TradingKey

TradingKey - Fresh ADP data released this Wednesday (May 6) showed that the U.S. private sector added 109,000 jobs in April, marking the largest increase in 15 months. This figure not only exceeded the 99,000 expected by economists in a Reuters poll but also accelerated significantly from a downward

Anthropic's annualized revenue quintupled to $44 billion within five months, as inference compute surpassed training for the first time. A deep decoding of the differentiated positioning and diverging trajectories of the "Neocloud Big Three"—CoreWeave, Nebius, and IREN—and five key litmus test indicators for the earnings weeks of May 7 and May 13.

The Nikkei 225 index rose as much as 6% intraday to 63,091.14, hitting a record high; it closed up 5.58% at 62,833.84, a record closing high. The single-day gain also marked the highest record since April 2025. KOSPI index briefly broke the 7,500-point mark during the day, rising nearly 2% to touch

TradingKey - According to the latest data from GasBuddy, the U.S. national average gasoline price has risen above $4.50 per gallon, its highest level since mid-July 2022. However, recent reports indicate positive signals in peace talks between the U.S. and Iran. Iran stated on Wednesday that it is reviewing a peace proposal submitted by the U.S. Sources familiar with the matter revealed that the proposal would formally end the current conflict. Driven by expectations of an agreement to end the hostilities, the geopolitical risk premium rapidly dissipated. The international crude oil market experienced severe volatility, with Brent crude’s intraday decline reaching as much as 11.2%, while WTI crude also recorded a drop of over 11%. The losses subsequently narrowed, with Brent crude closing at $101.27, down 7.8%, and WTI crude closing at $95.08, down over 7%.

TradingKey - On May 6 (ET), Disney (DIS) reported its second fiscal quarter results, with both revenue and profit exceeding Wall Street expectations. Revenue reached $25.2 billion, up 7% year-over-year; adjusted earnings per share (EPS) stood at $1.57, up 8% year-over-year. According to LSEG data, analysts had expected revenue of $24.83 billion and EPS of $1.53.

TradingKey - After the US market close on May 6, Arm (ARM) released its fourth-quarter earnings for fiscal year 2026, with both revenue and profit exceeding market expectations. While the AI data center business demonstrated strong growth momentum, the sharp stock price volatility—surging before reversing following the announcement—signaled market concerns regarding the company.

TradingKey - On May 6, AI chip leader NVIDIA and Corning officially announced a long-term strategic partnership. The two companies will collaborate to upgrade U.S. domestic manufacturing capacity for AI optical infrastructure and establish underlying interconnect systems for next-generation AI computing clusters. This major partnership quickly ignited enthusiasm in capital markets; following the announcement, Corning's stock price surged 12% in a single day, bringing its total market capitalization to $156.2 billion, while NVIDIA's shares also closed nearly 6% higher. This collaboration represents a powerful alliance between two companies that have benefited significantly from the AI boom. Over the past twelve months, Corning’s stock has seen a low of $43 and a high of $195, representing an absolute gain of nearly fivefold.

TradingKey - IONQ’s latest earnings beat expectations, but shares fell after-hours as the market had previously overextended performance expectations; the medium-to-long-term outlook remains bullish.

TradingKey - Lithium giant Albemarle released its first-quarter 2026 financial results during the U.S. after-market session. As the world’s largest lithium producer, the company’s operating performance is regarded not only as its own financial data but also as a leading indicator for the entire industry. During the period, Albemarle recorded sales of $1.429 billion, up 33% year-on-year, slightly above average market expectations. Adjusted EBITDA reached $664 million, a 148% increase from $267 million in the same period last year, significantly exceeding the market forecast of $468 million.

American Bitcoin reported widening losses for Q1 2026, yet its stock price remained resilient amid rising Bitcoin prices, with the potential for further gains in the near term.

TradingKey - On May 7, both the Japanese and South Korean markets achieved significant breakthroughs. The Nikkei 225 Index surged following the market open, breaking the 62,000 psychological level for the first time during intraday trading. As of press time, the intraday gain reached 4.2%.

S&P 500 and Nasdaq hit new peaks driven by AI surges from AMD and SMCI.

TradingKey - Dell Technologies (DELL) results are due late this month and the setup is unusual. The company is a key provider of AI infrastructure, yet its valuation multiple has expanded much more modestly than peers in the semiconductor, networking, memory, and storage sectors. As we head into ear

TradingKey - Meta: AMD beat Q1 2026 with $10.3B revenue (+38% YoY) and $1.37 EPS. Data Center hit $5.8B (+57%). Q2 guided $11.2B. Pullback to $395–$408 is the trade entry. Targets $426 then $474.

TradingKey - Coca-Cola (KO) and PepsiCo (PEP) have given investors numerous reasons as to why both companies are still the anchors of the global beverage industry conversation. 

TradingKey - During Wednesday's US pre-market session, the three major US stock indices rose in unison. Dow Jones futures rose 0.89%, Nasdaq 100 futures jumped 1.32%, and S&P 500 futures gained 0.78%.

TradingKey - During pre-market trading on May 5, international crude oil losses widened. WTI crude oil futures briefly fell below $90, hitting a low of $88.71 for the first time since April 21, with losses reaching as much as 13.2%. Brent crude plummeted as much as 12%, hitting a low of $96.77.

TradingKey - Lumentum (LITE) reported fiscal Q3 2026 revenue of $808.4 million, up 90.1% year-over-year, slightly missing the Wall Street consensus estimate of $810 million. Non-GAAP EPS reached $2.37, beating the expected $2.27 and far surpassing the $0.57 reported in the same period last year. Des

TradingKey - Before the U.S. market open on Wednesday, AMD shares surged more than 18%. The previous day, the company delivered better-than-expected first-quarter results, with data center revenue surpassing Intel's for the first time.

TradingKey - During the Asian session on May 6, South Korean memory chip giant SK Hynix surged more than 10% intraday, with its closing price exceeding 1.6 million KRW, marking a record high for the second consecutive trading day. The company's market capitalization surpassed 1,100 trillion KRW, with its cumulative year-to-date gain reaching over 146%.