Analysis

TradingKey - Amazon (AMZN), the U.S. e-commerce leader and cloud giant, will report its Q3 2025 earnings after market close on Thursday, October 30. After being labeled an “AI laggard” following its Q2 report, Amazon may now rewrite that narrative with signs of AWS recovery and its unshakable market

TradingKey - The performance of Meta has been quite satisfactory - up nearly 25% year-to-date on the back of strong earnings from resilient advertising, attractive multiple and AI narrative. The valuation is still somewhat low just because the company is seen as an underdog in the AI race...

TradingKey - In 2025, Alphabet has been a great turnaround story. The stock price experienced a significant rebound with a year-to-date performance of +45% - the best among all Mag 7 stocks. Within this period, we saw the narrative change from “Google losing market share and getting killed by...

TradingKey - Apple (AAPL), the third company in history to surpass a $4 trillion market cap, will report its Q4 2025 earnings (natural Q3) after market close on Thursday, October 30. For investors in this iPhone design and R&D powerhouse, Q3 may deliver another strong performance — driven by the

TradingKey - AI leader Nvidia (NVDA) unveiled an upside surprise in Blackwell chip revenue outlook and announced a wave of new partnerships across AI, data centers, 6G networks, autonomous driving, and quantum computing at its 2025 GTC conference. CEO Jensen Huang’s bullish vision for future

TradingKey - Meta (META), the parent company of Facebook, will report its Q3 2025 earnings after market close on Wednesday, October 29. Investors are focused on whether AI-driven advertising continues to deliver strong growth, if the company will raise capital expenditure (capex) guidance again, and

Circle (CRCL) has transformed from a crypto startup into a global stablecoin infrastructure leader. Its IPO not only validated the stablecoin business model but also opened the door for other crypto-native firms to enter public markets. While CRCL offers exposure to one of the most regulated and sca

TradingKey - Alphabet (GOOG, GOOGL), the AI and cloud powerhouse, will report its Q3 2025 earnings after market close on Wednesday, October 29. Analysts expect another strong quarter driven by resilient core advertising growth, surging AI cloud demand, and the long-awaited commercialization of its

TradingKey - AI giant Microsoft (MSFT) will report its Q1 FY2026 earnings (natural Q3 2025) on October 29. While Microsoft’s stock has shown little movement since its last strong earnings beat, Wall Street analysts expect another quarter of AI-driven cloud growth outpacing peers, with EPS

TradingKey - U.S. stocks closed at record highs last week as investors boosted bets on further Federal Reserve rate cuts following a batch of tame inflation data.

TradingKey - Intel’s Q3 FY2025 earnings smashed Wall Street projections, sending the stock up 8% in after-hours trading and fueling renewed confidence in the company’s turnaround story.

TradingKey - Long an afterthought in the U.S. energy system, grid-scale battery storage is rapidly moving from the margins to the mainstream.

TradingKey - Historical data over the past decade shows a clear seasonal trend in Apple’s stock price: consistent gains in Q3 and Q4. While not guaranteed, unexpectedly strong demand for the iPhone 17 series is now reinforcing confidence in Apple’s solid performance, sharply reversing earlier

TradingKey - Semiconductor chip manufacturer Intel (INTC) will report its Q3 2025 earnings after market close on Thursday, October 23, with investors watching closely to see if the company can finally prove it’s on a credible path to profitability. This quarter could mark a turning point, driven by

TradingKey - In Q3 2025, Tesla reported revenue of $28.1 billion, a 12% year-over-year increase, surpassing Wall Street expectations and setting a new company record.

TradingKey - In our last Netflix article in late April, we expressed our concern about the high valuation of the company. Since then, NFLX has underperformed the broad market index (11.54% vs 21.82%).

TradingKey - After a sharp run-up, GE Vernova (GEV) is starting to wobble. Over the past two weeks, the stock has been whipsawed—caught between speculative sentiment around the “Trump TACO trade” and pressure from recent analyst downgrades.

TradingKey - Riding on improved market sentiment and Elon Musk’s renewed focus on his role as Tesla CEO, Tesla’s stock has rebounded over 85% in the past six months — the strongest recovery among the Magnificent Seven. Tesla is set to report its Q3 2025 earnings after market close on October 22

Oct 20 (Reuters) - Gucci-owner Kering PRTP.PA has agreed to sell its beauty business to L'Oreal OREP.PA for 4 billion euros ($4.7 billion) in a strategic shift by new CEO Luca de Meo, who is trying to cut the luxury group's debt and refocus on its fashion business.

TradingKey - On Wednesday, Rothschild Redburn analyst Simon Toyne downgraded GE Vernova (GEV) from Neutral to Sell, trimming his price target to 475, meaning fully below with its 600 level at the time of the call.