Analysis

By Katrina Hamlin HONG KONG, July 29 (Reuters Breakingviews) - Samsung Electronics 005930.KS finally has some good news. In posts on his X social media platform on Sunday, Tesla TSLA.O CEO Elon Musk detailed that his carmaker has struck a $16.5 billion deal to buy state-of-the-art chips from the

Key PointsDigi Power X, a new artificial intelligence (AI) data center "neocloud," filed a patent for its modular data center architecture. The company stated it is working with SMCI, and that a large order is scheduled for late 2025 for its flagship Alabama project.

TradingKey - Airbnb, as the global leader in the short-term rental market, leverages diverse listings, Remote Work Hubs, and Airbnb Experiences to effectively capture post-pandemic demand for flexible accommodations and personalized travel, achieving a 44% market share in 2024, far ahead of...

TradingKey - Super Micro Computer, Inc. (NASDAQ: SMCI) is a leading player in the AI revolution, designing and manufacturing high-performance servers that power some of the world’s largest AI data centers as well as edge applications like smart factories and 5G networks.

TradingKey - The huge debt of Carnival remains a stone on the neck, as this will prevent the company renewing its already old fleet (in contrast with competitors). However, the overall interest towards cruise trips, as well as the development of exclusive-port amenities, will bring modest top line..

PARIS, July 28 (Reuters) - A provisional deal between the United States and European Union to exempt aircraft from tariffs avoids a potential threat to jet production and deliveries in both regions and caps months of uncharacteristic unity among plane-making rivals.

Key PointsRevenue rose 14% to $96.4 billion in Q2 2025, Topping the consensus by $2.44 billion.EPS reached $2.31 for Q2 2025, topping analyst expectations.Google Cloud revenue grew 32% year over year in Q2 2025, more than doubling operating profits.These 10 stocks could mint the next wave of...

TradingKey - Newmont Corp. released its earnings for the second quarter of the fiscal 2025 on July 24th after the bell.

Cathie Wood's ARK Investment Management is basically synonymous with high-conviction, high-volatility bets on disruptive innovation. It is not a run-of-the-mill mutual fund with safe bets in consumer staples or diversified blue chips, a deliberate swing at future-shaping businesses

Steven Cohen, the legendary trader of Point72 Asset Management, boasts a reputation that is equally praised and divisive.

TradingKey - Honeywell reported Q2 2025 revenue of $10.4 billion, surpassing market expectations of $10.02 billion, with a year-over-year increase of 8.56%, including 5% organic growth, indicating robust core business expansion.Honeywell raised its 2025 full-year revenue guidance from $39.6-$40.5...

TradingKey - Alphabet(GOOGL) will release its earnings for the second quarter of the fiscal 2025 on July 23rd after the bell.

TradingKey - The meme stock craze is back—and this time, it's spilling over into a broader range of beaten-down, highly speculative names.

TradingKey - NextEra Energy is optimistic about its 2025 full-year performance, expecting adjusted EPS to reach the upper end of the $3.45–$3.70 guidance range. This positive outlook is driven by strong performance in its core businesses: FPL, with nearly 8% regulated capital growth, and NEER...

TradingKey - Tesla, Inc. (NASDAQ: TSLA) released its Q2 FY2025 earnings on July 23, 2025, after the U.S. market close, posting results that missed expectations amid demand challenges and declining revenues in both automotive and energy segments. Following the announcement...

Key Points- Adjusted earnings per share rose 20.5% to $1.53 compared to Q2 2024, surpassing the $1.35 estimate.- Revenue increased 14% to $1.84 billion, topping expectations and driven by strong commercial and home warranty results.- Operating cash flow grew 33.5% to $355 million compared to...

TradingKey - ON Semiconductor (NASDAQ: ON), a leading supplier of semiconductor components for electric vehicles, renewable energy, and AI data centers, saw Q1 2025 revenue drop due to market softness but maintained a robust adjusted gross margin and strong free cash flow.

TradingKey - Booking Holdings, with its leading global online travel platform, diverse brand portfolio, and AI-driven innovation, achieved $23.7 billion in revenue in 2024, commanding a 16.56% market share.

TradingKey - In Q2 2025, Coca-Cola reported revenue of $12.5 billion, up 1.54% year-over-year, slightly below market expectations of $12.55 billion. Organic revenue grew 5%, driven primarily by a 6% price/mix increase, though this was partially offset by a 1% decline in concentrate sales...

TradingKey - Materials stocks are content to play background roles in the investor roundup, eclipsed by technology leaders and finance titans. But they are an indispensable pillar to world economic life. They mine, process, and supply the essential feedstocks driving construction, manufacturing...