United States API Weekly Crude Oil Stock above expectations (-2.7M) in July 10: Actual (-0.056M)

TradingKey - The S&P 500 Index has recently continued to trade in a range near record highs. Following a rapid rally in the first half of the year, US equities have entered a repricing phase between high valuations and strong earnings. On one hand, AI capital expenditures, earnings growth among tech giants, and corporate earnings consistently beating expectations provide support for the index; on the other hand, Federal Reserve interest rates, market valuations, and geopolitical risks limit further upside.

On August 13, Eastern Time, Oracle (ORCL) shares closed at $156.22, after touching an intraday high of $159.26. Since hitting a recent low of $114.50 on July 28, the company's stock has rebounded rapidly. Based on the August 13 closing price, the cumulative gain during this period reached approximately 36.4%, reclaiming the $150 mark. Even using $150 as a periodic benchmark, the rebound exceeds 30%, indicating that market pessimism surrounding its AI infrastructure business is beginning to ease.

TradingKey - In the current memory supercycle, between Micron Technology and SK Hynix, which one is more worthy of attention?

AAPL Q3 missed China estimates ($18.8B vs. $19.5B), services softened. New CEO Ternus takes over Sept 1, iPhone 18 Pro launches Sept 9. Can the new flagship reverse momentum before Jackson Hole, or will macro uncertainty cap the stock?

TradingKey - Micron stock remains supported by AI-driven memory demand and tight supply, but China competition and legal risks could shape MU’s next move.