TradingKey

• AST SpaceMobile received FCC approval for commercial BlueBird satellite operations. • Company secured over $1.2 billion in contracted carrier commitments. • Management reaffirmed full-year revenue guidance of $150 million to $200 million.

• Mubadala sold 22 million GlobalFoundries shares at a discount. • Profit-taking and potential share supply impacted GFS stock. • Recent positive catalysts were overshadowed by the large offering.

• Coupang launched "Coupang Collab Club" for character goods and collaborations. • Free delivery promotion extended to all Coupang Eats users, not just Wow members. • Management authorized an additional $1 billion for share repurchases.

• Seagate reported strong Q3 results and optimistic Q4 2026 outlook. • Surging AI data demand drives growth for data storage solutions. • Analysts upgraded ratings, with increased institutional investment activity.

• Constellation Energy experienced intraday volatility due to analyst sentiment and regulatory uncertainties. • Analysts adjusted price targets, citing utility sector valuations over semiconductor valuations. • Regulatory ambiguity and slow new contract announcements contributed to stock pressure.

• ServiceNow's Q1 2026 results exceeded expectations, raising full-year guidance. • AI advancements like "AI Control Tower" and "Autonomous Security" were highlighted. • Analyst sentiment shifted positively, with B of A Securities reinstating a "Buy" rating.

• JPMorgan Chase expects expenses to exceed $105 billion. • The bank plans to allocate $10-$20 billion for acquisitions. • JPM stock trading at a premium valuation, analysts note.

• WATCHMAN demand slowdown and financial outlook revised. • Electrophysiology and urology businesses face competitive pressures. • FDA Class I recall correction issued for certain pacemakers.

Tradingkey - On May 26, Eastern Time, the three major U.S. stock indices showed divergent performance. The Dow Jones Industrial Average hit an intraday record high of 50,830.41, while the Nasdaq Composite and the S&P 500 turned lower. Although U.S. equities have staged a strong broad-based rebound over the past two months, the performance gap between the three indices remains significant. The Nasdaq Composite has led the market with a cumulative gain of approximately 27%, followed by the S&P 500 with an 18% increase over the same period. The Dow Jones has shown relative weakness, rising only 12% during this interval and significantly lagging behind the other two major indices.

• Newmont's share price fell due to lower gold prices and market rotation. • Easing geopolitical tensions decreased demand for gold as a safe haven. • Analyst downgrade and institutional selling added pressure on Newmont stock.

• Booking Holdings launched BKNG Ads to streamline partner campaigns. • Stock rose after a 52-week low and conservative guidance. • Analysts maintain "Buy" ratings with upside price targets.

• PDD Holdings' Q1 2026 results missed analyst expectations. • Revenue grew 11% YoY, but net income declined significantly. • Company faces regulatory scrutiny and intense market competition.

• Product recalls affect da Vinci surgical systems, impacting stock. • Analysts lowered price targets amid valuation concerns. • Q1 financials were strong, but overshadowed by recall issues.

• Allegations of improper payments impacted HDB's share price. • Investor sentiment is cautious due to governance concerns and market dynamics. • Previous governance issues and sector headwinds weigh on confidence.

• Marvell Technology shares declined ahead of earnings report. • Positive AI demand outlook and profit-taking drove stock movement. • Analysts maintain positive ratings with an average price target of $157.95.

• Corning stock decreased due to significant insider selling. • Company reported better-than-expected Q1 results and strong guidance. • Positive analyst ratings and strategic growth opportunities exist.

• Schwab shares declined amid Fed rate hike concerns and inflation. • Institutional and insider selling pressures contributed to the stock drop. • Stock reached a 52-week low, indicating bearish technical signals.

• Shopify stock shows upward movement amid renewed confidence. • Q1 2026 earnings surpassed expectations; GMV reached a record. • Analysts maintain a "Buy" rating with significant upside potential.

• AppLovin exceeded Q1 2026 earnings expectations and provided strong guidance. • AXON platform launch and reduced Meta competition bolster positive sentiment. • Analysts maintain positive ratings, with an average price target of $648.16.

Tradingkey - According to Iranian sources, a "preliminary informal document" regarding a Memorandum of Understanding (MoU) framework between Iran and the United States has been disclosed. The content covers the Strait of Hormuz, regional military deployments, and arrangements for future agreements. Driven by the de-escalation of geopolitical tensions, gold prices dropped to their lowest levels since late March. Both major crude oil benchmarks plunged: WTI crude futures hit a low of $87.77 per barrel, the lowest since April 22, while Brent crude fell to a low of $94.17 per barrel.