Analysis

TradingKey - Niche assets like data centers, logistics, healthcare, and cold storage thrive on structural drivers, not traditional property cycles Specialized real estate benefits from secular trends like digitalization, demographics, and supply chain innovation

TradingKey - Video gaming and digital entertainment have moved from on the margin of leisure to at the heart of global culture. What was formerly considered a niche entertainment, gaming now rivals and at times dominates movie and music revenue. Meanwhile, streaming services, cyber sports

Key PointsAdobe reported record revenue of $5.99 billion for Q3 FY2025, up 11% year over year.Adjusted EPS grew 14.2% year over year to $5.31.Management raised full-year FY2025 guidance for revenue and both earnings measures, citing continued strength in AI-powered products and subscription growth.T

TradingKey - U.S. coffee chain Black Rock Coffee Bar completed its initial public offering (IPO) on Thursday, becoming the first restaurant company to enter the U.S. market since Cava Group's listing in 2023.

Worldcoin is evolving from a “hype token” into a foundational layer for global identity. Its fusion of biometrics, blockchain, and financial inclusion has earned growing recognition from users and institutions. If it can overcome technical hurdles, launch real-world payment use cases, and stabilize

Hyperliquid is a decentralized derivatives trading platform launched in 2023, designed to deliver high-performance, low-latency, permissionless trading. Its mission is to offer a self-custodied and transparent experience that rivals, or even surpasses, centralized exchanges (CEXs) — earning it the n

Figure’s strong first-day performance sets the stage for Gemini’s highly anticipated listing.

By Jamie McGeeverORLANDO, Florida, Sept 11 (Reuters) - The eye-watering surge in U.S. tech giant Oracle's share price on Wednesday added fuel to a fiery debate: is the U.S. artificial intelligence stock boom a bubble destined to burst? This is a question that has dogged Wall Street for months, a...

By Edward ChancellorLONDON, Sept 11 (Reuters Breakingviews) - Countries across the Western world are over-indebted. In theory, they could grow their way out of the debt or rein in their fiscal deficits. But the richer countries have a miserable recent growth record. And as the fall of French Prime M

By Manishi Raychaudhuri HONG KONG, Sept 12 (Reuters) - India currently finds itself caught between the world's two global superpowers. The Asian economic titan faces 50% tariffs on the majority of its exports to the United States, yet it also has to contend with a severely unbalanced trade re...

Key PointsApple seems stagnant as its AI-driven products fail to drive huge sales increases.Microsoft's AI strategy seems less clear as it separates itself more from Open AI.10 stocks we like better than Microsoft › Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) are the second-largest and third-l

Key PointsFigma stock has been on a rollercoaster ride since the company went public on July 31.The company is growing strongly and is already profitable.However, the valuation is extreme, even after a post-IPO slump.10 stocks we like better than Figma › Software company Figma (NYSE: FIG), which spe

Key PointsOracle projects cloud infrastructure revenue will explode from $10 billion to $144 billion by 2030, outpacing AWS and Azure at comparable stages.The company's $455 billion backlog and multibillion-dollar AI contracts with OpenAI, Meta, and Nvidia provide unprecedented visibility into reven

TradingKey - The key question now is whether the August CPI report, to be released on September 11, could push the Fed toward a more aggressive 50-basis-point cut — as it did in September 2024.

Bitcoin (BTC) trades around $112,260, consolidating within a tight range as investors weigh bullish technical setups against global macroeconomic headwinds.

Gemini begins trading tomorrow and is expected to outperform Circle and Bullish as the strongest crypto IPO to date.

Key PointsAlphabet is involved in two antitrust cases, one involving search and another related to its ad tech businesses.The judge in the first case has already suggested remedies, but the consequences for the second case have yet to be determined.Investors have been buying up Alphabet's stock now

TradingKey - Oracle Corporation (NYSE: ORCL) posted mixed Q1 FY2026 results, with total revenue and adjusted EPS slightly below consensus amid a shift to cloud services, but cloud revenue beat expectations with robust 28% growth. A massive RPO backlog of $455 billion, up 359% YoY

TradingKey - After Apple’s 2025 fall launch event, Apple’s stock (AAPL) turned from gains to losses, as investors once again expressed dissatisfaction with what they saw as a lack of major innovation from the world’s top tech innovator. Analysts’ reviews suggest that the upgraded base iPhone 17

By Jamie McGeeverORLANDO, Florida, Sept 9 (Reuters) - The Federal Reserve is widely expected to cut interest rates next week even though inflation is still around 3%, a full percentage point above the official goal. This raises an uncomfortable question: is the central bank's 2% inflation target...