Analysis

TradingKey - Intuitive Surgical reports Q2 2026 after the close today with consensus EPS of $2.50. The stock is down 30% this year despite beating estimates four quarters running. At $389 in a descending channel, tonight’s print is the catalyst the chart needs.

TradingKey - On July 16, Eastern Time, the three major US stock index futures were mixed in pre-market trading. As of press time, Nasdaq 100 index futures fell 0.91%, S&P 500 index futures declined 0.28%, and Dow Jones index futures rose 0.12%.

TradingKey - Streaming giant Netflix (NFLX) will report its second-quarter 2026 results after the U.S. market close on Thursday. Following a year of continuous stock price adjustments, this earnings report is not only about quarterly performance but is also viewed by the market as a critical test of whether Netflix's growth logic remains intact.

TradingKey - BlackRock reported Q2 2026 EPS of $13.91, beating estimates by 10.84%, on $7.08B revenue and a record $15.3T AUM. $192B flowed in during the quarter. The stock is at $1,092 eyeing the $1,154 record high. Here’s the full breakdown.

TradingKey - Nvidia (NVDA) CEO Jensen Huang visited Tokyo this week, marking a reunion spanning 30 years and establishing a series of industrial collaborations that position Japan at the center of Nvidia's global physical AI strategy.

TradingKey - After a frenzied rally in its early listing stage, the premium on SK Hynix (SKHY) ADRs is rapidly receding. During U.S. trading on Wednesday, July 15, SK Hynix ADRs closed down 9% at $176.46, with the premium over its South Korean underlying shares narrowing to approximately 26%. This figure had reached as high as 51% on Tuesday, July 14.

TradingKey - Global foundry leader TSMC (TSM) has once again delivered financial results that far exceeded market expectations. Its newly released Q2 2026 earnings report not only set several historical records, but the company also simultaneously raised its full-year revenue growth guidance and cap

A comprehensive analysis of the reasons behind S&P's downgrade of Oracle to BBB-, examining the $638 billion in RPO, $90 billion to $95 billion in capital expenditures, $260 billion in lease commitments, $19 billion in new purchase obligations, the return on investment for AI infrastructure, and the conditions for further downgrades.

The Japanese government announced the procurement of a large volume of Nvidia Rubin chips, yet the company's stock price declined instead of rising.

TradingKey - CoreWeave's share price has continued to weaken recently. On Wednesday, the company's stock fell another 3.5%, marking its fifth consecutive trading day of losses, with a cumulative decline of over 14% across the five sessions.

TradingKey - On June 12, Eastern Time, SpaceX (SPCX) debuted on the Nasdaq at $135 per share. In the following trading sessions, the stock price surged to a high of $225.64, with its market capitalization approaching $3 trillion. However, on July 15, the stock price fell below its $135 IPO offering price for the first time during intraday trading, reaching a low of $132.15, before closing at $135.27 to narrowly hold the level.

Japanese and South Korean stock markets plummeted, erasing earlier gains. The KOSPI dropped more than 6%, and the Nikkei 225 fell over 2%. Kioxia plunged 15%, SK Hynix slumped 11%, while Samsung Electronics and SoftBank followed the decline.

TradingKey - On July 16, Eastern Time, TSMC (TSM) released its second-quarter 2026 financial results. The company's revenue for the quarter reached TWD 1.27 trillion, up 36.0% year-on-year and 12.0% quarter-on-quarter. In US dollar terms, revenue was USD 40.2 billion, representing a 33.7% year-on-year increase and reaching the upper end of the previous guidance range of USD 39.0 billion to USD 40.2 billion.

TradingKey - As of July 15 Eastern Time, ASML US ADRs were priced at $1,815.27, rising 2.23% on the day and reaching an intraday high of $1,830. ASML's stock price strengthened significantly following the release of its earnings report, primarily because the company's second-quarter results exceeded market expectations and it raised its full-year revenue guidance once again.

TradingKey - On July 15 (ET), ASML, the world’s largest photolithography machine manufacturer, stated that as demand for advanced chipmaking equipment continues to grow, the company has room to further increase prices for some of its products. ASML CFO Roger Dassen noted that the current market environment provides a favorable opportunity for equipment price hikes. The company is currently discussing pricing with customers, though specific increase magnitudes and implementation timelines have not yet been announced.

TradingKey - Is it finally the pickaxe sellers' moment? As HBM ramps, U.S. fabs break ground, and advanced packaging scales up, the investment case for semiconductor equipment stocks is quietly shifting.

Micron fell 7% on July 15 as China’s CXMT announced an $8.5B IPO and the US government considered new HBM export restrictions. At $904, the 50-day EMA and $869 support are all that stand between bulls and a deeper drop. KeyBanc says buy it.

The Bank of Korea's rate hike announcement triggered a stock market sell-off, with the KOSPI dropping 6%, Samsung Electronics falling over 8%, and SK Hynix plunging more than 11%.

TradingKey - On July 15 ET, the three major U.S. stock indices closed higher for the second consecutive trading session. An unexpected decline in the U.S. June PPI further reinforced expectations of cooling inflation, while the start of the corporate earnings season continued to exceed market expect

PayPal is at $55.41 on day two after the Stripe-Advent $60.50 bid drove a 17% surge. Polymarket prices an 82% deal probability. RSI near 80 is overbought. Here’s why $52.22 is the floor and $57.50 is the next decision point.