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TradingKey - On July 21 ET, the three major U.S. stock indices closed higher collectively, led by the Nasdaq. Despite Middle East tensions continuing to drive up oil prices and Treasury yields, investors returned to AI and semiconductor stocks following a sharp correction, leading to a notable recov

Intel surged 8.4% Tuesday on three confirmed catalysts: Xeon 8000 MT memory upgrade, expanded Google Cloud AI deal, and 18A cloud foundry commitment. 18A yields at 85%. Earnings Thursday. At $105, here is the setup.

Japanese and South Korean stock markets extended their rally, with the KOSPI surging nearly 6% and the Nikkei 225 gaining nearly 2%. Kioxia and SK Hynix soared approximately 9%, while Samsung Electronics and SoftBank also followed the upward trend.

TradingKey - This earnings season is off to a strong start, with 87% of the 54 S&P 500 components that have reported so far exceeding profit expectations. Additionally, reports that TSMC will raise prices by 10% next year boosted rallies in chip and memory stocks. U.S. stocks rebounded sharply, with all three major indices closing higher and the Philadelphia Semiconductor Index surging over 5%. At the close, the Dow Jones Industrial Average rose 0.74% to 52,224.64; the Nasdaq Composite Index gained 1.29% to 25,837.21; and the S&P 500 Index climbed 0.89% to 7,509.20.

TradingKey - Ahead of its 26Q2 earnings release, Google (GOOGL) launched three new Gemini models: Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber, which is specifically designed for cybersecurity. Gemini 3.6 Flash and Flash-Lite are available starting today via the Gemini API, Google AI Studio, Gemini Enterprise, and the Gemini app; Flash-Lite will also be integrated into Google Search. As its flagship AI model Gemini 3.5 Pro faces developmental pressure and competitors close in, Google is betting on cost-effectiveness.

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.


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