Analysis

TradingKey - Michael Wilson, Chief U.S. Equity Strategist at Morgan Stanley (MS), warned that another significant surge in oil prices could become one of the biggest risks currently facing the U.S. stock market. He advised investors to appropriately allocate to energy stocks to mitigate the impact of spiking oil prices on equity portfolios.

TradingKey - On August 24 US Eastern Time, Pinduoduo (PDD) experienced sharp volatility in US pre-market trading. Following the release of its second-quarter earnings report, its stock price initially plunged over 5% before quickly rebounding into positive territory, rising as much as over 5% to $92.91.

TradingKey - GS Q2: Revenue $20.34B (+39% YoY), EPS $20.98 (+92%), ROE 23.5%, ROTE 25.5%. GBM $15.52B (+53%), equities $7.42B (+72%), FICC $4.59B (+32%), IB $3.4B (+55%). AWM $4.6B (+20%), AUM $4.04T. Dividend $5.00 (from $4.50).

TradingKey — On Monday, August 24 Eastern Time, futures on the three major US stock indexes were mostly lower in pre-market trading. Tech stocks came under broad pressure, and with the Federal Reserve's policy outlook remaining uncertain, global equities got off to a weak start in a crucial week as overall market sentiment remained cautious.

TradingKey - TSLA: Nevada robotaxi approval Aug 20 (5,000 vehicle permit, full Clark County coverage). China recall 2.98M vehicles Aug 21 (door handles). Q2 revenue $28.236B (+26%), 480,126 deliveries, Shanghai up 37.8%. Cybercab employee testing Aug 17. Energy +13%, margin fell 30.3% to 20.4%. Cape

TradingKey - After the market close on August 21 ET, Applied Optoelectronics (AAOI) filed with the SEC, announcing the launch of an At-the-Market (ATM) offering program of up to $600 million. Sales agents Raymond James and Needham are entitled to commissions of up to 2% of the total gross proceeds. Affected by the news, the stock dropped approximately 10% to around $112 in after-hours trading that day. In pre-market trading on Monday, August 24, the decline widened further to over 12%.

TradingKey - Cybersecurity company CrowdStrike (CRWD) will release its second-quarter fiscal 2027 financial results after the market close on August 26 Eastern Time.

TradingKey - SoftBank Group plans to issue up to 1 trillion yen (approximately $6.3 billion) in retail bonds in Japan to raise funds for OpenAI and other artificial intelligence projects. If successfully completed, this will mark the largest retail bond issuance by a Japanese corporation and further demonstrates that Masayoshi Son's AI vision is entering a more capital-intensive phase.

TradingKey - Alibaba's (9988) share price came under significant pressure on Monday, falling over 10% at one point during intraday trading in Hong Kong.

TradingKey - According to a report by The Information citing people familiar with the matter, Nvidia (NVDA) is in talks to participate in a new funding round for Perplexity at a valuation of over $30 billion. If completed, the deal would be one of its largest investments in the AI application layer, signaling the chipmaker's push to expand from a hardware supplier into a dominant player in the AI ecosystem.

TradingKey - Ahead of the US market open on August 24, Pinduoduo (PDD) will report its financial results for the second quarter of 2026 and host an earnings call at 7:30 a.m. Eastern Time.

Japanese and South Korean stock markets faced heavy sell-offs, with Samsung Electronics plunging 8% and dragging down the KOSPI, while SK Hynix, Kioxia, and SoftBank all traded lower.

Samsung Electronics came under heavy selling pressure, with its stock price tumbling more than 8% and dragging South Korea's KOSPI index lower.

TradingKey - On August 21, Eastern Time, the three major U.S. stock indices closed higher across the board, though they still recorded a weekly decline. Following fluctuations in U.S. Treasury yields, Middle East uncertainties, and a cooling of AI-related trades, the market staged a temporary recove

Japanese and South Korean stocks opened lower across the board, with the KOSPI falling below the 6,900 mark and the Nikkei dropping below 66,000 points. Samsung Electronics tumbled, while SK Hynix bucked the trend to gain over 3%.

KKR stock remains under pressure despite record earnings and major deals. Here are the UGI bid, Integer takeover, valuation and key KKR stock catalysts.

TradingKey - In the coming week (August 24 to August 28), the focus of the US market will shift from the July FOMC meeting minutes to the 2026 Jackson Hole Economic Symposium hosted by the Federal Reserve Bank of Kansas City.

Apple stock faces a major CEO transition, iPhone 18 launch and EU regulatory changes. Here are the key catalysts, risks and outlook for AAPL shares.

SpaceX (SPCX) delivered a landmark debut earnings report in Q2 2026, with revenue nearly doubling year-over-year and Starlink surpassing 12 million subscribers.

TradingKey - Goldman Sachs' latest forecast indicates that the global space economy could reach $1.8 trillion by 2035. The bank also notes that increased public market financing may further drive industry M&A and consolidation, as the space economy gradually transitions from a highly volatile thematic investment to an industrial investment driven by commercial satellites, defense demand, communications infrastructure, and launch services.