TradingKey - The latest precious metals research report from Morgan Stanley (MS) shows that while continuous gold buying by global central banks provides solid downside support, gold's (XAU/USD) march toward a historic high of $5,200 per ounce is encountering strong headwinds from the Federal Reserve's hawkish policy.

TradingKeyMon, Jun 22

Micron Soars Over 250% This Year; Wall Street Bullish Ahead of Earnings, UBS Wildly Bullish to Above $1,600

Micron Technology rose another 5% today, once again approaching its all-time high, as numerous investment banks remain bullish on the stock reaching new heights.

TradingKeyThu, Jun 18

Apollo and Blackstone Said to Complete $35 Billion Private Credit Deal to Provide ‘Chip Financing’ for Anthropic’s Computing Power Expansion

TradingKey — On June 8, ET, the Financial Times reported that Apollo Global Management (APO) and Blackstone (BX) have finalized a $35 billion private credit financing arrangement to support the computing power expansion of AI leader Anthropic. The funds will be used to purchase custom-developed Tensor Processing Units (TPUs) from Google (GOOGL) for Anthropic’s use through a leasing structure.

TradingKeyTue, Jun 9

Nasdaq 100 Forecast: Why Warsh's First Fed Meeting Has Investors Nervous

TradingKey - The Nasdaq 100 is pulling back ahead of Kevin Warsh's first FOMC meeting as Fed Chair. Will AI fundamentals or Fed policy drive the next move?

TradingKeyMon, Jun 8

Goldman Says ‘No Bubble Yet,’ Citi Calls for S&P 8100: How Two Major Investment Banks Interpret the AI-Driven U.S. Stock Rally?

TradingKey - As the AI wave continues to drive U.S. equities higher, debates over whether valuations have reached unsustainable levels are intensifying. Goldman Sachs (GS) noted in its latest research report that although some signs of overheating are emerging, key indicators show a significant gap between current market levels and the extremes seen during historical bubble periods. Meanwhile, Citigroup (C) has sharply raised its year-end 2026 S&P 500 target to 8,100, citing an "unprecedented" AI capex super-cycle.

TradingKeyMon, Jun 8