TradingKey

TradingKey - Over the last three years, Taiwan Semiconductor Manufacturing (TSM) has cemented its position as the go-to supplier for the global chipmaking market and has been rewarded with a 379%-plus return on its stock price. 

TradingKey — Just as the U.S. and Iran were reportedly nearing an agreement, the two sides exchanged fire once more, potentially fueling a further escalation of the situation. Amid market expectations of a protracted conflict between the U.S. and Iran, the latest report from Barclays notes that the crude oil supply shock triggered by this Middle East conflict holds historical significance comparable to the 1973 Arab Oil Embargo and the 1978–1979 Iranian Revolution. It could fundamentally reshape the global energy market landscape, rather than merely causing short-term volatility in oil prices.

TradingKey - After the U.S. market close on May 13, Cisco (CSCO.US) will release its fiscal 2026 third-quarter earnings report. The company previously issued a revenue guidance range of $15.4 billion to $15.6 billion, with the Wall Street consensus sitting at approximately $15.56 billion. Guidance for adjusted earnings per share (Non-GAAP EPS) is $1.02 to $1.04, while the average analyst estimate is approximately $1.04.

TradingKey - Energy Transfer (ET) just delivered another strong earnings report, yet ET stock is up just about 16% year to date, roughly in line with the broader market. But that response was muted against a backdrop of soaring oil prices and record U.S. oil and gas exports. With winds of industry t

TradingKey - On May 8 (ET), shares of aerospace and space systems company Rocket Lab (RKLB.US) surged 34.22% to close at $105.47, driven by its first-quarter earnings report. The stock’s year-to-date gain has reached 51.19%.

TradingKey - On May 8, Eastern Time, U.S. President Trump's remark to "go buy a Dell (DELL) computer" caused shares of the core AI server supplier to jump more than 14% intraday. The stock closed up 13.11% at $260.46, hitting a record high. The stock has gained 23.93% this week and has more than doubled year-to-date, with an overall increase of 106.91%.

TradingKey - Toyota FY2026 operating income ¥3.8T, net income -19% YoY. U.S. tariff hit ¥1.38T. FY2027 guided ¥3.0T. Dividend raised to ¥95. TM at $188, RSI 33, Fib supports $185.61. Target $198–$206.

TradingKey - In recent semiconductor market movements, the once-dominant Nvidia (NVDA) appears to have been sidelined, as capital flows toward long-overlooked hardware companies such as Intel (INTC), AMD, and Micron (MU). Year-to-date, market leader Nvidia has risen only 13.96%, slightly outperformi

TradingKey - According to a Reuters report on May 8, AI startup Anthropic has signed a $1.8 billion contract with Akamai Technologies (AKAM). This deal represents the largest single contract since Akamai’s inception, a development that quickly ignited enthusiasm in the capital markets. By the close of U.S. trading on Friday, Akamai's share price surged 26.58% to $147.71, after reaching an intraday high of $149.76. The company's market capitalization has reached $21.475 billion, with its cumulative gains over the past 12 months expanding to 65%.

If SanDisk continues along its path and actually achieves the consensus estimate of $168 in earnings per share in one year, a P/E multiple of 22 — which is a rather conservative estimate of the S&P 500 average — would imply a stock price of close to $4,000.

TradingKey - On Friday, the S&P 500 hit another all-time high, while the Philadelphia Semiconductor Index surged 11% over five trading sessions, marking a sixth consecutive weekly gain for U.S. equities. Amidst the market frenzy, "The Big Short" investor Michael Burry issued a fresh warning, likening the current AI fervor to the final stages of the dot-com bubble in 2000.

TradingKey - Nasdaq officially announced on May 8 that Lumentum (LITE.US) will be added to the Nasdaq-100 Index prior to the market open on May 18, replacing real estate data firm CoStar, whose share price has halved this year.

TradingKey — As the U.S.-Iran war continues, the "NACHO" trade has become the most prevalent play on Wall Street. NACHO, which stands for "Not A Chance Hormuz Opens," signifies the belief that the Strait of Hormuz will not reopen. Market analysis indicates that growing skepticism over a near-term en

TradingKey - Since its listing on April 2, the Roundhill Memory ETF (DRAM) has surged 88% in just 25 trading days, with assets under management (AUM) surpassing $5 billion. This pace of growth is second only to the 24-day record set by the iShares Bitcoin Trust (IBIT).

TradingKey - As the newly released US non-farm payroll data propelled the Nasdaq to a record high, market focus shifts to the April CPI data to be released next week.

TradingKey - AI chipmaker Cerebras is reportedly planning to list on Nasdaq on May 14 under the ticker symbol “CBRS.” The IPO is expected to be the largest in the U.S. this year, placing Nvidia’s (NVDA) strongest challenger in the AI computing space officially under the capital market spotlight.

Central banks or sovereign institutions favor the Strategy because it provides a "high-yield and fully compliant" channel for state capital to achieve stable systemic returns.

TradingKey - Driven by the explosion in AI storage demand, Micron Technology (MU) shares have surged for five consecutive trading sessions since May 1, with a cumulative weekly gain of approximately 38%. The stock closed up over 15% at $746.81 this Friday, hitting a record high. Its market capitalization surpassed $840 billion, with daily turnover reaching $46.36 billion, ranking first in the U.S. stock market.

TradingKey — Intel (INTC) shares surged on Friday following reports of a preliminary cooperation agreement with Apple (AAPL). The stock’s intraday gain briefly exceeded 13% before closing up 13.96%, with its market capitalization jumping to $627.8 billion.

TradingKey - On May 8 at 8:30 AM ET, the U.S. Bureau of Labor Statistics released the April Non-farm Payrolls report. This marks the first time in nearly a year that non-farm payrolls have recorded growth for two consecutive months, further supporting the Federal Reserve's stance to maintain interest rates and shifting market focus toward inflation data. Specifically, U.S. April seasonally adjusted non-farm payrolls increased by 115,000, exceeding the expected 62,000, while the previous figure was revised from 178,000 to 185,000.