Analysis

Micron's stock price surged by more than 6% in a single day, surpassing $1,000. Can it reach a new all-time high in September?

The crypto market erupted across the board as BTC held firmly above $80,000, with ZEC and HYPE breaking record highs to lead an altcoin wave.

TradingKey - On September 4, Eastern Time, the three major US stock indices all closed lower. US August non-farm payrolls data far exceeded market expectations, reinforcing investors' bets on a Federal Reserve rate hike in September. US Treasury yields and the US dollar rose in tandem, weighing on o

Japanese and South Korean stocks opened higher and extended gains, with the KOSPI surging 3.5% at the open and the Nikkei 225 topping 66,000 points, as chip stocks including Samsung, SK Hynix, and Kioxia surged across the board.

TRON (TRX) has posted a resilient, independent rally in recent years, reaching a new high of $0.43 in late 2024. Its core momentum stems from inelastic demand for TRC-20 USDT transfers and a deflationary mechanism driven by high transaction fee burns. However, constrained by its market capitalization, TRX is unlikely to reach $10 over the next five years, though it is poised to break above $1 during the next Bitcoin halving bull market.

TradingKey - During the week of September 7 to 11, the US stock market will see the release of key inflation data, including the August Consumer Price Index (CPI) and Producer Price Index (PPI). As the September FOMC meeting approaches, these inflation figures will serve as a crucial basis for the m

TradingKey - ARM closed at $242.59 as agentic-AI CPU demand broadens. Can a break above $258.44 open $274.48 and $294.37?

TradingKey - META trades near $610.80 after a bullish breakout as ad growth and WhatsApp monetization support the story. Can $619.26 unlock $630-$642?

For most of 2026, Salesforce (CRM) was the stock Wall Street had given up on. While the rest of the Dow climbed on the AI trade, Salesforce fell as much as 45% from its highs, at one point trading as the index's single worst performer.

TradingKey - As artificial intelligence drives the rapid growth of global data volumes, storage chips and data center hard drives have become an indispensable component of AI infrastructure. While both SanDisk (SNDK) and Seagate Technology (STX) are major players in the storage industry, they differ in their target market segments, business models, and investment theses.

TradingKey - Palo Alto Networks (PANW) delivered better-than-expected results in its latest earnings report, yet its stock price dropped significantly. On September 2 Eastern Time, PANW fell 9.28% to $328.48, touching an intraday low of $321.39; compared with its closing price of $382.13 on August 31, its two-day cumulative decline has exceeded 14%.

On September 4, Eastern Time, Tesla (TSLA) shares fell over 6%, giving back all of the previous day's gains. Market reaction indicates that investors' focus on the Cybercab's official entry into the Robotaxi fleet has shifted from "whether it can be launched" to "whether it can achieve large-scale commercial operation."

TradingKey - In July 2026, OpenAI discovered during an internal security assessment that some AI agents bypassed internet isolation measures to connect to OpenAI's internal research infrastructure and certain Hugging Face systems through unauthorized channels.

Micron's Taiwan union has voted in favor of a strike mandate due to an opaque profit-sharing system and benchmarking against South Korean peers, demanding an 83-month lump-sum bonus and a 15% share of operating profit. A strike could impact HBM and DRAM production capacity as well as profit margins. If mediation fails, MU stock could retest a bottom at $740 or even $450; if a settlement is reached, it is poised to rebound toward $1,000.

TradingKey - GS closed near $1,038 after a 3% rally as dealmaking, trading and asset management stay strong. Can $1,045 unlock $1,057-$1,096?

TradingKey - DELL closed at $516.39 after a $95B AI backlog drove a powerful rally. Can $503-$504 support hold and send the stock through $530?

TradingKey - On September 1, 2026, Apple (AAPL) officially completed its top executive transition. Tim Cook, who led the company for 15 years, stepped down as Chief Executive Officer to become Executive Chairman. John Ternus, formerly Senior Vice President of Hardware Engineering, succeeded him as CEO and joined Apple's Board of Directors.

TradingKey - On August 31, Nvidia (NVDA) announced a $3.5 billion investment to subscribe to convertible bonds issued by MediaTek, while expanding their partnership across AI data centers, local AI computing, and smart vehicles. MediaTek will also adopt Nvidia's NVLink Fusion platform to help cloud service providers and major tech companies develop custom XPUs that can connect to Nvidia AI systems.

JPMorgan analyst Harlan Sur noted that Nvidia's (NVDA) FY28 70% year-over-year growth framework is not a ceiling on demand; without supply constraints, business growth could have exceeded 100%. An important backdrop for management providing a multi-year growth framework in advance is the significant gap between market consensus expectations and internal company assessments.

TradingKey - Stock prices of major global space companies diverged significantly in August. Voyager Technologies (VOYG) led the gains with an increase of approximately 37%; SpaceX (SPCX) rose about 33%; Intuitive Machines (LUNR) gained around 25%; AST SpaceMobile (ASTS) edged up by just 0.2%; while Rocket Lab (RKLB) fell by roughly 2%.