TradingKey - As the market continues to question whether Intel (INTC) can truly ride the AI wave, the company’s second-quarter results have provided an answer. After market close on July 23 ET, Intel released its Q2 2026 earnings report, with revenue, earnings, and next-quarter guidance all significantly exceeding Wall Street's previous expectations.

TradingKey25 minutes ago

NovoCure (NVCR) Breaks Out on Q2 2026 Earnings - Optune Pax Driving Recovery

TradingKey - NovoCure surged to $19.91 after Q2 2026 earnings released this morning. Revenue consensus was $172M growing 8.6% YoY. The story is Optune Pax's FDA approval and multi-indication expansion after June's TRIDENT trial disappointment. Here is the setup.

TradingKey2 hours ago

Micron (MU) Hits $1,000 on Three Catalysts - Google Capex, Vera Rubin, NAND Shortage

TradingKey - Micron rose 4% to $1,000 on Thursday driven by Google and Tesla's massive AI capex confirming memory demand, Nvidia's Vera Rubin boosting HBM requirements, and TrendForce flagging a NAND shortage. At $996, $992 resistance has been cleared.

TradingKey3 hours ago

Japan and South Korea Stocks Open Lower, KOSPI Drops Over 3%, SoftBank Falls Over 5%, SK Hynix and Kioxia Fall Nearly 4%

TradingKey - In early Asian trading on July 24, Japanese and South Korean stock markets opened lower and continued to decline. Influenced by the sharp overnight pullback in US stocks and escalating geopolitical risks in the Middle East, market risk-off sentiment has risen markedly.

TradingKey3 hours ago

Today’s Market Recap: Oil Breaks $100, Fueling Inflation Fears, as AI Capex Faces Scrutiny and Tesla’s 14% Plunge Drags Down Tech Sector

TradingKey - The market was hit by a double whammy of soaring oil prices and doubts about the return on AI investments sparked by increased capital expenditures at Google(GOOGL) and Tesla(TSLA). The three major U.S. stock indices plummeted. At the close, the Dow Jones Industrial Average fell 0.97% t

TradingKey3 hours ago

Intel Q2 Net Profit Swings to Profit YoY, Adjusted EPS Doubles Estimates: Revenue Up 25%, After-Hours Shares Rise Over 13%

Intel (INTC) released its second-quarter 2026 financial results after the U.S. market close on July 23, Eastern Time. As of press time, the stock rose 12.44% to $112.7. During the period, Intel's revenue increased by 25% year-on-year to $16.128 billion, significantly exceeding the market expectation of $14.42 billion by approximately 12%. CEO Lip-Bu Tan stated that this marked the company's strongest quarterly revenue growth in over fifteen years, driven by increased speed, stronger execution, and customer focus.

TradingKey7 hours ago

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TK-Enhanced Colin McLean Growth & Value Quant Strategy

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Howard Rothman's Prudent Wealth Strategy

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David Polen Rational Growth Strategy

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Michael J. Carr Low Profit Growth Strategy

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