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U.S. markets edged higher alongside a massive quantum computing rally, while investors navigated rising stagflation risks, geopolitical tensions regarding Iran, and controversy surrounding the SpaceX IPO.

TradingKey - On May 21 (ET), the Trump administration awarded a total of approximately $2.013 billion in federal incentive funding to nine quantum computing companies. Following the news, Rigetti (RGTI) and D-Wave (QBTS) surged over 20% at the open, while stocks including IBM and GlobalFoundries (GFS) recorded gains of varying degrees.

TradingKey - On Thursday, May 21, Samsung announced that management and labor have reached a preliminary agreement, including a provision for management to allocate 10.5% of company performance toward an uncapped bonus pool. Samsung Electronics stated that it will suspend the strike originally scheduled for May 21 to June 7. However, this preliminary agreement has faced opposition from shareholder groups, who claim the deal is legally invalid as it was finalized without a resolution from the general meeting of shareholders.

TradingKey - A 13F filing submitted by Macquarie Group in mid-May reveals that the Australian financial services giant executed a systematic directional shift in its crypto asset holdings during the first quarter of 2026.

TradingKey - Arm FY2026: $4.92B revenue (+20% YoY), data centre royalties doubled, $0.60 EPS record. $2B in orders but only half can be filled. Bernstein Outperform, TD Cowen $265 target. ARM at $257.

TradingKey - Pre-market on Thursday, May 21 (ET), the three major U.S. stock index futures declined. Oil prices edged higher, with WTI crude rising to near $100 and Brent crude climbing to $107, ending a two-day losing streak.

TradingKey - Nvidia Q1 FY2027: $81.62B revenue vs $79B est, $1.87 EPS vs $1.78, Data Centre $70B+, 78%+ margins. Guidance only modestly above consensus. NVDA at $223, Fib 0.382 support. Buy the reaction?

TradingKey — In a registration statement filed with the U.S. Securities and Exchange Commission (SEC), SpaceX disclosed an exceptionally rare governance structure that highly concentrates actual control in the hands of Elon Musk alone, while informing investors that they must waive key legal protections such as jury trials and class-action lawsuits.

TradingKey - Although the SpaceX (SPCX) IPO is not yet complete, retail investors have already flocked to the market. On May 17, perpetual exchange Trade.xyz launched SpaceX pre-IPO perpetual contracts on the Hyperliquid blockchain. These contracts track SpaceX's implied valuation, allowing investor

This comprehensive analysis forecasts Nvidia's stock reaching $300 by 2026 and potentially multiplying fivefold in five years, driven by its transformation into a full-stack AI platform.

TradingKey - Despite Q1 earnings released after the market close on May 21 significantly beating expectations—with revenue of $81.6 billion and data center revenue of $75.2 billion both well above Wall Street consensus—and the company announcing an $80 billion share buyback program alongside a dividend hike, the after-hours share price fell 1.26%, continuing the anomalous trend of "strong earnings followed by a correction."

Tradingkey - On May 21, NVIDIA's stellar earnings results were released as expected, while OpenAI's plan to file for an IPO in the coming weeks further ignited market enthusiasm for the AI sector, driving a broad recovery in Asia-Pacific equity markets. Core NVIDIA supply chain plays, including Samsung Electronics, SK Hynix, TSMC, and Advantest, rose in response and strengthened across the board. Geopolitical tensions also showed signs of easing; according to AXIOS, the U.S. and Iran plan to initiate 30-day negotiations. U.S. sources stated that Trump told Netanyahu that mediators are drafting a "Letter of Intent" to be signed by the U.S. and Iran to formally end the conflict and launch a 30-day negotiation period regarding Iran’s nuclear program, the opening of the Strait of Hormuz, and other issues.

TradingKey - NVIDIA just reported Q1 FY2027 earnings — $81.6B in revenue, 85% YoY growth, and guidance that topped expectations again. Here's the full breakdown.

ZEC and DASH prices surged, driving a broad-based rally in the privacy coin sector. Can this momentum be sustained?

Tradingkey - As an unprecedented IPO project, SpaceX’s official listing is undoubtedly under the market spotlight. However, while positioning themselves, investors must maintain a clear perspective on various underlying risks. SpaceX’s prospectus reveals numerous risks beneath its surface; the materialization of any such risk would directly impact operating fundamentals and trigger significant volatility in the secondary market share price, warranting close attention from every investor.

TradingKey - As the absolute leader in the global AI supply chain, Nvidia (NVDA) delivered quarterly results that exceeded Wall Street's consensus expectations as scheduled. The company's total revenue grew 85% year-on-year to $81.62 billion, beating analyst estimates by nearly 3.1%.

SpaceX ranks 11th globally in Bitcoin holdings, far exceeding companies such as Tesla and Coinbase. However, its position falls significantly short of MicroStrategy and is unlikely to rival it in the future.

Tradingkey - According to disclosures from the U.S. Securities and Exchange Commission (SEC) on May 20, SpaceX, Elon Musk’s largest-ever IPO project, has officially filed with the SEC. Reports indicate that SpaceX confidentially filed the document with the commission in April. Underwriters for the offering include Goldman Sachs, Morgan Stanley, BofA Securities, Citi, and J.P. Morgan Securities. SpaceX will issue two classes of common stock: Class A common stock (one vote per share) and Class B common stock (10 votes per share). The prospectus reveals that Musk holds a combined voting power of 85.1%, consisting of 12.3% of Class A shares and 93.6% of Class B shares. Regarding financials, for the fiscal years ended December 31 from 2023 to 2025, the company’s revenue was $10.387 billion, $14.015 billion, and 1...

TradingKey - U.S.-Iran tensions showed clear signs of easing on Wednesday (May 20), as crude oil markets plummeted and gold (XAUUSD) continued its rally.

TradingKey - Samsung Electronics and union leaders reached a tentative wage agreement on Wednesday night, averting a general strike originally scheduled for Thursday at the last minute. Samsung shares surged more than 6% in early Thursday trading, while KOSPI 200 futures rose 5%, triggering a circuit breaker. As of 10:21 AM Seoul time on May 21, Samsung's stock price stood at 293,500 KRW, up 6.25%.