TradingKey

• Salesforce Q1 results beat expectations, but guidance fell short. • Profit-taking and analyst target cuts impacted share price. • Concerns about AI monetization and data breaches added to sentiment.

• Thermo Fisher stock declined amid growth outlook adjustments and analyst views. • Q1 2026 results beat estimates, but stock dipped due to market caution. • Divestiture and insider selling may impact sentiment despite positive financials.

• S&P Global shares declined due to spin-off anticipation and repositioning. • Shareholders will receive Mobility Global shares on June 15, 2026. • Mobility Global initiated a $2.0 billion senior notes offering.

• Southern Copper Corporation shares rose due to higher copper prices. • Strong factory output and green energy demand boosted copper. • Analysts maintain positive outlooks and buy signals for SCCO.

TradingKey - SpaceX plans to list on Nasdaq on June 12, with less than two weeks remaining before the debut of what is set to be the largest IPO in history. According to recent media reports, SpaceX could be included in the Nasdaq 100 Index as early as July. With a fundraising cap of $75 billion, its market capitalization post-listing may surpass that of Tesla. Supported by the high-growth sectors of AI and aerospace, SpaceX was initially expected to achieve an ultra-high market valuation. However, valuation targets were lowered following the disclosure of its prospectus. When SpaceX filed for a confidential IPO in early April, market valuations reached as high as $2 trillion. Following the prospectus disclosure, latest reports indicate the company's current target valuation has been revised down to $1.8 trillion, a $200 billion reduction from the $2 trillion valuation previously reported by Bloomberg.

• Qualcomm launched new AI chips and a data center brand, "Dragonfly." • Company's "Computing Continuum" strategy spans the entire computing stack. • Qualcomm reported strong earnings, growth in automotive, and increased dividend.

• Marvell reported strong Q1 FY2027 results and raised revenue guidance. • Marvell launched Teralynx T100 switch silicon for AI data centers. • Nvidia CEO endorsed Marvell, citing its AI infrastructure role.

• Texas Instruments exceeded Q1 2026 earnings expectations, guiding optimistic Q2 2026 outlook. • AI demand boosts Texas Instruments' analog and power management products for data centers. • Mixed analyst sentiment and insider selling create intraday volatility for Texas Instruments.

• Dell stock experienced significant volatility and a price decline. • Analysts cited elevated valuation and recent rally as concerns. • Strong AI server demand and backlog contrast with valuation concerns.

• KLA Corp paid an increased quarterly dividend to shareholders. • KLA Corp announced a 10-for-1 stock split, boosting investor interest. • Strong AI demand benefits KLA Corp's semiconductor process control tools.

• Caterpillar stock rose with volatility due to strong results, guidance, and analyst upgrades. • Company raised full-year 2026 sales outlook to low double-digit growth. • Global infrastructure investment cycle and mining demand benefit Caterpillar.

• Palantir's high valuation makes it sensitive to market sentiment and economic shifts. • Competition in AI and analyst sentiment impact Palantir's pricing and margins. • Government contract reliance and broader tech industry volatility pose risks.

• Alibaba launched new AI model Qwen3.7-Plus, boosting shares. • AI revenue shows triple-digit growth for Alibaba's cloud segment. • Analyst sentiment is "Moderate Buy" with an average price target of $189.05.

• Lam Research exceeded earnings and revenue expectations. • Analysts upgraded LRCX, raising price targets significantly. • AI-driven demand for semiconductor equipment is a key driver.

• Cisco unveiled Cloud Control with AI agents for IT infrastructure management. • New Multicloud Fabric simplifies secure network-as-a-service for cloud environments. • Analysts maintain a "Moderate Buy" rating, with increased price targets.

TradingKey - Since investors are extremely interested in the coming SpaceX IPO on June 12th, the number of allocations will be very limited. Individual investors usually have trouble buying an IPO directly, and the trading can be quite volatile after the IPO. A less-congested, less-prominent alterna

TradingKey - On June 2, Marvell Technology (MRVL) shares hit a high of $277.22, marking a new all-time high. As of press time, the stock was up 23.65% at $271.33. During a speech at Computex Taipei, Marvell Chairman and CEO Matt Murphy stated that the development of AI infrastructure is following a clear evolutionary path where "bottlenecks emerge and are resolved sequentially." The first stage was the computing power bottleneck, led by NVIDIA, which became the first company in the world to surpass a $5 trillion market capitalization. The second stage was the memory bottleneck, which recently saw the emergence of three new trillion-dollar market cap companies in the memory sector. The industry is currently in the third stage, where connectivity has become the core bottleneck restricting the further scaling of AI infrastructure.

• Applied Materials reported strong quarterly results exceeding expectations. • Analysts maintain positive ratings and price targets for the company. • Favorable industry dynamics benefit Applied Materials, especially AI chip demand.

• ASML stock rose due to strong AI demand and company fundamentals. • First-quarter results surpassed expectations, with increased full-year guidance. • Analyst sentiment is positive, with multiple "Buy" ratings and price targets.

• Microsoft stock declined due to regulatory concerns and AI investment costs. • FTC is investigating Microsoft's cloud, AI, and software bundling practices. • Company plans $190 billion AI infrastructure investment by 2026.