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News
Sam Altman Says Industry Overestimated AI Growth, AI Hardware Stocks Pull Back as SanDisk Drops Over 10%
5+ hour, 25+ min ago (182+ words) TradingKey - On August 24, Eastern Time, components of the Philadelphia Semiconductor Index fell across the board, with AI hardware stocks pulling back collectively. Among them, memory stocks, optical communications stocks, and chip stocks led the decline. SanDisk (SNDK) once fell over…...
Palantir Q2 2026: Revenue $1.935B (+93%), U.S. Commercial Surge 149%, Rule of 40 Reaches 155%, Stock Extends Breakout
9+ hour, 26+ min ago (804+ words) Palantir reported exceptional Q2 2026 results, with revenue surging 93% year-over-year to $1.935 billion, beating estimates by 7.6%. Adjusted EPS reached $0.41, outperforming expectations. Growth was driven by surging U.S. commercial demand and AI sovereignty adoption, resulting in a record Rule of 40 score of 155% and an adjusted…...
SoftBank Plans $6.3 Billion Retail Bond Issue: Why Japanese Retail Investors Are Willing to Fund Masayoshi Son’s AI Bet
13+ hour, 23+ min ago (517+ words) The unsecured 7-year bonds carry an indicative coupon rate of 4.3% to 4.9%, with a denomination of 1 million yen per bond. Pricing is expected to be finalized on September 4, with issuance set for September 17. In addition to AI-related investments, the proceeds raised…...
‘Big Short’ Burry Exits Alibaba, Questions $10.2 Billion Share Offering as Stock Drops Over 10%
15+ hour, 31+ min ago (464+ words) Alibaba shares dropped over 10% in Hong Kong following investor Michael Burry’s complete liquidation of his position in favor of JD.com, driven by concerns over capital allocation. Burry criticized Alibaba’s HK$80 billion share placement for heavy AI infrastructure investments, warning…...
Nokia Stock Price Forecast: Can It Surge to $100 in the Next 5 Years?
2+ day, 8+ hour ago (241+ words) TradingKey - From 2016 to present, Nokia (NOK) has gone through four core stages over the past decade: volatile decline, post-surge pullback, bottoming out, and another surge. From 2022 to 2023, Nokia stock was sold off again, causing its share price to continuously weaken,…...
Oracle Q4 FY2026: Record Revenue $19.2B, OCI Surges 93%, But Financing Risk Drives Stock Down to $142
2+ day, 11+ hour ago (390+ words) With increasing interest on U.S. Treasury bonds, thinning valuations, and over $194B of tech bond issuances made in 2026, Oracle is now facing a financial burden, and the concern for management is how they will fulfill the demand for OCI. Revenue for Q4 was…...
Anthropic May File for IPO by Late August: Fundraising Expected to Surpass SpaceX, Quarterly Operating Profit Turns Positive
4+ day, 4+ hour ago (600+ words) TradingKey - Anthropic PBC is accelerating its initial public offering preparations and could publicly file for an IPO as early as the end of this month, according to people familiar with the matter. Media reports previously indicated that Anthropic would officially…...
SK Hynix Unveils CPO Roadmap: Optical Interconnect Technology Extends to Memory Interfaces for the First Time
4+ day, 15+ hour ago (255+ words) TradingKey - On August 20, 2026, SK Hynix (SKHY), in collaboration with multiple institutions including the University of Virginia and Massachusetts Institute of Technology, published a paper in the top international journal Nature Electronics, systematically disclosing its Co-Packaged Optics (CPO) technology roadmap for…...
Japan, South Korea Stocks Rebound Strongly as Kospi Rises Nearly 6%, SK Hynix Surges Over 12%, Samsung Gains Over 9%, Kioxia Rises Over 6%
4+ day, 16+ hour ago (206+ words) TradingKey - On August 20, South Korea's KOSPI Index closed up 5.89% at 6,852.58 points. During intraday trading, the Korea Exchange activated a sidecar mechanism, suspending KOSPI program buy orders. Meanwhile, the Nikkei 225 Index (JPN225) rose 1.36% to close at 66,216.79 points, reflecting a clear recovery in…...
OpenAI Quarterly Revenue Overtaken by Anthropic as Second-Quarter Loss Widens to $12.3 Billion
5+ day, 14+ hour ago (278+ words) TradingKey - On August 18 ET, according to a report by The Wall Street Journal, OpenAI's second-quarter revenue reached $6.7 billion, up 18% quarter-over-quarter, but its operating loss widened from $9.3 billion in the first quarter to $12.3 billion, with loss growth far outpacing revenue growth....