Meta Platforms - "Developing Superintelligence Is Now In Sight"

TradingKey - Alibaba held its earnings call on March 19. The signals released during this call are more noteworthy than the financial figures themselves. The company is no longer merely emphasizing AI investment; instead, it has explicitly set a $100 billion revenue target for its cloud and AI businesses over the next five years. This signifies that Alibaba's AI strategy is shifting from "telling a growth story" to "delivering on revenue expectations."

TradingKey - Nike has undergone one of the greatest sentiment shifts among global consumer brands in the last 12 months.

TradingKey - For a while, talk of a U.S. recession had slipped quietly into the background, replaced by a more familiar mix of inflation concerns and trump tariffs. Now, it is back at the centre of the conversation.

Most investors don’t spend much time thinking about helium. It’s the party-balloon gas… or at least that’s what most people think. But But behind the scenes, helium keeps a lot of high-end tech running - and supply has tightened fast lately.

TradingKey - On March 16 local time, Nvidia's (NVDA) annual developer conference, GTC 2026, kicked off at the SAP Center in San Jose. As more than 30,000 developers flooded the venue, the centerpiece of this premier AI industry event was undoubtedly founder and CEO Jensen Huang’s two-and-a-half-hour