Analysis

The implementation of Hong Kong’s Stablecoin Ordinance marks a turning point for digital finance, offering both regulatory clarity and investment opportunity. As the ecosystem matures, well-positioned companies could thrive — but only if they navigate the evolving landscape with agility and complian

TradingKey - Zillow Group is the top online real estate website in the United States. It’s where millions of people start when they want to buy, sell, or rent a home. Since it was founded in 2006, Zillow has changed the way people find homes by giving them easy access to home prices, listings, and h

While crypto-related stocks tumbled on Monday, Circle (CRCL) surged nearly 10%, hitting a new record high and raising questions about whether Cathie Wood’s ARK Invest will continue its aggressive sell-off.

Shares of the stablecoin issuer Circle (NYSE: CRCL) traded nearly 8% higher, as of 12:46 p.m. ET today, but had blasted as high as 24% earlier in the day. The move came after Circle announced a strategic partnership with Fiserv.Bringing stablecoins to traditional bankingCircle issues large stablecoi

TradingKey - Coupang growth is fueled by the suitable macro environment in Korea, as well as the very strong business moat, namely logistics infrastructure. The impressive market share expansion (from 11% to 25% within five years) is probably the best evidence for it. The stable top-line growth...

TradingKey - Dollar General (DG) has long been a stalwart of U.S. rural and suburban retail, riding a cost-friendly model and hyperlocal penetration. Yet the market is indicating a sense of shift. On reporting a good Q1 FY2025, with 5.3% top-line expansion, 2.4% same-store sales increase...

TradingKey - While fintech valuations are still squeezed by tightening capital levels and subdued consumer expansion, Nu Holdings (NU) is discreetly pulling off a triple whammy, hypergrowth, profitability, and capital-light scaling. Q1 2025 results reflect a turning point in its path: 69% YoY...

Costco has built a competitive moat through its unique membership-based warehouse business model, featuring low prices, high volumes, and a synergy between private-label and curated products. Its solid fundamentals, including high renewal rates, consistent comparable sales growth, nearly $15 billion

TradingKey - Q1 2025 revenue reached $214 million, growing 30% YoY, driven by 77% higher average Bitcoin prices. Hash rate doubled to 54.3 EH/s; block rewards rose 81% to 666 blocks despite post-halving production drop.

TradingKey - Nebius reached $249 million ARR in March 2025, growing 684% YoY, with April ARR accelerating to $310 million. Adjusted EBITDA margin improved from -622% to -113% YoY, with H2 2025 EBITDA breakeven guidance.

TradingKey - At March 31, 2025, T. Rowe Price (TROW) managed over $1.45 trillion AUM, with $776 billion invested in equity strategies,óa testament to its enduring leadership as a global active asset manager with a globally diversified footprint. Far from being some distinctly focused portfolio...

TradingKey - With just 11 stocks and $11.9 billion in equity assets, Bill Ackman’s Pershing Square portfolio remains a case study in concentrated, high-conviction investing.

By Chris Kirkham, Norihiko Shirouzu, Rachael Levy and Abhirup Roy June 22 (Reuters) - Tesla TSLA.O tiptoed into its long-awaited robotaxi service in Austin, Texas on Sunday with about 10 of its Model Y SUVs that will operate within strict limits. The rides were being offered on Sunday for a f

As the likelihood of the proposal’s implementation increases, it could have multiple implications for large banks.

TradingKey - In a major milestone for crypto regulation, the U.S. Senate on Tuesday passed the GENIUS Act — a landmark bill that lays the groundwork for federal oversight of U.S. dollar-pegged stablecoins.

In 2025, uncertainty wears a familiar name: Trump. From volatile tariffs to abrupt policy shifts, his trade agenda has turned predictability into a luxury. But what if market chaos isn’t a threat—but a gateway to profit?

TradingKey - While the market still discounts Hewlett Packard Enterprise (HPE) as a legacy infrastructure vendor, Q2 FY2025 results reveal a mounting misaligned perception.

TradingKey - Lululemon has been almost synonymous with category-defining athletic apparel that carries both cultural prestige and premium valuation multiples.

Ark Invest has aggressively sold Circle shares for two consecutive days, putting pressure on the stock price. The GENIUS Act could be the key factor influencing its future performance.

TradingKey - Lucid Group (LCID) has been positioning itself for years as the pinnacle luxury EV disruptor, with the Lucid Air garnering praise for range, engineering, and design.