 2026, prompting Wall Street investment banks to collectively raise their price targets. While high valuations may lead to short-term fluctuations between $1,700 and $2,000, the stock is highly likely to stabilize above the $2,000 mark by year-end. In the long term, bolstered by its absolute monopoly in equipment, the share price is projected to surpass $3,000 by 2030.

TradingKey - AMD ended the week at $486, down 17% from its June high. The trendline broke. RSI hit 29. But KeyBanc raised to $725, BofA to $620, and July 22 Advancing AI brings Zen 6 Venice and the MI455X roadmap. Here is the setup for the week ahead.

TradingKey - Dell stock has lost over $70 billion in market value despite booming AI server revenue. Here's why investors remain cautious and what comes next for DELL.

TradingKey - On June 12, 2026, Eastern Time, SpaceX (SPCX) listed on the Nasdaq at $135 per share with a base fundraising size of approximately $75 billion, setting a new global IPO record.

TradingKey - The S&P 500 index has recently experienced volatility at high levels. As of the U.S. market close on July 16, the S&P 500 index stood at 7,533.77 points, falling 0.51% on the day. Despite the short-term pullback, technical indicators suggest the medium-to-long-term bullish trend remains intact, and institutions continue to hold a positive outlook for the future of the S&P 500.

TradingKey - Against the backdrop of a general pullback in the AI sector, Apple (AAPL) has staged an independent rally, driven by its unique ecosystem moat and robust financial performance. After reaching an all-time high of $323.45 on July 13, the share price hit another record high of $327.5 on Ju

Tradingkey - The Wall Street Journal reported that SpaceX (SPCX) is in negotiations with the U.S. Department of Defense to sell computing power. The deal could be valued at billions of dollars, and if finalized, would mark the latest major infrastructure contract for Elon Musk’s integrated rocket, satellite, and artificial intelligence conglomerate. The report noted that the partnership model for this deal is similar to previous agreements SpaceX reached with Alphabet’s Google (GOOGL) and AI firm Anthropic. The negotiations come as the U.S. military seeks to construct data centers within its military bases to bolster its autonomous computing capabilities.

TradingKey - The U.S.-Iran conflict continues to escalate, with both major crude oil benchmarks rising by over 4%. Market focus on upcoming earnings reports next week from tech giants—Google, Tesla, Intel, and SAP—contributed to dismal trading activity. All three major U.S. indices declined as tech stocks faced a sell-off, while memory chip stocks stabilized. By the close, the Dow Jones Industrial Average fell 0.77% to 52,146.42; the Nasdaq Composite Index dropped 1.40% to 25,520.24; and the S&P 500 Index declined 1.01% to 7,457.69.

TradingKey - Nvidia's (NVDA) GPUs were once an indispensable choice for training large AI models in China, previously monopolizing over 95% of the domestic AI training chip market. However, amid intensifying geopolitical competition and the restructuring of the global semiconductor supply chain, Nvidia's market share for AI chips in China's official market is plummeting toward zero.