Analysis

TradingKey — Palantir Technologies Inc. (PLTR) stock maintains its investment appeal, with analysts recommending buying on dips as valuation corrections and consistently strong earnings bolster its long-term prospects. While short-term volatility is driven by a cooling AI narrative and adjustments t

TradingKey - In stark contrast to US retailers like Target and Home Depot struggling amidst economic uncertainty, America’s largest retailer, Walmart (WMT), maintained robust growth in Q3 2025. Its fiscal year 2026 Q3 earnings report once again proved the company's resilience in a trade-down economy

TradingKey - Markets have spent the past week looking for reasons to explain the pullback. Talk of an “AI bubble”—or pressure from the recent crypto selloff— has circulated widely.

TradingKey - Microsoft shares have pulled back over 8% from their all-time high in October, yet the tech giant presents an attractive buying opportunity. This is driven by robust growth potential in its Azure cloud business and solid financial fundamentals. The “Microsoft-Anthropic” two-way

Archer Aviation has been consistently bullishly viewed and frequently analyzed by Cathie Wood. So, how strong is Archer Aviation's outlook? How high can the stock price go? Should investors consider buying after its recent 37% plunge? This article will delve into these questions.

TradingKey - Investors worried about an “AI bubble” have already seen that fear show up in prices — U.S. tech stocks have slipped for several sessions in a row. But one corner of the market is holding up surprisingly well.

A true AI bubble burst and a broader U.S. stock market collapse are not yet imminent. However, the equity market, particularly among tech giants, is poised for increasing divergence.

TradingKey - Nvidia's Q3 fiscal 2026 earnings report, which comfortably beat market expectations for both revenue and EPS, provided a much-needed reprieve for a fragile U.S. stock market. While CEO Jensen Huang directly countered the AI bubble narrative, analysts remain cautious, questioning whether

Nvidia's Q3 earnings smashed expectations with record $57B revenue, triggering a 6% rally and debunking the "AI bubble" narrative. With a $500B Blackwell order backlog and surging demand from hyperscalers, Nvidia’s long-term AI infrastructure dominance remains solid despite short-term volatility.

TradingKey - As Alibaba's earnings approach, one question dominates: Can AI and quick commerce justify sacrificing profits now for future dominance? Preview how the RMB 50 billion quick commerce push, 35.8% AI cloud share, and fierce competition could decide if BABA's 88% rally holds.

TradingKey - Walmart (WMT), the largest U.S. retailer, is scheduled to report its fiscal third-quarter 2026 earnings, for the period ending October, before the U.S. market opens on Thursday, November 20. Despite facing headwinds from tariff policies and weakening U.S. consumer vitality, Walmart has

TradingKey - While OpenAI, developer of ChatGPT, spearheads a staggering $1.5 trillion "AI circular trade," rival Claude AI maker Anthropic is emerging as the only AI unicorn to secure backing from all three major cloud service giants: Amazon, Google, and Microsoft, by leveraging a small but

TradingKey - Nvidia (NVDA), the leader in the AI chip market, is set to release its fiscal year 2026 Q3 earnings report after the close of US markets on Wednesday. As US investors engage in a frantic sell-off driven by interest rate expectations and the AI bubble, the Q3 report from "AI bellwether"

TradingKey - U.S. retail giant Target (TGT) is grappling with shifting consumer habits and trade policy changes as it prepares to release its third-quarter 2025 earnings before the market open on Wednesday, November 19. The company, which primarily sells discretionary items, is striving to return to

TradingKey - NVIDIA (NVDA) is set to report its Q3 FY2026 earnings after market close on Wednesday, November 19, positioning itself as a key market focus amid a broader U.S. stock market pullback fueled by AI bubble concerns and liquidity pressures. Analysts widely anticipate NVIDIA will deliver its

This article reviews Berkshire Hathaway's $4.3 billion investment in Alphabet, marking its first purchase of Google stock. With Q3 revenues surpassing $100 billion and growing support from institutional investors, we explore whether Google has won the AI race.

Don’t miss the major events coming this week in the U.S. stock markets: Nvidia's Q3 earnings report, the Fed's September jobs report, monetary policy minutes, and more. Check out this article for more details.

TradingKey - We remain bullish on SanDisk(SNDK.US)'s long-term growth potential. However, we believe current stock price expectations are too optimistic, with future upside significantly decelerating.

TradingKey - Nebius, a cloud service provider focused on AI infrastructure, released its Q3 2025 earnings before market open on November 11. Despite announcing a new $3 billion order with Meta, the stock plunged over 7% that day due to weaker-than-expected results, and has since fallen nearly 20%.

TradingKey - What exactly are the concerns surrounding an AI bubble? Broadly, the AI bubble thesis centers on several key anxieties:Firstly, whether the massive AI infrastructure build-out is supported by sufficient genuine demand. Secondly, whether the tech giants' increasing reliance on