Analysis

TradingKey - On September 2 ET, Chinese AI company Moonshot AI initiated its Hong Kong listing process. According to Reuters, the company has confidentially submitted an A1 listing application to the Hong Kong Stock Exchange. The company declined to comment on the rumors.

TradingKey - AI data cloud company Snowflake (SNOW) delivered financial results significantly stronger than market expectations. Driven by revenue, earnings, and full-year guidance all exceeding expectations across the board, the company's stock surged over 23% in after-hours trading on September 2, breaking above $370.

Reports of U.S. semiconductor tariffs reportedly triggered a sharp plunge in Japanese and South Korean stock markets, prompting the South Korean presidential office to urgently intervene to defuse risks and stabilize the market. The KOSPI narrowly held the 6,500 mark, while losses in Samsung Electronics and SK Hynix narrowed.

TradingKey - The U.S. Bureau of Labor Statistics will release the August nonfarm payrolls report at 8:30 AM Eastern Time on September 4. Following hawkish signals from Federal Reserve Chair Warsh at Jackson Hole and rising international oil prices reigniting inflation concerns, this employment report will be one of the most critical macroeconomic data points ahead of the September FOMC meeting.

TradingKey - On September 3, Tokyo time, Berkshire Hathaway (BRK.a) (BRK.b) CEO Greg Abel was interviewed by CNBC's "Squawk Box" in Tokyo, focusing on topics such as Japanese investments, Google (GOOGL) parent Alphabet, AI data centers, the housing market, and capital allocation.

TradingKey - On September 3, Bloomberg reported, citing people familiar with the matter, that TikTok's parent company ByteDance has secured a syndicated loan of approximately $29.6 billion, making it the second-largest US dollar-denominated loan transaction in Asia in 2026.

TradingKey - After the market close on September 2 ET, Broadcom (AVGO) released its third-quarter earnings report. The data showed that AI revenue continued to maintain robust growth, but the stock price failed to rally in tandem, dropping over 6% in after-hours trading at one point. What is the reason behind this? Can Broadcom's stock still rise?

A weak ADP employment report ignited a bullish rally, driving gold firmly above the $4,400 mark while silver surged past $65.

TradingKey - Broadcom (AVGO) recently disclosed the AI compute deployment plans for Anthropic, OpenAI, and Meta (META), forecasting that demand for its custom AI accelerators (XPUs) will further accelerate in 2027–2028 as major AI companies continue to expand infrastructure investments.

Arbitrum bucked the trend to surge over 14%, strongly leading gains in the Layer 2 sector and becoming the leader of the market rebound.

TradingKey - On September 2, Eastern Time, the three major US stock indices rebounded collectively, snapping a three-day losing streak. Investors re-entered the market following recent pullbacks in tech and select cyclical stocks, while AI-related equities such as Nvidia (NVDA) and Dell (DELL) gaine

Japanese and South Korean stock markets rebounded from early lows, with Kioxia surging over 2%, while Samsung and SK Hynix gained more than 1.5% to support the market.

Shares of Broadcom (AVGO) fell as much as 6% after the company reported its third-quarter fiscal 2026 financial results on September 2, Eastern Time. As of press time, the decline narrowed to 3.49%, with the stock trading at $354.43. During the period, Broadcom's revenue surged 86% year-over-year to $29.591 billion, topping market expectations of $29.4 billion and sustaining its rapid growth driven by AI demand.

U.S. bond yields pulled back from high levels as New York Fed President John Williams stated that the rise in long-term bond yields was not driven by inflation concerns, but rather reflected economic strength. U.S. stocks rebounded, with the Dow rising about 300 points, while Nvidia and Dell Technologies delivered standout performances. At the close, the Dow Jones Industrial Average rose 0.56% to 53,061.95 points; the Nasdaq Composite Index gained 0.45% to 26,217.83 points; and the S&P 500 Index advanced 0.46% to 7,666.60 points.

Google (GOOGL) released two new models on September 2, Eastern Time: Gemini 3.8 Flash and Gemini 3.8 Flash Cyber. This marks the third Flash series model released by Google within six weeks, continuing the high-speed and low-cost characteristics of the previous Gemini 3.7 Flash while further enhancing capabilities in code generation, complex reasoning, agentic tasks, and cybersecurity.

On September 2 ET, a U.S. federal judge ruled that Google (GOOGL) is not required to sell its ad exchange, AdX, but must make its ad-tech tools interoperable with products operated by competitors. This means Google has once again avoided a forced breakup in the Department of Justice’s antitrust lawsuit against its advertising business.

TradingKey - CRWD closed at $215.07 as Fal.Con expands CrowdStrike's AI-security push. Can $214 support hold and trigger a breakout above $221.50?

Berkshire Hathaway CEO Greg Abel disclosed the investment rationale behind Google (GOOGL) parent company Alphabet during an interview with CNBC on Wednesday. The company reportedly increased its holdings in Alphabet stock by a total of approximately $17 billion in the second quarter, propelling it to become the third-largest holding in Berkshire's equity portfolio. Abel stated that Google is an "important player" in the field of artificial intelligence.

TradingKey - MSFT closed at $501.02 as Azure grew 43% and Copilot topped 30M paid seats. Can $499 support hold and trigger a breakout above $507.96?

TradingKey - GitLab (GTLB) saw a strong market reaction after releasing its second-quarter fiscal 2027 financial results. The company's revenue and adjusted profit both beat market expectations, driving its stock up over 16% in U.S. after-hours trading on September 1 and over 24% in pre-market trading on September 2.