TradingKey

• GE Vernova raised 2026 revenue and free cash flow guidance. • HA gas turbine fleet exceeded four million commercial operating hours. • Company is well-positioned for electrification and AI data center demand.

• Caterpillar reported strong Q1 2026 results, exceeding expectations. • Analysts reiterate "Buy" ratings and increase price targets for CAT. • Infrastructure, mining, and data center demand boost Caterpillar's outlook.

• Qualcomm lands AI chip supply deal with ByteDance. • Stellantis expands partnership for Snapdragon Digital Chassis. • Investor Day 2026 to detail AI and diversification strategy.

Tradingkey - In early US trading on May 26, optical communication stocks led the gains. As of press time, Amphenol (APH) rose 7.04%, Viavi Solutions (VIAV) rose 6.32%, Marvell Technology (MRVL) rose 5.67%, Broadcom (AVGO) rose 5.05%, Nokia (NOK) rose 4.43%, and Corning (GLW) rose 2.63%. According to media reports, a core researcher from a leading South Korean memory manufacturer revealed that global memory and advanced packaging companies are jointly exploring a breakthrough GPU-HBM heterogeneous integration solution. This approach aims to break the physical constraints of traditional 2.5D packaging, where HBM must be positioned adjacent to the GPU, by packaging computing and memory units independently and interconnecting them via high-speed optical fiber links.

• Applied Materials exceeded Q2 2026 earnings and revenue expectations. • Company raised Q3 2026 outlook and full-year semiconductor equipment growth forecast. • Surging AI infrastructure demand is a key driver for strong performance.

• Intel stock rose 4.50% amid AI product launches and industry news. • Intel faces competition, foundry execution risks, and potential overvaluation. • Analysts maintain a Hold rating with an average price target of $85.22.

• Broadcom launched industry's first 50G ITU-PON home gateway SoC. • AI semiconductor revenue more than doubled, exceeding forecasts. • Analysts reiterated "Buy" ratings and raised price targets.

• Analysts upgrade outlook and price targets for Lam Research. • Strong Q3 2026 results and optimistic guidance reported. • Strategic focus on AI advanced packaging drives growth.

• Analysts upgrade Texas Instruments citing AI and data center demand. • Texas Instruments reported stronger-than-expected Q1 2026 results. • Company showcased new automotive semiconductors with AI capabilities.

• Nvidia CEO sees accelerating CPU demand for agentic AI. • AMD ramps 2nm EPYC processors and invests $10 billion in Taiwan. • Analysts reiterate "Buy" ratings, raising price targets for AMD.

• Analysts raised Micron's stock price targets significantly. • AI demand drives memory shortages and strong pricing power. • Micron commenced advanced DRAM production in the U.S.

• Dell stock shows upward movement and volatility before earnings. • Company has $43 billion AI server backlog and projected $50 billion revenue. • Analyst upgrades and AI demand drive positive sentiment for Dell.

• ARM Holdings exceeded Q1 2026 earnings estimates, showing strong revenue growth. • AI demand and Nvidia's integration fuel ARM's energy-efficient chip design adoption. • Analysts issued "Buy" ratings and raised price targets for ARM in May 2026.

TradingKey - On May 26, Eli Lilly (LLY) announced the acquisition of three vaccine R&D companies—Curevo, LimmaTech Biologics, and Vaccine Company—for a total transaction value of up to nearly $4 billion. Specifically, Eli Lilly will pay up to $1.5 billion in cash for Curevo, up to $780 million for LimmaTech, and up to $1.55 billion for Vaccine Company.

TradingKey - Nuclear energy company Oklo (OKLO) announced Tuesday that it has been selected by the U.S. Department of Energy to enter high-level negotiations to acquire legacy Cold War-era weapons-grade plutonium and convert it into fuel for advanced nuclear reactors. Boosted by the news, Oklo's pre-market gains expanded by nearly 12% at one point.

Despite stable Q1 FY27 results, premium valuations and margin headwinds caused a Walmart (WMT) stock sell-off. However, analysts remain bullish, citing long-term growth driven by high-margin digital transformations toward 2030.

TradingKey - Investors are preparing for Anthropic's IPO and have started to think through the next phase of the development of traditional software. Since early 2026, many Software-as-a-Service (SaaS) providers have seen investors become increasingly less optimistic; will Anthropic and other AI cap

TradingKey - As the Q1 FY2027 earnings release date for Marvell Technology (MRVL) on May 27 (ET) approaches, Wall Street investment banks are collectively issuing bullish signals.

TradingKey - On Tuesday, Eastern Time, the three major U.S. stock index futures rose across the board in pre-market trading. U.S. markets resumed trading following the Memorial Day holiday as investors bet on progress in U.S.-Iran negotiations and easing oil price pressures, while strength in AI chip stocks bolstered the technology sector. As of press time, Dow Jones futures were up 0.61%, S&P 500 futures rose 0.69%, and Nasdaq 100 futures gained 1.06%.

UBS analysts significantly raised their price target for Micron, boosting bullish market sentiment and pushing its stock price above the $800 mark once again.