Analysis

TradingKey - On August 31, US energy stocks rose broadly in pre-market trading. As the US-Iran conflict escalated again, mounting market concerns over potential shipping disruptions in the Strait of Hormuz drove international oil prices noticeably higher, boosting the energy sector. Chevron (CVX) rose 2.42%, while Halliburton (HAL) gained about 2.46% in pre-market trading.

TradingKey - NFLX closed at $81.72 as ad momentum improves, but Q3 growth slows. Can a break above $82.53 drive Netflix toward $85.58?

TradingKey - In pre-market trading on August 31 ET, US stock index futures traded lower. As of press time, Nasdaq futures were down 0.21%, while S&P 500 futures and Dow futures fell by approximately 0.26% and 0.23%, respectively.

TradingKey - Futures on the three major US stock indices fell in pre-market trading on Monday (August 31) Eastern Time. Investors weighed hawkish remarks by Federal Reserve Chair Kevin Warsh at the Jackson Hole Economic Symposium, while a re-escalation of the US-Iran conflict drove international oil prices sharply higher, complicating the outlook for inflation and interest rates and keeping overall market sentiment cautious.

TradingKey - AMZN trades near $266.43 after breaking a descending trendline as AWS growth hits 37%. Can Amazon extend the move toward $272.91 and $279.84?

TradingKey - Dell Technologies (DELL) is expected to report its second-quarter fiscal 2027 results after the market close on September 1, US Eastern Time. Following Nvidia (NVDA), this is another major earnings report this quarter influencing sentiment in the AI infrastructure sector. Wall Street currently expects revenue of approximately $44.51 billion and non-GAAP EPS of around $4.91 to $4.92, with both metrics near the upper end of the company's guidance.

TradingKey - From smartphones to cars, PCs, and data centers, Qualcomm’s real opportunity is proving that its low-power computing edge can scale across the AI device ecosystem.

TradingKey - Market focus is turning to another industry giant, Palo Alto Networks (PANW), as the company will release its fourth-quarter fiscal 2026 financial results after the US market close on September 1, Eastern Time.

TradingKey - On August 31 (Asia-Pacific time), South Korea's *Seoul Economic Daily* reported that Samsung Electronics is developing 8-layer HBM4E at the request of Nvidia (NVDA), targeting speeds of 17 to 18 Gbps/pin. This represents an increase of approximately 20% over the 14.4 Gbps speed of Samsung's initial HBM4E samples, and the product will be used for NVHBM. As of press time, Samsung has not officially commented on the report.

An in-depth analysis of Nike (NKE) stock: Shares once hit a 12-year low—can the company achieve a turnaround by FY2027? This report breaks down inventory turnover, DTC channels, new Sportswear products, the Chinese market, margin recovery, and valuation to assess whether the current upside potential outweighs downside risk.

Japanese and South Korean stock markets rebounded sharply following a shakeout. South Korea's KOSPI bucked the trend to reclaim 6,800 points, while the Nikkei erased steep losses to recover lost ground. Kioxia surged over 4%, and both Samsung Electronics and SK Hynix gained more than 1%.

TradingKey - On August 30, Eastern Time, according to a report by The Wall Street Journal citing SB Energy's draft IPO documents, OpenAI was granted warrants by SB Energy. As of the end of June 2026, these warrants are valued at approximately $5.5 billion.

Nvidia possesses the long-term fundamental momentum to reach new highs, as evidenced by its CUDA software ecosystem, NVLink networking technology, and high profitability with gross margins remaining above 70%. However, in the near-to-medium term, it faces pressures from high valuation corrections and macroeconomic interest rate volatility.

TradingKey - According to the latest reports from South Korean media, SK Hynix (SKHY) is considering collaborating with Intel's (INTC) foundry business to outsource part of the production of its next-generation HBM4E base dies to Intel to expand its supply sources. The proposal remains under evaluation, and both parties have yet to finalize the specific scale and timeline of the cooperation.

TradingKey - On August 28, Eastern Time, the three major U.S. stock indexes all closed lower. Hawkish signals from Federal Reserve Chair Warsh's speech at the Jackson Hole symposium significantly boosted market bets on a September rate hike, pushing U.S. Treasury yields higher and swiftly cooling th

A hawkish bombshell from the Federal Reserve triggered a bloodbath in Japanese and South Korean stock markets at the open. South Korean stocks plummeted 3%, breaching the 6,600-point mark, while the Nikkei neared the 65,000 level, led down by tech heavyweights.

TradingKey - Alphabet leads the Magnificent Seven ranking as Nvidia posts 106% growth. Here is what investors should watch across Big Tech in the week beginning August 31.

TradingKey - In the coming week (August 31 to September 4), market focus will gradually shift to the August non-farm payrolls report. As the final monthly employment report before the September FOMC meeting, the non-farm data will serve as a crucial basis for assessing U.S. labor market conditions and the Federal Reserve's policy path in September.

TradingKey - NVDA surged 8.7% to $227.98 after earnings. Compare AMD, Broadcom, Marvell and Arm as AI spending accelerates and the next major chip cycle takes shape.

More than 100 companies, including OpenAI, Anthropic, Google, and Microsoft, have signed an open letter warning that AI-driven cyberattacks could become more prevalent and sophisticated in the coming months. Spearheaded by OpenAI, the signatories span AI companies, cloud providers, cybersecurity firms, financial institutions, payment processors, and other major technology corporations. Key participants include Anthropic, Google, Microsoft, Amazon Web Services, Adobe, Oracle, IBM, Capital One, Mastercard, and Visa.