TradingKey

• GE Vernova beat Q1 2026 earnings and revenue estimates. • Company raised 2026 revenue and free cash flow guidance. • Backlog target of $200 billion expected a year early.

• NextEra Energy shares fell on Dominion Energy merger news. • An investor rights firm is investigating the proposed merger. • Company reaffirms 2026 EPS guidance and long-term growth forecasts.

• SanDisk experienced a price decline due to valuation and selling. • Profit-taking and market dynamics contributed to the stock drop. • Institutional and insider selling signaled mixed investor sentiment.

• Applied Materials reported record Q2 2026 revenue and EPS. • Stock declined due to profit-taking and a Morgan Stanley downgrade. • Concerns over capital expenditures and valuation may also be factors.

• Analyst upgrades and increased price targets signal growing confidence. • Strong growth in Automotive and IoT, plus data center AI, drives optimism. • Volatility stems from valuation concerns, handset weakness, and regulatory risks.

• MFG experienced intraday volatility due to Rakuten Bank investment speculation. • Mizuho clarified no definitive decision on Rakuten Bank investment. • MFG's MACD shows buy signal, RSI neutral, Williams %R oversold.

• Intel stock surges on strong earnings and AI momentum. • Foundry services and 18A process node gain customer commitments. • Analysts raise price targets amid positive strategic developments.

• Robust demand for AI memory solutions boosts Micron's stock. • Micron's HBM and DRAM capacity is booked through 2026. • Analysts maintain positive ratings with raised price targets.

• Bank of America reinitiated coverage with a "Buy" rating. • ServiceNow surpassed Q1 2026 revenue and raised full-year guidance. • AI enhancements and Armis acquisition boost growth prospects.

TradingKey - Micron Technology has become one of the biggest winners of AI in the semiconductor industry. Previously viewed mostly as a cyclical manufacturer of memory chips, Wall Street is now starting to see Micron as an important AI infrastructure company.

TradingKey - Elon Musk's SpaceX plans to officially list on June 12, which would mark the largest IPO in global market history. Reuters reports that the company intends to release its prospectus as early as Wednesday. Prior to the listing, the third-generation Starship (Starship V3)—the largest and most powerful launch vehicle to date—is scheduled for its maiden test flight this Tuesday (May 19) ET. This test may be critical for the upcoming IPO.

TradingKey - Nvidia CEO at Trump-Xi Beijing summit, $40B AI investments, IREN gigawatt deal. Q1 FY2027 May 20: $78–79B revenue expected, $300–$320 analyst targets. NVDA at $225, Fib 0.236 support.

TradingKey - Impacted by the US-Iraq War, oil prices continued to climb, with Brent crude breaking above $111 per barrel and WTI crude rising to approximately $108. The surge in oil prices exacerbated the sell-off in the bond market, sending US Treasury yields higher across the board, with the 30-year yield reaching its highest level in nearly three years. Volatility was even more pronounced in the Japanese bond market, where the 10-year JGB yield touched its highest level since 1996, and the 30-year JGB yield hit a record high since the tenor was first issued in 1999.

TradingKey - SpaceX IPO targets June 12, 2026 on Nasdaq (SPCX). Raising up to $75B at $1.75T valuation — largest IPO in history. Starlink 9M+ users, $15–16B 2025 revenue. Dual-class shares. Musk keeps control.

TradingKey - According to South Korean media reports, Samsung has "decisively won" against the labor union, even though the planned strike has not yet commenced. On May 18, management and labor at Samsung Electronics initiated a second round of post-dispute mediation. Although the court approved part of the injunction application filed by Samsung, it ordered the union in South Korea to ensure that the strike does not impact the company’s production volume. Samsung’s stock price fell nearly 3.1% during Monday’s intraday session but reversed course to close nearly 4% higher. Does this mean Samsung has emerged victorious from the labor-management conflict, or has the dispute merely exposed deeper internal contradictions within the company?

TradingKey - During Monday's (May 18) Asian trading session, the 10-year Japanese Government Bond (JGB) yield climbed to 2.8%, hitting a new high of approximately 29.5 years since October 1996. Last Friday (May 15), the 30-year JGB yield broke above 4% for the first time in history. The yield continued to reach new highs on Monday, peaking at 4.205%.

TradingKey - During the Asian trading session on May 18, a court suddenly halted global memory chip giant Samsung Electronics' planned 18-day general strike just three days before its scheduled commencement.

Cisco Systems is transitioning from legacy networking hardware to a secure, software-driven platform ecosystem.

The Trump family trust’s first major entry into the cryptocurrency sector has instantly ignited Wall Street.

Tradingkey - Asian equity markets were mostly lower on Monday, with technology stocks leading the decline. Tensions between the U.S. and Iran escalated over the weekend, while rising safe-haven demand and surging oil prices weighed on market sentiment. Last Friday, U.S. Treasury yields climbed to historical highs, putting broad pressure on U.S. tech stocks; as of writing, U.S. stock index futures remain under pressure. Furthermore, the market is awaiting earnings from AI giant Nvidia (NVDA), scheduled for release this Wednesday (May 20). Investors are looking to the results to gauge whether the global stock market rally driven by artificial intelligence can be sustained.