TradingKey

TradingKey - NVIDIA (NVDA.US) will release its first quarter fiscal 2027 financial results after the market close on May 20, Eastern Time. Market expectations project revenue at approximately $78.9 billion, representing a year-on-year increase of about 79%, with adjusted earnings per share (EPS) of approximately $1.77.

TradingKey - In recent years, cybersecurity has rapidly climbed to be among the top themes for Wall Street, with Palo Alto Networks being one of many companies that has thrived as a result. 

TradingKey - Netflix ad tier hits 250M MAUs, Q1 revenue +16% to $12.25B, 32.3% operating margin. INKubator AI animation studio announced. NFLX at $90, channel support. Targets $92–$97.

TradingKey - NVIDIA (NVDA) will release its earnings report after the U.S. market close on Wednesday, May 20, a report that will serve as the most critical stress test for the AI trade. However, the market is not betting entirely on the stock trending higher. Recent signals from the options market indicate that while investors are placing bullish bets, they are also purchasing a significant volume of protective positions, suggesting the market is bracing for heightened volatility. Options analytics firm SpotGamma noted in a recent report that the implied move for NVIDIA's earnings has reached 6%.

TradingKey - By 2026, the saga of Amazon.com Inc. ($AMZN$) isn’t about e-tailing supremacy or getting products to customers overnight. It is the story of an IT colossus re-purposing its sprawling IT capacity to be first mover in the generative AI boom.

TradingKey — On Monday Eastern Time, U.S. President Trump announced the cancellation of a planned strike against Iran scheduled for Tuesday, after leaders from three regional powers in the Middle East requested that he “hold off on action.” As of press time, the Dow Jones Industrial Average fell 0.19%, the Nasdaq Composite declined 0.61%, and the S&P 500 dropped 0.37%.

TradingKey - In early Asian trading on Monday, spot gold prices fell below $4,500 for the first time since late March, hitting a low of $4,480.01. Currently, Wall Street investment banks are divided on gold's outlook. JPMorgan Chase maintains its year-end price forecast of $6,000 but has lowered its average annual price estimate from $5,708 to $5,243. Goldman Sachs remains bullish, reiterating its year-end target of $5,400. Can the gold bull market return in 2026?

Tradingkey - May 19: Poor performance in U.S. tech stocks yesterday weighed on Asian markets today. Amid market concerns over the impact of the Samsung strike on the AI industry and the upcoming earnings report from AI giant Nvidia, stock markets in Japan, South Korea, and Taiwan all declined. Geopolitical tensions eased as Trump announced the postponement of a military strike against Iran originally scheduled for Tuesday, May 19. Today, Iran’s Deputy Foreign Minister announced a draft agreement proposal to the U.S., which includes the withdrawal of U.S. forces from the surrounding region.

TradingKey - According to an internal memo, the company’s Head of HR, Janelle Gale, notified all staff on Monday that layoff notices will be issued in batches starting at 4:00 AM local time on Wednesday, May 20. This round of adjustments involves approximately 8,000 positions, representing about 10% of Meta's total global workforce of 78,000.

This article evaluates Microsoft's potential to reach a $1,000 stock price by 2030. Despite near-term pressures from heavy AI capital expenditures and OpenAI investment losses, MSFT remains backed by a $625 billion commercial backlog and a strong 39% Azure growth rate driven by enterprise AI monetiz

TradingKey — Kyung Kye-hyun, the former head of Samsung Electronics' semiconductor division, warned on Monday that global memory chip prices could begin to decline as early as the second half of 2027. Risks stem not only from aggressive capacity expansion by Chinese manufacturers but also from potential demand contraction if tech giants like Amazon and Microsoft see declining returns on investment (ROI) for their AI-related capital expenditures.

TradingKey - In a recent interview with Bloomberg, the CEO of Delta Air Lines (DAL) stated that the company chose Amazon’s (AMZN) LEO satellite service over SpaceX’s Starlink for its in-flight Wi-Fi. The CEO noted that Amazon offers more than just satellite technology, providing lower costs and greater technical capabilities. He specifically highlighted that Amazon possesses retail capabilities, Prime membership, and a video entertainment ecosystem, all of which are advantages Starlink lacks.

TradingKey - Data released by the Japanese government on Tuesday showed that nominal GDP for fiscal year 2025 grew by 4.2% year-on-year, marking the fifth consecutive year of positive growth as total nominal GDP continued to hit record highs. In the first quarter of 2026, the annualized GDP growth rate reached 2.1%, exceeding the 1.7% median forecast by analysts surveyed by Reuters and marking a significant acceleration from the 1.3% growth seen in the previous quarter. Takayuki Toji, senior economist at Japan Post Insurance, stated that the government may become more receptive to further interest rate hikes, potentially leaving room for the Bank of Japan to raise rates as early as June or July, prior to the next GDP data release.

TradingKey - During the Asian trading session on May 19, Standard Chartered PLC (02888.HK) rose more than 4% intraday to HKD 201.80, bringing its year-to-date cumulative gain to over 5%.

A former OpenAI researcher is aggressively shorting semiconductor stocks such as NVIDIA and Broadcom, asserting that the second half of the AI cycle will shift its focus from chips to power.

Tradingkey - Amid heightened market concerns that escalating conflict in Iran could trigger crude oil supply disruptions, U.S. President Trump suddenly announced on May 18 (ET) the postponement of a military strike against Iran originally scheduled for Tuesday, May 19. Trump stated on social media that, following a joint request from the leaders of Qatar, Saudi Arabia, and the UAE, he has ordered the U.S. military not to proceed with the planned strike on the 19th. He noted that the U.S. and Iran are currently engaged in serious negotiations, and that the aforementioned Middle Eastern leaders believe the two sides will ultimately reach an agreement centered on the core provision that "Iran must not possess nuclear weapons."

TradingKey — Latest reports indicate that SpaceX has announced a 1-for-5 stock split ahead of its IPO. The company adjusted the fair market value per share from $526.59 to $105.32. The split is expected to be processed during the week of May 18 and completed by May 22.

TradingKey - On May 18 local time, a nine-person jury in a federal court in Oakland, California, unanimously ruled to dismiss Elon Musk’s lawsuit against OpenAI and Sam Altman after less than two hours of deliberation. The case was dismissed because the statute of limitations had expired, precluding a substantive trial on the core dispute of whether OpenAI deviated from its original non-profit mission.

TradingKey — According to people familiar with the matter, SpaceX plans to list on Nasdaq on June 12, 2026, under the ticker symbol SPCX. The company aims to raise $75 billion at a valuation of approximately $1.75 trillion to $2 trillion, which would mark the largest initial public offering (IPO) in history.

TradingKey - Nomura Securities has raised its price targets for Samsung Electronics to KRW 590,000 and SK Hynix to KRW 4,000,000, citing exponential growth in AI memory demand. As of 12:00 Seoul time on May 19, Samsung Electronics’ share price stood at KRW 272,000, while SK Hynix was trading at KRW 1,773,500.