Analysis

Sure, Nvidia may very well become a $10 trillion company by the end of the decade, but the upside is capped.

The largest tech companies are increasingly relying on private credit to finance their AI ambitions, but is this a prelude to a bubble?

SoftBank Group has officially completed its historic $40 billion investment in OpenAI, securing an 11% stake and becoming its second-largest shareholder. Will this lead to an AI empire or a catastrophic collapse?

TradingKey - With just one week remaining until the official opening of the 2026 International Consumer Electronics Show (CES), global attention from the tech industry, capital markets, and manufacturing supply chains is rapidly converging on Las Vegas.

TradingKey - We believe that NIKE's share price has reached a technical support level in the short term. This, coupled with CEO Cook's increased stake, has bolstered market confidence, suggesting that NIKE's share price has certain upside potential in the short term.

TradingKey - After DeepSeek captured global attention early this year, the spotlight on frontier AI has shifted back toward China again—but this time with a twist.

TradingKey - CoreWeave (NASDAQ: CRWV) is one of the most market-watched next-generation cloud providers (neocloud). Despite the stock's 46% decline in November following its Q3 2025 earnings report, many market analyses still project CRWV to achieve stunning growth in 2026, with gains expected to ex

A deep dive into Reddit’s (RDDT) growth strategy driven by AI translation and Google SEO. This analysis explores Reddit's 10x ARPU potential, its transition into a high-margin Data-as-a-Service (DaaS) powerhouse, and the strategic risks of its search engine dependency.

Over the three-year AI-driven U.S. stock market bull run, the AI narrative has evolved from speculative imagination and a race for hardware to performance realization and differentiation. This article will briefly review the top ten AI events of 2025, revisiting the significant AI moments that ...

TradingKey - This week, the minutes from the Federal Reserve's latest monetary policy meeting will be a key market focus. Furthermore, investors are awaiting whether U.S. President Trump will nominate the next Federal Reserve Chair this week.

TradingKey - This Christmas, Santa Claus seems to have delivered a good gift to the U.S. market: total holiday retail sales are projected to exceed $1 trillion for the first time. The "Santa Claus rally" materialized as expected for U.S. stocks, with the S&P 500 index hitting a new closing high on C

TradingKey - Looking to invest in Schwab Stock? As Wall Street predicts a 2026 bull market, find out why Charles Schwab is positioned to win from the 'Great Rotation' and private equity expansion.

TradingKey - On December 24, local time, Nike shares saw a significant rise in early U.S. trading, fueled by news that Apple CEO and Nike Director Tim Cook significantly increased his stake in the company. The stock surged over 5% intraday at one point and ultimately closed up approximately 4.64%.

TradingKey - On December 24, local time, Groq, a U.S. AI chip startup, announced on its official website that it had reached a non-exclusive technology licensing agreement with NVIDIA.

While the three major US stock indexes performed strongly, many cryptocurrency stocks plunged against the trend; however, the likelihood of delisting remains relatively low.

Explore 2026 investment roadmap for Space Data Centers as AI computing breaks free from terrestrial energy and cooling constraints. Discover how key players like SpaceX, Rocket Lab, and Northrop Grumman are building the "Space Silicon Valley" from orbital infrastructure to real-time AI applications.

TradingKey - As 2025 draws to a close, the U.S. stock market has delivered a series of exciting and astonishing moments. As 2026 approaches, major Wall Street banks remain confident about the outlook for U.S. equities, with an average forecast for the S&P 500 index reaching 7,500 points.

TradingKey - 2025 can be described as a year of global asset breakout, with many assets undergoing a new round of market repricing.

TradingKey - On Monday, December 22, The U.S. Food and Drug Administration (FDA) officially approved the oral tablet version of Novo Nordisk's Wegovy injection, making it the world's first approved oral GLP-1 weight-loss medication.

TradingKey - This week, global financial markets will enter "Christmas mode." Investors should focus on US GDP data, and Bank of Japan Governor Kazuo Ueda will deliver a speech, potentially offering clues on the interest rate trajectory for 2026.