TradingKey

Market capital is exhibiting a powerful "siphon effect," as funds flow continuously toward AI hardware and infrastructure with clearer technological pathways and more defined revenue models. Conversely, the cryptocurrency sector has fallen out of favor due to the absence of these attributes. This suggests that if crypto enterprises can integrate AI development—such as the AI agent economy—they may have an opportunity to break through the current IPO freeze.

TradingKey - On May 13, U.S. President Trump arrived in Beijing for a high-level meeting with Chinese President Xi Jinping. He was accompanied by Nvidia (NVDA) CEO Jensen Huang and Tesla (TSLA) CEO Elon Musk, along with senior executives and business leaders from Apple (APLE), Meta (META), Visa (V), JPMorgan Chase (JPM), and Boeing (BA).

TradingKey - Gold was never tariffed. But $135 billion worth of gold bars crossed the Atlantic anyway.

TradingKey - Asian stock markets generally trended higher in Thursday morning trading. The Nikkei 225 opened 0.14% higher, with intraday gains expanding to 200 points at one stage, while SoftBank Group tracked the advance with a gain of over 1%. South Korea’s KOSPI opened 0.4% higher and rallied quickly, with intraday gains reaching 1% and surpassing the 7,900-point mark. LG Electronics led the index constituents, rising more than 5%.

Tech-driven gains pushed the S&P 500 and Nasdaq to record highs as President Trump arrived in Beijing alongside Nvidia's CEO. Despite surging PPI data fueling rate-hike fears, strong AI-related growth from Cisco and Alibaba, plus Cerebras Systems' massive IPO demand, sustained investor optimism acro

• CVS Health shares rose on strong earnings and analyst upgrades. • Health Care Benefits segment, especially Aetna, showed improved performance. • Analysts raised price targets, indicating positive sentiment and confidence.

• Booking Holdings' share price fell due to revised financial guidance. • Geopolitical risks and Middle East conflict impact travel demand. • Increased debt and analyst price target adjustments raise concerns.

• Analyst upgrades and product innovation drive stock price. • Intraday volatility may stem from earnings anticipation and valuation. • Technical indicators suggest a buy signal for the stock.

• NBIS earnings and revenue surpassed expectations, driven by AI Cloud. • NBIS secured a multi-billion dollar contract and NVIDIA equity investment. • NBIS announced expansion plans for a gigawatt-scale AI factory.

• Revenue increased due to AI chips and AWS collaboration. • Launched new ultralow-power image sensors and received analyst upgrades. • Q1 2026 results beat expectations with optimistic growth guidance.

• Ford reported strong Q1 2026 results, exceeding revenue and EPS expectations. • Ford raised full-year EBIT guidance, driven by Ford Pro division. • Ford launched Ford Energy for battery storage systems manufacturing.

• Palo Alto Networks launched new identity security platform, Idira. • Analysts raised price targets based on partner and customer feedback. • Increased demand in cybersecurity market benefits Palo Alto Networks.

• CME Group partners with Silicon Data for compute futures. • CME Group launched Avalanche, Sui, and Bitcoin Volatility futures. • CME Group reported record Q1 2026 results, exceeding expectations.

• Polestar stock rose despite widening Q1 2026 net loss. • Company reported record vehicle volumes and expansion plans. • Positive EV industry news likely boosted market sentiment.

• Stryker reaffirms full-year guidance despite Q1 cyber incident impact. • Acquisition of Amplitude Vascular Systems expands peripheral portfolio. • Quarterly dividend increased 4.8% to $0.88 per share.

• Lumentum beat Q2 2026 earnings and revenue estimates. • Analysts upgraded Lumentum, citing AI infrastructure contributions. • Lumentum will join Nasdaq-100 Index May 18, 2026.

• NVIDIA partners with Corning for $500 million AI optical capacity expansion. • Corning raises 2026 sales target to $20 billion, 2030 to $40 billion. • Q1 2026 results showed 18% core sales growth, driven by AI demand.

• Intuit stock declined May 13, 2026, on earnings anticipation. • TD Cowen lowered Intuit's price target to $576 from $633. • AI disruption concerns pressured Intuit's software stock.

• Rocket Lab reported record Q1 2026 revenue of $200.3 million, up 63.5%. • Total backlog surged to over $2.2 billion, a 108% year-over-year increase. • Secured major defense contracts, including a $190 million block order for HASTE flights.

• Nokia stock rallies on AI and 5G optimism, reaching 16-year high. • AI and cloud orders grew 49% in Q1 2026; forecast raised to 27% CAGR. • Analysts upgrade Nokia, citing AI demand and revised growth guidance.