TradingKey - As of July 21 ET, SMCI (SMCI) surged 7% during the day, reaching an intraday high of $25.54, with after-hours shares skyrocketing by 20.58%. The primary driver for this surge was the company's latest Q4 fiscal 2026 earnings guidance; while revenue is projected to be near the low end of previous guidance, gross margins are significantly higher than expected. Additionally, new orders have exceeded $60 billion, signaling that demand for AI servers remains robust.

TradingKeyan hour ago

SK Hynix Denies Acquiring Intel US Fab, Shares Fall Below $1,347 Level

SK hynix has denied the acquisition of Intel’s US fab, putting its stock price under pressure and causing it to briefly fall below the 2 million mark.

TradingKeyan hour ago

OpenAI Model Testing "Out of Control": AI Agents Break Through Isolated Environment and Breach External Systems

TradingKey - On July 21, Eastern Time, OpenAI disclosed an artificial intelligence safety testing incident. While testing an advanced AI model, the company discovered that an automated program driven by the model breached established testing constraints and connected to an external network, accessing parts of the systems on the open-source AI platform Hugging Face.

TradingKey3 hours ago

Figma (FIG) Down 80% From Peak — 46% Revenue Growth, $30 Target

Figma fell 8.6% Tuesday after breaking its rising trendline. The stock is down 80% from its IPO-era peak but growing revenue 46% with a 139% net retention rate. Average analyst target $30.56. Q2 earnings August 5. Here is the setup.

TradingKey3 hours ago

Semiconductors Trigger Short Squeeze: Kospi Surges Nearly 6%, Kioxia and SK Hynix Jump 9%, SoftBank and Samsung Rally Together

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.

TradingKey5 hours ago

Intel (INTC) Surged 8% Tuesday on Three Catalysts - Earnings Tomorrow

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.

TradingKey4 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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