TradingKey

• Salesforce launched Agentforce Operations for AI back-office automation. • "Headless 360" offers developers greater flexibility via APIs. • New reporting categorizes revenue into Agentforce Apps and Data 360.

• Oracle's Q3 fiscal 2026 revenue and EPS showed significant growth. • Increased AI contracts boosted Remaining Performance Obligations substantially. • Oracle plans capital raise for AI cloud infrastructure expansion.

• Positive analyst ratings and price targets fueled stock movement. • New Cleveland Cliffs AI partnership expands commercial sector footprint. • Strong Q1 earnings expectations drive investor confidence ahead of report.

• Amgen beat first-quarter 2026 earnings and revenue estimates. • FDA proposed withdrawing Tavneos, impacting company outlook. • Prolia sales declined 34% due to patent expiration and competition.

Intel has survived its near-death experience. While it is no longer the undisputed king, it has become the bedrock of the Western semiconductor supply chain. For investors, INTC is now a play on industrial resilience rather than pure high-growth software.

TradingKey - Advanced Micro Devices (AMD) will report its first-quarter 2026 financial results after the U.S. market close on May 5. According to Bloomberg analyst consensus estimates, AMD’s Q1 2026 revenue is projected to be approximately $9.84 billion to $9.87 billion, a year-over-year increase of about 32%. Earnings per share (EPS) are expected to reach approximately $1.27 to $1.28, representing a year-over-year growth of roughly 33%.

TradingKey - Intel Corporation (NASDAQ: INTC) and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) are two companies that play crucial roles in the semiconductor market; however, they each have completely different business models.

TradingKey - Iran war is quietly lifting inflation and computing costs through oil, fertilizer, and helium supply chains—and rewriting the real economics behind the AI bull market.

TradingKey - Since April, the precious metals market has continued the weakness seen in March. Spot gold recorded a cumulative decline of nearly 2% in April, while spot silver briefly fell below the $70 mark.

• Enbridge stock rose on approval of $4 billion Sunrise project. • Company reaffirmed 2026 guidance and 31st dividend increase. • Analysts remain generally positive with some recent EPS estimate reductions.

• Apollo Global Management stock shows volatility and upward price movement. • Strategic expansion and deal-making fuel investor optimism for growth. • Volatility may stem from mixed financial outlooks and legal considerations.

• MPWR reported Q1 2026 earnings and revenue exceeding expectations. • Company provided Q2 2026 revenue guidance significantly above forecasts. • Strategic positioning in AI data centers contributes to momentum.

• Institutional investors Sumitomo and NISA added LITE shares. • Analysts reiterated "Buy" ratings and raised price targets for LITE. • LITE reported strong FY26 Q1 results and anticipates high demand.

• Newmont's stock rose with volatility amid strong financials. • Q1 2026 results exceeded expectations, with share repurchase expansion. • Rising gold prices and positive analyst ratings supported the stock.

• Ciena's shares rose due to strong AI infrastructure demand. • The company holds a $7 billion AI-fueled order backlog. • Analysts maintain positive ratings and price targets for Ciena.

• O'Reilly reported strong Q1 2026 results, exceeding earnings and revenue expectations. • Comparable store sales grew 8.1%, driving improved profitability and cash generation. • Updated full-year guidance and expansion plans contributed to constructive investor sentiment.

• Southern Company beat Q1 2026 earnings and revenue estimates. • Company announced its twenty-fifth consecutive annual dividend increase. • Investments in new generation aim to meet growing power demand.

TradingKey - SanDisk (SNDK) now represents not just a name for many consumers, but also an investment play on one of the fastest-growing sectors in technology – Artificial Intelligence. 

• ASML reported strong Q1 2026 results, exceeding expectations. • AI demand is driving increased orders for EUV lithography systems. • Analysts are largely positive, with many Buy ratings and high price targets.

• Quanta Services reported Q1 2026 revenue of $7.87 billion, up 26.3%. • Full-year 2026 guidance for revenue and EPS was raised. • Record backlog of $48.5 billion signals strong future revenue.