Key PointsTMC The Metals Company has been making great strides in 2026, even if its stock has sank 40% on the year.In the best-case scenario, TMC will have regulatory approval from

TradingKey - During the Asian session on July 27, Japanese and South Korean stock markets generally extended their rebound. SK Hynix rose 3.5%, Samsung Electronics rose 2%, while SoftBank and Kioxia b

Key PointsAMD has a huge opportunity in the inference market with its GPUs due to Su's innovative deals.Agentic AI should also be a big growth driver for its CPU business.10 stocks

TradingKey - On July 26, Eastern Time, according to a Wall Street Journal report, Nvidia ( NVDA) is in talks with OpenAI over a financing guarantee of approximately $250 billion to support the latter'

TradingKey - On July 27, China's leading memory chip maker ChangXin Technology (SSE: 688825) officially debuted on the Shanghai Stock Exchange's STAR Market, with its shares highly sought after by inv

Key PointsMeta Platforms has key agreements with neocloud providers CoreWeave and Nebius Group for AI computing capacity.Published reports indicate that Meta is considering selling

TradingKey - South Korean internet giant Naver received a strategic investment of 1.48 trillion won (approx. $1 billion) from Nvidia, with its stock price surging up to 12% intraday.On July 27 Asia ti

Key PointsIntel saw its Q2 revenue soar on the back of server CPU demand and higher prices.However, the stock looks more like a passenger than a market leader.These 10 stocks could

Key PointsThe Buffett indicator is at a record high, and Buffett himself suggests the market could be in risky territory.The S&P 500 Shiller CAPE ratio is also sounding the alarm r

Key PointsRigetti Computing has a good shot at reaching its upcoming milestones.But it won't have real revenue growth for a very long time.It won't have profits for a vastly longer

Key PointsAlphabet recently hiked its 2026 capital expenditure guidance due to soaring demand for compute.The hyperscalers are racing to build out artificial intelligence infrastru

Key PointsAlphabet raised its 2026 capital spending forecast to as much as $205 billion this past week, while Amazon plans about $200 billion and Meta up to $145 billion.Nvidia's d

TradingKey - Michael Burry, famously known as "The Big Short" for successfully predicting the 2008 U.S. subprime mortgage crisis, has once again increased his bets on a correction in the AI and semico

Key PointsInfleqtion will connect quantum computing with existing AI infrastructure, and Nvidia is backing the company.Hundreds of customers work with Infleqtion in high-growth ind

Key PointsCoinbase’s stock has plummeted over the past year.It won’t bounce back until it overcomes its most pressing challenges.10 stocks we like better than Coinbase Global ›(fun

Key PointsThe S&P 500 remains one of the best long term investments.Investors looking for more growth should consider an alternative Vanguard ETF.10 stocks we like better than Vang

Key PointsIBM's miss revealed how rising hardware costs are shaping customer priorities.Palantir and IBM both provide distinct solutions for the same enterprise AI build-out.Revenu

TradingKey - The race for AI infrastructure continues to heat up, and South Korea is attempting to use this opportunity to leap from a chipmaking powerhouse to an AI powerhouse.On July 25, local time,

Key PointsPartnerships with other healthcare leaders are accelerating Quest's growth.AI is making the health insights provider more profitable.10 stocks we like better than Quest D

Key PointsWalmart's current valuation is expensive relative to its forward earnings projections.The company's massive scale gives it a durable cost advantage.Investors are better o

Key PointsSome in Congress are pushing to drop the retirement earnings test. Proponents say it will give seniors greater financial flexibility.Others worry that it will add to the

Key PointsShares closed at $595.19, about 25% below the 52-week high of $796.25.The stock trades at 22 times earnings, below the S&P 500's multiple of about 28.5.First-quarter reve

TradingKey - Broadcom (NASDAQ: AVGO) sits at about $381.50, or roughly 21% below its June peak of $480.77, despite just posting another quarter of solid financial results. The drop owes less to any sl

Key PointsThe Schwab International Equity ETF (SCHF) has a rock-bottom expense ratio and a higher dividend yield.The State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM)

Key PointsInflation moderated in June, but it was almost completely due to falling energy prices.Energy prices have begun to soar again with the end of the U.S.-Iran ceasefire.Thes

Key PointsChangXin Memory Technologies raised about $8.5 billion in a Shanghai IPO valuing it at roughly $85 billion, with trading set to begin Monday.CXMT's share of the global DR

TradingKey - Tesla (NASDAQ: TSLA) finished Friday at $313.03, with after-hours trading slipping to $311.38. This has the stock now trading roughly 14% lower versus where it was before earnings last we

Key PointsAlphabet plans to spend between $195 billion and $205 billion on capital expenditures this year.Nvidia and Broadcom supply Alphabet with its AI processors. 10 stocks we l

TradingKey - In the early Asian trading session on July 27, Japanese and South Korean stock markets attempted a recovery after experiencing a sharp correction in the previous trading session.The South

Previous Week’s Market Review & AnalysisTradingKey - The macroeconomic landscape during the week of July 20 to July 26, 2026, was defined by a notable deceleration in inflationary pressures alongside