Analysis

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.

TradingKey - The U.S. Bureau of Labor Statistics will release the August nonfarm payrolls report on September 4, Eastern Time. As the final complete set of employment data before the Federal Reserve's September policy meeting, this report will help policymakers assess whether the labor market can withstand further rate hikes and whether labor costs are becoming a new source of inflation.

TradingKey - Data released by Automatic Data Processing (ADP) on Wednesday showed that U.S. private sector employment increased by 38,000 in August, falling below market expectations of 48,000, while the July figure was revised up from the previous 44,000 to 46,000. The job gain in August was the lowest since January this year, indicating that U.S. private sector employment growth remains weak.

TradingKey - DELL jumps toward $467 after record $60.9B AI orders and a $95B backlog. Can earnings momentum carry the stock through $473 resistance?

Can XRP really hit $100 by 2030? We dive into deeply researched data, analyst predictions, market caps, and the stablecoin boom to find the realistic answer.

TradingKey - On Wednesday (September 2) Eastern Time, futures on the three major U.S. stock indices showed mixed performance in pre-market trading. A re-escalation of the U.S.-Iran military conflict caused sharp volatility in energy prices, heightening market concerns over inflation and rate hike risks. Meanwhile, global bond markets extended their sell-off, pushing government bond yields in major economies to multi-year highs, as investors remained cautious ahead of the release of U.S. employment data and the Federal Reserve's Beige Book.

TradingKey - APH trades near $163.18 as record orders and AI datacom growth support momentum. Can a break above $164.14 send Amphenol toward $171.95?

TradingKey - On September 2 ET, global financial markets extended the previous day's risk-off sentiment. U.S. stock index futures diverged in pre-market trading. As of press time, Dow Jones futures were virtually flat, S&P 500 futures fell 0.17%, and Nasdaq 100 futures dropped 0.47%, as rising oil prices and U.S. Treasury yields continued to weigh on risk appetite.

TradingKey - On September 1 ET, NASA announced that it awarded a Mars communications contract with a maximum potential value of approximately $700 million to Blue Origin, while Rocket Lab (RKLB) lost the bid.

TradingKey - On September 2, Dell Technologies (DELL) surged over 10% in U.S. pre-market trading after its latest second-quarter fiscal 2027 results significantly beat market expectations and the company substantially raised its full-year revenue guidance, further reinforcing market expectations of sustained strong demand for AI servers.

TradingKey - Snowflake (SNOW) will report its second-quarter fiscal 2027 financial results after the U.S. market close on September 2, Eastern Time. With its stock price up nearly 50% year-to-date and having briefly approached its 52-week high, market expectations for its growth prospects have heightened significantly.

TradingKey - On September 1, Eastern Time, action camera maker GoPro (GPRO) announced that it has signed a definitive merger agreement with private optics company Starman Optical.

TradingKey - As of the Asian session on September 2, gold prices (XAUUSD) fell below $4,300 intraday to a low of $4,282.45, and were last seen consolidating near $4,320, marking a cumulative pull-back of nearly 9% from last week's peak of close to $4,700. A recent significant escalation in the US-Iran military conflict has driven a sharp rally in international crude oil prices (USOIL). Meanwhile, rising expectations of Federal Reserve rate hikes, a strengthening US dollar, and a rapid climb in US Treasury yields continue to put downward pressure on gold.

Surging crude oil prices have sparked inflation fears, sending Japanese and South Korean stock markets tumbling. SoftBank plunged over 6%, while Samsung and SK Hynix both dropped more than 4%.

TradingKey - Elon Musk has once again issued highly aggressive predictions for AI and robotics. He projects that AI could expand the global economy by 20% to 30%, equivalent to an additional $20 trillion to $30 trillion in annual economic output. He also believes the global population of humanoid robots could reach 1 billion over the next decade, with a single robot's output capacity potentially reaching five times that of a human.