TradingKey

• 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.

• JPMorgan initiated Oracle coverage with "Overweight" rating and $210 target. • Oracle secured a $30 billion U.S. government cloud infrastructure agreement. • Third-quarter FY26 results exceeded estimates with strong cloud growth.

Should XLM break through the resistance level of $0.18, it is poised to rise nearly 40% further and challenge the next resistance at $0.25. Conversely, it may retreat once more to the year-to-date low of $0.14.

• PDD Holdings' Q1 2026 revenue increased 11% year-over-year. • Profitability declined due to increased investment in supply chain and brand development. • Analysts downgraded PDD stock, citing profitability and business concerns.

• Snowflake beat Q1 FY27 expectations with strong revenue and EPS. • Company raised full-year revenue guidance driven by AI demand. • Expanded AWS partnership includes $6 billion compute commitment.

• ServiceNow's Q1 2026 results surpassed expectations with strong revenue growth. • New AI offerings like Otto position ServiceNow as a key enterprise AI player. • Analysts issued buy ratings citing AI potential and enterprise presence.

• Dell secured a $9.7 billion Pentagon software contract. • AI server market growth fuels positive outlook and analyst upgrades. • Dell announced innovations in storage, computing, and AI solutions.

• Situational Awareness LP disclosed a 5.6% stake in Nebius (NBIS). • Nebius reported Q1 2026 revenue of $399 million, exceeding estimates. • Nebius acquired Eigen AI for approximately $643 million.

TradingKey - U.S. April PCE data indicates that inflationary pressures remain sticky; although the core monthly rate was lower than expected, it is unlikely to shift the Federal Reserve's cautious stance.

Micron Technology's stock price experienced a slight pullback and may continue to trend lower toward the $800 support level in the short term.

TradingKey - Dutch cloud computing provider Nebius Group (NBIS) saw its pre-market share price surge by as much as 11%. The primary catalyst for the rally was a significant equity disclosure from Situational Awareness, an investment firm founded by former OpenAI researcher Leopold Aschenbrenner. According to regulatory filings, the firm holds 12.4 million Class A ordinary shares of Nebius, representing a 5.6% stake and making it one of the company's largest institutional investors.

TradingKey - On May 28, Eastern Time, Dell Technologies (DELL) shares rose over 4% pre-market following reports that the Pentagon awarded the company a five-year software contract valued at approximately $9.7 billion. This positive development comes just as Dell is set to release its fiscal year 2027 first-quarter earnings report, further intensifying market focus on its growth prospects across AI servers, enterprise IT demand, and government business.

Multiple macroeconomic headwinds have triggered capital outflows, causing Bitcoin to break below key support levels, with a high probability of further correction.

TradingKey - Eli Lilly (LLY) shares rose nearly 2% in Thursday’s pre-market session as the market focused on a major decision from U.S. healthcare giant CVS Health (CVS). CVS announced it would restore insurance coverage for the weight-loss drug Zepbound and include Foundayo, an oral weight-loss medication newly approved in April, in its standard drug formulary.

TradingKey - Dycom’s backlog surged to a record $4.8 bn as AI data center and fiber demand accelerates. Can DY stock break above $530 and rally toward $550?

TradingKey - On Thursday ET, the three major US stock index futures declined broadly, with Nasdaq futures leading the losses. As of press time, Dow futures fell 0.16%, Nasdaq 100 index futures dropped 0.38%, and S&P 500 index futures were down 0.20%. Renewed tensions between the US and Iran pushed o

TradingKey — Reports suggest that Elon Musk’s self-developed chip project, Terafab, is gaining momentum. Christophe Fouquet, CEO of lithography manufacturer ASML, stated this week that he has held direct talks with Musk regarding the initiative, adding that Musk is "very serious" about it. According to the latest industry survey by renowned analyst Ming-Chi Kuo, this unprecedented project faces at least three major challenges: excessive scope, a tight timeline, and a shortage of human resources. These pressures are expected to result in equipment procurement premiums, missed windows for technical R&D, and increased coordination complexity due to the simultaneous development of multiple process nodes. Amid these compounding pressures, Kuo contends that actual execution capability will be the ultimate determinant of the project's success.

TradingKey - USD/JPY touched 159.65 during the early Asian trading session on May 28, just shy of the 160.70 level recorded prior to the Japanese authorities' intervention in early May. Following the Bank of Japan's intervention, which had pushed the yen to 155.50, approximately 80% of those gains have been retraced in just three weeks.

TradingKey - Silver (XAGUSD) prices are currently hovering below $74 per ounce as the market lacks upward momentum.

TradingKey - During the Asian trading session on May 28, the gold price (XAUUSD) continued its downward trend, breaking below the $4,400 mark intraday to hit a low of $4,366.29. Having fallen nearly $200 over three consecutive trading days, technical analysis indicates that prices have reached a key support level near $4,360, suggesting the downward momentum may be nearing an end.