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• Marvell unveiled industry's first 102.4 Tbps switch silicon for AI. • Company raised fiscal years 2027 and 2028 outlook due to AI. • Analysts increased price targets, citing strong AI growth prospects.

• Seagate's Q3 earnings beat analyst expectations; Q4 guidance optimistic. • Analyst upgrades reflect confidence in Seagate's AI and data center storage demand. • Long-term contracts and debt management improve Seagate's financial outlook.

• Salesforce reported strong Q1 fiscal 2027 earnings, surpassing expectations. • Company invested $5 billion in AI firm Anthropic, boosting its AI sector position. • Salesforce plans $25 billion accelerated share repurchase, signaling undervaluation.

Tradingkey - The race for AI industry listings has reached a fever pitch. Latest reports indicate that Anthropic has confidentially submitted a draft registration statement for an initial public offering (IPO) to the U.S. Securities and Exchange Commission (SEC), aiming to go public as early as this autumn. Anthropic stated on its official blog that the number of shares to be offered and the price range for the proposed offering have not yet been determined.

• PANW share price increased due to positive sentiment and upcoming earnings. • Acquisitions in AI security enhance Palo Alto Networks' market position. • Analyst ratings and a NATO partnership boost investor confidence.

• Broadcom stock saw intraday volatility amid analyst optimism. • Analysts raised price targets, citing AI revenue growth expectations. • Q2 earnings report anticipation fuels investor focus on AVGO.

• Meta faces EU Digital Services Act probe over underage user access. • UK investigates Meta's compliance with messaging market data requests. • Insider selling and reduced institutional stake add to negative sentiment.

• Amazon stock declined due to regulatory challenges and AI investment scrutiny. • Stricter European cloud regulations may limit AWS government contracts. • High AI spending concerns impact Amazon's near-term profitability and valuation.

• Palantir's stock rose due to strong Q1 2026 performance and AI outlook. • Record revenue and raised 2026 guidance were driven by U.S. commercial segment growth. • Demand for AI platforms and analyst sentiment are tailwinds, despite valuation debates.

Tradingkey - On June 1, the three major US stock indices closed mixed as sector-level divergence further intensified. NVIDIA CEO Jensen Huang announced at the GTC conference that the company's next-generation AI computing platform, Vera Rubin, has entered full-scale mass production. This news furthe

• SAP stock rose on AI optimism and enterprise software positioning. • Strong Q1 2026 results and reaffirmed guidance boosted confidence. • SAP's AI focus, including Joule platform, drives positive investor sentiment.

• Arista Networks exceeded Q1 2026 earnings and raised 2026 revenue guidance. • Company expects AI revenues to more than double in 2026. • Analysts maintain positive ratings, upgrading price targets.

• NVIDIA's new superchip intensifies AI PC market competition. • Microsoft easing Copilot+ PC exclusivity impacts Qualcomm. • Investor sentiment shifts bearish due to competitive pressures.

• Toyota halts shipments due to certification issues. • Recalls of Tundra and other models impact reputation. • SoftBank surpasses Toyota in market value.

• Shopify's AI focus and new features drive investor confidence. • Universal Commerce Protocol expansion opens new marketplace opportunities. • Analysts maintain "Buy" ratings; institutional investors increase stakes.

• Merck shares declined despite positive oncology data. • Large acquisition charges may impact investor sentiment. • Analyst ratings are mostly "Buy" with a positive price target.

• SanDisk's Q3 2026 results surpassed expectations with strong datacenter revenue. • Analyst price targets increased due to confidence in memory profit margins. • NVIDIA's new CPU announcement is expected to boost memory demand.

• Global EV demand strong, but China/US growth softer. • FSD safety scrutiny and regulatory investigations persist. • Analyst ratings mixed, with "Hold" consensus and downward revisions.

• TSM shares rose due to Nvidia collaboration on AI integration. • Strong demand for advanced chips boosts TSM's pricing power. • Analysts maintain optimistic ratings for TSM, citing AI growth.

• Oracle expanding AI and cloud infrastructure with Project Jupiter. • Market views Oracle as key AI infrastructure partner benefiting from AI sector. • Strong financial performance and analyst ratings support Oracle's growth.