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News

Nebius Soars 34%, CoreWeave Jumps 19% Amid Strong AI Cloud Demand

TradingKey - As demand for AI computing power continues to heat up, two next-generation AI cloud service providers delivered better-than-expected performance, reigniting market confidence in AI infras

Source  Tradingkey1786593868
Anthropic to Buy Decart AI for $6 Billion to Boost Video Generation and Chip Optimization Capabilities

TradingKey - On August 12, Eastern Time, Bloomberg reported, citing people familiar with the matter, that Anthropic is in talks to acquire AI startup Decart AI in a deal valued at approximately $6 bil

Source  Tradingkey1786593841
SpaceX Stock Forecast: Musk Says AI Could Account for 99% of Valuation in Five Years, How Much Higher Can SPCX Stock Rise?

TradingKey - Elon Musk recently stated at an internal SpaceX (SPCX) all-hands meeting that within the next five years, the AI business could account for about 99% of SpaceX's company value, at which p

Source  Tradingkey1786589932
TSMC CoWoS Yield Tops 98% for Some Lines, Targets 14x Reticle Size by 2029

TradingKey - On August 11, TSMC disclosed at the OCP APAC Summit that its 5.5x reticle size CoWoS advanced packaging solution has entered the volume production stage. The solution can accommodate up t

Source  Tradingkey1786587061
Oracle Stock Forecast: ORCL Faces Layoffs, $70B Capex and Rising Debt

TradingKey - Oracle shares (NYSE: ORCL) have now climbed back to around Wednesday’s opening level as the stock attempts to recover after Tuesday’s 3.7% drop to $145.48. The rebound comes only weeks af

Source  Tradingkey1786586400
Alphabet Stock Forecast: GOOGL Faces AI Spending, Debt and Regulatory Pressure

TradingKey - Alphabet's stock (NASDAQ: GOOGL, GOOG) fell 0.52% to $342 on Wednesday, continuing a downward trend from the previous day. The stock has a decent way to go for the year, and sits approxim

Source  Tradingkey1786582265
Japan, South Korea Stocks Open Higher as Kospi Jumps Nearly 5%, Rebounding 30% From July Low; SK Hynix Surges Over 7%, Kioxia Gains Nearly 7%

TradingKey - On August 13, Japanese and South Korean stock markets continued their strong morning performance. Samsung rose over 5%, SK Hynix gained more than 7%, Kioxia jumped nearly 7%, and SoftBank

Source  Tradingkey1786581759
Today’s Market Recap:July CPI Meets Expectations,SK Hynix Surges Over 9% to Lead Memory Chips, Nebius Soars 34%

Tracking the Market TrendTradingKey - U.S. July CPI data came in line with expectations, reducing the urgency for the Federal Reserve to tighten policy further. Performance within the tech and AI sect

Source  Tradingkey1786581637
US Stocks Close: Nasdaq Gains 0.54%; Memory Stocks Lead Gains, SK Hynix, SpaceX Rise 9%

TradingKey - U.S. July CPI matched market expectations, dampening Fed rate hike expectations amid active market trading. The three major U.S. stock indices ended mixed, with AI hardware stocks leading

Source  Tradingkey1786566106
Cerebras Systems Stock Price Forecast: Breaks $248 Resistance, Can Q2 2026 Earnings Push Stock Back to $300?

TradingKey - On August 12 Eastern Time, Cerebras Systems (CBRS), which went public in May this year, will release its second-quarter fiscal 2026 financial results after the market close. According to

Source  Tradingkey1786553703
SpaceXAI Officially Launches Grok 4.6: Performance on AI Intelligence Analysis Index Matches GPT-5.6 Sol

TradingKey - SpaceXAI (SPCX) officially launched Grok 4.6, further doubling down on long-running agents, complex programming, and knowledge work scenarios. Upgraded from Grok 4.5, the model focuses on

Source  Tradingkey1786550501
AMD Beat Revenue at $11.5B and Data Center +107% — But the Stock Just Broke $476 Support

TradingKey - AMD’s Q2 2026 results showed bright spots everywhere with a 50% YoY revenue increase to $11.536 billion and a Data Center revenue spike to $6.7 billion with a 107% increase. There’s also

Source  Tradingkey1786546800
SK Hynix Stock Price Forecast: Singapore Sovereign Wealth Fund Temasek Says It Is Severely Undervalued, Can the Stock Return to $170?

TradingKey - On August 12 Eastern Time, SK Hynix ADR (SKHY) stock returned above $150.It is reported that Samsung Electronics and SK Hynix will announce new shareholder return plans as early as the en

Source  Tradingkey1786544970
Applied Materials Guides 30% Semiconductor Equipment Growth — So Why Is AMAT Down 27% From Peak?

TradingKey - Applied Materials (AMAT) reported record 2026 second-quarter earnings on August 13 after the market closed and pre-report fundamentals for the semiconductor equipment industry are as stro

Source  Tradingkey1786543200
SpaceX Beat Revenue at +92% and Starlink Hit 12M Subs — So Why Is the Stock Consolidating at $133.37?

TradingKey - SpaceX (SPCX) published second-quarter results with profits on all key metrics, but the stock is still in consolidation after the initial explosive breakout. Revenue grew 92% to $7.814 bi

Source  Tradingkey1786539600
【US Pre-Market】CoreWeave Jumps Over 18%, Super Micro Computer Gains Over 7%, Lumentum Surges Over 8% as Market Awaits US CPI

TradingKey - On Wednesday, Eastern Time (August 12), futures on the three major U.S. stock indices rose slightly in pre-market trading as the market awaited the release of U.S. July CPI data. Strong A

Source  Tradingkey1786536000
Cisco Raised AI Orders to $9B — So Why Is the Stock Stuck Below $124.62 Resistance?

TradingKey - Cisco Systems (CSCO) will announce their fiscal Q4 2026 results tonight (August 12 after market close). The company's fundamental setup looks strong. Cisco increased their expected full-y

Source  Tradingkey1786536000
Micron Surges 4% Ahead of CPI: Can It Reclaim the $900 Mark?

TradingKey - Micron Technology stock pushes higher toward the $900 mark; will the upcoming CPI data boost it to break through this threshold?On August 12 Eastern Time, Micron Technology (MU) rose near

Source  Tradingkey1786535143
Nebius Stock Price Forecast: Will Upcoming Q2 Earnings Drive NBIS Stock Higher?

TradingKey - As demand for AI computing power continues to heat up, emerging cloud provider Nebius (NBIS) is about to report its highly anticipated second-quarter financial results. The company will a

Source  Tradingkey1786525961
Former AMD Executive Patrick Moorhead Says Nvidia Is Copying Intel’s Past Strategy to Suppress AMD

TradingKey - On August 11, Eastern Time, Patrick Moorhead, former executive at AMD (AMD), founder, and chief analyst of Moor Insights & Strategy, recalled on social media that whenever AMD made techno

Source  Tradingkey1786523865
CoreWeave Stock Price Prediction: Better-Than-Expected Earnings Send Stock Surging Over 15%, CRWV Could Reach $200

TradingKey - As of August 11, Eastern Time, CoreWeave (CRWV) reported its second-quarter financial results after hours. Driven by better-than-expected revenue, narrower-than-expected losses, and an or

Source  Tradingkey1786521471
SpaceX Bets on AI as Musk Expects AI Revenue to Surpass All Other Business

TradingKey - SpaceX (SPCX) Chief Executive Officer Elon Musk recently stated that the artificial intelligence business is about to replace rocket launches and Starlink as the company's most important

Source  Tradingkey1786519138
Japan and South Korea Stocks Close Higher as KOSPI Surges Over 3%, Samsung Jumps More Than 6% and SK Hynix Gains Over 5%

TradingKey - On August 12, stock markets in Japan and South Korea closed higher, with South Korean equities exhibiting particularly strong performance. Samsung surged 6%, SK Hynix jumped 5%, and Kioxi

Source  Tradingkey1786518007
South Korean Memory Duo Surges Over 8% as Temasek Seeks Direct Stakes in Samsung, SK Hynix

TradingKey - According to a report by South Korea's Asia Business Daily on August 12, Singapore's sovereign wealth fund Temasek recently decided to invest in Samsung Electronics and SK Hynix (SKHY), a

Source  Tradingkey1786517088
Western Digital Pulls Back Nearly 50% in Short Term, Stock Risks Plunging Over 30% More

Western Digital Shares Drop About 50% RecentlyTradingKey - On August 12, Eastern Time, Western Digital (WDC) maintained a volatile range after a sharp sell-off, rebounding 1.4% in overnight trading to

Source  Tradingkey1786516537
Samsung Electronics, SK Hynix Both Jump Over 7% as AI Computing Demand and Expansion Expectations Ignite Memory Sector

TradingKey - During the Asian trading session on August 12, the Korea Composite Stock Price Index (KOSPI) fluctuated higher, with Samsung Electronics and SK Hynix both surging to become the main drive

Source  Tradingkey1786505367
CoreWeave Shares Surge 16% as Second-Quarter Revenue Soars 112%, Buoying Market

TradingKey - AI cloud computing service provider CoreWeave (CRWV) reported second-quarter results that exceeded Wall Street expectations. Driven by continued spending on computing power from enterpris

Source  Tradingkey1786503479
Super Micro Computer Q4 Revenue of $11.1 Billion Slightly Misses Estimates, Yet Stock Jumps Over 7% After Hours: How Did SMCI Restore Market Confidence?

TradingKey - After hours on August 11 ET, AI server maker Super Micro Computer (SMCI) reported its fourth fiscal quarter financial results, with quarterly revenue reaching $11.12 billion, slightly bel

Source  Tradingkey1786503269
Cerebras IPO Surged to $350, Now Testing $244 — Will Q2 Earnings Confirm Wafer-Scale Speed Story?

TradingKey - Cerebras Systems has one of the more exciting stories in AI infrastructure following their post-IPO settlement. The company is now technically SET for another big increase. Their stock we

Source  Tradingkey1786500000
Today’s Market Recap:U.S. Stocks End Lower,SpaceX Falls Nearly 4%,SK Hynix Gains Over 4% to Lead Memory Sector

Tracking the Market TrendTradingKey - On August 11, Eastern Time, all three major U.S. stock indices closed lower, while memory stocks bucked the trend and rose. At the close, the Dow Jones Industrial

Source  Tradingkey1786495680
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