Analysis

TradingKey - Nvidia's stock appears to have fallen from grace in Q4 amid tech valuation fears and rival advancements, despite robust fundamentals and near-historic low valuation levels. Nvidia, the world's highest market capitalization company, faces such concerns head-on. Optimistically, Nvidia's

TradingKey - Hollywood giant Disney (DIS) has seen its film "Zootopia 2" achieve massive initial success, setting a global animated film box office record and, crucially, solidifying Disney's robust market foundation in China. Disney shares have risen for four consecutive days; is it still a good

TradingKey - Google is poised to disrupt the AI power hierarchy, armed with its Gemini 3 model and Tensor Processing Units (TPUs). This challenges the established dominance of OpenAI in large model software and Nvidia in hardware.

On the corporate earnings front, Salesforce (CRM.US) and Snowflake (SNOW.US) are set to report results. Additionally, semiconductor giant Marvell Technology (MRVL.US) will release earnings this week, alongside retail firms Macy's (M.US) and Kroger (KR.US).

TradingKey - Alibaba is making a rapid succession of moves. Despite a flurry of positive news surrounding its AI and cloud businesses, Alibaba's stock price has not rebounded to its annual high.

UnitedHealth Group Stock Analysis: Why has UNH's stock price halved this year? Should investors follow Buffett's lead and continue holding? Will UNH's stock price hit new lows?

TradingKey - The core strength of Alibaba Cloud’s AI business does not lie in any single point technology, but in the integrated system of “full-stack capabilities + live business use cases + data flywheel”.

TradingKey - In our view, the core question is not whether a bubble exists, but rather which stage of the bubble the market is currently in. Despite the bubble characteristics exhibited by U.S. stocks amid the AI narrative, the market is still in the mid-stage of the bubble.

Is SOUN Stock, a small-cap AI concept stock, worth buying? Analysis of investment opportunities after SOUN's stock price fell by 34%.

Source: TradingView Introduction The e-commerce industry in China has always been one of the most (if not the most) important industries in the country

Robinhood's surge this year signals a significant fintech narrative shift, as HOOD pivots towards a diverse crypto and tokenization ecosystem. The rally is more than just a return of retail investor power; it underscores a broader redefinition of its business model. No longer solely a zero-commissio

In addition to the Gemini3, large-scale models worldwide are also receiving a collective upgrade.

Gemini 3 Pro performance and TPU's cost advantage shatter the 'Google is doomed' narrative. This analysis details Google's full vertical integration, its resistance to the Nvidia Tax, and YouTube’s strategic data moat. Is GOOGL poised to dominate the AI endgame?

TradingKey - As concerns about an overheated AI trade weigh on markets, NVIDIA has become one of its biggest casualties.

TradingKey - Heading into the holiday stretch, the U.S. market is still limping. November—a month that typically brings seasonality-driven gains—has stalled out.

TradingKey - Indexing giant MSCI's proposal to remove companies with significant crypto holdings from its global investable market indices is drawing strong opposition from the crypto community. JPMorgan's latest research report has also sparked discontent.

TradingKey - Last week, concerns over an AI bubble, coupled with fading expectations for Federal Reserve rate cuts, triggered a broad sell-off in U.S. equities. The tech-heavy Nasdaq Composite (.IXIC.US) dropped more than 2%,

TradingKey — Palantir Technologies Inc. (PLTR) stock maintains its investment appeal, with analysts recommending buying on dips as valuation corrections and consistently strong earnings bolster its long-term prospects. While short-term volatility is driven by a cooling AI narrative and adjustments t

TradingKey - In stark contrast to US retailers like Target and Home Depot struggling amidst economic uncertainty, America’s largest retailer, Walmart (WMT), maintained robust growth in Q3 2025. Its fiscal year 2026 Q3 earnings report once again proved the company's resilience in a trade-down economy

TradingKey - Markets have spent the past week looking for reasons to explain the pullback. Talk of an “AI bubble”—or pressure from the recent crypto selloff— has circulated widely.