Search
News
CATL’s 75% Surge Hints at a Broader Revaluation - Triple Re-rating from AI, Batteries, and Globalization
TradingKey - Shares of CATL (Contemporary Amperex Technology Co. Limited), the world’s leading battery manufacturer, have surged 75% from April lows, yet analysts still view it as the “cheapest battery stock globally”, suggesting that its share price has not yet caught up with its earnings powerTradingKey
Fri, Sep 19
Can Oracle Deliver on Its OpenAI Bet? Moody’s Turns Skeptical Over All-In Cloud Gamble
TradingKey - The volatility of Oracle's stock price reflects investor concerns about the actual feasibility of fulfilling the contract, including Oracle’s capacity to deliver and OpenAI’s ability to pay.
TradingKey
Fri, Sep 19
Nvidia Scoops Up Enfabrica Team for $900M as AI Talent War Heats Up
TradingKey - According to sources familiar with the matter, Nvidia has spent over $900 million to successfully acquire the core team of AI hardware startup Enfabrica, including its CEO Rochan Sankar, and obtained licensing rights to the company's key technologies.
TradingKey
Fri, Sep 19
BOJ Holds Rates Steady, Surprises with ETF Sell-Off: Is a Rate Hike Looming?
TradingKey - On Friday, the Bank of Japan (BOJ) announced it would keep interest rates unchanged, yet unexpectedly initiated a reduction in its holdings of ETFs (Exchange Traded Funds) and J-REITs (Japanese Real Estate Investment Trusts).TradingKey
Fri, Sep 19
Caught Between GPU and CPU, Is AMD the Big Loser in Nvidia-Intel Alliance?
TradingKey - After Nvidia’s announcement of a $5 billion investment in Intel and a strategic chip development partnership, AMD saw its stock drop more than 5% in early Thursday trading, as investors worried that a powerful alliance between its top rivals — Nvidia in GPUs and Intel in CPUs — could
TradingKey
Fri, Sep 19
Chrome Is Changing! Your Browser Is Quietly Becoming an AI Assistant
TradingKey - Tech giant Google is deeply integrating its in-house large language model, Gemini, into Chrome — the world’s most widely used web browser — and rolling out the feature to users across Mac, Windows, and mobile devices in the U.S. with English support. The update will also bring Gemini na
TradingKey
Fri, Sep 19
Nvidia-Intel Partnership: A Potential Shake-Up in the Chip Industry While TSMC Holds its Ground
TradingKey - Semiconductor giant Nvidia has made a splash by investing $5 billion to acquire a stake in its former rival Intel, becoming one of its largest shareholders, and announcing a major collaboration on chip development. Analysts are weighing in on whether the Nvidia-Intel alliance could impa
TradingKey
Fri, Sep 19
Nvidia's $5B Stake Fails to Mask Intel Foundry Woes: Is a Spin-Off the Only Way Out?
TradingKey - Thursday, chip giant Nvidia announced a $5 billion investment in rival Intel. However, this seemingly positive agreement deliberately sidesteps Intel's most pressing core issue — its deeply troubled chip foundry manufacturing business (IFS).TradingKey
Fri, Sep 19
The Biggest September “Triple Witching Day” Arrives — Will It Trigger a Sell-Off or Break the September Effect?
TradingKey - Ahead of this Friday’s much-feared “Triple Witching Day”, the S&P 500, Nasdaq 100, Dow Jones Industrial Average, and Russell 2000 all hit new all-time highs — the first time in nearly four years that all four indices have simultaneously reached record levels. With Fed rate cut
TradingKey
Fri, Sep 19
Nvidia to Invest $5 Billion in Intel — The Lifeline Could Save Intel but Alienate Its Own Partners
TradingKey - Following the U.S. Trump administration’s “national equity stake” initiative, struggling semiconductor giant Intel (INTC) has received another major boost: Nvidia (NVDA), the global leader in AI chips, will invest $5 billion in Intel — not only buying shares but also entering a
MSCI Emerging Markets Stocks End 9-Day Rally — Blame the Fed’s Lack of Dissent
TradingKey - Emerging market equities' 9-day rally stalled after the September Fed meeting, where the first rate cut of 2025 was delivered as expected. Beyond the fact that the cut was already priced in, the lack of dissenting voices within the FOMC emerged as a surprising headwind.TradingKey
Thu, Sep 18
Huawei Showcases Chip and Computing Ambitions Amid Nvidia's Antitrust Challenges
TradingKey - At Huawei's Connect conference held on September 18, Xu Zhijun, Huawei's Deputy Chairman and Rotating Chairman, unveiled the company's core computing strategy for future artificial intelligence (AI).TradingKey
Thu, Sep 18
The Fed's Rate Cut Surprise: What Does a Lone Dissent Mean?
TradingKey - On Wednesday, September 17, the Federal Reserve announced an interest rate cut of 25 basis points following its September FOMC meeting, in line with market expectations. However, the voting details revealed more than the rate cut itself.TradingKey
Thu, Sep 18
No More Needles? Novo’s Oral Weight-Loss Pill Matches Wegovy Injection for the First Time
TradingKey - Novo Nordisk has released data showing its Wegovy pill achieves weight loss on par with the injection for the first time. Meanwhile, Eli Lilly’s orforglipron, an oral GLP-1 tablet, is expected to gain approval by year-end and launch in 2026 — signaling a potential end to the injection
TradingKey
Thu, Sep 18
Featured Tools
Top News
SK Hynix Denies Acquiring Intel US Fab, Shares Fall Below $1,347 Level
IBM Stock Steady at $213 Before Wednesday Earnings — 7% Options Swing
Alphabet Q2 Earnings Preview: $190 Billion AI Gamble Faces Major Test, Can Google Cloud Still Sustain the Growth Myth?
SpaceX Stock Price Forecast: SpaceX Short Bets Surge, Musk Warns Short Sellers May Pay the Price, Can the Stock Price See a Reversal?
Google Strikes Before Q2 Earnings: Releases Gemini 3.6 Flash and Three New Models Focused on Extreme Cost-Performance
