TradingKey

• Broadcom launched new AI and connectivity products, including Wi-Fi 8 and 50G PON. • AI semiconductor revenue is projected for significant acceleration and substantial future potential. • Analysts reiterate "Buy" ratings and increase price targets for Broadcom.

• Dell reported strong Q1 2027 results and optimistic outlook. • Record AI server revenue and backlog drove significant growth. • Analysts upgraded ratings and price targets following the announcement.

• Micron stock rises on strong AI High Bandwidth Memory demand. • Company reports exceptional fiscal Q2 2026 results and raises guidance. • Analysts are raising price targets due to AI memory demand.

• IBM invests $10 billion in quantum computing over five years. • IBM commits $5 billion to open-source software security. • IBM reaffirmed its 2026 outlook with 5% revenue growth projection.

• Intel's stock rose due to innovation, market sentiment, and semiconductor strength. • New Arc G-Series processors and potential foundry deals boost confidence. • Strong Q1 2026 results and AI demand support Intel's outlook.

• Qualcomm to supply custom AI chips to ByteDance for data centers. • New Snapdragon C Platform targets affordable AI-enabled laptops. • Stock volatility due to mixed guidance and analyst ratings.

AI concept stocks including Dell, Super Micro Computer, and Palantir all surged following their earnings reports. The market is now watching whether Broadcom will replicate this rally when it reports results next Wednesday.

TradingKey — According to Business Insider, Amazon (AMZN) AWS is planning to add SpaceX’s Grok model to Amazon Bedrock. For Amazon, the core of this move is not a bet on Grok, but rather to continue strengthening AWS's role as a platform in the enterprise generative AI market: customers do not have to choose a single large model provider, but can instead access Anthropic, OpenAI, Meta (META), Cohere (COHR), and potentially SpaceX’s Grok in the future through a unified interface within Bedrock.

TradingKey - Premarket on Friday, May 29, the three major U.S. stock index futures rose slightly as markets continued to digest U.S. April PCE inflation data, progress in U.S.-Iran ceasefire negotiations, and the AI hardware rally triggered by Dell’s earnings report. As of press time, Dow Jones Industrial Average futures rose 0.31%, S&P 500 futures rose 0.16%, and Nasdaq 100 futures rose 0.13%.

Traditional financial institutions incur high operating costs with thousands of employees in compliance, clearing, and technology, and do not trade on weekends. In contrast, Hyperliquid has facilitated nearly $3 trillion in cumulative trading volume with an engineering team of just 11, steadily capturing their market share.

TradingKey - Snowflake Q1 FY2027: $1.05B revenue +29% YoY, product revenue +31%, RPO +28% to $4.8B. 36% breakout above multi-month descending trendline. SNOW at $239. Target $261–$280.

Ethereum’s development trajectory closely mirrors that of early-stage Amazon and Solana. While currently in a trough, it is poised for a renewed breakout as market conditions improve.

TradingKey - According to Japanese media reports on May 28, approximately 30 Japanese companies are considering participating in an AI joint venture led by SoftBank, named "Japan AI Foundation Model Development Co." SoftBank, NEC, Honda, and Sony each hold stakes of over 10%. The first batch of about 10 companies is expected to complete their capital contributions in June, with individual investments reaching tens of millions of yen. The joint venture aims to develop a trillion-parameter model by 2027. By the early 2030s, it intends to integrate real-world data such as temperature and weight to create "Physical AI" capable of perceiving and controlling the physical world.

TradingKey - On May 28, Eastern Time, Snowflake (SNOW) shares surged nearly 40% intraday, closing with a 36% gain. The rally was driven by its latest financial results exceeding market expectations and the announcement of a five-year, approximately $6 billion cloud and AI infrastructure partnership with Amazon's (AMZN) AWS.

TradingKey - On May 28, Eastern Time, Dell Technologies (DELL.US) delivered blockbuster first-quarter results for fiscal year 2027 after the U.S. market close. Revenue and profit significantly exceeded expectations, and the company substantially raised its full-year financial guidance, driving Dell shares to surge nearly 40% at one point in after-hours trading.

TradingKey - On May 28, Eastern Time, AI company Anthropic announced the completion of a $65 billion Series H funding round, reaching a post-money valuation of $965 billion. This surpasses the $852 billion valuation of rival OpenAI, making Anthropic the world’s most valuable private AI company. Notably, the world's three major memory chip manufacturers—Micron Technology (MU), Samsung Electronics, and SK Hynix—participated for the first time as "strategic infrastructure partners." The specific investment amounts from the three companies were not disclosed.

TradingKey - As of August 28, Eastern Time, AI cloud infrastructure provider Nebius Group (NBIS.US) surged over 11% intraday before closing at $226.34, up 8.62%. The stock continued to rise by more than 1.5% in overnight trading. Year-to-date, the shares have seen a cumulative gain of 170.4%.

TradingKey - During the Asian session on May 29, both Japanese and South Korean stock markets closed higher, bolstered by overnight gains in U.S. equities and expectations of a ceasefire between the U.S. and Iran. In Japan, the Nikkei 225 Index opened higher and trended upward, closing up approximately 2.53%, while the TOPIX also rose. The upward momentum was almost entirely driven by the semiconductor and electronic components sectors.

U.S. April PCE data indicates that Federal Reserve rate cuts remain distant, prompting a significant shift of capital from Bitcoin to AI stocks as the downward trend is expected to persist.

TradingKey - According to Bloomberg, Anthropic’s latest funding round has reached $65 billion, bringing its valuation to $965 billion and officially surpassing OpenAI as the world’s most valuable AI startup. Both companies are preparing for anticipated IPOs later this year. According to reports, OpenAI may have already confidentially filed for an IPO, targeting a listing as early as September, while Anthropic could also go public as early as this autumn. Currently, Anthropic has significantly outperformed OpenAI in valuation; its annualized revenue has reached $47 billion and is expected to exceed $50 billion by the end of next month, whereas OpenAI’s annualized revenue stood at approximately $25 billion in February. Given these conditions, what are OpenAI’s remaining prospects?