TradingKey

• Nokia launched AI Network Innovation Lab, signaling tangible AI strategy. • Analysts upgraded Nokia, citing AI and cloud-driven data center spending. • Q1 2026 performance improved, with upgraded optical and IP networks guidance.

• Synopsys (SNPS) stock saw intraday gains, ahead of May 27 earnings. • Synopsys joins consortium for $125M UCLA semiconductor research hub. • Ansys acquisition integration and AI semiconductor demand boost SNPS.

• Rocket Lab secured a $90 million U.S. Space Force contract for satellites. • The company successfully launched its ninth satellite for Synspective. • RKLB reported strong Q1 2026 results and a $2.2 billion record backlog.

TradingKey - On May 21 ET, the Trump administration announced an investment plan for the quantum computing sector, allocating over $2 billion in federal funds to nine quantum computing companies. In exchange, the government will receive minority non-controlling equity stakes in the funded enterprise

• PDD stock declined due to Chinese regulatory actions and investor caution. • Concerns exist regarding Temu's compliance and potential revenue growth deceleration. • Upcoming earnings report and broader market sentiment influenced PDD's price.

• KLA Corp exceeded Q3 2026 earnings and revenue expectations. • Company announced 10-for-1 stock split and $7 billion buyback. • Analysts remain optimistic, citing KLA's role in AI infrastructure.

• DOE ordered Eddystone units 3 and 4 to remain operational until August 2026. • Data center electricity demand, driven by AI, is a strong industry tailwind. • Constellation reported strong Q1 2026 earnings and reaffirmed full-year guidance.

• Cadence reported strong Q1 results and raised FY26 guidance. • AI and semiconductor demand boosts Cadence's Intelligent System Design. • Record backlog and positive analyst ratings support Cadence's stock.

• Spotify stock rose following Investor Day announcements and targets. • New AI tool with Universal Music Group to generate revenue. • Analysts raised price targets, citing growth and AI strategy.

TradingKey - Bloomberg, citing several people familiar with the matter, reported that Elon Musk’s SpaceX is expected to advance its acquisition of AI startup Cursor 30 days after completing its IPO and official listing, with the deal potentially closing as early as July this year. Why would SpaceX,

• ARM reported record Q4 and FY26 financial results, with all-time high EPS. • Strong demand for AGI CPU exceeds $2 billion for fiscal years 2027-2028. • FTC antitrust probe and manufacturing capacity pose potential risks.

• Marvell stock rose on optimistic analyst forecasts and industry demand. • Stifel upgraded Marvell with a $210 price target, citing data center growth. • Marvell is strategically positioned for AI chips and data center infrastructure.

• Arista Networks named Gartner Magic Quadrant Leader for Enterprise LAN. • Company surpassed Q1 2026 earnings and raised full-year revenue outlook. • Analysts maintain positive ratings, citing strong AI demand and growth.

• Tesla's Full Self-Driving subscriptions launched in Germany and Sweden. • Investor sentiment boosted by potential SpaceX IPO and AI/robotics ventures. • Recall of Model Y SUVs largely overlooked by investors focused on future growth.

• Amphenol's stock rose due to strong financial performance and growth markets. • Acquisition of CCS business expanded fiber optic capabilities and boosted sales. • Demand in AI, 5G, and EV markets drives Amphenol's growth and analyst optimism.

• SanDisk stock declined from recent highs due to profit-taking. • Memory sector gains are being partially pared, affecting SanDisk. • Analysts remain bullish with a high average price target.

• Qualcomm's stock rose on automotive, AI PC, and data center growth. • Expanded Stellantis deal integrates Snapdragon Digital Chassis into vehicles. • New Snapdragon X2 platform targets AI-enabled Windows PCs.

• Analog Devices will acquire Empower Semiconductor for $1.5 billion. • Company surpassed fiscal Q2 2026 earnings and revenue expectations. • Analysts upgraded ratings and increased price targets for the stock.

• Seaport Research Partners upgraded Texas Instruments to Buy. • Company expects strong demand from AI-driven data centers. • Texas Instruments reported robust Q1 2026 results.

• AMD sees increased CPU demand from AI workloads. • AMD to invest over $10 billion in Taiwan's AI supply chain. • AMD launched next-generation CPUs using TSMC's 2nm process.