Analysis

TradingKey - Visa's (V) Q2 FY2025 results reinforce its position not only as a payments processor, but also as the embedded trust layer of global commerce. While the market views Visa as a mature, low-growth financial stock, its fundamentals highlight a platform increasingly integral...

TradingKey - As Intel (INTC) undertakes one of the most pivotal turnaround plans in semiconductor history, the company sits at a precarious but promising inflection point. Intel reported $12.7 billion in Q1 revenue, with CCG down 8% and DCAI up 8% year over year.

TradingKey - ServiceNow's (NOW) rise from a niche provider of IT service management software to the "AI Platform for Business Transformation," by its own admission, is more than just a branding evolution. It represents a profound re-architecture of the company on a deep level. 

The accelerating adoption of artificial intelligence (AI) was largely credited with sparking the current bull market that has been running riot for more than two years. Over the past few months, however, investors have become increasingly concerned that the impact of tariffs and the potential for...

Even if its P/E makes Buffett frown, for those willing to accept a premium, this pizza is worth a bite, to slowly savor its future.

TradingKey - By leveraging MAGA（Make-America-Great-Again） manufacturing reshoring and Biden's infrastructure bill, Eaton has built a cost moat through "local procurement + policy subsidies". With a 30% share in the North American data center UPS market, Eaton deeply integrates its power grid...

In this video, I will cover Palantir's (NASDAQ: PLTR) recent earnings report and explain why the stock is down despite beating analyst expectations. Watch the short video to learn more, consider subscribing, and click the special offer link below.

TradingKey - Starbucks’ management is projecting confidence in its "Back to Starbucks" turnaround strategy, but the Q2 FY25 results paint a very different picture to investors.

TradingKey - In a high-multiple AI news-driven market beset by cyclic concerns regarding semiconductors, Taiwan Semiconductor Manufacturing Company (TSMC) is becoming a less volatile but equally mission-critical AI infrastructure pillar.

TradingKey - In the hypercompetitive landscape of the banks, Citigroup (C) is redefining itself, not with splashy transactions, but through measured reorganization, strategic separations, and a reenergized digital framework.

TradingKey - On initial inspection, Coca-Cola's Q1 2025 results look ordinary. Net revenues declined 2%, North American volumes decreased 3%, and comparable EPS increased only 1% to $0.73 on the back of industry-leading operating margin growth.

TradingKey - Qualcomm (QCOM) is usually considered in the narrow context of mobile modems and royalties, not accounting for its increasing importance in the new AI paradigm.

TradingKey - Advanced Micro Devices will release its Q1 2025 results after the close on May 6. Street consensus is $0.93 in normalized EPS, +50.6% YoY, on $7.12B in revenue, up 30.2% yoy.

As you relax in a Moana-themed restaurant, eating a Mickey-shaped ice cream and streaming your favorite movie on Disney+, have you ever wondered if this empire, which draws 1.4 billion dream-chasing visitors annually and turns fantasies into reality, could once again utilize the magic of streaming a

NEW YORK, May 5 (Reuters Breakingviews) - Warren Buffett has done what novice investors are taught is nearly impossible: beaten the market for decades. On Saturday, the 94-year-old announced that he would step down as CEO of $1 trillion conglomerate Berkshire Hathaway BRKa.N...

TradingKey - Netflix’s (NFLX) first-quarter 2025 numbers constituted a turning point, not only for its stock, but for its developing persona as a global monetization and entertainment platform. Consensus opinions still see Netflix as a premium content subscription company...

Meta stock went up more than 4% after a strong first quarter delivering beats on both revenue and earnings.

Apple AAPL.O on Thursday trimmed its share buyback program by $10 billion, with CEO Tim Cook telling analysts that tariffs could add about $900 million in costs this quarter as the iPhone maker shifts its vast supply chain to minimize the impact of President Donald Trump's trade war.

TradingKey - As markets shift increasingly toward asset-light, AI-leveraged business models, Bank of America (BAC) is distinguished not by its speed, but by its size. With $3.35 trillion of assets and $2 trillion of deposits, it’s tempting to confuse weight with momentum. But under the surface...

TradingKey - Amidst an age of increasing geopolitical uncertainty, inflationary frictions, and regulatory change, JPMorgan Chase (JPM) is notable not for size alone but for the choreography of scope, balance sheet strength, and diversified revenues.