Analysis

TradingKey - Following the market close in Tokyo on July 31, Japanese NAND flash giant Kioxia announced a stock buyback plan of up to 800 billion yen (approximately $5.15 billion) concurrently with the release of its first-quarter earnings for fiscal year 2026. The company intends to repurchase up to 30 million shares, representing 5.5% of its outstanding shares.

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.

TradingKey - Following a significant rally in the first half of the year, SanDisk (SNDK) share prices have recently entered a phase of deep correction.

TradingKey - Shares of AI custom chip giant Marvell Technology (MRVL) continued to trend lower after touching approximately $290 in early July. On July 29, the price dipped into the $160 range before rebounding to close the month near $188.

AMD announced yesterday its acquisition of AI inference chip startup Taalas to strengthen its presence in the inference chip sector and further enhance its data center AI product portfolio. Taalas, founded in 2023, has reportedly raised approximately $219 million in total funding. As the deployment of generative AI applications accelerates, the industry's focus is shifting from model training toward model inference—the computational process required for AI models to respond to user requests in actual business scenarios.

Dell's Q1 revenue soared 88%, AI servers up 757%, and FY2027 guidance was raised to $167B. But DELL has pulled back to $437 after rallying from the May 28 report. Here's where the stock stands.

On August 7 (ET), SpaceX (SPCX) broke through a periodic high of $126.71. This followed the official unlocking of the first batch of 911.5 million insider restricted shares on August 6, representing a potential release of approximately $100 billion in market value. However, the sell-off that the mar

Microsoft beat Q4 earnings and raised Azure guidance to 45%, sending MSFT up 15% in its largest market-cap gain ever, now testing $500.

Datadog beat Q2 revenue at $1.12B, beat EPS, and raised full-year guidance - then fell 19% on August 6. The reason: a usage cut from its largest AI customer and Q3 deceleration. At $237 with RSI at 24, here is whether the selloff is overdone.

Trump’s elevation of data centers to the level of a strategic equivalent to oil provides a clear policy endorsement for the industry, potentially driving a structural rally in AI stocks.

TradingKey - On Friday, August 7 (ET), the three major U.S. stock index futures rose slightly in pre-market trading as the market awaits the U.S. July non-farm payrolls report. Following a pullback in U.S. stocks overnight, investors remained cautious ahead of the release of the non-farm data.

HubSpot beat Q2 revenue and EPS estimates but cut full-year guidance and missed customer-addition targets, sending HUBS down ~20% to a 12-year worst single-day decline.

Internal negative catalysts for SpaceX have been fully exhausted, and selling pressure has been significantly relieved. The stock is expected to stabilize and rebound in the short term.

TradingKey - On August 7 (Asia time), SK Hynix announced that it will distribute a cash dividend to common shareholders as part of its regular quarterly dividend. The dividend is set at 375 KRW (approximately $0.26) per share, with a record date of August 31. The dividend will be paid within one month of the record date.