TradingKey - On July 20, Eastern Time, the three major U.S. stock indices diverged once again. Technology stocks regained their upward momentum, with the Dow Jones Industrial Average declining while the S&P 500 and Nasdaq Composite Index rose. The Philadelphia Semiconductor Index gained over 2%, with 26 of its 30 components advancing. At the time of publication, the Dow Jones Industrial Average fell 0.18% to 52,051.10 points; the Nasdaq Composite Index rose 0.82% to 25,728.81 points; and the S&P 500 Index rose 0.41% to 7,488.09 points.

TradingKey2 hours ago

AMD Shares Rise More Than 3%: First Rack-Scale AI System Helios Set for Delivery, Nvidia Faces First Strong Rival in Years

TradingKey - On July 20 (ET), chip giant AMD (AMD) is preparing to deliver its first rack-scale AI system, Helios, to customers. According to CNBC, this represents the first true competitor in years to Nvidia’s (NVDA) Blackwell and Vera Rubin systems. Meanwhile, Microsoft announced it will deploy the Helios system in its data centers. AMD will begin shipping to customers, including Microsoft, later this year; specific financial terms and computing scales were not disclosed.

TradingKey3 hours ago

AMD Stock Near $510 Before Its Biggest AI Event — 12 Gigawatts on the Line

TradingKey - AMD has 12 gigawatts of committed demand from Meta and OpenAI. On Tuesday, the Advancing AI event reveals MI450 and Helios. At $508, here is what this week’s event means and why August 4 is the financial test.

TradingKey4 hours ago

Pre-Market Surges More Than 9%: IREN Secures $2.8 Billion AI Contract, Microsoft and Nvidia Lead Elite Customer Lineup

TradingKey - AI cloud infrastructure provider IREN Limited (IREN) announced that it has signed long-term cloud service contracts totaling $2.8 billion with several AI developers and raised its year-end 2026 annualized recurring revenue (ARR) target for its AI Cloud business from $3.7 billion to over $4 billion. Boosted by the positive news, the company's stock price rose more than 9% during intraday trading on Monday, as the market once again focused on this AI computing service provider that successfully transitioned from a Bitcoin miner.

TradingKey5 hours ago

AI Chip Stocks See Turnaround After Slump? JPMorgan Says Pullback May Be Entry Opportunity, Semiconductor Fundamentals Remain Strong

TradingKey - Recently, the AI industry chain has undergone a significant correction, with the semiconductor sector facing notable pressure. However, JPMorgan does not believe this adjustment signals the end of the AI rally. The firm’s strategy team views the current market movement as capital reallocation and valuation digestion rather than a deterioration of industry fundamentals. As earnings expectations continue to improve and market positioning scales back, chip stocks may be building momentum for the next rally.

TradingKey6 hours ago

Gemini Architecture Written Directly Into Silicon: Technical Details of Google’s New AI Inference Chip “Frozen v2” Revealed, Processing per Unit of Power Consumption Increased by up to 10 Times

TradingKey - According to a report from The Information citing two people familiar with the matter, Google (GOOGL) is developing a new server chip capable of directly embedding the underlying architecture of the Gemini large model into the chip hardware to significantly enhance the operational efficiency of AI services for users. Internally codenamed "Frozen v2," this AI inference chip directly addresses Google's current severe shortage of AI computing power. Sources revealed that the computing capacity gap has triggered internal resource conflicts and even forced Google Cloud to reject numerous orders from external customers. The research and development team estimates that once the chip is officially deployed, the number of tokens processed per unit of power consumption will be 6 to 10 times that of the latest generation of Google's existing self-developed AI chips.

TradingKey4 hours ago

TradingKey SmartPicks

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

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.