Analysis

TradingKey - AST SpaceMobile (NASDAQ: ASTS) plans on making a cellular broadband network in space that connects directly with normal (nonmodified) cellular phones. Therefore, the goal is to provide mobile coverage directly from space by providing satellite communications using the BlueBird satellite

TradingKey - Intel Corporation (INTC) is a designer and manufacturer of central processing units (CPUs), system on chip (SoC) designs, and areas of application/numerous other compute solutions for manufacturers and operators of personal computing devices (PC), cloud service providers (CSP), governme

TradingKey - Palantir (PLTR) is currently embroiled in an intense bull-bear debate. While renowned short-seller Michael Burry’s high-profile bearish stance has sparked market volatility, former U.S. President Donald Trump has personally voiced his support, further escalating the controversy surrounding the company’s valuation and future competitiveness.

TradingKey - U.S. stocks closed mixed on Friday (April 10), with the S&P 500 slipping 0.12%, though its overall weekly gain remained significant. The market's primary focus is currently centered on the subsequent developments regarding the two-week ceasefire agreement between the U.S. and Iran.

TradingKey - April 10, 2026. Optical communications leader Lumentum (LITE) ignited the market with a major announcement: Driven by accelerating demand from massive U.S. AI data centers, the company’s orders are expected to be fully booked through 2028. Capacity for 2028 is projected to be sold out within the next two quarters, and despite expanding production at maximum speed, the company is still struggling to meet demand. Notably, Nvidia had previously made a $2 billion strategic investment in Lumentum, accompanied by billions of dollars in capacity procurement commitments. On the day, Lumentum shares rose 4.8% in pre-market trading, and JPMorgan sharply raised its price target from $565 to $950. Boosted by this momentum, the "Big Three" of A-share optical modules—Zhongji Innolight, Eoptolink, and TFC—all trended higher. Among them, Zhongji Innolight’s total market capitalization surpassed 800 billion yuan, while Eoptolink broke through...

TradingKey - Investors are mainly focused on SpaceX's launch operations and Starlink, which have both generated a lot of revenue and cash flow for the company. However, one of the potential drivers of long-term growth for SpaceX is likely to be overlooked, but may also be one of the biggest componen

Coinbase is currently navigating a "tempestuous two-step" between retail speculation and institutional infrastructure. For those tracking the Coinbase share price, the short term will remain sensitive to Bitcoin’s cycles and geopolitical headlines.

TradingKey - Ahead of the U.S. market open on Friday, the three major U.S. stock index futures showed mixed performance. Dow futures fell 0.02% to 48,404 points; S&P 500 futures rose 0.07% to 6,868 points; and Nasdaq futures dropped 0.15% to 25,289 points.

TradingKey - PLTR drops over 7% on Burry's Anthropic enterprise data. Maven Program of Record, $142x valuation risk, and $125 support level analysed.

TradingKey - The current shortage of AI chips has become a common challenge for leading firms. As a representative company in the generative AI sector, Anthropic is exploring ways to overcome this bottleneck. Recent reports suggest that the company is evaluating the feasibility of developing its own AI chips to strengthen its control over computing power and reduce reliance on external suppliers.

TradingKey - Boosted by the continued progress of a US-Iran ceasefire agreement and signals from Israel regarding negotiations with Lebanon, risk appetite in the Asia-Pacific market continued to recover, with Asia-Pacific stock markets closing higher.

TradingKey - According to the latest Bloomberg report, U.S. Treasury Secretary Bessent and Federal Reserve Chair Jerome Powell urgently convened a meeting with the CEOs of major Wall Street banks this Tuesday to discuss potential cybersecurity threats posed by Anthropic's latest AI model, Mythos. Th

TradingKey - April 10, 2026: Tesla China officially refuted market rumors claiming the company is "secretly developing a smaller, more affordable electric SUV (4.28 meters long, priced below the Model 3, with production planned at the Shanghai factory)." These reports have been explicitly denied.

TradingKey — Citron Capital founder Andrew Left recently raised his price target for Amazon to $300, representing nearly 30% upside potential from Thursday’s closing price. His reasoning extends beyond "continued AWS growth," as he explicitly characterizes Amazon’s in-house chip business as a massiv

TradingKey - Driven by robust end-market demand, global foundry leader TSMC (TSM) is seeing accelerating revenue growth momentum. Monthly revenue for March reached NT$415.19 billion.

TradingKey - On April 9 (ET), Tesla (TSLA.US) shares closed up 0.69% at $345.62. Year-to-date, Tesla's stock price has declined by nearly 24%. Meanwhile, well-known Wall Street "tech bull" Cathie Wood once again moved to buy the dip.

TradingKey - The Information reports that SpaceX's 2025 revenue exceeded $18.5 billion, while net losses approached $5 billion. Analysis suggests these figures reflect the drag on SpaceX following its merger with xAI. Influenced by xAI, will SpaceX's target IPO valuation be significantly discounted?

TradingKey - After the market close on April 8, 2026, STAAR Surgical (STAA) released preliminary results that surprised the market: net sales for the first quarter of 2026 are expected to exceed $90 million, more than doubling the $42.6 million reported in the same period of 2025. This guidance sign

TradingKey - On Thursday (April 10), Nvidia shares closed approximately 1% higher at $183.94, marking its seventh consecutive session of gains and its longest winning streak since November 2023. While the magnitude of this rally is not particularly dramatic, its significance lies in the market’s renewed willingness to buy into Nvidia's AI growth story following months of repeated volatility.

TradingKey - On April 9, AI cloud computing provider CoreWeave (CRWV) announced a long-term partnership agreement valued at $21 billion with Meta (META). The company will provide Meta with dedicated AI cloud computing capacity, with the service term extending through December 2032.