Analysis

TradingKey - Ahead of the US market open on August 24, Pinduoduo (PDD) will report its financial results for the second quarter of 2026 and host an earnings call at 7:30 a.m. Eastern Time.

TradingKey - On August 21, Eastern Time, the three major U.S. stock indices closed higher across the board, though they still recorded a weekly decline. Following fluctuations in U.S. Treasury yields, Middle East uncertainties, and a cooling of AI-related trades, the market staged a temporary recove

KKR stock remains under pressure despite record earnings and major deals. Here are the UGI bid, Integer takeover, valuation and key KKR stock catalysts.

Apple stock faces a major CEO transition, iPhone 18 launch and EU regulatory changes. Here are the key catalysts, risks and outlook for AAPL shares.

TradingKey - In the coming week (August 24 to August 28), the focus of the US market will shift from the July FOMC meeting minutes to the 2026 Jackson Hole Economic Symposium hosted by the Federal Reserve Bank of Kansas City.

SpaceX (SPCX) delivered a landmark debut earnings report in Q2 2026, with revenue nearly doubling year-over-year and Starlink surpassing 12 million subscribers.

TradingKey - Goldman Sachs' latest forecast indicates that the global space economy could reach $1.8 trillion by 2035. The bank also notes that increased public market financing may further drive industry M&A and consolidation, as the space economy gradually transitions from a highly volatile thematic investment to an industrial investment driven by commercial satellites, defense demand, communications infrastructure, and launch services.

Nvidia (NVDA) is set to report its second-quarter fiscal 2027 financial results after the market close on August 26, Eastern Time. Wall Street currently widely expects the company to maintain its pattern of "beating expectations and raising guidance." However, against the backdrop of elevated valuations and heightened expectations, a simple revenue beat may not be sufficient to drive the stock price higher.

TradingKey - The expansion of AI computing power is driving up data center storage demand. Although HDDs receive less attention in AI storage discussions than high-performance storage media like HBM and NAND flash, they handle the long-term storage of AI training data, inference logs, and model versions.

TradingKey - Masayoshi Son is betting on Intel's (INTC) recovery with a sizable investment.

Over the past decade, Nokia has experienced four distinct phases: a volatile decline, a retail investor frenzy, a 5G winter, and a surge driven by AI optical networking. In June this year, although NOK's stock price surged to $17.45 due to AI demand, it sharply fell back to around $8.3, weighed down by restructuring costs rising to €800 million, chip shortages, and profit-taking. While there is a risk of retesting the $8 bottom in the second half of the year, the probability of falling below $6 is low. Furthermore, constrained by the financial reality of requiring a $550 billion market capitalization and a tenfold increase in profits, the likelihood of reaching $100 by 2030 is extremely low.

VLO Q2: Revenue $44.48B (+49%, beat), EPS $12.54 (beat $10.22). Refining OI $4.5B (+247%). Renewable diesel $717M swing (from -$79M loss). Ethanol $318M (+488%). Cash returns $2.6B (59% payout). Dividend $1.20. OCF $5.6B. Debt-to-cap 11%. St. Charles FCC $230M Q3 2026.

ORCL Q4: Revenue $19.2B (+21%), OCI $5.8B (+93%), RPO $638B (up 363%). FY2027 guidance $90B, EPS $8.05. Capex concern: -$23.7B FCF FY26, $70B capex FY27, $40B financing plan. Weak $142.07 stock reflects debt/yield pressure, not demand collapse. AWS partnership expanded.

TradingKey - International copper prices have continued to strengthen recently. As of August 21, copper prices on the London Metal Exchange rose to as high as $14,363 mid-week, just shy of the all-time high of $14,521. Meanwhile, copper mining stocks such as Freeport-McMoRan (FCX), Southern Copper (SCCO), and BHP (BHP) also gained in tandem.

Since hitting a record high of $793 in August 2025, Meta Platforms (META) shares have trended downward with volatility. As of August 18, Eastern Time, based on a stock price of around $550, the cumulative decline over the period reached approximately 30%.

TradingKey - As of the close on August 21, Eastern Time, Microsoft (MSFT) shares stood at $481.15, having rebounded about 30% from its July low of around $380 since its earnings release on July 29.

Despite climbing U.S. Treasury yields, the U.S. August Composite PMI hit a four-year high, easing expectations of an economic slowdown and prompting a rebound in U.S. equities. All three major stock indices advanced, led by financial and gold stocks. At the close, the Dow Jones Industrial Average rose 0.98% to 53,277.01, the Nasdaq Composite Index gained 0.43% to 26,180.45, and the S&P 500 Index climbed 0.43% to 7,674.37.

TradingKey - Palantir Technologies (PLTR) is transitioning from a data analytics company known for US government contracts into a key platform provider in the enterprise AI market. Is Palantir stock worth buying right now?

MU Q3: Revenue $41.46B (+346% YoY, +74% seq), EPS $25.11 (beat est), Q4 guidance $50B (21% seq growth). HBM4 12-high high-volume production. HBM4E dev 2027. $10B Micron Research Labs Aug 20 (groundbreak 2027). Gross margin 84.6% record. Operating cash $25.39B.

On August 21, US Eastern Time, Tesla (TSLA) rose over 4%, reclaiming the $360 mark. According to media reports, Tesla plans to open public test rides for Cybercab—its first autonomous taxi without a steering wheel or pedals—by the end of this month and officially integrate it into the Robotaxi network in Austin, Texas.