TradingKey

TradingKey - Kevin Warsh takes over as Fed Chair with a growth-friendly bias. NVDA at $225, MSFT at $422 pull back to trendline support. Banks, small-caps, and AI infrastructure in focus next week.

TradingKey - Recent geopolitical uncertainty in the Middle East and the energy crisis in Peru have driven copper prices steadily higher, nearly reaching previous record levels. Meanwhile, technical indicators show a strong bullish trend, suggesting that copper prices are poised to hit new all-time h

TradingKey - Nvidia (NVDA) is set to release its first-quarter earnings for fiscal year 2027 after the US market close on May 20 ET. Market consensus expects quarterly revenue to be approximately $71.8 billion, but several investment banks believe this expectation is too conservative. Citi predicts revenue will reach $73 billion, while Wells Fargo has provided an even more optimistic forecast of $80.4 billion.

TradingKey - As of the close on May 15, shares of Samsung Electronics and SK Hynix have risen 125.6% and 179.42% year-to-date, respectively. Amid the memory chip supercycle, ETFs are becoming the primary tool for capturing this market rally. For Asian investors, what memory chip ETF options are currently available for deployment?

TradingKey - Regarding the impact of artificial intelligence on Microsoft’s (MSFT) core business, two world-renowned fund managers recently made large-scale allocations in opposite directions, bringing the tech giant’s long-term investment value into sharp focus across capital markets.

TradingKey - Berkshire Hathaway (BRK.A) (BRK.B) officially ushers in the "Abel Era" with a quarterly holdings report featuring significant portfolio adjustments.

TradingKey - Crude oil futures closed sharply higher on Friday, with weekly gains expanding significantly. A resurgence in geopolitical tensions dampened market expectations for a de-escalation agreement between the U.S. and Iran and the lifting of shipping restrictions in the Strait of Hormuz, driving energy prices rapidly higher.

Tradingkey - With the rise of AI-generated content, a new wave of unicorns are being created. The most notable of these is Anthropic. Anthropic is generating a lot of buzz in the investment community in addition to developing Claude. Anthropic is viewed as one of the fastest-growing, and most promis

• Accenture partnered with OpenAI to advance U.S. federal AI adoption. • Company raised fiscal 2026 acquisition target for AI growth. • Recent quarterly results surpassed analyst expectations.

• Adobe's share price rose on positive Q2 2026 earnings expectations. • Premiere Pro is launching on Android with AI features. • Software sector rally and AI integration boosted Adobe's stock.

• Stock declined due to supply chain, mixed financial guidance. • Analyst upgrade cited strong AI networking and cloud opportunities. • Supply constraints temper enthusiasm despite positive revenue trends.

• SAP stock rose due to AI strategy, acquisitions, and analyst upgrades. • Sapphire conference revealed "Autonomous Enterprise" vision and AI integrations. • Acquisitions of Prior Labs and Dremio strengthen AI and data capabilities.

• ExxonMobil cleared of investor fraud claims in Texas jury verdict. • Crude oil prices rose significantly due to Middle East tensions. • Analysts raised price targets for ExxonMobil after Q1 earnings beat.

• Howmet Aerospace stock declined due to insider selling and institutional adjustments. • Executive sold substantial shares; institutional investors trimmed stakes. • Company reported strong Q1 earnings and raised full-year guidance.

• Trane Technologies' share price declined amid intraday volatility. • Company reported strong Q1 2026 earnings and raised full-year guidance. • A major financial institution issued a neutral rating with a modest downside target.

• Brookfield Corporation's share price declined due to market factors. • The company reported strong first-quarter 2026 financial results. • Brookfield Corporation plans to merge with Brookfield Wealth Solutions.

• Intuit stock price rose due to upcoming earnings and AI strategy. • AI initiatives include Enterprise Suite updates and Anthropic partnership. • Analysts forecast positive Q3 2026 earnings with upward EPS revisions.

• China order disappoints, triggering investor sell-off. • Boeing ordered to pay $50 million in wrongful death lawsuit. • Production and delivery challenges continue to impact confidence.

• Weak near-term sentiment and analyst caution pressuring Public Storage. • Analyst consensus rating is "Hold" with recent modest fair value trims. • Reaffirmed guidance below expectations and dividend ratio questions persist.

• Novo Nordisk's share price fell due to competition and sales outlook concerns. • Eli Lilly's GLP-1 products intensify competition for Novo Nordisk. • U.S. pricing pressures and sales contraction outlook weigh on the stock.