TradingKey

• Lowe's stock declined on cautious fiscal year financial outlook. • Macroeconomic factors pressure U.S. home improvement sector demand. • Institutional investors are reducing Lowe's stock holdings.

• Canada approved a generic semaglutide, threatening Novo Nordisk's market. • Eli Lilly's oral GLP-1 drug adds to market competition pressure. • Analysts cite competitive pressure, pricing concerns, and conservative guidance.

• Broader market decline, especially tech and AI stocks, pressured the company. • Anticipation of the Q1 2026 earnings report amplified volatility. • Stock shows valuation sensitivity despite analyst "Buy" ratings.

• Qualcomm stock rose on AI hardware optimism. • Potential OpenAI/MediaTek partnership in smartphone processors. • Mixed analyst sentiment ahead of earnings report.

• AMD stock rose on analyst upgrades and expected Q1 results. • Demand for AI GPUs and CPUs drove positive sentiment for AMD. • Intraday volatility suggests mixed market signals and profit-taking.

• WDC stock saw intraday volatility due to upcoming Q3 FY26 earnings. • AI infrastructure boom drives strong demand for HDDs, benefiting WDC. • Analysts maintain "Buy" ratings, citing supply-demand gap and AI investments.

• Boeing shares declined despite better-than-expected Q1 results. • Production, certification, and supply chain issues persist for key aircraft. • Regulatory scrutiny and analyst downgrades contribute to investor caution.

TradingKey - Intel (INTC) wrapped up at $85.98 on 28th April 2026 - which, as it happens, broke the old record that stood since August 2000 - and that was after an absolute five day rollercoaster where the stock shot up by a whopping 27% in just five trading sessions.

• Palantir's stock is volatile anticipating Q1 2026 earnings. • High valuation and UK contract scrutiny impact investor sentiment. • Technical indicators suggest neutral to oversold conditions.

• SanDisk stock gained 8.97% due to positive sentiment before earnings. • High demand for NAND memory is driving a "NAND super-cycle." • Analysts and index inclusion reinforce positive outlook and price targets.

• Product safety concerns and regulatory scrutiny impact share price. • Challenges in China and Japan markets affect international growth. • Institutional investors reduced stakes, contributing to price decline.

• Amphenol reported record first-quarter 2026 sales and earnings. • Company provided optimistic guidance for Q2 2026, exceeding expectations. • Growth drivers included IT datacom, acquisitions, and record orders.

• Visa reported strong Q2 2026 earnings exceeding analyst expectations. • The company raised its fiscal 2026 outlook for revenue and EPS. • Visa announced new share repurchases and declared a cash dividend.

• Mastercard stock rose due to Visa's strong earnings report. • Analysts are optimistic about Mastercard's upcoming earnings. • Mastercard's acquisition of BVNK aids investor confidence.

• Micron's HBM capacity for 2026 is fully sold out due to AI demand. • Second-quarter 2026 earnings significantly exceeded analyst expectations. • Analysts maintain a "Buy" rating with high price targets.

• Intel reported strong Q1 2026 revenue and non-GAAP EPS. • Data Center and AI segment revenue increased 22% year-over-year. • Q2 2026 revenue guidance exceeded Wall Street's expectations.

• T-Mobile US reported strong Q1 2026 results exceeding expectations. • Company raised full-year guidance for key financial metrics. • Oppenheimer upgraded T-Mobile US to 'Outperform' rating.

TradingKey - Mega-cap technology stocks have produced a lot of profits already, but there is likely to be more growth in the future from companies that control important digital infrastructure. Within this group of companies, GOOGL and MSFT are some of the best options for the next five years.

TradingKey - On April 29, Eastern Time, storage chip leader Seagate Technology (STX) saw its pre-market share price surge over 18% to $684, hitting a new all-time high. The company's earnings and current-quarter guidance exceeded Wall Street expectations across the board. This, coupled with the sustained growth in AI-driven data center storage demand, triggered a broad rally in storage-related stocks.

TradingKey - In U.S. pre-market trading on Wednesday (April 29), futures for the three major indices rose across the board, while tech stocks showed mixed performance. April 29 may be the most critical earnings day of the current quarter, with reports from Google, Microsoft, Amazon, and Meta scheduled for release after the close. As of press time, Google fell 0.43% in pre-market trading, Microsoft declined 0.62%, Amazon dropped 0.11%, and Meta was down 0.11%.