TradingKey

• Analysts raise Marvell price targets due to AI market growth. • AMD disclosed a stake in Marvell, signaling confidence in AI infrastructure. • Marvell's optical solutions are key to AI data center connectivity growth.

• Alibaba missed Q4 fiscal 2026 earnings and revenue expectations. • Aggressive investments in AI and cloud impacted profits and cash flow. • Macroeconomic challenges and insider selling add to investor concerns.

• Texas Instruments exceeded Q1 expectations with strong revenue and EPS. • The company plans a second price increase effective July 1, 2026. • Positive analyst sentiment and AI demand support TXN's outlook.

• AI demand drives strong performance and pricing power. • Analysts reiterate "Buy" ratings and raise price targets. • Fitch upgraded Micron's Issuer Default Rating to 'BBB+'.

• BofA Securities raised Coherent's price target, citing AI data center demand. • Coherent reported strong Q3 FY2026 results exceeding analyst expectations. • Strategic partnerships and capacity expansion support Coherent's AI role.

TradingKey - On May 13, Eastern Time, AI cloud infrastructure company Nebius Group (NBIS.US) surged over 14% in pre-market trading. As of May 13, Nebius shares have gained approximately 114% year-to-date, with its market capitalization continuing to reach new record highs.

TradingKey - The International Energy Agency (IEA) recently warned that global oil inventories are being depleted at a record pace. Should current conditions persist, oil prices could see a further sharp increase this summer. Morgan Stanley strategist Martijn Rats noted in a report on Monday that, in a worst-case scenario, Brent crude prices could surge to $130–$150 per barrel.

TradingKey - On Wednesday (May 13), the U.S. Bureau of Labor Statistics released PPI data. The April PPI year-on-year growth hit its highest level since December 2022, while the month-on-month growth reached a new high since March 2022.

TradingKey - Intel stock up 240% YTD at $124 after Apple chip deal and SK Hynix HBM packaging partnership. All-time high $132.75. Channel breakout above $125 targets $130–$136. Q2 earnings July.

TradingKey - Latest earnings reports released on May 13 show that SoftBank Group's quarterly net profit far exceeded all analyst expectations. Driven by a $100 billion bet on OpenAI, SoftBank’s net profit for the fourth quarter of fiscal year 2025 soared to 1.83 trillion yen (approximately $11.6 billion), while the average estimate from seven analysts surveyed by Refinitiv was only 236 billion yen (approximately $1.5 billion).

TradingKey - Wall Street is navigating a two-day inflation gauntlet. Tuesday's CPI print for April arrived hotter than expected, rattling equity markets from telehealth to nuclear energy. Wednesday morning brings the Producer Price Index (PPI) for April — and if today's Consumer Price Index is any g

TradingKey - On May 13, Eastern Time, U.S. President Trump departed for Beijing. At the invitation of Chinese President Xi Jinping, Donald Trump, President of the United States of America, is conducting a state visit to China from May 13 to 15.

IREN has transitioned from Bitcoin mining to an AI infrastructure leader, boasting a $19 billion market cap. Despite recent earnings misses and share dilution, its $9.7 billion Microsoft partnership and 3GW power pipeline position it for a potential $100 target, offering significant long-term upside

TradingKey - The Wall Street Journal reported this Tuesday that Alphabet (GOOG) (GOOGL) is in talks with SpaceX to assist Google in deploying orbital data centers.

TradingKey - SKC, a materials unit of South Korea’s SK Group, recently announced plans to raise 1.17 trillion KRW through a rights issue. Approximately 589.6 billion KRW will be allocated to its U.S. subsidiary, Absolix, for glass substrate mass production plans over the next three years. This marks

TradingKey - In the early morning of May 13 ET, NVIDIA (NVDA) CEO Jensen Huang boarded the U.S. presidential aircraft "Air Force One" in Alaska to accompany Trump on a visit to China.

TradingKey - On May 12, Eastern Time, Bloomberg reported that AI startup Anthropic is in preliminary discussions with investors to raise at least $30 billion in new capital at a pre-money valuation exceeding $900 billion. If the deal is finalized, it would mark the company's largest funding round to

TradingKey - The results for Nvidia (NVDA) will be announced on May 20 after the market closes, and this report is very important for more than just one stock symbol. 

ASTS trades at $72.96, facing volatility after a Q1 earnings miss and launch setbacks. Despite high cash burn, analysts remain bullish, citing FCC approvals and the mid-June BlueBird launch.

TradingKey - On Tuesday (May 12, ET), the Philadelphia Semiconductor Index tumbled as much as 6.8% intraday as chip stocks broadly retreated. Intel, which had "dominated" U.S. stock market gains in the recent period, (INTC) , at one point fell over 11% intraday before ultimately closing down nearly