Analysis

TradingKey - TSMC controls over 90% of global 3nm and 5nm chip production, making it an irreplaceable supplier in AI and high-performance computing.

TradingKey - Netflix’s 2024 free cash flow hit $6.9B, projected to rise to $8B in 2025, outpacing rivals with 27% operating margins.  

TradingKey - 2024 net sales hit $638B (+11% YoY), but operating income surged 86% to $68.6B, shifting Amazon’s focus to margin expansion.

TradingKey - Apple trades at 30.17x forward P/E vs. sector median of 2.76x, raising concerns about growth justification.

TradingKey - Microsoft’s AI revenue run rate exceeded $13B, growing 175% YoY, with Azure AI contributing 13 percentage points to Azure’s 31% YoY growth.

TradingKey - Despite higher interest rates in the US over the past few years, what has been keeping the S&P 500 Index heading higher during this time has been the earnings picture.

TradingKey - Wall Street's forecasts for the S&P 500 index in 2025 show a rare split: the lowest target from Stifel stands at 5,500 points, while Oppenheimer's highest target is 7,100 points, marking a significant 20% disparity. This is the biggest difference in annual outlooks among investment bank

Shares of Walmart (NYSE: WMT) surged to an all-time high of $105.30 earlier this year, lifted by excitement over the company's growing advertising business, e-commerce strength, and steady retail growth. But since then, the stock has cooled off. Shares have fallen to the mid-$80s as of late March.

TradingKey - Stargate aims to be a global AI inference routing layer, addressing latency and cost by decentralizing model deployment.

TradingKey - Firstly, gold has a low correlation to global stock markets (i.e. it normally rises when stocks fall) and, secondly, it has been a store of value for centuries.

Investing.com -- Nio (NYSE:NIO) shares fell sharply Thursday after the electric vehicle (EV) maker announced a proposed offering of approximately 118.8 million shares, representing 5.4% of its total o

TradingKey - On Wednesday, a report highlighting changes in the computing power market caused a decline in U.S. AI-related stocks. A research report from TD Cowen stated that Microsoft has canceled agreements with at least two private data center operators in the U.S. for hundreds of megawatts of to

TradingKey - In the U.S. capital markets, beyond the savvy strategists at major institutions like Goldman Sachs, Morgan Stanley, and JPMorgan, a group of U.S. Congress members has investors’ attention with their market acumen and performance — earning them the nickname "Congressional Stock Gods."

After a rough start to the year, Tesla (NASDAQ: TSLA) stock is suddenly bouncing back. As of this writing, the growth stock has risen more than 20% from lows last week. The big rise comes as investors hunt for bargains in some of the market's hardest-hit names. But while the rebound may feel encoura

TradingKey - Alphabet (GOOG) (GOOGL) is rewriting its future with AI at the center—transforming from a search-first ad giant into a vertically integrated AI powerhouse.

TradingKey - As Tesla (TSLA) ventures deeper into 2025, the electric vehicle (EV) behemoth is caught between two powerful currents—one pulling it forward with promise, and another pulling it back with sobering reality. 

TradingKey - Intel Corporation (INTC), the tried-and-true gold standard for semiconductor leadership, finds itself in the midst of one of the most aggressive company transformations in recent history. T

TradingKey - PayPal Holdings Inc. (PYPL) entered 2025 as a company on a transformation path. From a darling of fintech innovation and dominance of digital payments, the company has matured into a global financial infrastructure company with reach into nearly all corners of digital commerce. 

TradingKey - Palantir Technologies (PLTR) is no longer merely the name that evokes national security and classified government initiatives. Now, it's one of the most visionary, and potentially most controversial, enterprise software and AI players. 

By Katrina Hamlin HONG KONG, March 25 (Reuters Breakingviews) - Rivals from Ford Motor F.N to Stellantis STLAM.MI will be looking at Geely Automotive 0175.HK with envy. Last week, the $23 billion Chinese vehicle producer revealed its core earnings jumped 56% to 7.7 billion yuan ($1.1 billion) in