Professional & Commercial Services

TradingKey - FactSet faces a Q4 earnings test after September’s selloff. Explore FDS fundamentals, AI partnerships, its BCC acquisition and key price levels.

TradingKey - Both CoreWeave (CRWV) and Nebius (NBIS) provide GPU compute power and supporting cloud services to AI labs, cloud providers, and enterprise clients.

TradingKey - On September 8, Eastern Time, Palantir Technologies (PLTR) and Nebius Group (NBIS) announced a strategic partnership. Palantir designated Nebius as its preferred sovereign AI infrastructure partner.

A compelling bullish thesis is gaining traction in the market: compared to Nebius (NBIS.US), CoreWeave boasts a larger revenue scale, a bigger order backlog, and more deployed computing capacity, yet its price-to-sales (P/S) valuation is far lower than Nebius's, making it a potentially significantly mispriced leader in specialized AI clouds (Neoclouds). However, revenue multiples reveal only half the truth. CRW

TradingKey - On August 28, PayPal (PYPL) shares plunged by as much as 17% in pre-market trading following reports that a consortium formed by Advent International and payments giant Stripe had abandoned its acquisition bid for PayPal.

TradingKey - On Friday (August 28) Eastern Time, futures on the three major US stock indexes were mixed in premarket trading. Federal Reserve Chair Kevin Warsh is scheduled to deliver a key speech at the Jackson Hole Economic Symposium. Against the backdrop of elevated US Treasury yields, investors are awaiting new monetary policy signals, causing market sentiment to turn cautious.