Analysis

Key PointsThe Department of Justice announced a $400 billion investment in MP to fund a huge rare earths processing plant expansion. In conjunction, the DoD agreed to a long-term purchase agreement with a minimum price and volume commitments. The deal is momentous for MP and significantly...

TradingKey - Bitcoin (BTC) broke out to a new all-time high of over 118,000 this week. Although it briefly breached 110,000 in late May, the price repeatedly dipped back toward $98,000 in the weeks that followed — until this time’s decisive rally pushed it firmly above the previous range.

TradingKey - When investors consider investing in energy, they think about oil wells and pumping gasoline. But the 2025 storyline is bigger, and stealthier. Energy today is as much about geopolitics and climate policy as about barrels and pipelines, about massive shifts in the way the world...

Key PointsNvidia's market cap just hit $4 trillion, and it could rise further on positive market sentiment.It reports second-quarter earnings at the end of August, and it should go even higher.Nvidia stock offers exciting opportunities for long-term investors.10 stocks we like better than Nvidia...

Key PointsNvidia stock has regained its momentum in recent months and should be able to sustain it in the long run as well.The chip giant's addressable market improved thanks to the rollout of sovereign AI infrastructure across the globe.Nvidia's market share and the potential data center revenue...

On Monday, July 7, AI infrastructure darling CoreWeave (NASDAQ: CRWV) announced it would be acquiring Bitcoin miner Core Scientific (NASDAQ: CORZ) in an all-stock deal.

TradingKey - Few mutual funds have a following as cultlike as that of the Sequoia Fund (SEQUX). Once synonymous with legendary manager Bill Ruane, and thereafter with Robert Goldfarb, Sequoia became known for not playing Wall Street's short game.

Stock tokenization refers to the process of representing traditional equities as blockchain-based digital tokens. Each token corresponds to a specific number of shares — e.g., one token may represent 1 share of NVIDIA (NVDA) or 100 shares, depending on the issuer’s rules.

Delta Air Lines (NYSE: DAL) is set to release its Q2 2025 earnings on Thursday, July 10, 2025, before market opens, followed by a webcast and conference call to review financial and operational results.

When Jim Simons launched Renaissance Technologies in 1978, he probably recognized it wouldn’t be like any traditional Wall Street firm. A brilliant mathematician who used to break codes, Simons helmed a radically different kind of quantitative investment.

TradingKey - While a technology- and energy-driven market dabbles into a simmering undercurrent life for healthcare, under the radar exists an industry ripe with growth potential, defensive capability, and continued innovation waves. Long-term investors experience a delicious mix of safety and...

TradingKey - Nvidia (NVDA) made headlines again on Wednesday after its stock surged to 164 during early U.S. trading, pushing its market value past a historic 4 trillion. That makes it the first chip company ever to cross that mark.

TradingKey - Tech shares have never failed to inspire passionate true believers and skeptical naysayers. After all, many major players find themselves on price-to-earnings multiples that are high by historical standards. The Nasdaq 100 sits roughly a multiple ahead that makes value players gasp...

LONDON, July 10 (Reuters) - European investors are bracing for a pivotal second-quarter earnings season, which could offer the first meaningful insight into how companies are navigating a new era of trade volatility and, crucially, how resilient their share prices remain.

On Wednesday, July 9, both NVIDIA (NVDA) and Bitcoin (BTC)  reached new all-time highs, sparking debate over which asset offers better long-term potential.

TradingKey - Mid-July will mark the first earnings season since President Donald Trump’s tariff policy took effect, offering investors a glimpse into how American companies are handling the impact of trade tensions. Analysts believe that with low expectations heading into Q2, it may be easier for

TradingKey - Last Friday, U.S. Congress passed what Donald Trump proudly calls the “Big Beautiful Bill.” The legislation has already given U.S. markets a short-term lift—by unlocking new liquidity and opening the door to valuation re-rating in select sectors. Expect winners in energy, defense, and m

Skyworks Solutions (NASDAQ: SWKS) is a leading supplier of RF semiconductors, especially for smartphones, automotive, and IoT devices. However, a major near-term headwind emerged in early 2025 when Apple announced it would reduce its reliance on Skyworks for the upcoming iPhone 17.

TradingKey - Dollar Tree leverages its low-price strategy and strong brand to maintain a competitive edge in the discount retail market.

Las Vegas Sands is currently traded at the similar price it was traded during COVID. We believe there is plenty of room for growth since Macau visitors from the second-tier cities of China have not returned yet. Also, there are promising expansion projects in both Macau and Singapore.