TradingKey

TradingKey - On May 23 ET, Donald Trump claimed on social media that negotiations for a U.S.-Iran agreement are "essentially complete" and will be announced "soon," with the deal including the opening of the Strait of Hormuz.

TradingKey - Future of aerospace and technology is no longer a subject to predictions. In reality, it's already a public investment opportunity and the SpaceX IPO is the event that will mark it. With its S-1 registration submitted and the Nasdaq listing scheduled for June 12 with the ticker symbol S

TradingKey - There's a trade that's been lighting up the market lately. One of those trades is none other than Rigetti Computing (NASDAQ: RGTI).

TradingKey — According to reports from media outlets including The Information, OpenAI is preparing to confidentially file a draft IPO registration with the SEC, with plans to go public as early as September this year. Targeting a valuation exceeding $1 trillion, it is poised to become the largest AI industry IPO to date. OpenAI is currently working with Goldman Sachs (GS), Morgan Stanley, and law firm Cooley to advance the listing process.

TradingKey - Since entering into AI investing as an opportunity for investment at the start of this current AI investing cycle, Palantir (PLTR) has built a large following; early supporters of Palantir should have profited handsomely. 

Microsoft commands global tech through its Intelligent Cloud (Azure), productivity software (Microsoft 365), and Xbox gaming, with growth now driven by extensive OpenAI and Copilot AI integrations.

OpenAI follows the business model favored by traditional Wall Street—high revenue growth, high user stickiness, and a strong economic moat. In contrast, Worldcoin has struck two major landmines: inflationary selling pressure from tokens and government regulations on biometric privacy across multiple jurisdictions.

Tradingkey - Since the beginning of this year, developments regarding SpaceX's IPO prospects have triggered significant volatility in capital markets. The potential listing of this aerospace giant founded by Elon Musk is no longer merely business news, but is increasingly viewed as a major event that could reshape the liquidity landscape of the U.S. stock market. According to Reuters, SpaceX's potential fundraising scale may surpass all previous IPOs in U.S. history, potentially becoming the largest-ever stock market debut for a U.S. company on Wall Street. The latest information indicates that its target valuation has surged to a staggering $1.75 trillion.

Facing this "IPO of the century," investors should avoid blind faith in the notion that "rocket launches will send Dogecoin soaring" and instead maintain a rational approach. Particular attention should be paid to the June 12 listing date; it is advisable to strictly execute staggered profit-taking leading up to the event to mitigate the risk of a sharp correction once market euphoria reaches a peak.

TradingKey - Ethereum's recent performance has exhibited a weak and volatile trend. Despite briefly surging to near $2,400 at the beginning of the month, it pulled back under pressure last week. As of press time, the cumulative decline for the month exceeds 5%, indicating that market sentiment remains predominantly bearish.

TradingKey - SpaceX formally filed an S-1 registration statement with the U.S. Securities and Exchange Commission (SEC) on May 20, intending to list on the Nasdaq under the ticker symbol "SPCX." The company will launch its global roadshow on June 4, set the offering price on June 11, and officially list on June 12.

Wall Street hit fresh highs as Kevin Warsh took the Fed helm, tech and space stocks rallied, and Anthropic eyed a $900B valuation amid easing geopolitical tensions.

Tradingkey - With shares priced near $970, Lumentum Holdings (ticker: LITE) has a market cap of approximately $75 billion. LITE serves as the major infrastructural chokepoint for the impending AI boom expected to start in 2026. The principal contradiction defining LITE’s valuation is the divergence

TradingKey - In today's market, some of the longest-term success stories were anything but safe in the beginning (e.g., Amazon (AMZN)). Amazon spent nearly all of its early years operating with negative cash flow and required long-term investors to have both patience and the willingness to continue

TradingKey - On May 21 ET, the Trump administration announced an investment plan for the quantum computing sector, allocating over $2 billion in federal funds to nine quantum computing companies. In exchange, the government will receive minority non-controlling equity stakes in the funded enterprise

TradingKey - Bloomberg, citing several people familiar with the matter, reported that Elon Musk’s SpaceX is expected to advance its acquisition of AI startup Cursor 30 days after completing its IPO and official listing, with the deal potentially closing as early as July this year. Why would SpaceX,

TradingKey - On May 22, SanDisk Corporation (SNDK) edged down 0.13% to close at $1,542.69, pausing just under its fresh records after what appears to be a significant transformation cycle. The 2-hour chart shows a bullish hammer formation, confirming that a retest of the lower end of its sharp ascen

TradingKey - During the pre-market session on Friday, May 22 (ET), the three major U.S. stock index futures rose, while European index futures also climbed. Asian stocks moved higher for a second consecutive day. South Korean stocks closed slightly higher, and the Nikkei 225 surged 2.68%, primarily driven by an 11% gain in heavyweight SoftBank Group.

TradingKey - Walmart (WMT) reported first-quarter total revenue of $177.8 billion, a 7.3% year-on-year increase, exceeding market expectations of $174.98 billion. However, as full-year earnings guidance fell short of analyst estimates and fuel costs continued to rise, shares tumbled 7.27% to close at $121.34, marking the stock's largest single-day decline in nearly two years.

TradingKey - IBM surged 12.4% on a proposed $1B CHIPS Act quantum foundry award targeting fault-tolerant quantum by 2029. Q1 EPS $1.91 beat, Red Hat AI services launched. Trendline breakout. Target $263–$277.