TradingKey

TradingKey - On May 6, AI chip leader NVIDIA and Corning officially announced a long-term strategic partnership. The two companies will collaborate to upgrade U.S. domestic manufacturing capacity for AI optical infrastructure and establish underlying interconnect systems for next-generation AI computing clusters. This major partnership quickly ignited enthusiasm in capital markets; following the announcement, Corning's stock price surged 12% in a single day, bringing its total market capitalization to $156.2 billion, while NVIDIA's shares also closed nearly 6% higher. This collaboration represents a powerful alliance between two companies that have benefited significantly from the AI boom. Over the past twelve months, Corning’s stock has seen a low of $43 and a high of $195, representing an absolute gain of nearly fivefold.

TradingKey - IONQ’s latest earnings beat expectations, but shares fell after-hours as the market had previously overextended performance expectations; the medium-to-long-term outlook remains bullish.

TradingKey - Lithium giant Albemarle released its first-quarter 2026 financial results during the U.S. after-market session. As the world’s largest lithium producer, the company’s operating performance is regarded not only as its own financial data but also as a leading indicator for the entire industry. During the period, Albemarle recorded sales of $1.429 billion, up 33% year-on-year, slightly above average market expectations. Adjusted EBITDA reached $664 million, a 148% increase from $267 million in the same period last year, significantly exceeding the market forecast of $468 million.

American Bitcoin reported widening losses for Q1 2026, yet its stock price remained resilient amid rising Bitcoin prices, with the potential for further gains in the near term.

TradingKey - On May 7, both the Japanese and South Korean markets achieved significant breakthroughs. The Nikkei 225 Index surged following the market open, breaking the 62,000 psychological level for the first time during intraday trading. As of press time, the intraday gain reached 4.2%.

S&P 500 and Nasdaq hit new peaks driven by AI surges from AMD and SMCI.

TradingKey - Dell Technologies (DELL) results are due late this month and the setup is unusual. The company is a key provider of AI infrastructure, yet its valuation multiple has expanded much more modestly than peers in the semiconductor, networking, memory, and storage sectors. As we head into ear

TradingKey - Meta: AMD beat Q1 2026 with $10.3B revenue (+38% YoY) and $1.37 EPS. Data Center hit $5.8B (+57%). Q2 guided $11.2B. Pullback to $395–$408 is the trade entry. Targets $426 then $474.

TradingKey - Coca-Cola (KO) and PepsiCo (PEP) have given investors numerous reasons as to why both companies are still the anchors of the global beverage industry conversation. 

TradingKey - During Wednesday's US pre-market session, the three major US stock indices rose in unison. Dow Jones futures rose 0.89%, Nasdaq 100 futures jumped 1.32%, and S&P 500 futures gained 0.78%.

TradingKey - During pre-market trading on May 5, international crude oil losses widened. WTI crude oil futures briefly fell below $90, hitting a low of $88.71 for the first time since April 21, with losses reaching as much as 13.2%. Brent crude plummeted as much as 12%, hitting a low of $96.77.

TradingKey - Lumentum (LITE) reported Q3 FY2026 revenue of $808.4 million, up 90.1% year-over-year, slightly below the Wall Street consensus estimate of $810 million. Non-GAAP EPS was $2.37, beating the expected $2.27 and significantly exceeding the $0.57 reported in the same period last year. Despite strong guidance across the board, the market over-interpreted the results as failing to meet high expectations.

TradingKey - Before the U.S. market open on Wednesday, AMD shares surged more than 18%. The previous day, the company delivered better-than-expected first-quarter results, with data center revenue surpassing Intel's for the first time.

TradingKey - During the Asian session on May 6, South Korean memory chip giant SK Hynix surged more than 10% intraday, with its closing price exceeding 1.6 million KRW, marking a record high for the second consecutive trading day. The company's market capitalization surpassed 1,100 trillion KRW, with its cumulative year-to-date gain reaching over 146%.

TradingKey - During Wednesday's trading session, spot gold reclaimed the $4,700 psychological level, with intraday gains extending to 3.19%. This followed significant signals from the U.S. that a ceasefire agreement with Iran is nearing completion, causing market safe-haven sentiment to cool. As the U.S. dollar weakened under pressure, gold and other precious metal assets staged a strong rebound.

TradingKey - On May 5 (ET), Super Micro Computer (SMCI) released its fiscal Q3 2026 financial report. Although third-quarter revenue slightly missed market expectations, a significant improvement in profit margins and better-than-expected guidance for the next quarter propelled the stock 18% higher in after-hours trading.

While the meta stock price may remain volatile through 2026 as the business undertakes its largest-ever investment cycle, the company’s ability to maintain operating income above 2025 levels is a key indicator of underlying strength.

TradingKey - International oil prices experienced another massive sell-off during Wednesday's Asian trading session. This followed reports citing U.S. and Iranian officials that both sides are close to reaching a one-page memorandum to end the war.

TradingKey - On May 5 (ET), Advanced Micro Devices (AMD) released its first-quarter fiscal 2026 financial results after the market close. The company reported revenue of $10.253 billion, up 38% year-over-year, exceeding market expectations of $9.89 billion. Non-GAAP earnings per share (EPS) were $1.

TradingKey - Driven by the explosive demand for AI chips, global memory chip leader Samsung Electronics reached a significant milestone. On May 6, the company’s share price surged by more than 16% intraday to a high of 270,000 KRW, ultimately closing up 14.41%. Its market capitalization surpassed 1,700 trillion KRW (approximately $1.15 trillion), officially joining the "trillion-dollar club." Samsung is now the second Asian technology company to achieve this feat, following TSMC.