TradingKey

• PDD Holdings stock rose amid volatility before Q1 2026 earnings. • Investors anticipate revenue growth but note margin pressure from spending. • Analysts maintain a "Buy" rating with upside potential for PDD.

• Analysts maintain a "Buy" rating and raised EPS estimate. • Quanta Services announced a dividend and $1 billion stock buyback. • Company exceeded Q1 2026 expectations with strong revenue growth.

• GE Aerospace secured substantial orders and key defense contracts. • Analyst sentiment is bullish with Outperform ratings and raised price targets. • GE Vernova exceeded Q1 2026 expectations and raised full-year guidance.

Tradingkey - On May 26 (ET), hostilities in Iran escalated once again, driving the two major crude oil futures to narrow their losses. WTI crude futures were down 3% at $93.70, while Brent crude futures returned to the $100 mark, though remaining down 3.41%. The core catalyst for this rapid rebound in international oil prices is the sudden escalation of geopolitical tensions in the Strait of Hormuz: U.S. forces recently launched military strikes in the strait area, to which Iran immediately responded with firm countermeasures, leading to a sharp cooling of market optimism regarding the restoration of waterway passage through negotiations.

• BBVA stock shows intraday volatility on strong Q1 2026 earnings. • Share buybacks and positive analyst ratings support stock sentiment. • Strategic emerging market positions and potential Banco Sabadell deal add optimism.

• Gold prices, institutional forecasts, and central bank demand support Newmont. • Newmont's strong Q1 2026 results and positive analyst ratings boosted sentiment. • Technical indicators show a sell signal, oversold, and neutral conditions.

• US Secretary of Energy extended operations for Eddystone Generating Station. • Constellation reported strong Q1 2026 earnings, beating analyst estimates. • AI-driven data center demand provides a positive industry tailwind.

• BP's stock declined due to chairman's removal over governance concerns. • Uncertainty and past conduct issues impacted investor confidence. • Geopolitical events and mixed analyst ratings also influenced stock.

• Chevron stock fell due to declining crude oil prices. • Diplomatic progress with Iran eased oil supply disruption concerns. • Broader indices rose while energy sector faced headwinds.

• Amphenol exceeded Q1 2026 expectations with strong revenue and earnings. • Company raised Q2 2026 outlook due to AI infrastructure demand. • Analysts raised price targets, reiterating "Buy" ratings.

• Copper prices near record highs due to supply disruptions. • Southern Copper reported strong Q1 2026 earnings and revenue. • Tía María project permit reinstated, boosting growth prospects.

• Applovin's Q1 2026 earnings surpassed expectations, driving stock movement. • Upcoming Axon platform launch is a key catalyst for growth. • Analysts maintain positive ratings and price targets for APP stock.

• ETN share price rose driven by analyst upgrade and institutional buying. • Bernstein maintained an "Outperform" rating and raised Eaton's price target. • Institutional investors significantly increased their Eaton holdings recently.

• Analysts upgraded Marvell Technology price targets, citing AI infrastructure role. • Marvell is well-positioned in optical interconnects and custom AI silicon. • Expectation for a positive Q1 fiscal year 2027 earnings report tomorrow.

Tradingkey - Elon Musk’s SpaceX is set to list on Nasdaq in mid-June with a target valuation of $1.75–$2 trillion, as the market focuses intensely on whether its performance can support this massive valuation. According to prospectus data, Starlink is currently the company’s sole profit pillar; the communications business, including Starlink, generated $11.39 billion in revenue last year, accounting for 61% of total revenue. The market generally considers Starlink's user growth and commercialization progress as key variables for valuation validation. Today, American Airlines (AAL) confirmed the adoption of Starlink’s in-flight network, injecting new growth momentum into the business. American Airlines finalized an in-flight connectivity upgrade plan to equip over 500 narrow-body aircraft with SpaceX’s Starlink system, further consolidating Starlink’s advantage in the aviation Wi-Fi sector as it continues to gain favor among major global airlines.

• Analog Devices reported strong Q2 2026 results, exceeding expectations. • Acquisition of Empower Semiconductor aims to boost AI power management. • Analysts raised price targets, citing growth and strategic acquisition benefits.

• Arista Networks experienced upward volatility driven by analyst sentiment and strong AI networking. • Q1 2026 revenue and EPS exceeded expectations, with raised full-year growth outlook. • Positive sentiment persists despite volatility, with focus on AI and cloud networking markets.

• Analyst price target increase drives Western Digital stock upward. • AI infrastructure demand boosts Western Digital's HDD and NAND flash outlook. • Company reported strong Q3 2026 results and increased its dividend.

• Seagate secures long-term contracts for AI data storage, selling out production through 2027. • Company reported strong Q3 FY2026 results, exceeding expectations, and provided optimistic Q4 guidance. • Seagate announced exchange agreements to convert senior notes, managing capital structure and reducing leverage.

• Santander explores risk transfer deal for global corporate loans. • Bank reported record first-quarter profit and surpassed EPS estimates. • Santander reaffirms 2026 targets, showing analyst "Strong Buy" ratings.