Analysis

In today's video, I discuss recent updates impacting Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA). To learn more, check out the short video, consider subscribing, and click the special offer link below.

TradingKey - Meta's (META) Q1 2025 earnings come in with the world watching in scrutiny. The company has established itself as a platform that exists at the intersection of AI infrastructure, hardware innovation, and next-wave advertising.

May 9 - The first 100 days of Trump 2.0 are in the history books, and the U.S. has gone from leader to laggard in record time, with U.S. equities now significantly underperforming their global peers after a volatile month.

TradingKey - Since April, the Nikkei 225 has surged from 32,000 to nearly 38,000 points—a 15% gain that sharply outpaces the S&P 500’s performance over the same period. Beyond the uptick in local investor engagement, global funds have also renewed their interest in Japan’s markets.

LONDON, May 9 (Reuters) - Investors are betting on long-depressed UK markets as a U.S. trade deal, rate cuts and hopes for renewed links with Europe spur optimism for a revival as they search for alternatives to a volatile Wall Street and flailing dollar.

Turbulence has returned to the oil market this year. Oil prices have tumbled more than 15%, weighed down by the uncertain impact of tariffs and other factors. As a result, the price of the global oil benchmark Brent, which spent much of the past couple of years bouncing around in the range of $75...

HONG KONG, May 8 (Reuters Breakingviews) - Sometimes a U-turn is necessary. China's Geely Auto 0175.HK is offering to take electric-vehicle unit Zeekr ZK.N private less than a year after the company's debut in New York. Absorbing the $6.4 billion entity will help Geely group founder Li Shufu...

Shares of Advanced Micro Devices (NASDAQ: AMD) rose 1.8% in Tuesday's after-hours trading, following the chipmaker's release of its first-quarter 2025 report.The stock's gain is attributable to the first quarter's revenue and earnings, along with the second-quarter revenue guidance, all coming...

TradingKey - Visa's (V) Q2 FY2025 results reinforce its position not only as a payments processor, but also as the embedded trust layer of global commerce. While the market views Visa as a mature, low-growth financial stock, its fundamentals highlight a platform increasingly integral...

TradingKey - As Intel (INTC) undertakes one of the most pivotal turnaround plans in semiconductor history, the company sits at a precarious but promising inflection point. Intel reported $12.7 billion in Q1 revenue, with CCG down 8% and DCAI up 8% year over year.

TradingKey - ServiceNow's (NOW) rise from a niche provider of IT service management software to the "AI Platform for Business Transformation," by its own admission, is more than just a branding evolution. It represents a profound re-architecture of the company on a deep level. 

The accelerating adoption of artificial intelligence (AI) was largely credited with sparking the current bull market that has been running riot for more than two years. Over the past few months, however, investors have become increasingly concerned that the impact of tariffs and the potential for...

Even if its P/E makes Buffett frown, for those willing to accept a premium, this pizza is worth a bite, to slowly savor its future.

TradingKey - By leveraging MAGA（Make-America-Great-Again） manufacturing reshoring and Biden's infrastructure bill, Eaton has built a cost moat through "local procurement + policy subsidies". With a 30% share in the North American data center UPS market, Eaton deeply integrates its power grid...

In this video, I will cover Palantir's (NASDAQ: PLTR) recent earnings report and explain why the stock is down despite beating analyst expectations. Watch the short video to learn more, consider subscribing, and click the special offer link below.

TradingKey - Starbucks’ management is projecting confidence in its "Back to Starbucks" turnaround strategy, but the Q2 FY25 results paint a very different picture to investors.

TradingKey - In a high-multiple AI news-driven market beset by cyclic concerns regarding semiconductors, Taiwan Semiconductor Manufacturing Company (TSMC) is becoming a less volatile but equally mission-critical AI infrastructure pillar.

TradingKey - In the hypercompetitive landscape of the banks, Citigroup (C) is redefining itself, not with splashy transactions, but through measured reorganization, strategic separations, and a reenergized digital framework.

TradingKey - On initial inspection, Coca-Cola's Q1 2025 results look ordinary. Net revenues declined 2%, North American volumes decreased 3%, and comparable EPS increased only 1% to $0.73 on the back of industry-leading operating margin growth.

TradingKey - Qualcomm (QCOM) is usually considered in the narrow context of mobile modems and royalties, not accounting for its increasing importance in the new AI paradigm.