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Alibaba – the Poster child of the Chinese AI Revolution
TradingKey - In the beginning of the year, Alibaba ADR at the New York Stock Exchange was traded at $84.95. AS of September 25th, the price is already $176.44, or more than double – a remarkable rally that doubled the price within less than ten months.TradingKey
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U.S. August PCE Preview: Four-Run PCE Bounce Challenges the Fed’s Three-Cut Plan
TradingKey - The U.S. Bureau of Economic Analysis (BEA) will release the August Personal Consumption Expenditures (PCE) Price Index on Friday, September 26, with markets closely watching how much tariff pass-through effects have influenced inflation.TradingKey
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U.S. August PCE: Inflation Remains the Market's Greatest Risk
Our baseline forecast anticipates sustained asset price increases. However, if inflation surpasses market expectations in the coming months, it could hinder further rate cuts and pose the greatest risk to financial markets.TradingKey
Wed, Sep 24
CoreWeave’s Q2 FY2025: AI Surge Drives Record Revenue, but Profit Challenges Persist
TradingKey - CoreWeave, Inc. (NASDAQ: CRWV) Q2 FY2025 earnings delivered strong revenue growth but missed earnings expectations, which led to a roughly 10% stock price drop in after-hours trading. Revenue surged 207% year-over-year, driven by robust demand for its GPU-intensive AI cloud platform.TradingKey
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TSMC Q2 FY2025 Earnings Review: AI Drives Record Growth Amid Currency, Geopolitical Risks
TradingKey - TSMC (NYSE: TSM) reported its Q2 FY2025 earnings on July 17, 2025, delivering a strong performance that exceeded expectations, driven by surging AI demand and advanced technology adoption. Following the earnings release, TSMC’s stock in the U.S. market surged 4.36% in after-hours...TradingKey
Thu, Jul 17
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