Tradingkey - Nvidia (NVDA) has released the full specifications and benchmark data for its first self-developed data center CPU, Vera, marking its official entry into the server CPU market dominated by Intel and AMD. Company representatives confirmed that Vera chips were delivered to customers including OpenAI, Anthropic, and SpaceX in June, and OpenAI plans to begin large-scale deployment starting this quarter. Following the announcement, Nvidia's stock price pulled back slightly as the market reacted tepidly to the news. As of press time, the stock was up 1.06% at $205.43.

TradingKey30 minutes ago

Novo Nordisk Sues Eli Lilly for False Advertising: Weight-Loss Drug Data War Escalates, GLP-1 $100 Billion Market Fight Heats Up

TradingKey - Novo Nordisk (NVO) has officially filed a lawsuit in the U.S. District Court for the District of New Jersey, alleging that Eli Lilly’s (LLY) advertisements for its blockbuster weight-loss drug Zepbound and diabetes injection Mounjaro are misleading and violate federal and state laws concerning false advertising and unfair competition. The essence of the lawsuit is a data war between the two pharmaceutical giants over the multi-hundred-billion-dollar GLP-1 drug market, where the key weapon on the battlefield is a set of clinical comparison data alleged to be "outdated."

TradingKeyan hour ago

US Treasury Secretary Bessent Threatens Sanctions on Chinese AI Models: Cites Detection of US LLM "Watermarks" as Kimi K3 Becomes Focus of Discussion

Tradingkey - U.S. Treasury Secretary Scott Bessent stated on Tuesday that the Trump administration will scrutinize Chinese open-source AI models for evidence of intellectual property theft from U.S. companies, threatening to impose sanctions if such activity is confirmed. These comments come as Chinese open-source models rise rapidly at minimal costs and following a collective slump in U.S. tech stocks last week fueled by fears that "U.S. AI leadership is being shaken." This stance adds a new dimension of strategic competition to the upcoming meeting between the U.S. and Chinese heads of state scheduled in approximately two months.

TradingKey3 hours ago

IBM Stock Steady at $213 Before Wednesday Earnings — 7% Options Swing

TradingKey - IBM is trading around $213 today, slightly higher after last week's record crash. Options pricing a 7% swing before Wednesday's full Q2 report. Wedbush holds $350. Average analyst target $271. Here is what the session and the chart are saying.

TradingKey3 hours ago

Halliburton (HAL) Price Forecast: Beats Q2 2026 — Iraq Win and $36 Rally

TradingKey - Halliburton beat Q2 2026 estimates on EPS and revenue, rising 2.5% to $36. New Iraq contract, Saudi Aramco wins, and growing international backlog are the story. Citi targets $52. At $36, here is what the triangle setup says next.

TradingKey4 hours ago

Intel Q2 Earnings Upcoming: AI Is Redefining CPU Value, Why Wall Street Is Betting This Time Is Different?

TradingKey - Intel will announce its second-quarter 2026 financial results after the US market close on July 23. The importance of this earnings report has long surpassed that of a mere quarterly scorecard.

TradingKey4 hours ago

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