Analysis

TradingKey - Tesla (TSLA.US) and LG Energy Solution have formally confirmed a joint investment of approximately $4.3 billion to construct a battery plant in Lansing, Michigan. The facility will primarily produce lithium iron phosphate (LFP) prismatic batteries to support the expansion of its energy storage business.

TradingKey - At the 2026 NVIDIA GTC Conference, Intel (INTC) announced that its Xeon 6 processor will officially serve as the primary CPU for NVIDIA's (NVDA) next-generation flagship AI server, the DGX Rubin NVL8.

TradingKey - The deep collaboration between Samsung Electronics and Nvidia (NVDA) became an industry focal point at the Nvidia GTC 2026 conference.

TradingKey - On March 16 local time, Nvidia's (NVDA) annual developer conference, GTC 2026, kicked off at the SAP Center in San Jose. As more than 30,000 developers flooded the venue, the centerpiece of this premier AI industry event was undoubtedly founder and CEO Jensen Huang’s two-and-a-half-hour

NEW YORK, March 16 (Reuters Breakingviews) - One gigantic round of layoffs for Meta Platforms (META) was a misfortune.

As an investor, you are likely to be aware of the transformative potential SpaceX holds within the aerospace sector. With SpaceX's potential initial publFor retail investors looking to jump onboard the bandwagon of buying into the SpaceX IPO before its public debut, Exchange Traded Funds(ETFs) offe

TradingKey - Defensives run on resilience: predictable demand, strong cash flow, conservative balance sheets, and tame volatility. You can’t just look at a sector name to find them. It requires a systematic examination of cash generation, leverage, dividend sustainability, beta, competitive moats, a

TradingKey - While there seems to be a trend of investors moving away from speculative penny stocks, there are still many investors who are more inclined to take the risk and see the possible rewards of holding these types of stocks. 

TradingKey - Escalating geopolitical tensions in the Middle East are triggering a chain reaction across global financial markets. As the conflict involving Iran continues to intensify, international oil prices have surged to a two-year high, while U.S. stocks have faced their heaviest institutional sell-off in a decade. Wall Street giants such as Goldman Sachs (GS) and JPMorgan (JPM) have issued a series of warnings.

As the S&P 500 hits multi-month lows and the VIX climbs, the focus turns to upcoming CPI and PPI data to clarify the Federal Reserve’s interest rate path. A prudent, diversified strategy favoring energy and defense is recommended amidst heightened geopolitical and economic uncertainty.

SpaceX Challengers: Can Bezos and China Catch Up?In our previous note, we framed the current commercial space cycle around a potential SpaceX listing. Here we focus on reusable launch vehicles and satellite ops, and break down the value chain to assess competition and where investors might find oppo...

Robinhood Markets faces a critical valuation test as of March 12, 2026. Despite a 280% rally driven by prediction markets and tokenized private equity, its 37x P/S ratio leaves zero margin for error amid cooling crypto volumes and a "yield war" with Galaxy Digital.

TradingKey - There is much speculation surrounding Rigetti Computing as it is a high-risk player within the quantum computing space of the tech market, and Rigetti stock has experienced significant price fluctuations repeatedly.

TradineKey - As President Trump prepares for his long‑anticipated visit to China at the end of March, diplomacy is once again taking center stage in global markets. Reuters reported on the 13th that Chinese Premier He Lifeng will meet U.S. Treasury Secretary Scott Bessent in Paris on March 15–16, a

Circle Internet Group (CRCL) trades at $121.45 on March 12, 2026, evolving from a crypto proxy into a systemic utility. With USDC's $78B market share and the landmark Genius Act providing regulatory clarity, Circle is poised to lead a stablecoin market projected to reach $1.9T by 2030.

As Micron positions Taiwan as its DRAM Center of Excellence and gradually shifts its HBM production focus to the region, will Taiwan’s semiconductor industry benefit? Amid the 2026 tariff fallout, why is Micron acquiring PSMC’s facilities instead of divesting? This article provides an in-depth analysis of the strategic alignment between Micron, TSMC, and PSMC, while identifying the Taiwanese semiconductor supply chain players poised to benefit.

TradingKey - From the perspective of market performance, Donald Trump's administrative cycles have consistently been accompanied by strong rallies in U.S. equities. During his first term from January 2017 to January 2021, the Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite recorded cumulative gains of 57%, 70%, and 142%, respectively. Since the start of his second term in January 2025, the three major indices have collectively posted gains of 14%-15%. While there is no definitive answer as to whether U.S. stocks will face a crash in 2026, historical data and current signals provide a reference perspective for investors.

TradingKey - The demand for artificial intelligence infrastructure has surged into one of the hottest areas within technology and continues to drive increased investment in companies providing the underlying computing resources necessary for today's AI applications.

TradingKey - Adobe (ADBE.US) fell nearly 8% in pre-market trading on March 13 ET. Shares dropped significantly in after-hours trading following the release of the company's latest earnings report after the close of the previous trading session.

TradingKey - AI infrastructure isn't just GPUs. Each advance in computing power relies on speedier networks, dependable interconnects, and exhaustive testing before systems are deployed. This is where the validation and measurement tools lie at the heart of the buildout. The growing demand for faste