Analysis

TradingKey — On Thursday, Eastern Time, SpaceX is simultaneously advancing two major integrations: evaluating a potential merger with Tesla while accelerating negotiations with xAI, aiming for a mega-IPO later this year. During Thursday's U.S. intraday trading session, Tesla shares reversed gains to

TradingKey - The problem for the generative AI market was that it had become a commoditized market with sky-high capital spending and a maze of corporate alliances. OpenAI has to make a damaging if delicate trade-off to keep its edge: That is as close as it is a route to independence. In 2026, the b

TradingKey - The emergence of open-door real estate technology has now evolved from being a niche iBuyer concept, to an incredibly volatile, contentious name in the marketplace, as demonstrated by Opendoor stock(NASDAQ: OPEN) having both speculative excitement and serious structural concerns about i

TradingKey - On January 28, ASML announced its financial results for the fourth quarter and full-year 2025. Q4 revenue reached a single-quarter record of €9.7 billion, driven in part by revenue recognition from two High NA systems. Full-year 2025 revenue totaled €32.7 billion with a net profit of €9

An in-depth analysis of the underlying logic behind Microsoft’s $148 billion annual expenditure, revealing how the company secures energy sovereignty in the AI era through nuclear energy positioning and infrastructure development. This article provides a detailed examination of Microsoft’s transformation from a software vendor to an “AI power utility,” exploring its valuation rerating and physical infrastructure moat following the stock price pullback.

An in-depth breakdown of Apple’s FY2026 EPS growth logic, revealing how TSMC’s 2nm advanced process and memory supply chain dominance construct a gross margin moat. This analysis dissects the marginal contribution of the Apple Intelligence+ subscription model to high-margin services and details the truth behind the "digital class" reckoning underlying Goldman Sachs’ $320 price target.

TradingKey - Meta (META) demonstrated robust momentum in its post-market earnings report on Wednesday. Driven by sustained growth in advertising revenue, both its fourth-quarter results and first-quarter revenue guidance surpassed Wall Street expectations. Simultaneously, the company announced that

TradingKey - A clear understanding of Tesla's price performance since 2020 helps investors grasp its volatility range as a high-growth stock and effectively assists in risk mitigation for future market movements.

TradingKey - Micron (MU) shares jumped 12% this week to $435.28, extending a six‑month rally of nearly 270%.

TradingKey - For would-be backers, OpenAI is a bizarre and skewed financial enigma. Indeed, the company was burning cash at record levels even as it generated record levels of revenue. OpenAI's current value will continue to be shaped by this duality and what that might mean for an eventual public o

TradingKey - The U.S. Centers for Medicare & Medicaid Services (CMS) announced on Monday that Medicare Advantage payment rates for 2027 will increase by just 0.09%, far below analyst expectations of up to 6%.

TradingKey - Silver has a uniquely dual nature that is reflected in its use in the modern world through both the use of silver as a resource for manufacturing and through its application to technology due to its superior properties of electrical and thermal conductivity compared to all other metals

TradingKey - The global electric vehicle (EV) market has matured, and competition is increasing. As Nio's stock (NYSE: NIO) price continues to trade below $5 per share after hitting $8 earlier this year, it has become an important indicator of how investors feel about Chinese EV manufacturers.

TradingKey - Plug Power (NASDAQ: PLUG) is a company that has been extremely popular for many years in the clean energy industry, in particular hydrogen.

TradingKey - If Tesla (TSLA) is viewed solely through the valuation framework of traditional automakers, many investors would consider it detached from its fundamentals. Its sales growth has slowed, price wars are eroding margins, and it will still take time before autonomous driving and robotics co

Alphabet is much stronger than Microsoft (MSFT) or Amazon (AMZN) due to its unparalleled data advantage and better valuation when comparing how retail investors are viewing these companies for the foreseeable future.

My selection of the best stocks to buy includes MercadoLibre (MELI), Amazon (AMZN), Eli Lilly (LLY), Alphabet (GOOG) (GOOGL), Vertiv (VRT), Nu Holdings (NU) and Walmart (WMT). All these companies each have a unique competitive advantage and possess the financial resilience required to survive market

TradingKey - Meta Platforms (META) is scheduled to release its fourth-quarter 2025 financial results after the U.S. market close on Wednesday, January 28, 2026. As one of the "Magnificent Seven" tech giants, Meta’s upcoming earnings report is under close market scrutiny. Although the stock has under

TradingKey - Shares of quintessential meme stock GameStop (GME) surged more than 8% intraday on Monday after Michael Burry, the fund manager renowned for "The Big Short," revealed in a post that he has been buying the stock.

TradingKey - Against the backdrop of a structural recovery in the global storage industry, data storage leader SanDisk Corp (SNDK) will release its fiscal second quarter 2026 financial results (corresponding to approximately calendar Q4 2025) after the U.S. market close on January 29, 2026.