Analysis

Oracle gained 9.22% on August 3 to close at $141.85, bouncing from its $114.50 low. It has a $638B cloud backlog, IaaS growing 93%, and new contracts with Google, CACI, and Ontario Hospitals. But it is still down 28% YTD. Here is whether the recovery holds.

Marvell announced the launch of next-generation AI memory and storage solutions, a positive catalyst that spurred its stock price to surge to a near half-month high.

TradingKey - Before the market opened on August 4 (ET), the U.S. storage sector strengthened collectively. Micron Technology (MU) rose more than 3%, SanDisk (SNDK) climbed approximately 3%, and SK Hynix ADR (SKHY) gained over 2%. Previously, Micron's share price underwent a significant correction, retreating more than 30% from its all-time high, as the market grew concerned about a cooling AI storage trend. However, with sentiment in the storage sector recovering, capital is refocusing on recovery opportunities for Micron's stock price.

TradingKey - SanDisk (SNDK) will report its fourth-quarter and full-year fiscal 2026 results after the market close on August 5, Eastern Time. The market will look to the report to gauge whether the growth cycle, driven by AI data center investment, rising NAND prices, and supply constraints, can be sustained.

Western Digital and SK Hynix jointly released the first HBF standard specification, driving the stock price up by nearly 3%.

TradingKey - On August 4, according to market sources, the three major DRAM memory chip manufacturers—Micron Technology (MU), Samsung Electronics, and SK Hynix—have already completed part of their capacity allocation for 2027 in advance. This indicates that global demand for high-performance memory remains robust, particularly the demand for HBM and high-end DRAM driven by AI servers, which is further tightening the supply landscape in the memory industry.

TradingKey - On August 3, Eastern Time, Kioxia officially launched the KIOXIA GP1 series PCIe 6.0 NVMe solid-state drive at the FMS 2026 Flash Memory Summit in California, USA. This is the first product in the GP series of ultra-high IOPS SSDs. Boosted by the news, Kioxia's stock price rose nearly 6% on the day to 52,090 yen (equivalent to 330.4 USD).

TradingKey - As of the close on August 3 ET, Nvidia (NVDA) shares were priced at $206.64, up 2.93%, but remain approximately 13% below the all-time high of $236.54.

Broadcom (NASDAQ: AVGO) released an earnings report in June that far exceeded expectations, yet its stock price has pulled back by more than 20% since the announcement. The market's true concern lies not in past performance, but in whether AI growth can continue to materialize: Is Google's TPU marke

TradingKey - As of August 3 (ET), SpaceX (SPCX) shares staged a rebound, closing up 5.68% and ending its recent period of correction. Previously, SPCX retreated from its post-listing high of $225.64 to a low near $104.83, a cumulative decline of over 50%, with its market capitalization shrinking significantly from its peak. With the company set to release its first quarterly earnings report since listing after the market close on Tuesday, the market has turned its focus back to SpaceX's profitability, Starlink's growth pace, and Starship's commercialization progress, prompting some capital to position ahead of the results.

TradingKey - On August 4, Japanese and South Korean stock markets closed higher across the board. The KOSPI Index rose 1.62% to close at 6,358.95 points, while the Nikkei 225 Index gained 0.32% to finish at 63,957.53 points.

TradingKey - A fundamental deep dive into Micron, covering industry dynamics, competitive positioning, financials, and the key variables that will shape the next few years.

Jeff Bezos's share reduction triggered a decline in Amazon's stock price, which may continue to face downward pressure with a short-term bearish target near $260.

Tesla’s Q2 2026 financial results show record deliveries and revenue, contrasted by a sharp decline in operating profit and negative free cash flow. This article breaks down profit fluctuations across the automotive, energy, and services segments, and analyzes the commercialization progress of FSD, Robotaxi, and Optimus, as well as capital expenditure pressures and valuation risks. It also identifies the key data points required for Tesla’s next round of revaluation.

TradingKey - During the Asian session on August 4, KOSDAQ futures surged more than 6% at one point, triggering the Korea Exchange (KRX) to activate a five-minute trading halt mechanism. As of press time, the KOSDAQ futures index was up 4.58%.

TradingKey - AI software company Palantir (PLTR) has once again delivered quarterly results that significantly outperformed market expectations. After the market close on Monday Eastern Time, the company announced its second quarter 2026 financial results, with both revenue and earnings exceeding Wall Street estimates, and raised its full-year revenue guidance by nearly $500 million. Driven by the strong results and optimistic outlook, Palantir's stock price surged nearly 15% in after-hours trading.

TradingKey - On August 3 Eastern Time, the opening day of the Flash Memory Summit 2026 in California, SK hynix (SKHY) and SanDisk (SNDK) jointly released the first standard specification for High Bandwidth Flash (HBF).

TradingKey - Microsoft (MSFT) stock surged after strong Q4 earnings as Azure revenue accelerated to 43%. Robust AI demand, a $678B backlog, and bullish analyst targets continue to support the stock.

TradingKey - Amazon (AMZN) stock surged to a record high after strong Q2 earnings. AWS revenue jumped 37%, AI demand remained robust, and analysts raised price targets to as high as $400.

TradingKey - Prospects for U.S.-Iran negotiations boosted market sentiment, and U.S. stocks got off to a strong start in August, with the three major indices closing higher for three consecutive days. The Dow Jones Industrial Average hit another record closing high, the Nasdaq rose more than 2%, and