Analysis

TradingKey - Costco Wholesale (COST) has seen a 16.85% increase in its share price from the beginning of 2026, continuing a streak of consistent growth and increased consumer spending. The coinciding increase in oil prices due to geopolitical conflict has generated winners and losers among retailers

TradingKey - AI stocks have once again returned to the market spotlight, as Fusemachines Inc. (NASDAQ: FUSE) propelled itself into the headlines following a shareholder letter and a massive rally.

TradingKey - Last Friday (April 10), TSMC reported record quarterly revenue—consolidated revenue for Q1 FY2026 reached NT$1.134 trillion (approximately US$35.6 billion), up approximately 35% year-on-year. This marks the first time single-quarter revenue has surpassed the NT$1 trillion threshold.

TradingKey — On April 10, 2026, U.S. President Donald Trump posted a high-profile message on Truth Social that drew significant attention on Wall Street, directly naming and praising data analytics firm Palantir Technologies. He wrote: "Palantir Technologies (PLTR) has proven to have powerful combat capabilities and equipment. Just ask our enemies!!!" According to TheStreet, Trump’s rare inclusion of the stock ticker makes him the first president in U.S. history to publicly mention a specific stock by its ticker symbol.

TradingKey — Last Friday, Nasdaq announced that memory chip giant SanDisk (SNDK) will join the Nasdaq 100 Index before the market opens on April 20, 2026, replacing Atlassian (TEAM).

People who show violent extremist tendencies on ChatGPT and other artificial intelligence platforms could be directed in the future to human and chatbot‑based deradicalisation support through a new tool in development in New Zealand, the people behind it said.

TradingKey - Since April 2026, Marvell Technology (MRVL) has demonstrated sustained stock price strength. On April 10, the shares closed at $128.49, up 7.14% for the day. The stock has seen a cumulative gain of nearly 20% over the past five trading days, with an overall increase of 29.72% in April.

Elon Musk’s XChat, the Western equivalent of WeChat, is set to launch on the App Store, issuing a direct challenge to giants such as Meta, Apple, and PayPal.

TradingKey - Taiwan Semiconductor Manufacturing (TSMC) has established itself as a crucial player in the Artificial Intelligence (AI) supply chain and this has begun to manifest itself in the performance of TSMC’s shares. 

Netflix subscribers in the U.S. just got hit with $1 or $2 price increases, depending on the plans they sign up for.

SpaceX's Starlink, launch services, and xAI businesses have enormous growth potential.

Nvidia’s revenue has soared in the double digits in recent quarters due to its leadership in AI chips.

GameStop's valuation is now not as disconnected from the company's underlying value. A $9 billion war chest, coupled with its crypto reserves, helps to somewhat justify the company's $10.5 billion market cap.

Microsoft at $370 is a 17%-revenue-growth, 47%-margin, $625-billion-backlog business trading at a multi-year low valuation, because the market is scared of macro noise. The AI model releases this week prove the moat is deepening, not narrowing.

Key PointsMicron calls memory the "defining strategic asset" of the artificial intelligence (AI) infrastructure buildout.Sustained demand for memory in data centers could push the stock close to $700 next year.Investors will have to weigh the upside with potential risks if supply catches up to deman

Key PointsAbel highlighted nine "core positions" in Berkshire's portfolio in his first letter to shareholders.Every company on the list is a wonderful business with strong operations and wide moats.Only some of them trade for very attractive valuations right now.These 10 stocks could mint the next w

Key PointsJohnson & Johnson is one of the largest pharmaceutical stocks by market cap. Pfizer's dividend offers a hefty yield. Revenue is growing for J&J, while Pfizer is leaning on acquisitions to help spur growth. 10 stocks we like better than Johnson & Johnson › As large tech companies struggled

Key PointsNvidia's growth rate continues to accelerate.Broadcom expects huge increases in its custom AI chips business. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) are two of the top AI computing companies to invest in right now. Each of their stocks has

Anthropic has delayed the launch of its new AI model, Claude Mythos, projecting a responsible image but potentially weighing on its IPO process.

Key PointsDebt markets show more concern for Oracle's default risk than Alphabet's.Equity markets are wary of Oracle and Microsoft's exposure to OpenAI.Well-funded leaders like Alphabet may be safer artificial intelligence (AI) investments.10 stocks we like better than Alphabet › The market is, comp