TradingKey

TradingKey - On Tuesday (April 28), gold (XAUUSD) fell below the $4,600 mark due to the deadlock in US-Iran negotiations, recording a maximum intraday decline of nearly $150.

TradingKey - As concerns over the U.S.-Iran conflict gradually dissipated, U.S. stocks continued to trend higher, with both the Nasdaq Composite and the S&P 500 reaching new record highs. Meanwhile, Trump's approval rating fell to a new low for his tenure.

TradingKey - On April 28, ET, news regarding OpenAI sent ripples through the market. According to The Wall Street Journal, ChatGPT developer OpenAI saw both its first-quarter revenue and user growth miss expectations. The company aimed for 1 billion weekly active users (WAU), but the actual figure stood at approximately 900 million. Furthermore, while Sam Altman disclosed in January that the API business had reached an Annual Recurring Revenue (ARR) milestone, the company’s overall monthly revenue has since fallen short of targets several times. Growth momentum is facing headwinds as the AI application layer begins to encounter bottlenecks in scaling.

TradingKey — April 29: As the Federal Reserve’s policy meeting approaches, a strong wait-and-see sentiment prevails in the market, with Asia-Pacific equity markets showing mixed performance. The Fed is convening in Washington this week and will announce its interest rate decision at 2:00 p.m. ET on Wednesday, followed by a press conference with Chair Jerome Powell 30 minutes later. Given that this session will feature Powell's last press conference, the market is closely monitoring the policy signals released to gauge the future trajectory of the Fed's decision-making.

TradingKey - According to a report by the South Korean media outlet The Korea Economic Daily, Samsung recently disclosed the latest developments in its CXL memory system "Pangea v2". Amid the sustained growth in demand for AI computing power and memory chips, CXL is moving from a niche technology in

Polymarket is seeking to re-enter the U.S. market, with approval potentially granted as early as August this year.

TradingKey - On April 28, ET, Seagate Technology (STX) announced its third-quarter financial results for fiscal year 2026. Data shows that revenue for the quarter reached $3.112 billion, surpassing the anticipated $2.95 billion and representing a 44.1% year-over-year increase. Non-GAAP earnings per

TradingKey - The UAE has officially announced that it will formally withdraw from OPEC and the OPEC+ alliance on May 1. The current market consensus is that Brent crude oil prices are unlikely to experience significant volatility in the short term, as the blockage of the Strait of Hormuz remains the core bottleneck restricting energy exports from the Gulf.

TradingKey - Fuel cell technology provider Bloom Energy announced its first-quarter 2026 financial results after the market close on April 28. During the period, Bloom Energy reported revenue of $751 million on a non-GAAP basis, a substantial year-over-year increase of 130.4% and significantly highe

Robinhood’s earnings miss triggered a sharp decline in its stock price and intensified market concerns regarding Coinbase.

OpenAI's missed targets trigger a retreat in SoftBank and Oracle, while NVIDIA unveils its high-efficiency 'Nano' AI model. Plus, updates on the Strait of Hormuz tensions, the Fed's stagflation debate, and BoJ's hawkish hold.

• Monolithic Power Systems (MPWR) stock declined pre-earnings. • Analysts note AI upside priced in; some downgrade ratings. • Recent insider selling and mixed institutional activity noted.

• Teradyne stock declined amid pre-earnings caution and valuation concerns. • Analysts maintained positive ratings, driven by strong AI semiconductor test demand. • Elevated valuation and potential profit-taking may explain price dip.

• HCA Healthcare reported Q1 2026 results meeting analyst expectations. • Lower patient volumes and milder respiratory season impacted HCA Healthcare's Q1. • HCA Healthcare's stock declined despite meeting earnings expectations.

• Nokia share price rose on positive analyst sentiment and AI demand. • Q1 2026 results showed robust growth, particularly in AI and cloud. • Nokia increased dividend and CEO acquired shares, boosting confidence.

• Spotify's Q1 results exceeded revenue, EPS, and gross margin expectations. • Q2 guidance for operating income and subscriber growth disappointed investors. • Stock declined despite strong Q1 operational performance and profitability.

• PACCAR stock declined due to mixed first-quarter results. • Consolidated revenues missed estimates, driven by lower North American truck deliveries. • Strong Parts and Financial Services segments, and operational cash flow provided some support.

• Ubiquiti shares declined due to profit-taking and valuation concerns. • Analyst downgrades to "Hold" reflect investor uneasiness about elevated valuation. • Inventory, demand sustainability, sanctions compliance, and litigation add uncertainty.

• Vertiv's share price declined despite positive Q1 2026 earnings. • Investors cited EMEA demand concerns and Q2 guidance below expectations. • High valuation and competitive risks also contributed to caution.

• Gold price decline pressured Newmont's stock today. • Newmont reported strong Q1 2026 financial results, exceeding expectations. • Analysts remain positive despite Ghana contractor directive risks.