TradeSetGo Brokers

CFD broker on MT5 • 1500+ assets
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[TradeSetGo Brokers @TradeSetGo_com]

⚽ Traders, get ready for the biggest competition of the year!

Trade Set Go Broker, The5ers, The5ers Futures and Trade The Pool are joining forces for the Trading World Championship 2026 (TWC26) — the ultimate battle for traders worldwide!

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Risk Warning: CFDs are complex leveraged products that carry a high level of risk and may result in losses exceeding your initial deposit.

[TradeSetGo Brokers @TradeSetGo_com]

Can Brent oil hit $130 before Hormuz reopens?

Crude is trading above $100 again as Gulf war risk escalates. Paul Tudor Jones sees another $20 to $25 from unresolved Iran tensions, which would push Brent toward $127 to $132.

Two chokepoints now face direct threat: the Strait of Hormuz and Bab al-Mandeb. Houthis are striking the Red Sea routes Saudi Arabia built to bypass Hormuz.

Inventories are draining. Demand is cracking. The war premium is live.

$CL
#Oil #Brent #Geopolitics #Energy #Hormuz

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Will AI Destroy or Crown $CRM ?

Rare double upgrade from BofA: Underperform to Buy. PT lifted from $160 to $285 (~24% upside). Stock is still down YTD despite a ~50% bounce off the June low.

The AI narrative flipped. Enterprises will not rip out Salesforce for chatbots. High switching costs, strict permissions, data sovereignty, and compliance lock customers in.

AI agents operate only inside those boundaries. Dreamforce’s four-layer strategy (governed data, core clouds, Agentforce, Claudeforce) turns the existential risk into a retention and upsell tool.

If adoption accelerates, Agentforce becomes a major growth driver. If it lags, that is the near-term risk. Either way the platform stays entrenched.

#CRM #Salesforce #AI #EnterpriseSoftware

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Is China quietly rewriting the rules of gold?

Gold sits at $4,204 despite Fed hikes and rising yields.

Beijing just bought another 23 tonnes. Record imports top 1,000 tonnes in eight months.

PBOC has added for 23 straight months while Treasury holdings hit an 18-year low.

This is de-dollarization in action, not a trade.

$XAUUSD $NEM #Gold #China #DeDollarization

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Nokia is no longer a phone story. It is the trusted pipe for a $10 trillion AI buildout.

Western bans on Huawei handed Nokia the secure-network slot allies actually buy.

Under CEO Justin Hotard, the pivot is optical links for hyperscalers, not handsets. Q2 AI and cloud orders hit €2.8 billion against €446 million in sales.

The stock is up about 130% in a year. Hotard says customers would build data centers twice as fast if supply allowed. The order book is the tell.

$NOK $NVDA

#Nokia #AIInfrastructure #OpticalNetworking #5G #DataCenters

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Will Marvell monopolize the AI hardware future?

CEO Matt Murphy just raised FY2028 revenue to ~$20B and mapped a $70-90B path by 2031.

Custom silicon for Amazon Trainium, Microsoft Maia, and Google TPU is the engine. Optical interconnects + hyperscaler lock-in rewrite the stack.

$MRVL

#MRVL #AI #Semiconductors #CustomSilicon #DataCenter

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

$AMZN wants $8B of $NVDA Grace Blackwell chips off the books.

The plan: park thousands of chips in a special-purpose vehicle, let outside investors fund it with debt and up to 10% equity, then lease the compute back. Amazon keeps the power. Investors keep the hardware.

Capex this year is $220B, $20B above the earlier guide. This is balance-sheet engineering, not a retreat from AI.

#AMZN #NVDA #AI #AWS #Capex

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

$NKE just revisited prices last seen in 2014. Fiscal Q1 revenue was $11.2B, down 4% and short of estimates.

Full-year sales are guided to a high-single-digit drop.

China fell 26% currency-neutral, the ninth straight decline. Elliott Hill is rebuilding wholesale. North America is the only pulse.

Value trap, or the cheapest reset of a global brand in a decade?

#NKE #Nike #Turnaround #China #Stocks

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Alphabet is spending up to $205 billion on AI. Free cash flow just went negative.

Q2 revenue hit $119.8 billion, up 24 percent. Operating margin expanded to 34 percent. Operating cash flow was $39.1 billion. The capex bill still flipped quarterly free cash flow negative, and the buyback paused.

Shares sold off after the July guidance hike. On September 2, Judge Leonie Brinkema rejected a forced breakup of the ad exchange and imposed a monitor instead.

Cloud is the offset. Revenue there surged 82 percent to $24.8 billion, with a 35.6 percent margin and a $514 billion backlog. Isomorphic Labs raised $2.1 billion and is aiming at first-in-human oncology trials by late 2026.

$GOOGL is funding the next platform with the old one. The cash gap is the test.

#GOOGL #AI #Cloud #Antitrust

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Robinhood just handed 29 million accounts to AI agents.

The HOOD Summit in Houston put OpenAI and Anthropic models into dedicated trading accounts starting this week. More than 150,000 customers already built agentic accounts after the May beta.

August equity notional hit $335 billion, up 68 percent. Next up: weekend stocks and crypto perps with up to 10x leverage.

The agents parse institutional feeds, write the strategy, and hit send. Reaction times to CPI and rate prints just compressed again. Leverage plus autonomy is the systemic risk, not the headline product.

$HOOD is not adding a feature. It is adding a new class of flow.

#HOOD #AI #FinTech #Trading

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Roblox is spending like the future is already sold. Wall Street just marked the invoice down.

$RBLX dropped about 27 percent the day after Q2, then clawed back 30 percent. On September 28, Jefferies cut it to underperform with a $38 target. Their 2027 bookings call is 5 percent growth. The Street is still modeling 13 percent.

The spend is real. Creator payouts on U.S. adult in-game purchases rise 42 percent. Discovery now rewards retention, not viral spikes like Grow a Garden. Jefferies calls it Meta's 2017 to 2019 build phase. That phase worked. It also burned years of margin first.

#RBLX #Roblox #Gaming #AI

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

United and Southwest just refused the new MAX software.

Boeing told operators in August that versions 14 and 14.1 of the 737 MAX flight-management computer can drop vertical navigation after a missed approach if the crew changes the programmed path. Autopilot can stay on. VNAV can fall back to a cruder pitch mode close to the ground.

Boeing says this is not an immediate safety issue. The FAA is still opening a Corrective Action Review Board.

An airline flagged the condition in November 2024. Boeing first called it non-safety in early 2025, then opened a formal review after more operator feedback.
A permanent software fix was slated for early 2028. Boeing now says it is trying to pull that forward.

The timing is the real hit. The MAX 7 was certified in August on version 14. The MAX 10 used 14.1 in certification tests. Airlines will take older code. Regulators may not.

$BA $LUV $UAL #Boeing #737MAX #Aviation #FAA

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Palantir is winning both the war room and the boardroom.

$PLTR just showed why. U.S. government revenue hit $809 million in Q2, up 90%. U.S. commercial jumped 149% to $764 million. Adjusted free cash flow was $1.22 billion at a 63% margin. Cash and Treasuries sit at $9.2 billion with no debt.

Maven Smart System is now the Pentagon’s AI command layer. AIP is turning enterprise data into agentic workflows that companies can measure in days, not theory.

One ontology. Two markets. Extreme cash conversion.

#Palantir #EnterpriseAI #DefenseTech #AIP #PLTR

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

No ASML, no AI boom.

$NVDA designs. $TSM fabricates. Only $ASML sells the EUV tools that print those chips.

2026 guide: €43-45B. +30% Low-NA capacity in 2027. Intel running High-NA on 18A.

One company. One bottleneck.

#ASML #Semiconductors #AI $ASML $NVDA $TSM

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Is $GM becoming a defense manufacturer again?

Twenty-two days after signing with $LMT , GM Defense delivered its first PAC-3 MSE interceptor housings. That pace is unheard of in munitions supply. These are GM's first missile components in modern times.

Keep the scale straight. Defense is guided to almost $700 million this year, under 1% of the company. Trucks still pay the bills. Tariffs alone are several times larger than the entire defense line.

The signal matters more than the revenue. The Pentagon needs volume manufacturing. Automakers already have it.

$GM $LMT #Defense #Manufacturing #GM #SupplyChain

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

NIO grew the top line. The balance sheet is still the story.

Q2 revenue jumped 69.1% to RMB32.14 billion, or $4.74 billion. That did not fix the working capital squeeze. Headline liquidity is RMB56.7 billion.

Deployable cash is a sliver of that. Trade payables near RMB54 billion sit above cash and short-term investments combined.

Europe is being cut, not scaled. No new models or swap stations there before the end of 2027. Li sees China auto retail falling 15% to 20% this year.

Swap infrastructure is real. 4,000 stations. 100 million swaps. More than RMB18 billion already spent. The power business now has to earn its keep.

$NIO $XPEV $LI
#NIO #EVs #China #BatterySwap #Earnings

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

The Dow is not signaling a global crash. It is signaling that one stock can hijack a price-weighted index.

On Sep 8, the Dow fell 628 points, or 1.18%, to 52,786. The S&P dropped 0.58%. Nasdaq barely moved.

Amgen cratered about 10% after a rival heart-drug trial failed. That one name did a huge share of the damage.

The index is still up about 8% this year and only a few percent off its August record. The real pressure is elsewhere. Oil is back over $100 as the Iran war squeezes supply. The 10-year is near 4.8%. The Fed under Kevin Warsh meets today with a hike on the table.

Read the Dow. Then check $SPY and $QQQ before you call the end of the cycle.

$DIA $SPY $QQQ $AMGN
#DowJones #Markets #Fed #Oil #Inflation

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Can $INTC price hikes push this stock to $120?

DigiTimes says a 10% PC CPU increase hits October 5.

Intel has not confirmed it. Tight server supply already gave the company real pricing power. Data Center and AI revenue jumped 59% in Q2. Northland just put Outperform and $120 on the name. Shares sit near $106 after a roughly 178% YTD run.

Washington’s 9.9% stake is now a massive paper gain. Street consensus is still closer to $116, with more Holds than Buys. The hike helps margins. It does not erase foundry costs or the valuation debate.

$INTC $AMD $NVDA
#INTC #Semiconductors #AI #Intel #Investing

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Can $SPCX build the first orbital AI data center network?

SpaceX listed in June at about $1.77 trillion. Q2 revenue hit $7.8 billion. Starlink still prints cash. Starmind is the next bet: move compute off the grid and into orbit.

On Aug 24 Elon Musk said a space-optimized Nvidia Vera Rubin NVL72 launches in Q4 2027, with real scale in 2028. That date moved up twice from the May prospectus, which said as early as 2028. Musk also told investors SpaceX is exclusive to Nvidia.

The first Starmind bird is 20 meters tall with a 70-meter solar wingspan. Design target is 175 kW average compute and 250 kW at peak. Nvidia says its Space-1 Vera Rubin module can deliver up to 25 times the AI performance of an H100. Results come home on the same laser mesh Starlink already flies.

Gwynne Shotwell has said Anthropic and Google are lined up to rent orbital capacity. If Starship can loft these racks and the radiators work in vacuum, terrestrial power and land constraints stop being the ceiling.

Still unproven hardware. Still a 2027 clock. The launch cadence is the whole thesis.

$SPCX $NVDA #SpaceX #Starmind #OrbitalAI #Starlink

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.

[TradeSetGo Brokers @TradeSetGo_com]

Can $DELL's AI hardware dominance hold?

Michael Dell just passed Jeff Bezos. Net worth $267.7B. The stock is up 327% this year and closed Tuesday at a record $533.88.

Q2 revenue hit $47B, up 58%. EPS jumped 203% to $7.04. AI server orders totaled $131.7B over 12 months. The backlog nearly doubled to $95B. Management now expects $74B of AI server revenue this year.

Dell shipped the first Nvidia Vera Rubin racks. AI customers passed 6,500. Liquid cooling patents lock in the thermal moat. Full-year guidance is now $192B revenue and $25.50 EPS.

21x forward earnings. Street high sits at $735.

$DELL $NVDA #Dell #AIServers #VeraRubin #AIInfrastructure

Risk Warning: CFDs are high-risk. 77.95% of retail accounts lose money.