Analysis

TradingKey - Small modular reactors (SMRs) are compact, factory-built nuclear reactors designed to deliver clean, reliable energy to meet the surging demands of AI data centers, which the U.S. grid—36% oil, 36% gas, and inconsistent renewables—struggles to support.

TradingKey - Nike reported first-quarter earnings on September 30, as the stock finished up more than 6% on the day after. The stock price is already slightly positive year-to-date and nearly 40% up from this year’s low. The reason behind this positive reaction is that the results are much less bad

TradingKey - Leading electric vehicle manufacturer Tesla (TSLA) is set to release its Q3 2025 delivery report on Thursday, October 2. After Tesla’s stock posted its best monthly performance of 2025 in September, Wall Street expects the automaker — which is regaining brand momentum — to deliver a

Shares of Robinhood Markets (NASDAQ: HOOD) shot up 37% last month, according to data from S&P Global Market Intelligence. The stock trading and financial services platform was added to the S&P 500 (SNPINDEX: ^GSPC). It also keeps posting impressive growth with new customer deposits, growing trading

Obesity kings’ plump future is under siege. Over the past month Roche ROG.S and Pfizer PFE.N have splurged over $10 billion scooping up promising treatments and other rivals are rapidly developing their own medicines. Incumbents $242 billion Novo Nordisk NOVOb.CO and $722 billion Eli Lilly LLY.N may

Wednesday's shutdown of the federal government didn't come as a surprise. Republicans and Democrats had their heels dug in, and investors had braced for several days that Congress and President Donald Trump would fail to reach a deal before the midnight deadline on Tuesday night.

Citigroup expects hyperscalers to pour $490 billion into AI buildouts by the end of 2026, up from a previous forecast of $420 billion. The bank also lifted its longer-term forecast: more than $2.8 trillion in AI infrastructure spending through 2029, powered by aggressive bets from the clouds and

TradingKey - On 1 October 2025, the U.S. federal government officially entered a shutdown, impacting various asset classes. This article analyses two key markets most affected—U.S. equities and gold—to help investors identify potential opportunities.

Cyber defense is a structural, non-discretionary spend as digital infrastructure underpins economies and faces constant state and criminal attacks. Growth is driven by ransomware and nation-state threats, tighter regulation, AI on both offense and defense, and cloud/remote work expanding the attack

TradingKey - On September 29, 2025, Carnival Corporation & plc’s third-quarter earnings report marked a pivotal shift from post-pandemic recovery to a new phase of robust organic growth and record profitability. The company’s performance was driven by three key pillars

TradingKey - Few sectors combine technological refinement, national policy, and financial strength quite as effectively as aerospace and defense.

TradingKey - For years, space was the preserve of governments and a few defense contractors. Now it is a growing business expecting billions in private investment.

TradingKey - Pharmaceutical giant AstraZeneca announced on Monday a major capital structure adjustment plan, proposing to list its shares directly on the New York Stock Exchange (NYSE) to replace the American Depositary Receipts (ADRs) currently traded by U.S. investors.

TradingKey - If the U.S. government experiences a shutdown, it could lead the Federal Reserve to stick with its current pace of interest rate cuts, or even accelerate them if the shutdown lasts longer and causes deeper economic disruptions.

Key PointsTesla says the first builds of a more affordable model happened in June, with volume production planned for the second half of 2025.The new car will likely slot below today's Model Y and lean into Tesla's self-driving roadmap.Model 3 transformed Tesla's business. While this launch may be s

TradingKey - Artificial intelligence is one of the more-hyped technologies of the decade. Autonomic systems, chatbots, and generative models populate the headlines.

TradingKey - Klarna, the fintech stock that surged 43% on its IPO debut, has now fallen below its $40 offering price, closing at $39.94 last Friday, September 26.

TradingKey - In a complex macroeconomic environment, Costco delivered robust revenue growth, improved profit margins, and exceeded earnings per share expectations, concluding its 2025 fiscal year on a high note. The company’s membership-driven business model demonstrated enduring resilience.

TradingKey - Earlier this week, NVIDIA announced a preliminary partnership with OpenAI to jointly deploy 10 gigawatts of compute capacity.

TradingKey - Recently, headlines around the world spotlighted Nvidia’s deal to invest up to $100 billion in OpenAI, a move that’s already being called one of the boldest bets in the history of artificial intelligence.