TradingKey

• Danaher raised full-year earnings guidance after Q1 2026 results. • Biotechnology and Life Sciences segments showed strong Q1 2026 growth. • Acquisition of Masimo Corporation is expected to boost EPS and growth.

• Analysts reaffirmed confidence, raising price targets and ratings. • Strategic NATO partnership and AI security platform initiatives boosted sentiment. • Acquisitions and new AI security products enhance market position.

• STB paused Union Pacific/Norfolk Southern merger review. • Inflation accelerated, impacting interest rate expectations. • Union Pacific reported strong Q1 2026 results.

• Southern Copper's stock rose due to strong Q1 2026 results. • Tía María project permit reinstatement is a key growth catalyst. • Mixed analyst ratings and production decline concerns create volatility.

Tradingkey - On May 28, the final set of U.S. economic data for April was released, further confirming that inflation is spreading across a broader range of sectors. This has also solidified market expectations that the Federal Reserve will not cut interest rates this year. Recent hawkish remarks from Fed officials further indicate that the AI boom cannot be expected to resolve inflationary pressures.

• SanDisk stock rose on analyst upgrades and AI memory sector strength. • Company secured over $42 billion in five-year supply agreements. • SanDisk advances High Bandwidth Flash technology for AI workloads.

• Applovin beat Q1 2026 revenue estimates and provided strong Q2 guidance. • The upcoming Axon platform launch is a key growth driver for Applovin. • Analysts are raising price targets and maintaining buy ratings on Applovin.

• Seagate's quarterly results surpassed expectations; outlook is optimistic. • Analysts have upgraded Seagate, citing strong storage demand and pricing. • Seagate benefited from debt restructuring and increased institutional investment.

• TMO stock rose on strong Q1 2026 results, exceeding expectations. • New advanced mass spectrometers launched, targeting research and pharma. • Expanded global bioanalytical lab in Sweden; announced microbiology business sale.

• Amphenol exceeded Q1 2026 expectations and forecast optimism. • Company is positioned for AI data center growth and optical interconnects. • Analysts maintain positive ratings and higher price targets.

• Qualcomm launched Snapdragon C Platform for Windows laptops. • Qualcomm secured ByteDance AI chip supply deal for data centers. • Analyst upgrades and price targets reflect positive growth prospects.

• IBM to invest $10B in quantum computing by 2029. • Project Lightwell commits $5B to secure open-source AI. • Analysts maintain "Buy" ratings with average target $275.43.

• AMD stock saw positive movement driven by strong Q1 2026 results. • Analysts are optimistic about AMD's AI initiatives and data center growth. • A new partnership with Rocket One enhances AMD's AI development capabilities.

• Shopify's Q1 2026 earnings surpassed expectations with record GMV. • AI integration and features are enhancing merchant capabilities and growth. • B2B segment growth and share repurchases bolster investor confidence.

• GE Vernova declined due to market headwinds and analyst report. • Analyst report cited unrealistic "hyper-growth" AI demand expectations. • Insider selling and institutional position reductions preceded decline.

Tradingkey - On May 28, U.S. government officials reported a new ceasefire agreement reached between the U.S. and Iran. Influenced by this major geopolitical news, trading volumes across major global asset markets saw a significant expansion during the day. All three major U.S. stock index futures turned from gains to losses. As of press time, Dow Jones futures rose 0.02%, S&P 500 futures rose 0.23%, and Nasdaq 100 futures rose 0.39%. Spot gold surged in the short term, rising by more than $100; as of press time, it was up 0.14% at $4,452. The two major crude oil futures fell before rebounding; as of press time, WTI crude oil futures rose 0.36% to $89, while Brent crude oil futures rose 0.21% to $94.49.

• Northland downgraded Intel, citing valuation concerns from recent rally. • Analysts anticipate data center spending slowdown and intense competition. • Intel's foundry business reported operating losses due to lower yields.

• ARM reported record revenues driven by AI and cloud segments. • New Arm AGI CPU for AI data centers shows substantial customer demand. • Analysts maintain "Buy" ratings and raise price targets for ARM.

• Palantir beat Q1 2026 revenue and EPS expectations. • Secured numerous government contracts, including USDA partnership. • Analysts issued positive ratings and increased price targets.

• Major PBMs will cover Eli Lilly's obesity drug portfolio. • Analysts reiterate "Buy" ratings, raising price targets for Eli Lilly. • Positive trial results for retatrutide boost obesity drug leadership.