Analysis

IREN has transitioned from Bitcoin mining to an AI infrastructure leader, boasting a $19 billion market cap. Despite recent earnings misses and share dilution, its $9.7 billion Microsoft partnership and 3GW power pipeline position it for a potential $100 target, offering significant long-term upside

TradingKey - The Wall Street Journal reported this Tuesday that Alphabet (GOOG) (GOOGL) is in talks with SpaceX to assist Google in deploying orbital data centers.

TradingKey - In the early morning of May 13 ET, NVIDIA (NVDA) CEO Jensen Huang boarded the U.S. presidential aircraft "Air Force One" in Alaska to accompany Trump on a visit to China.

TradingKey - On May 12, Eastern Time, Bloomberg reported that AI startup Anthropic is in preliminary discussions with investors to raise at least $30 billion in new capital at a pre-money valuation exceeding $900 billion. If the deal is finalized, it would mark the company's largest funding round to

TradingKey - The results for Nvidia (NVDA) will be announced on May 20 after the market closes, and this report is very important for more than just one stock symbol. 

ASTS trades at $72.96, facing volatility after a Q1 earnings miss and launch setbacks. Despite high cash burn, analysts remain bullish, citing FCC approvals and the mid-June BlueBird launch.

TradingKey - On Tuesday (May 12, ET), the Philadelphia Semiconductor Index tumbled as much as 6.8% intraday as chip stocks broadly retreated. Intel, which had "dominated" U.S. stock market gains in the recent period, (INTC) , at one point fell over 11% intraday before ultimately closing down nearly

TradingKey - On May 21, 61,000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote. Government mediation between labor and management has collapsed.

TradingKey - On May 12, Eastern Time, U.S. CPI data for April significantly exceeded market expectations, reaching its highest level since May 2023. The index rose 3.8% year-on-year, higher than the market forecast of 3.7%. Core CPI also increased 0.4% month-on-month, with prices for energy, rent, and airfare all trending upward.

TradingKey - On May 13, the Nikkei 225 Index opened 0.5% lower, while South Korea’s KOSPI Index opened down 1.7% before losses further widened to 3%.

April inflation hit a three-year peak of 3.8%, pressuring the Nasdaq and tech stocks. Markets are further braced by Kevin Warsh’s Fed Chair confirmation, the maintenance of Trump’s 10% global tariffs, and a high-profile U.S. business delegation preparing for a strategic state visit to China.

TradingKey - BigBear.ai (BBAI) provided a modest first-quarter update on May 5, and BBAI shares have declined about 26% year to date. The company finalized the acquisition of Ask Sage in January, marking its shift away from a services-heavy government contractor to a platform-centric AI company. The

TradingKey - AST SpaceMobile (ASTS.US) reported first-quarter results after the market close on May 11 ET. Despite reiterating its full-year revenue guidance, the company’s revenue significantly missed expectations, and losses were far wider than market forecasts. Driven by a surge in operating costs and lingering uncertainty regarding satellite launch risks, the stock plunged over 10% in after-hours trading before closing down approximately 9% at around $64.

TradingKey - As of press time, WTI crude oil futures rose over 4% at one point, while Brent crude climbed nearly 4% in tandem. Spot gold fell more than 1% under pressure, breaking below the $4,700 mark. Silver gained over 3% at one point. Upward pressure from oil prices spilled over into the bond market, sending U.S. Treasury yields higher again.

TradingKey - Earlier this month, Apple and Intel reached a preliminary agreement for Intel to provide foundry services for certain chips used in Apple devices. Bank of America noted in a recent analysis that this partnership could be worth up to $10 billion, with the primary beneficiaries likely bei

TradingKey - Latest reports indicate that Amazon (AMZN) is preparing its inaugural Swiss franc bond offering. The proceeds will be used for general corporate purposes, potentially including business investments and capital expenditures. This move coincides with Alphabet’s (GOOGL) plans to issue its first yen-denominated bonds, reflecting how Big Tech companies are tapping international debt markets to finance the expansion of AI infrastructure.

TradingKey - Nvidia is deploying its abundant capital into nearly every area related to AI infrastructure. This year, Nvidia has committed a total of over $40 billion in investments to cloud service providers, data center operators, optical networking companies, manufacturing partners, and AI model

TradingKey — Recently, at a critical juncture in OpenAI’s push toward an IPO, two new "time bombs" have hit the market: CEO Sam Altman’s personal investments are under a formal Congressional investigation, and more than 600 employees cashed out $6.6 billion through the secondary market last October.

TradingKey - Hims & Hers Health (HIMS) is due to release its Q1 2026 results after the closing bell today. Below, we outline what investors should watch for in today's report.

TradingKey - U.S. stocks closed slightly higher on Monday, with the Dow Jones Industrial Average rising 0.19%, the S&P 500 Index gaining 0.19%, and the Nasdaq Composite Index advancing 0.10%.