Analysis

TradingKey - The 2025 U.S. earnings season kicks off this week with results from major banks. Amid elevated investor sentiment and the Trump administration pushing for deregulation, analysts expect another strong quarter for the banking sector — driven by booming trading activity and a resurgence

TradingKey - Oil drove the 20th century, but key minerals will drive the 21st. From the lithium in electric vehicle batteries to the rare earths in military equipment and solar panels, these elements are key enablers of the technologies driving the world economy.

TradingKey - Manufacturing has always been the heartbeat of the world's economies, from the steam engine to mass production. We are experiencing a new revolution these days: the integration of artificial intelligence (AI) into production processes. It is intelligent manufacturing, and it pairs robot

TradingKey - Building and construction, as well as engineering companies, rarely receive the same headlines as technology companies, but they form the backbone of most economies nowadays. From bridges and highways to airports, power stations, and skyscrapers

Connectivity was always a progress stimulant. Telecommunication-enabled commerce, the telephone transformed communications, and the internet unleashed globalization. And now, the fifth-generation wireless technology, 5G, is next.

Key PointsASML specializes in lithography machines and technology.It sells large and costly systems that last for decades.Its future looks very promising

Key PointsB. Riley hiked its price target on Energy Fuels stock.China is placing export restrictions on rare earths.

TradingKey - On the 7th of October, Oracle stock fell 5% after a report shared by The Information giving more insights into the company’s profitability in their own cloud business. The day after, the stock rebounded, but the questions remain.

Most investors know Amazon because of its e-commerce marketplace and Amazon Web Services. The company generated more than $60 billion in annualized revenue from another segment in Q2. Amazon should benefit over the long term from this division's strong growth and earnings power.

Walmart (NYSE: WMT) is a stock that most investors probably consider to be a safe investment. Its stores are go-to locations for consumers, whether they're buying groceries, day-to-day essentials, or discretionary items. The business has been resilient over the years and has shown strength while

Two years ago, OpenAI's first Dev Day felt like a startup showing off its breakthrough product. ChatGPT had 100 million weekly users and processed 300 million API tokens per minute—numbers that made headlines and seemed impossibly large. Fast-forward to today, and those figures look almost modest. C

Chip giant Synopsys teetering on the edge? The ultimate "pick-and-shovel" supplier in the AI frenzy, but hammered by China's sudden market freeze and export clamps, sending shares crashing 40%! Is that $35 billion Ansys mega-deal a rescue rope or a bigger sinkhole? Dive into the EDA powerhouse's nai

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.