Analysis

TradingKey - Earlier this week, NVIDIA announced a preliminary partnership with OpenAI to jointly deploy 10 gigawatts of compute capacity.

TradingKey - Recently, headlines around the world spotlighted Nvidia’s deal to invest up to $100 billion in OpenAI, a move that’s already being called one of the boldest bets in the history of artificial intelligence.

TradingKey - Uranium Energy Corp. reported fourth-quarter and full-year earnings on the 24th of September, before the opening bell. The market reaction was rather muted, with the stock dropping just 1% the day after the earnings release.

TradingKey - In the beginning of the year, Alibaba ADR at the New York Stock Exchange was traded at $84.95. AS of September 25th, the price is already $176.44, or more than double – a remarkable rally that doubled the price within less than ten months.

TradingKey - Just like how Facebook took over the world by storm in the late 2000s, TikTok took over the world in the early 2020s. The catalyst for TikTok’s rise was the COVID-19 pandemic, which kept people at home with little to do

TradingKey - Micron Technology, Inc. (NASDAQ: MU) delivered a stellar Q4 FY2025 earnings report, exceeding expectations on revenue, earnings, and margins. The company reported total revenue of $11.32 billion, up 46% YoY and 22% sequentially, surpassing the consensus forecast of $11.1 billion.

TradingKey - Simply speaking, Zeta is a marketing tech company that leverages its high-quality, proprietary data and AI tools to automate a wide range of marketing tasks, helping marketers and brands conduct campaigns on various channels. The company’s solid moat is based on its high-quality...

TradingKey - On 17 September, the Federal Reserve cut interest rates by 25 basis points, marking the official restart of the rate-cutting cycle. In theory, small-cap stocks, compared to large-cap stocks, benefit more from Fed rate cuts. This is because they are more reliant on external financing...

TradingKey -  Broadcom (NASDAQ: AVGO) recently secured a landmark $10 billion deal with OpenAI to supply custom AI accelerators, solidifying its leadership in the booming AI semiconductor market. Alongside its longstanding Google TPU partnership, this positions Broadcom to capture significant growth

TradingKey - I hold a cautiously optimistic rating on SoFi. Its unique business model drives strong performance. The banking license provides low-cost funding. Rapid growth in light-asset operations adds momentum. SoFi shows long-term value potential.

Robotics and automation are a structural megatrend driven by labor shortages, supply chain shifts, and the push for efficiency.The investment landscape spans industrial leaders, healthcare innovators, logistics adopters, and semiconductor enablers.

AGI promises transformative productivity and economic gains but carries unprecedented technical, ethical, and social risks.Significant exposure comes through tech giants, semiconductor leaders, and cloud infrastructure providers, fueling AGI research.

Edge computing complements the cloud by reducing latency, saving bandwidth, and enhancing privacy for real-time applications. Growth is fueled by IoT expansion, 5G rollout, AI integration, and enterprise digital transformation.

In today's video, I discuss recent updates affecting Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA). To learn more, check out the short video, consider subscribing, and click the special offer link below.

Even with the pullback it has experienced this year, Eli Lilly (NYSE: LLY) has crushed the market over the past three years. The company's shares have more than doubled over this period, making it one of the better-performing pharmaceutical giants.

TradingKey - FedEx Corproation reported first-quarter fiscal 2026 earnings on Thursday just after the closing bell. The stock price is up 5% in the post-market session, as the company demonstrated resilience amid the complex macro and trade environment.

Novo Nordisk's (NYSE: NVO) leading medications have been hot discussion topics for years. Many Americans might not recognize the Danish pharmaceutical company's name

TradingKey - Chinese stocks listed in the U.S. had a great day on Wednesday. The Nasdaq Golden Dragon China Index jumped nearly 3%, with Baidu surging over 11% and Alibaba climbing more than 2% — helping to drive the rally across the board.

TradingKey - Backed by venture capital firm Lightspeed Venture Partners, Netskope Inc., a technology provider specializing in securing enterprise cloud services, has raised $908.2 million in its IPO. The company's valuation now exceeds $7 billion. Netskope is set to list on the Nasdaq under the tick

TradingKey - Oil field water management company WaterBridge (WBI) announced on September 16 that its US initial public offering (IPO) is expected to price 31.7 million shares at $20 per share, raising a total of $634 million.