TradingKey

TradingKey - Major Asia-Pacific stock markets rallied collectively on Thursday morning. The Nikkei 225 Index opened nearly 1% higher, with intraday gains subsequently expanding to over 3%. South Korea's KOSPI opened 3.8% higher, with gains further widening to 5.1%. The Korea Exchange triggered a circuit breaker for the KOSPI as KOSPI 200 futures surged 5%, suspending program trading for five minutes.

U.S. markets rebounded as oil fell on geopolitical hopes, highlighted by Nvidia's record Q1 earnings and SpaceX’s historic $1.5 trillion IPO filing.

• Positive analyst ratings and targets support TX stock. • Favorable market conditions aided TX's share price increase. • TX shows neutral MACD, neutral RSI, oversold Williams %R.

• Barclays reported strong Q1 2026 earnings with 13.5% return on tangible equity. • Company reaffirms medium-term targets, including over 14% return by 2028. • Barclays acquired U.S. digital lending platform Best Egg on May 1, 2026.

• Tesla's FSD expanded to Lithuania, second EU country. • Analyst JR Research upgraded Tesla to "Buy" from Hold. • Global EV sales projected to reach one-third by 2026.

• Lloyds repurchased over 6.9 million shares to cancel them. • Strong Q1 2026 results exceeded expectations, reaffirming targets. • Fitch upgraded Lloyds' ratings; analysts maintain positive outlooks.

• Oracle stock rose due to AI and cloud strength. • Wedbush upgraded Oracle's price target to $275. • Oracle deployed Nvidia Vera CPUs for AI workloads.

• Southern Copper's Q1 2026 earnings surpassed expectations. • Copper price forecast raised due to strong demand and tight supply. • Regulatory setback and analyst caution created stock volatility.

• PJM plans accelerated data center energy pairing benefiting Constellation. • Constellation reported strong first-quarter 2026 earnings, exceeding forecasts. • Company affirmed full-year guidance and is adding capacity for data centers.

• Howmet Aerospace reported strong Q1 2026 earnings, exceeding expectations. • Company raised full-year 2026 guidance for EPS and revenue. • Analysts issued "Buy" ratings and increased price targets for HWM.

• Intuit to lay off approximately 3,000 employees, 17% of its workforce. • Restructuring aims to intensify focus on artificial intelligence initiatives. • Office hubs in Reno and Woodland Hills will be closed as part of changes.

• ExxonMobil stock fell due to geopolitical risk premium unwinding. • Easing oil prices impacted revenue and profitability expectations. • Company fundamentals remain strong despite stock price adjustment.

• NatWest Group stock rose 3.89% amid volatility. • Strong Q1 2026 results and revised income guidance boost confidence. • Positive analyst sentiment and new UK financial legislation support the stock.

• Samsung strike fears boost memory chip supply concerns. • Seagate Technology (STX) stock rebounds on market sentiment. • Analysts remain bullish, citing AI demand and strong guidance.

• BBVA stock rose due to strong earnings, credit rating upgrade, and positive analyst sentiment. • Fitch Ratings upgraded BBVA's long-term issuer and deposit ratings. • Analysts maintain "Buy" ratings, with an average price target of $21.82.

• Mizuho Financial Group formed strategic alliance with Rakuten Bank. • Fiscal year 2026 earnings per share significantly surpassed expectations. • Return on equity reached a record high of 11.4%.

• Dell stock rose due to AI market strength and analyst upgrades. • New AI products and partnerships bolster Dell's ecosystem. • Dell reports $43 billion AI server backlog and strong demand.

• Potential easing of Swiss capital requirements supports UBS. • Analysts maintain a consensus "Strong Buy" rating for UBS. • UBS reported strong Q1 2026 net profit and revenue growth.

• Boeing stock up on China's 200-aircraft order, potential easing tensions. • Citigroup maintained "Buy" rating and raised price target on Boeing. • Volatility persists due to certification delays and production challenges.

• Analyst price targets raised, with ratings maintained or upgraded. • Channel checks indicate strong customer adoption and growth projections. • Strategic partnerships and industry recognition support gains.