Analysis

TradingKey - Due to strong demand for high-performance computers, AMD's position in the semiconductor industry has been on fire, Strong demand has put an immense amount of pressure on AMD as it attempts to balance between the growth of new Data Centers and AI workloads

As March began, Apple delivered a set of results that could hardly have been more at odds with itself. On March 11th the company unleashed a barrage of aggressively priced hardware, including the iPhone 17e and a MacBook Neo starting at a mere $599. The aim was clear: to jolt the upgrade cycle back

TradingKey - On March 19, Nvidia (NVDA) CEO Jensen Huang shared two major insights during a podcast discussion. First, he expressed optimism regarding the commercial potential of AI startup Anthropic, stating that its revenue surpassing the $1 trillion threshold by 2030 is by no means far-fetched. S

Most investors don’t spend much time thinking about helium. It’s the party-balloon gas… or at least that’s what most people think. But But behind the scenes, helium keeps a lot of high-end tech running - and supply has tightened fast lately.

This guide will tell you how the industry ended 2025, what makes 2026 potentially interesting, which nuclear energy stocks and ETFs are worth looking at, and how to invest in this space pragmatically.

The market at the end of March 2026 has hit a wall and the dream of a "tide that lifts all boats" has turned into a nightmare. Suddenly everyone's seeing a violent divergence: there are the AI Landlords (NVIDIA, Alphabet) who are quietly building massive $100B+ moats, while Space Infrastructure (Roc

TradingKey - On Wednesday, March 18 (ET), Micron (MU) disclosed earnings and guidance that significantly exceeded expectations; however, its share price dropped as much as 6% in after-hours trading. Micron also revealed that capital expenditure for the current fiscal year will exceed $25 billion and

TradingKey - Amid the exponential expansion of AI computing power, memory chips have transcended their traditional positioning as computer "peripherals." For investors seeking long-term growth, the investment value of the memory sector is being redefined.

An in-depth analysis of the global digital economy paradigm shift triggered by AI Agents in 2026. From the technological leap of GPT-5.4 to the architectural unification of OpenClaw, this article reveals how AI agents are restructuring the business models of tech giants, triggering a "broken ladder" crisis in the workplace, and analyzing counter-intuitive underlying investment logic in sectors such as cybersecurity.

TradingKey - US stocks came under pressure on Wednesday (March 18), with the three major indices collectively trending lower. Market sentiment cooled rapidly under the dual impact of the Federal Reserve's hawkish stance and rebounding inflationary pressures, as concerns regarding the future interest

TradingKey - Drone stocks began 2026 with more favorable tailwinds versus a year ago. Growing defense budgets in the U.S. and allied countries, unmanned systems moving more towards the center of military planning, and commercial use.

TradingKey - During the 2026 GTC Conference, NVIDIA (NVDA) CEO Jensen Huang’s keynote speech and a series of partnerships and technical launches sent ripples through the global technology supply chain. From computing hardware to application scenarios, multiple sectors are seeing clear investment opp

TradingKey - According to Yonhap News Agency, the Samsung Electronics union announced on the 18th that a vote conducted since the 9th of this month resulted in a 93.1% approval rate for a collective action proposal. Consequently, the union will launch a general strike in May.

TradingKey - Since 2026, the rapid expansion of AI infrastructure spending and limited new capacity have propelled the memory industry into a "super cycle." Benefiting from this, memory stocks have generally rallied this year: Micron (MU) has risen 54%, while South Korea-listed Samsung and SK Hynix

TradingKey - Amazon’s stock price has experienced a significant pullback recently, but the overall upward trend remains intact.

Memory has been among the hottest investment themes related to AI

Circle has surged 126% over the past month to above $130. Bernstein analysts believe the rally will continue, setting a price target of $190.

TradingKey - Tesla (TSLA.US) and LG Energy Solution have formally confirmed a joint investment of approximately $4.3 billion to construct a battery plant in Lansing, Michigan. The facility will primarily produce lithium iron phosphate (LFP) prismatic batteries to support the expansion of its energy storage business.

TradingKey - At the 2026 NVIDIA GTC Conference, Intel (INTC) announced that its Xeon 6 processor will officially serve as the primary CPU for NVIDIA's (NVDA) next-generation flagship AI server, the DGX Rubin NVL8.

TradingKey - The deep collaboration between Samsung Electronics and Nvidia (NVDA) became an industry focal point at the Nvidia GTC 2026 conference.