Analysis

TradingKey - Qualcomm stock forecast, QCOM technical analysis, Qualcomm Amazon AI deal, Dragonfly data center, Qualcomm automotive growth

TradingKey - Salesforce (CRM) and ServiceNow (NOW) were rarely viewed as direct competitors in the past. Salesforce has long dominated enterprise sales, marketing, and customer service markets, while ServiceNow excels in IT service management and internal workflows. However, as both companies increasingly push into each other's core businesses, the once-clear boundaries between the two SaaS giants are rapidly disappearing.

TradingKey - Microsoft (MSFT) and Amazon (AMZN) are both among the most influential companies in the global technology sector and primary beneficiaries of the wave of artificial intelligence and cloud computing. However, the two companies differ significantly in their business models, profitability structures, and future growth trajectories. For long-term investors, which is the better investment, Microsoft or Amazon?

Copper prices recently reached an all-time high of $14,533, registering a cumulative gain of 17% over the past year. Underpinning this record rally is a long-standing narrative championed by copper bulls for years: aging major global mines struggle to keep pace with demand growth driven by AI data centers, renewable energy, and power grid construction. The gains over the past year have been supported precisely by this long-term supply-demand mismatch.

TradingKey - SpaceX (SPCX) listed on Nasdaq on June 12, 2026, with an IPO offer price of $135 per share. The company initially offered approximately 556 million shares, and underwriters subsequently fully exercised their over-allotment option, increasing the total offering size to roughly 639 million shares. The IPO ultimately raised about $85.7 billion, setting a global record for the largest IPO proceeds.

A pullback in international oil prices provided risk-appetite support for U.S. stocks, snapping a four-day losing streak, with computer hardware and optical communication stocks leading the gains. At the close, the Dow Jones Industrial Average rose 0.98% to 52,573.29; the Nasdaq Composite Index gained 0.96% to 26,333.04; and the S&P 500 Index advanced 0.86% to 7,656.98.

SpaceX (SPCX) plans to conduct a critical test flight as early as next week, using Starship to launch the first batch of V3 Starlink satellites into orbit. If successful, the test flight will directly determine whether SpaceX can leverage Starship to resume the pace of Starlink's expansion.

Following the release of the August CPI by the U.S. Bureau of Labor Statistics, market expectations for Federal Reserve rate hikes rose significantly. However, U.S. stocks unexpectedly snapped a four-day losing streak, with the Dow Jones Industrial Average rising more than 600 points early in the session.

TradingKey - PLTR closed at $165.86 after AIPCon 11 as Nvidia partnership strengthens the AI story. Can $159.61-$161.36 support trigger a rebound?

On September 11, Eastern Time, Dell Technologies (DELL) shares reached an intraday high of $567.75, setting a new record high with a gain of over 11%. RBC Capital recently initiated coverage on Dell with an "Outperform" rating and a price target of $640. RBC believes that enterprise investment in AI, computing modernization, storage expansion, and PC replacement demand will support Dell's performance in consistently exceeding its long-term targets. Analyst David Paige stated that Dell's end-to-end portfolio across computing, PCs, storage, and servers, combined with its massive installed base, industry-leading supply chain capabilities, and flexible consumption models (such as subscription-based delivery), positions the company to continue capturing market share.

TradingKey - KR is testing $56.41 support ahead of Q2 earnings. Can cost control and improving eCommerce economics trigger a rebound toward $58?

TradingKey - Following the release of US August CPI data, the 10-year US Treasury yield briefly rose to near 4.97%, continuing to approach the 5% mark. Meanwhile, according to the CME FedWatch Tool, the probability of the Fed raising interest rates by 25 basis points in September rose to 88.8%; the probability of a cumulative rate hike of at least 25 basis points by October reached 93.7%, with the probability of a cumulative 50-basis-point hike standing at 39.3%.

TradingKey - Data released by the U.S. Bureau of Labor Statistics on September 11 showed that the Consumer Price Index (CPI) rose 0.4% month-on-month and 3.4% year-on-year in August, both in line with market expectations.

TradingKey - Adobe beat Q3 estimates and raised guidance, but shares slipped as investors questioned AI monetization. Can $244 support trigger a rebound?

TradingKey - After market close on September 10, Eastern Time, auto auction company Copart (CPRT) announced that it has entered into a definitive merger agreement with digital automotive marketplace ACV Auctions (ACVA), under which Copart will acquire ACV for approximately $1.9 billion in cash. Following the announcement, ACV surged over 44% and Copart rose more than 7% in pre-market trading on September 11.

TradingKey - On Friday (September 11) Eastern Time, the three major U.S. stock index futures rose across the board in pre-market trading as investors awaited tonight's release of the U.S. August Consumer Price Index (CPI), a crucial reference for the market to gauge the Federal Reserve's future interest rate path. Meanwhile, international oil prices fell noticeably amid signs of easing tensions in the Middle East.

TradingKey - Oracle beat Q1 estimates as OCI revenue surged 121% and backlog hit $664B. Can the post-earnings move hold above $157 and retest $165-$171?

TradingKey - As AI servers continue to drive up demand for DRAM, particularly High Bandwidth Memory (HBM), Micron Technology (MU) has announced its FY2026 incentive plan for employees in Taiwan. However, the company and the union at its Taoyuan plant failed to reach an agreement in the first round of labor mediation.

TradingKey - In U.S. pre-market trading on Friday, Oracle (ORCL) shares rose over 7% at one point after the company reported first-quarter revenue, adjusted earnings per share, and backlog that all exceeded market expectations. Meanwhile, the company modestly raised its full-year earnings guidance, as demand for AI infrastructure continued to drive rapid expansion in its cloud business.

TradingKey - SpaceX (SPCX) stock recently entered a short-term period of high-level consolidation after breaking above $150. However, as the shares confirmed a breakout above $150 this Wednesday, further upside potential has been unlocked, paving the way to test the resistance level at $172.