TradingKey

TradingKey - An article from financial blog ZeroHedge points out that Chinese semiconductor firms have begun flooding the market with domestic DRAM and NAND chips, which may drive down the prices of memory and storage devices. Is the chip market approaching a devastating moment? Could the impact of the Chinese chip price war become a "black swan" event for the three major industry giants: Samsung, SK Hynix, and Micron (MU)?

AI US stocks and AI cryptocurrencies represent two distinctly different investment theses. The former is a revaluation of tangible technology implementation by traditional capital, characterized by earnings support, high pricing power, and relatively rational valuations, though it may face a potential bottleneck. The latter represents Web3’s premature speculation on a future decentralized AI economy; currently in the "vision and narrative" stage, it lacks practical implementation, resulting in extreme volatility, but possesses the potential to break the Web2 monopoly in the future.

Tradingkey - Broadcom (AVGO) will release its fiscal second quarter 2026 earnings report after the U.S. market close on June 3, 2026, Eastern Time. As a leading global provider of AI infrastructure chips and private cloud software platform services, the company has benefited from the accelerated construction of data centers and the continued surge in demand for custom AI chips. Since the release of its previous quarterly results, Broadcom's share price has risen by approximately 36%, significantly outperforming the S&P 500 over the same period.

TradingKey - Rigetti Computing (NASDAQ: RGTI) is currently trading at $25.39, building support above the 0.236 Fibonacci level of $24.86. The RSI is oscillating between 57.95 and 62.45, while the upward-sloping trendline extending from $15.48 remains unbroken.

TradingKey - Dell Technologies (NYSE: DELL) released Q1 fiscal 2027 earnings toward the end of May, and the numbers were better than analysts predicted on both sales and profit fronts: $23.8 billion in sales, a 12% year-over-year increase

TradingKey - While investors are focused on Micron Technology taking machine learning to create a historic memory boom, a different corner of the storage market is going through a big change too. Once viewed as merely a cyclical hard drive producer, Western Digital is steadily positioning itself to

TradingKey - On the final trading day of May, the three major U.S. stock indices hit new record closing highs as technology stocks rallied, driven by Dell’s better-than-expected earnings report. By finishing the month in positive territory, the markets broke the traditional "Sell in May and go away" curse. Furthermore, the S&P 500 notched a rare nine-week winning streak, marking its longest rally since December 2023.

TradingKey - Amid the global memory supercycle fueled by the AI boom, Samsung Electronics and SK Hynix are shattering financial and market capitalization records at an unprecedented pace, collectively joining the trillion-dollar market cap club. While both compete in the same sector, their underlying logic, growth trajectories, and market narratives differ fundamentally. How should investors choose between them, and what is the optimal entry strategy?

TradingKey - As the most anticipated annual technology event in global capital markets, COMPUTEX 2026 is set to take place at the Taipei Nangang Exhibition Center from June 2 to 5.

TradingKey - As the U.S.-Iran conflict enters its third month, the global oil market is grappling with a combination of heightened volatility and uncertainty. In May, international oil prices recorded their largest single-month decline in six years. Brent crude July contracts fell nearly 20%, while West Texas Intermediate (WTI) July contracts dropped nearly 17%, both marking their weakest monthly performance since the onset of the pandemic in March 2020.

TradingKey - On May 31, SoftBank Group announced it will invest up to €75 billion (approximately RMB 592 billion) in France to construct a large-scale AI computing cluster network. This project is set to become Europe's largest data center initiative to date and represents SoftBank's largest single AI investment outside the United States.

Trump’s forceful mandate to grant the federal agency CFTC "exclusive jurisdiction" over prediction markets is set to significantly stimulate trading volumes. This move could potentially establish the sector as the most active financial battlefield outside of U.S. equities, though it may also trigger numerous issues or conflicts.

TradingKey - Rigetti RGTI at $25.50 after pulling back from the 2.618 Fib breakout. $2B federal quantum initiative, 36-qubit government delivery, Lyra 100+ qubit late 2026. RSI 59. Target $27.77.

TradingKey - P3 Health Partners is at $12.38 after pulling back from $18.52 post-earnings high. Ascending trendline from $5.91 intact. Q1 net income +$3M vs -$44M prior year. EBITDA $26M. Target $14.16.

TradingKey - On Friday, May 29 (ET), gold prices (XAUUSD) maintained a rebound momentum after retesting the key support level of $4,360 on Thursday. Following signals from the U.S. and Iran that a deal is nearing completion, gold prices briefly touched $4,600.

TradingKey - On Friday, June 5 (ET), the U.S. Bureau of Labor Statistics will release the May non-farm payrolls report. The market generally expects U.S. non-farm job growth to slow further from April, with current forecasts ranging from approximately 85,000 to 96,000, compared to the previous figure of 115,000. The unemployment rate is projected to remain around 4.2% to 4.3%, while the month-on-month growth of average hourly earnings is expected to pick up to 0.3%, up from the previous 0.2%.

TradingKey - On May 29, ET, U.S. President Trump held a meeting of approximately two hours with his national security team in the White House Situation Room to discuss whether to approve an interim agreement related to Iran; however, no final decision was announced following the conclusion of the meeting. The agreement aims to extend the fragile U.S.-Iran ceasefire for 60 days and pave the way for restarting Iran nuclear negotiations and reopening the Strait of Hormuz.

Tradingkey - The Iran-US conflict has disrupted global oil and gas production by interrupting supply chains and damaging oil supply lines and pipeline infrastructures due to ongoing hostilities.According to the Energy Information Administration, in April, Iraq, Saudi Arabia, Kuwait, the United Arab

Tradingkey - The U.S. aerospace industry suffered a major setback as space sector stocks came under broad pressure, with AST SpaceMobile (ASTS) tumbling 14.57%. According to media reports, Blue Origin’s New Glenn uncrewed rocket experienced a catastrophic explosion on the launch pad at Cape Canaveral Space Force Station on Thursday night, causing severe damage to the company’s only launch facility.

Tradingkey - On May 29, the board of directors of Universal Music Group, the world's largest music company, issued a statement officially rejecting a $65 billion all-cash acquisition proposal from billionaire Bill Ackman and his firm, Pershing Square Capital Management. The board explicitly stated that the transaction "is not in the best interests of Universal Music Group, its shareholders, artists, songwriters, employees, and all other stakeholders."