Analysis

Offchain Labs revealed it had launched a strategic plan to increase its Arbitrum holdings. The Arbitrum R&D team announced it would purchase Arbitr over time through open market and other transactions.

Bitcoin (BTC) price recovers slightly, trading above $80,000 on Tuesday after declining nearly 3% the previous day.

TradingKey - One of the world’s largest renewable energy developers – NextEra Energy Inc (NYSE: NEE) – was one of the few S&P 500 Index constituent stocks that actually rose on Monday.

On 12 March 2025, the Bank of Canada (BoC) will announce its interest rate decision for March. The market widely anticipates a 25-basis-point rate cut, bringing the policy rate down to 2.75%. We concur with this consensus forecast.

On 12 March 2025, the United States will release the Consumer Price Index (CPI) data for February. Market consensus predicts that the year-over-year growth rates for Headline CPI and Core CPI will reach 2.9% and 3.2%, respectively, both lower than the previous figures of 3.0% and 3.3%.

Snowflake’s cloud data platform outpaces competitors with its scalable, cross-cloud architecture and cost-efficient storage-compute separation, setting a new industry standard. Cortex AI and Snowpark help NRR at 126%, positioning Snowflake as an AI/ML frontrunner.

In the medium term (3-12 months), as the USD Index peaks and retreats, coupled with the stabilizing effect of the National Pension Service’s (NPS) FX hedging program, the KRW is likely to enter a range-bound fluctuation.

“The plan: Be fucking patient,” Hayes said in a post on X. He predicted Bitcoin would likely bottom at $70,000, which would be a 36% correction from its peak—something he called “very normal for a bull market.”

The GBP/USD pair recovers recent losses from the previous session, trading around 1.2890 during Asian hours on Tuesday.

Silver (XAG/USD) reverses an Asian session dip to the $31.85-$31.80 region, or a four-day low, and climbs to a fresh daily high in the last hour.

TradingKey - It’s been a rough few weeks for stock markets at technology stocks, in particular, have been hard hit by the uncertainty surrounding the impact of tariffs on the US economy.

Given the uncertainty surrounding Trump-era policies, we evaluate two scenarios: 1) Tariffs avoided or delayed; 2) Broad-based tariffs implemented.

Freeport-McMoRan Inc. (FCX) is one of the world's largest publicly listed copper and molybdenum producer. Its business is concentrated in the core mining field, and its revenue mainly comes from copper, gold, molybdenum, etc. We estimate FCX's fair value trading range to be between $35 and $55...

AI Opportunity and Risk: Salesforce’s decade-long AI investment and Agentforce leverage its clients, but AI could reduce seat demand and commoditize offerings.Moat vs. Agility: High switching costs secure its enterprise base, yet its size may slow adaptation to AI-native competitors.

TradingKey - 2025 will be a transitional year, and we expect revenue to shrink by high-single digits, especially in the context of deteriorating consumer sentiment. In 2026 and 2027, Nike is projected to return to single-digit percentage positive growth as the current policies begin to reflect in...

TradingKey - Starbucks Corporation is the leading roaster and retailer of specialty coffee globally. In addition to fresh, freshly brewed coffees, Starbucks’ offerings include many complimentary food items and a selection of premium teas and other beverages, sold mainly through the company’s...

TradingKey - Since Trump's inauguration on January 20, the S&P 500 has dropped 3.8%, falling 6% from its record high on February 19.