TradingKey - On July 23, Eastern Time, the U.S. Department of Defense announced the signing of an enterprise software agreement with Oracle Corporation (ORCL) worth up to nearly $7 billion. The contract has a five-year base term with an option for an additional five-year extension, allowing for a maximum duration of ten years. Following the announcement, Oracle shares rose by more than 3% in pre-market trading on Friday.

TradingKeyan hour ago

Tesla (TSLA) Fell 14% After Q2 - Margins Dropped, FCF Negative, Cybercab Under $30K

Tesla plunged 14.41% on July 23 after Q2 EPS missed by 39%, auto margins fell to 16% from 19%, and free cash flow turned negative. RSI hit 19.9. But Cybercab is confirmed under $30K before 2027 and the auto backlog is the largest since 2023. Here is the setup at $324.

TradingKey2 hours ago

Why Is Alphabet (GOOGL) Still Falling After a Record Q2 Beat?

Alphabet beat Q2 estimates with 82% Cloud growth and 24% revenue gains but the stock has fallen from $374 to $320 in two days. AI capex fears, a new EU fine, and $500B in new spending commitments are the reasons. RSI at 25.6. Here is where $315 matters.

TradingKey2 hours ago

Nvidia Signs $1.5 Billion Packaging Agreement With Amkor, Latter Up Over 9% Pre-Market

TradingKey - On July 23 ET, Nvidia (NVDA) and semiconductor packaging and testing provider Amkor Technology (AMKR) signed a multi-year packaging services agreement valued at approximately $1.5 billion. Boosted by this news, Amkor's stock price rose more than 12% in after-hours trading on Thursday.

TradingKey2 hours ago

Micron Stock Price Forecast: Rebound Over 20% After Being Oversold, Can It Return to All-Time Highs in the Second Half?

Elevated capital expenditures from Google and Tesla have bolstered a rebound in Micron's stock price, which is expected to return to historical peaks by the second half of 2026.

TradingKey3 hours ago

Tesla Q2 Earnings Slump Over 14%, Musk Backs Retail Investors: They Are Insightful

TradingKey - Global electric vehicle manufacturer Tesla (TSLA) is experiencing its toughest week since 2026. Impacted by a sharp decline in second-quarter fiscal 2026 operating margins and free cash flow turning negative, the stock has fallen more than 16% this week, marking its largest weekly drop since December 2025.

TradingKey3 hours ago

TradingKey SmartPicks

TK-Enhanced Colin McLean Growth & Value Quant Strategy

Combining fundamentals with market behaviors through smart algorithms, this approach utilizes dynamic, multi-frequency signals to enhance the alpha of value investment in modern markets.

Howard Rothman's Prudent Wealth Strategy

A smart, quantitative method that dynamically adapts to bull and bear markets—offering a perfect blend of steady growth and precise risk control.

David Polen Rational Growth Strategy

This strategy continues David Polen's investment philosophy of holding enterprises with quality cash flows, while adopting the implied return rate valuation model. It aims to seek balanced growth compared to the cost price through quantitative methods, while avoiding the blind pursuit of high prices and ensuring every holding has a reasonable expected return.

Michael J. Carr Low Profit Growth Strategy

This strategy is based on the "profitable investing" framework proposed by Michael J. Carr. The principle lies in not predicting market ups and downs, but in determining the current risk state of the market and deciding whether and how to take risks.