Analysis

TradingKey - Amazon (AMZN) begins a critical week as AWS AI demand accelerates, Trainium demand remains strong, and traders watch whether the stock can reclaim $239.

TradingKey - Apple (AAPL) begins a critical week after rebounding from its memory-cost selloff. Investors now watch whether the stock can reclaim $290 ahead of iPhone 18.

TradingKey - SpaceX (SPCX) begins a pivotal week at $155.25 as Nasdaq-100 inclusion on July 7 nears. Forced index buying, low float, and key resistance at $163 could shape the next move.

TradingKey - Nokia (NOK) begins the week at $12.93 after a 7% drop despite AI/Cloud revenue jumping 49% YoY. Q2 earnings, strong order growth, and key support levels are now in focus.

TradingKey - On June 29 Eastern Time, in US premarket trading, the three major stock index futures rose collectively. As of press time, Dow Jones futures rose 0.46%, Nasdaq 100 futures rose 1.19%, and S&P 500 futures rose 0.85%.

TradingKey - Against the backdrop of intensifying global memory chip supply-demand imbalances, TSMC (TSM) is accelerating its localized supply chain substitution plan to reduce its reliance on the three major international memory giants: Samsung, SK Hynix, and Micron (MU).

TradingKey - Samsung, SK Hynix, and Micron, the three chip giants controlling nearly 90% of the global DRAM market share, are facing a class-action lawsuit in a California federal court. The companies are accused of colluding to restrict traditional DRAM production under the guise of a strategic shift to AI High Bandwidth Memory (HBM), driving up prices by approximately 700% over the past four years.

TradingKey - On June 28, Eastern Time, Elon Musk disclosed via the X platform that Grok 4.5, developed by xAI, is currently undergoing internal testing at SpaceX and Tesla. He also announced plans to release a brand-new AI model "trained entirely from scratch" every month for the remainder of this year.

TradingKey - As the artificial intelligence (AI) boom drives a surge in demand for High Bandwidth Memory (HBM), global memory chipmakers are entering an unprecedented golden age of profitability.

TradingKey - Latest market data show that last Friday (June 26), Micron (MU) experienced a pullback on the first trading day after releasing exceptionally strong earnings. The stock surged to an intraday high of $1,198.71 but later retraced to around $1,121.36, closing down 6.69% for the day. The price action indicates that due to overextended recent gains and rising profit-taking, the stock has begun to show signals of heavy profit-taking at these elevated levels.

TradingKey - According to a filing disclosed by the U.S. Federal Trade Commission (FTC) on June 25, Elon Musk's acquisition of high-speed optical module startup Mesh Optical Technologies has received regulatory approval. The FTC completed its antitrust review by granting "early termination" of the waiting period, allowing the transaction to bypass the statutory waiting period and proceed directly. The filing did not disclose the transaction value, closing timeline, or equity structure. The acquiring entity is registered under Musk personally, rather than SpaceX.

NVIDIA (NVDA) starts the week at $192.76 in a descending channel with RSI at 31. Core PCE, AI capex updates, and key support levels could decide the next move toward $205.70.

Samsung (005930) starts a critical week after its HBM4 breakthrough. Here's what could drive the stock next, from AI memory demand and Core PCE to July earnings.

TradingKey - On June 26, Eastern Time, the three major U.S. stock indexes closed mixed. Tech stocks remained under pressure and the semiconductor sector continued its pullback, dragging the Nasdaq down for a fifth consecutive trading day.

If you believe in "Space + AI Edge Computing," SpaceX stock could be considered for the long term. In the short term, SpaceX's stock price has corrected from its peak of $225 to around $154, deflating much of the speculative bubble from its early IPO phase and returning to a reasonable strategic allocation range.

TradingKey - Sandisk (SNDK) enters the new week after an 857% rally in 2026. Here's what to watch, including Micron's record quarter, Core PCE, NAND demand, and key risks.

TradingKey - Strategy (MSTR) heads into the new week holding 847,363 Bitcoin as investors weigh a $7.3B unrealized loss, Core PCE, Bitcoin prices, and the stock's oversold setup.

TradingKey - Databricks is currently one of the most highly valued private technology companies globally. Backed by giants including Microsoft (MSFT), Nvidia (NVDA), and Amazon (AMZN), its lead in the AI data platform sector continues to widen.

TradingKey - Two weeks have passed since SpaceX (SPCX) went public on June 12. In just over ten trading days, this largest IPO in history has sent shockwaves through the secondary market. From a frenzied scramble for shares that propelled its market capitalization to $3 trillion, to a sudden onslaught of bearish news triggering a single-day plunge of over 16%, SpaceX has staged a textbook cycle of speculative euphoria and valuation correction. Currently, SpaceX’s stock price has fallen more than 30% from its post-IPO all-time high of $225.64.

TradingKey — On June 22, Eastern Time, US President Trump signed two executive orders at the White House, officially launching the US quantum computing industry acceleration strategy. This injects strong momentum into the development of this cutting-edge field while rapidly igniting capital market enthusiasm for quantum technology concept stocks.