On July 28, Eastern Time, the three major U.S. stock indices diverged. The sell-off in chip stocks continued to intensify, and AI hardware stocks extended their recent declines. The Dow Jones Industrial Average strengthened, while the Nasdaq 100 Index fell more than 1% and the Philadelphia Semiconductor Index dropped over 5%.

TradingKeyTue, Jul 28

Can't Buy Anthropic, What Will the Market Buy? AI Stocks Worth Buying Before the Anthropic IPO

TradingKey - As an AI super-unicorn with a valuation approaching $1 trillion, Anthropic's IPO process has constantly commanded the attention of global capital markets. In the public market, are there other avenues to capture the spillover opportunities arising from Claude's valuation upside? Can investors indirectly share the dividends of this technological revolution by investing in other segments of the AI industry chain?

TradingKeyThu, Jun 18

Jensen Huang Backs Software Ecosystem: AI Is Not a Threat But an Opportunity, Software Stocks Rally Pre-Market

TradingKey - On Monday Eastern Time, the global software sector staged a strong rebound. Tech stocks, which had been under persistent pressure due to AI anxiety, shook off the gloom and rose collectively in pre-market trading.

TradingKeyMon, Jun 1

Salesforce Earnings Countdown: Can Agentforce Crack 'AI Anxiety'? Wall Street Is Waiting for Answers

TradingKey - As the AI wave sweeps across the technology industry, Software-as-a-Service (SaaS) giant Salesforce (CRM) stands at a critical crossroads of transformation. On May 27 local time, the company will release its first-quarter fiscal 2027 earnings report. This report serves not only as a litmus test for the effectiveness of its AI strategy but also as a key benchmark for the repricing of the entire SaaS sector in the AI era.

TradingKeyTue, May 26

When Market Concentration Surpasses Dotcom Peak: Why Choosing to ‘Shift Gears’ in Summer 2026 Amid AI Bull Market

In 2026, the top 10 gainers in the Nasdaq 100 rose by an average of 784%, exceeding the peak of the Dot-com bubble by 26%. However, the primary drivers are not Nvidia or Microsoft, but rather the AI "peripheral supply chain." This report provides an in-depth analysis of four major risks for the second half of the year: SpaceX’s $1.75 trillion IPO, a resurgence of inflation, the change in Fed leadership, and the midterm elections, as well as investment opportunities in software stocks unfairly penalized by the "SaaSpocalypse."

TradingKeyThu, May 14

How Doomed is Salesforce (CRM)?

Declaring that SaaS is dead has become a popular narrative among some investors and commentators, especially as artificial intelligence reshapes enterprise software. However, this view is overly simplistic and lazy

TradingKeyFri, Feb 27

Software Stocks Struggle Despite Solid Earnings

TradingKey - On Tuesday, the software industry’s two benchmarks — Salesforce Inc. (CRM) and Snowflake Inc. (SNOW) — staged a dramatic seesaw performance in the secondary market. The turbulence not only pulled the entire software sector under deeper public scrutiny but also revealed a worrying truth:

TradingKeyThu, Feb 26

The Great SaaS Divergence: Why B2C SaaS are Built Differently

The software industry is currently navigating its most turbulent era since the dawn of the cloud.

TradingKeyFri, Feb 13

U.S. PCE and 'Mini Jobs' Data in Focus as Salesforce (CRM) and Snowflake (SNOW) Report Earnings 【The week ahead】

On the corporate earnings front, Salesforce (CRM.US) and Snowflake (SNOW.US) are set to report results. Additionally, semiconductor giant Marvell Technology (MRVL.US) will release earnings this week, alongside retail firms Macy's (M.US) and Kroger (KR.US).

TradingKeyMon, Dec 1

Salesforce Is Building Digital Labor

TradingKey - Salesforce (CRM) is no longer simply a CRM giant; it's now the first enterprise AI-native platform designed for the digital labor era. While the market still values CRM as a mature SaaS provider, Salesforce is undergoing a complete-stack transformation that not only positions it as a...

TradingKeyJun 6, 2025