TradingKey

TradingKey - On June 3, Eastern Time, cybersecurity firm CrowdStrike (CRWD) released its first-quarter fiscal year 2027 earnings report after the market close. As of publication, the company's share price fell 11.09% to $664.71. During the period, CrowdStrike reported revenue of $1.39 billion, a 26% year-over-year increase, exceeding market expectations of $1.36 billion. Subscription revenue rose 26% year-over-year to $1.32 billion, representing the company's primary revenue source.

TradingKey - On June 3 (ET), Broadcom (AVGO) shares fell more than 8% in after-hours trading following the release of its fiscal 2026 second-quarter earnings report. As of publication, the stock remained down 5.33% at $453.70. During the period, Broadcom’s revenue rose 48% year-over-year to a record high of $22.187 billion, though it missed the market expectation of $22.27 billion.

TradingKey - On June 3, ET, all three major U.S. stock indices were under pressure due to a rebound in Treasury yields, with technology stocks retreating across the board. At the close, the Dow Jones Industrial Average fell 1.21% to 50,687.87 points; the S&P 500 Index dropped 0.73% to 7,553.86 points; and the Nasdaq Composite Index declined 0.89% to 26,853.98 points.

TradingKey - June 2: As market concerns that the Iran war will continue to drive up inflation coincided with an ADP report exceeding expectations, oil prices and U.S. Treasury yields rose in tandem while equity markets fell. The U.S. labor market has shown resilience beyond expectations; however, beneath this surface, persistent high inflation is continuously eroding real household income, driving the household savings rate to its lowest level in nearly four years. This seemingly contradictory economic landscape has left market traders attempting to bet on the Federal Reserve’s future interest rate trajectory in a dilemma.

TradingKey - On June 3, AI chip stocks led market gains. As of press time, Intel (INTC) rose 5.70%, Qualcomm (QCOM) 4.09%, AMD (AMD) 2.53%, and Broadcom (AVGO) 0.94%. The primary driver for AI chip stocks outperforming the broader market is the structural reconfiguration of the computing power industry chain in the AI Agent era. CPUs have evolved from traditional auxiliary roles to become the control hubs of agent systems, emerging as a new core bottleneck for large-scale AI deployment. This shift has fueled explosive growth in global CPU demand. Notably, the number of CPUs per AI server is increasing significantly; while the traditional GPU-to-CPU ratio was 8:1, Intel indicated that the ratio is expected to move toward 1:1 in the future.

TradingKey - Marvell (MRVL) shares extended their strong rally on Wednesday, surging as much as 13% in pre-market trading.

TradingKey - On June 3 (ET), U.S. ADP employment data for May showed that private sector payrolls increased by 122,000, exceeding market expectations of approximately 118,000. The April figure was revised downward from 109,000 to 105,000. The data indicates that U.S. private sector hiring remains resilient ahead of Friday's non-farm payrolls report.

TradingKey - GameStop holds $1.1 bn in cash with virtually no debt. Can Ryan Cohen unlock shareholder value and drive GME toward $24?

Fueled by a stellar Q1 report and AI-driven data center growth, Marvell targets a $300 waypoint, though overbought indicators suggest a potential short-term pullback to $200.

TradingKey - On Wednesday, June 3, U.S. stock index futures showed divergence in pre-market trading as investors remained cautious ahead of the release of ADP employment data, ISM Services PMI, EIA crude oil inventories, and the Federal Reserve's Beige Book. As of press time, Dow futures were down 0.25%, S&P 500 futures fell 0.06%, and Nasdaq 100 futures rose 0.26%, indicating that the technology sector remains relatively resilient.

TradingKey - Strategy holds more than 500,000 Bitcoin and Michael Saylor says he will never sell. Can MSTR extend its breakout and rally toward $189?

TradingKey - SpaceX, the rocket and AI company owned by the world’s richest man Elon Musk, is set to launch the largest IPO in history. The company plans to issue approximately 556 million new shares at a price of $135 per share, seeking to raise about $75 billion, which would value the company at approximately $1.75 trillion. If the transaction is completed as planned, it will surpass the record set by Saudi Aramco in 2019 to become the largest IPO in global history.

Is this 9-day rally a stock market crash signal or will the upcoming SpaceX IPO drive further gains? Discover why Deutsche Bank is warning investors.

TradingKey - On Tuesday, June 2 (ET), Microsoft's (MSFT) annual developer conference, Build, commenced at the Fort Mason Center in San Francisco. This marks the first time since 2016 that the event has moved away from its Seattle home base. While the conference scale was streamlined to approximately 2,500 attendees, the signals released were disruptive—Microsoft is attempting to redefine Windows from an operating system for human users into a native runtime environment for AI agents, propelling artificial intelligence from the stage of "assisting human work" toward a new era of "executing tasks on behalf of humans."

Bitcoin's decline has weighed on XRP, but the token holds two trump cards and is poised for a counterattack against short sellers at any time.

TradingKey – June 2: SoftBank Group is in advanced talks to invest an additional US$300 million in German industrial robotics firm Agile Robots. This funding round is expected to total approximately US$800 million, which will be used for capacity expansion and global market development.

TradingKey - Bitcoin (BTCUSD) prices have declined for the fourth consecutive week due to continuous capital outflows. With a cumulative drop of nearly $20,000, the price is now approaching the $65,000 mark.

TradingKey — As the countdown to the SpaceX IPO officially begins, the first dissenting voice has emerged on Wall Street. In June 2026, Morningstar, a leading global rating agency, initiated research coverage on SpaceX, assigning a fair value estimate of $780 billion—less than half of the company’s target IPO valuation range of $1.75 trillion to $1.8 trillion.

TradingKey - During the Asian session on June 3, the Nikkei 225 Index rose over 2%, driven by the AI boom, to surpass the 68,000-point psychological level for the first time in history. South Korean stock markets were closed for the day due to local elections.

Selling activity by Strategy has hit Bitcoin hard, while the approaching Mt. Gox repayment deadline intensifies selling pressure; a decline to the $60,000 level cannot be ruled out.