Analysis

Starbucks (NASDAQ: SBUX) is a double-edged sword for investors right now. Shares have been on a run thus far in 2025, and the company managed to beat on earnings in its most recent quarter, but there's still a lot of work to be done.

Europe's leaders have long known the region is living beyond the means of its ageing, stagnant economy. The question is whether the ructions created by Donald Trump's second White House term mean they will do something about it.

It's been a wild six months for Super Micro Computer (NASDAQ: SMCI). The stock plunged in August as the company, best known for making high-density AI servers, said it would delay its 10-K filing.

On Tuesday, February 18, the Reserve Bank of Australia (RBA) will announce its interest rate decision for February. The market widely expects the RBA to cut rates by 25 basis points, lowering the policy rate to 4.1%. TradingKey Analyst Jason Tang agrees with this view.

China's apparent breakthrough in AI and rapprochement with tech giants has sent Hong Kong stocks and internet giants soaring, but the buyers behind it are flighty and brokers say global investors are wary of big bets while markets swing wildly.

After a huge run higher, Nvidia (NASDAQ: NVDA) stock hasn't even been keeping up with the overall market in recent months. There are several reasons for that, but the big question for investors is whether it's now time to take advantage of Nvidia's stagnant share price.

A ceasefire deal between Russia and Ukraine would take the sting out of heightened U.S. trade tensions and ease pressure on energy prices and the euro, markets bet, while expectations for defence spending have already sent stocks in the sector surging.

A match-up between Amazon (NASDAQ: AMZN) and Home Depot (NYSE: HD) may seem odd at first blush, but I know from experience that it's not uncommon for me to decide between two very different places to put my money when making a financial decision.

The euro zone is showing early signs of an economic recovery that is unlikely to be derailed by the tariffs the Trump administration has threatened thus far. But that doesn’t mean European policymakers can let their guard down.

Even quality assets like Bitcoin (CRYPTO: BTC) experience dips in their price sometimes. In fact, with cryptocurrencies, those dips can occasionally get quite steep, to the point where holders begin to lose their conviction and perhaps close their positions.

Considering Adobe's projected revenue growth of around 10%, the average valuation of peer companies is 10 times PS ratio. We maintain a "Hold" rating, with a reference price range of $420–$540, and expects Adobe's AI R&D and monetization could continue to attract investor enthusiasm. 

Looking ahead, although potential tariffs may introduce uncertainty to Thailand's foreign trade, fiscal spending is expected to continue supporting the economy.

Valuation Upside: Base case valuation of $245, with potential upside to $310 driven by AWS growth and broader AI adoption. 

TradingKey - Meta Platforms (META) has been on an extraordinary run, surging for 20 consecutive trading sessions—the longest winning streak for a Nasdaq 100 stock since 1990. The stock has already gained more than 17% this year, pushing its market capitalization past $1.8 trillion.  

The Indonesian economy has demonstrated signs of recovery following a slowdown in the first three quarters of 2024. The GDP growth rate in the fourth quarter of 2024 also began to rebound compared to the third quarter.

Despite their strong business execution and product strengths, investing in Palantir right now comes with big risks.

Currently, Microsoft is trading at around 32x the last twelve months’ earnings. The number is not extremely high, but not low either, as it is slightly above the historical PE levels of the company. This implies a limited growth in the stock price. However, we are yet to see the extent to which AI w