Analysis

TradingKey - British pharmaceutical giant AstraZeneca (AZN) is in talks with its U.S. peer Bristol Myers Squibb (BMY) regarding a potential merger. If a deal is reached, the combined market capitalization of the two entities would approach $400 billion, potentially creating one of the world's largest pharmaceutical groups.

TradingKey - Palantir reports Q2 2026 on Monday August 3 after close. Eight consecutive beats. Consensus: $1.81B revenue, $0.34 EPS. Options price a 12% swing. The stock is 40% off its high inside a symmetrical triangle at $123. Baird has $200. Here is everything to know.

TradingKey - SK Hynix posted record Q2 2026 revenue of KRW 79.3T (+257% YoY) and a 76% operating margin - then fell 9% on the earnings call. After a 30% single-day surge Friday and a 35% July decline, SKHY is at $143. Here is what comes next.

TradingKey - During the August 3 Asian trading session, Japanese and South Korean stock markets pulled back again after a sharp rebound last week. The KOSPI continued to weaken after opening lower, with losses widening further to 4.86% at 6,274.74 points. The Nikkei 225 Index also fluctuated downward, falling 1.12% to 63,643.61 points.

TradingKey - The macroeconomic landscape during the week of July 27, 2026, was defined by the Federal Reserve's policy meeting concluding on July 29 Eastern Time.

SK Hynix will earn more in 2026 than in its prior 27 years combined. Samsung gained 27% in a single day. CXMT just listed at $487B. Here is a direct comparison of all three and which one makes the most sense to own right now.

TradingKey - In the coming week, global markets will focus on U.S. employment data, Purchasing Managers' Index (PMI) readings, and a new round of intensive U.S. corporate earnings reports. The U.S. will release the July non-farm payrolls report, ADP employment data, and the ISM Manufacturing and Services indices. Investors will use these indicators to gauge whether the U.S. economy remains resilient and whether the Federal Reserve will need to further tighten monetary policy at its September meeting.

Apple fell from $342 to $309 after Tim Cook's final earnings call. Revenue grew 16%, iPhone grew 22% for a third straight quarter above 20%, but Services missed by $480M and China disappointed. John Ternus takes over September 1. Is it a buy?

Microsoft (MSFT) shares rose above the $460 mark following the release of its Q4 FY2026 earnings report, leaving the stock just $1 shy of its previous high of $466.32. The results highlighted that the primary catalyst for the stock's strength is evidence that AI monetization has entered an accelerated track, further reflecting investors' heightened focus on the return on investment (ROI) for AI spending.

TradingKey - On Tuesday (July 28) Eastern Time, Apple's stock price reached an intraday high of $342.89, pushing the company's market capitalization to approximately $5.04 trillion at one point. Apple has thus become the second publicly listed company in the world to surpass the $5 trillion market cap threshold, following Nvidia (NVDA). Just one day earlier, Apple's market value had overtaken Nvidia's, reclaiming its status as the world's most valuable enterprise.

TradingKey - On July 31, Eastern Time, AMD (AMD) closed at $476.15, representing a market capitalization of approximately $776.41 billion, down 1.90% for the day. After a previous round of sharp volatility, the share price has seen a cumulative retracement of nearly 18.5% from its all-time high of $584.

Apple has delivered the strongest performance among the Magnificent Seven, bolstered by record-breaking earnings, robust share buybacks, and a low-Capex AI strategy, as its stock price broke above $340 and its market capitalization climbed to $5 trillion. While facing short-term pressure from overbought conditions and technical corrections, Wall Street institutions remain broadly optimistic about its fundamentals, with the highest price targets reaching $400.

Microsoft surged 16% adding $450B in a single day. Amazon jumped 10%. Meta crashed 10%. Apple fell 4%. The KOSPI gained 17.9% — the largest one-day gain in its history. Here is everything that happened in the most important week for AI stocks in 2026 and what traders do next.

The biggest tech earnings week is over. Now comes the hangover test. Palantir reports Monday. AMD reports Tuesday. SanDisk reports Wednesday. NFP drops Friday. Here are the 5 stocks and 3 macro events that define the week of August 3 to 7, 2026.

TradingKey - According to media reports, Nvidia (NVDA) is advancing a new round of AI infrastructure deals that could total more than $750 billion, including an agreement exceeding $500 billion with South Korea's SK Group and negotiations with OpenAI for up to $250 billion in lease guarantees. Howev

TradingKey - As of July 29, Eastern Time, Intel (INTC) shares have seen a cumulative pullback of over 30% from their late June peak, entering a technical correction zone. Despite the company’s recently released fiscal 2026 second-quarter results beating market expectations across the board and an upward revision to its third-quarter guidance, the stock failed to sustain its previous rally and has instead continued to face pressure.

As of July 28 Eastern Time, SpaceX (SPCX) hit a new intraday all-time low of $107.01, closing at , down nearly from its IPO price and over 50% from its peak. Reportedly, the booster failed to achieve a perfect recovery during the 13th Starship test flight. Meanwhile, as the lock-up expiration approaches, investors have been selling off SpaceX shares, and the stock's search for a bottom continues. However, after a six-week correction, the market capitalization has fallen to $1.43 trillion. As valuation bubbles continue to deflate, this raises the question: will SpaceX see a price recovery?

Earnings reports released by Amazon and Microsoft provided the market with a clear transmission chain from AI investment to revenue. The three major indices extended yesterday’s gains, with large-cap tech stocks leading the advance while memory stocks saw a slight pullback. At the close, the Dow Jones Industrial Average rose 0.53% to 52,485.03; the Nasdaq Composite Index gained 1.00% to 25,373.85; and the S&P 500 Index rose 0.70% to 7,489.72.

TradingKey - After nearly a year of significant gains, Micron Technology (MU) shares have recently entered a high-level correction phase. As of July 28, Micron's stock price closed at $820, a pullback of approximately 30% from the all-time high reached in late June.

On July 31, Eastern Time, Micron (MU) fell more than 5% during intraday trading after an 18% surge yesterday. As of press time, the stock was trading at . Michael Burry, the inspiration behind the film "The Big Short," reportedly stated on Substack that he has increased his short position in Micron at a price of approximately $880.