Analysis

SK Hynix clarified that the disposal of its Chongqing plant has not yet been decided, as its ADR price edged lower in pre-market trading.

TradingKey - On August 9, Eastern Time, renowned "Big Short" investor Michael Burry turned his attention to Berkshire Hathaway (BRK.a) (BRK.b). He publicly stated on Substack that he no longer considers Berkshire an attractive investment, bluntly remarking that successor Greg Abel lacks Buffett's patience.

TradingKey - On August 9, Eastern Time, Elon Musk endorsed a forecast by network infrastructure giant Cloudflare (NET) on social media platform X. According to the forecast data, internet traffic generated by AI bots will surpass that of humans for the first time in May 2026, 18 full months ahead of the original projection of late 2027.

SpaceX's stock price is approaching $135, representing the first technical resistance level following its rebound from recent lows. As this coincides with the IPO cost basis, selling pressure is inevitable, creating significant overhead resistance. If the price fails to break through this level, SPCX could potentially retest $100. However, if bulls successfully absorb the potential selling pressure, SpaceX shares could rally toward $150 before the next round of lock-up expirations on August 20.

TradingKey - According to a Nikkei report on August 10, Sony Group (SONY) and TSMC (TSM) plan to invest in an image sensor joint venture project in Kumamoto Prefecture, Japan. The total investment is approximately 1 trillion yen (about $6.3 billion), with mass production of next-generation sensors expected to begin as early as 2029.

TradingKey - Since Gregory Abel took over as CEO of Berkshire Hathaway (BRK.a) (BRK.b), the investment group built by Warren Buffett has begun to gradually shift away from its previously cautious pace of capital allocation. The company has moved toward aggressive share buybacks, returned to being a net buyer in the stock market for the first time in over three years, and continued to advance large-scale acquisitions.

TradingKey - Super Micro shocked the market on July 21 with $60B in new Q4 orders and 15-17% margin guidance. Stock consolidating in symmetrical triangle. Full earnings Sunday Aug 11. Here's the technical setup.

TradingKey - SpaceX crushed Q2 with 92% revenue growth and 12M Starlink subs. Stock tumbled on capex, then surged 15.8% to $133 on Argus upgrade and Tesla Terafab chip deal. Here's the recovery setup.

TradingKey - The macroeconomic landscape for the week of August 3 to August 9, 2026, was defined by a notable easing of geopolitical tensions in the Middle East, specifically involving diplomatic efforts to ensure maritime safety in the Strait of Hormuz.

Intel crushed Q2 with 25% revenue growth and 59% Data Center growth. Stock surged to $112.70 then fell back to $100. Here's why the $11B loss matters less than the margins story.

AMD reported record Q2 revenue of $11.536B (+50% YoY), data center revenue doubled to $6.7B. Stock surged then fell 7%, now consolidating in symmetrical triangle.

TradingKey - In the upcoming week (August 10 to August 14), the global market focus will shift from employment back to inflation. The United States will release July Consumer Price Index (CPI), Producer Price Index (PPI), and retail sales data. Against the backdrop of significant divergence in expectations for a rate hike at the Federal Reserve's September meeting, these three data points may become key factors determining the next phase of movement for US Treasury yields, the US dollar, and US equities.

TradingKey - As of August 6, Eastern Time, Western Digital (WDC) shares plummeted 13% following the release of its latest earnings report. Although the company’s fourth fiscal quarter revenue, profit, and gross margin all achieved significant growth—benefiting from rising storage demand driven by AI data centers—the stock still experienced a pullback. The market has begun to reassess the sustainability and future growth potential of the AI storage rally.

TradingKey - Driven by better-than-expected Q2 2026 results, accelerating growth in the AWS cloud business, and strong AI demand, Amazon's share price surged following its earnings release. On August 3, Amazon's stock closed at $284.02, pushing the company's market capitalization past the $3 trillion mark for the first time.

SpaceX crushed Q2 with 92% revenue growth and $14.1B in AI cloud deals. SPCX surged Aug 4 but pulled back; lockup unlock was absorbed. Here's the technical setup for recovery.

Palantir crushed Q2 with 93% revenue growth and raised FY guidance to $8.15B. PLTR surged 30% on Aug 4, now consolidating near $156 as it tests Fibonacci support. Here's where it stands.

TradingKey - Palantir (PLTR) shares surged recently following the release of its latest earnings report, with the stock price soaring nearly 30% on Tuesday. The company's latest quarterly results showed sustained expansion in demand for its Artificial Intelligence Platform (AIP), as both U.S. commercial and government businesses maintained rapid growth. Meanwhile, the company raised its full-year revenue guidance, prompting investors to further upgrade their expectations for PLTR's long-term growth prospects.

Why has SpaceX's share price continued to plummet? Will it hit new lows again this year? What is the stance of Wall Street institutions regarding SpaceX's future prospects? We will provide an in-depth analysis of each of these questions.

Micron (MU) stock has been retracing since hitting an all-time high of $1,254.8 on June 25, reaching a local low of $737.88 on July 29. BofA analyst Vivek Arya noted that the recent repricing reflects investors positioning early for a potential downcycle "rather than a response to fundamentals"—which he believes are currently continuing to improve.

U.S. non-farm payrolls for July unexpectedly turned negative, cooling Federal Reserve rate hike expectations and boosting market trading sentiment as the three major indices all strengthened. Memory stocks faced a sell-off, while software stocks rallied broadly. At the close, the Dow Jones Industrial Average rose 0.28% to 54,036.93 points; the Nasdaq Composite Index climbed 1.30% to 26,690.62 points; and the S&P 500 Index gained 0.62% to 7,757.64 points.