TradingKey - On July 22, Eastern Time, The Wall Street Journal reported that AMD and AI company Anthropic have signed a multi-billion dollar AI server partnership agreement. According to the terms of the agreement, Anthropic will procure up to 2 gigawatts (GW) of AMD’s next-generation AI chip, the Instinct MI450, for its data centers starting in the first half of 2027, and may lease a portion of the computing power through other major cloud service providers or new cloud vendors.

TradingKey7 minutes ago

Dell Stock Forecast: Record AI Orders Put $439 in Focus; What's Next?

TradingKey - Dell reported record Q1 FY2027 revenue of $43.8 billion, booked $24.4 billion in AI server orders and raised its annual outlook. DELL’s breakout now puts $439 in focus.

TradingKey26 minutes ago

US Pre-Market: Brent, WTI Rise Over 4%, Google, Tesla Earnings Approach, Super Micro Computer Surges Over 14%

TradingKey - On July 22, Eastern Time, the three major US stock index futures collectively declined during pre-market trading. As of press time, Nasdaq 100 Index futures fell 0.76%, S&P 500 Index futures dropped 0.29%, and Dow Jones Index futures were down 0.13%.

TradingKeyan hour ago

Rocket Lab (RKLB) Down 55% From Peak - $266M Air Force Win, Aug 6 Earnings

TradingKey - Rocket Lab is down 55% from its $151 peak but just won a $266M Air Force contract and was named in a $17B Space Force ceiling. An $8B Iridium acquisition is pending. At $82, here is the setup ahead of August 6 earnings.

TradingKeyan hour ago

Super Micro Computer Rises Over 17% Pre-Market: Q4 Gross Margin Nearly Doubles, New Orders Surpass $60 Billion

TradingKey - On July 22, Eastern Time, Super Micro Computer (SMCI) shares rose over 17% in pre-market trading. The company’s preliminary fourth-quarter fiscal results showed that gross margin rebounded significantly from the previous quarter, with new orders exceeding $60 billion. This financial report indicates that demand for AI servers continues to trend upward.

TradingKey3 hours ago

Samsung in Talks to Invest in French AI Startup Mistral for Up to Nearly $1.1 Billion

TradingKey - On July 21 (ET), according to the Financial Times, Samsung Electronics is in talks with French AI company Mistral AI regarding a new round of financing, with plans to invest approximately €1 billion (equivalent to about $1.09 billion). This funding round could push Mistral AI's valuation to €20 billion (approximately $21.8 billion).

TradingKey5 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.