TradingKey

• Qualcomm advances in AI PCs and auto chips, driving stock. • $20 billion share repurchase program signals confidence. • Snapdragon chips to power upcoming Samsung Galaxy S27 series.

• KLA Corp stock rose due to industry dynamics and analyst sentiment. • Semiconductor equipment spending is growing due to AI infrastructure investment. • KLA is strategically positioned in advanced semiconductor packaging.

• Lam Research exceeded Q1 CY2026 earnings and revenue expectations. • Company provided strong Q2 CY2026 guidance, citing AI chip demand. • Analysts reiterated "Buy" ratings and raised price targets for Lam Research.

• Eli Lilly's GLP-1 drug growth trails competitor, impacting stock. • CVS Health opting out of Medicare obesity drug coverage is a concern. • Regulatory scrutiny and valuation concerns add to stock pressure.

• ARM launches AGI CPU for AI data centers, targeting new revenue. • Tech giants Meta, Google, SK Telecom partner with ARM for AI CPUs. • Analysts are bullish, citing AI demand and ARM's expanded revenue mix.

• SAP's Q1 2026 results surpassed expectations, boosting share price. • Cloud revenue and backlog grew significantly, exceeding forecasts. • Company reaffirmed strong full-year 2026 cloud revenue guidance.

TradingKey - FuboTV Inc. (FUBO) has seen its share of ups and downs in 2026. The stock declined about 60% year to date. Sentiment started to turn after management provided a straighter financial roadmap. FuboTV’s message is that it is moving from trying to grow subscribers at all costs to growing ma

• D.A. Davidson and Stifel upgraded AMD stock and price targets. • Intel's strong earnings and guidance signal semiconductor sector strength. • Accelerating "agentic AI" adoption drives server CPU demand.

• Procter & Gamble stock rose 4.72% on strong Q3 FY26 earnings. • Q3 net sales reached $21.2 billion, exceeding estimates. • Company increased quarterly dividend and reiterated FY26 guidance.

• TSMC reported strong Q1 2026 results with optimistic 2026 revenue growth projections. • Taiwan regulatory changes permit increased domestic fund allocation to large-cap stocks. • Semiconductor industry outlook is favorable, driven by AI and supply shortages.

TradingKey - March 24 (ET): Tesla (TSLA) CEO Elon Musk stated in a post on X on Friday that the company has started production of its Robotaxi model, the highly anticipated fully autonomous taxi known as "Cybercab."

TradingKey - In pre-market trading on April 24, Intel (INTC) surged as much as 30% to hit $87.09. If the stock opens at this level, it will mark an all-time high. However, some institutions have raised objections, suggesting that the primary beneficiary of the current CPU boom may not be Intel.

TradingKey - Boosted by strong earnings, Intel's US pre-market gains extended to as much as 30%, lifting the technology sector. Nasdaq 100 futures rose 1.5%, as strength in tech stocks propelled the three major index futures higher: Dow Jones futures rose 0.13%, and S&P 500 futures gained 0.56%.

TradingKey - Since the start of this week, the ongoing stalemate between the U.S. and Iran has fueled continued volatility in oil prices. Brent crude futures are currently trading near $107, up over 2% for the week, while WTI crude futures are around $97, down nearly 2%. Given persistent supply shor

TradingKey - The Bank of Japan is set to announce its latest interest rate decision on the afternoon of April 30. Market bets on a rate hike at the end of April have dropped from 55% a few weeks ago to less than 20%.

TradingKey - On April 23 (ET), Intel released its latest quarterly earnings report, which showed revenue grew 7% to $13.6 billion and earnings per share (EPS) reached $0.29, beating expectations. Analysts had previously forecast average revenue of $12.4 billion and EPS of $0.01.

TradingKey — USD/JPY has recently continued to hover below the 160 threshold, reflecting a market digesting the reality that Japanese inflation has yet to fully cool, while awaiting potential further intervention from the Bank of Japan and the Ministry of Finance.

TradingKey - Texas Instruments (TXN) released its first-quarter results after the market close on Wednesday, reporting revenue of $4.825 billion, up 19% year-over-year and significantly exceeding market expectations of $4.52 billion. Earnings per share (EPS) stood at $1.68, a 31% year-over-year increase, beating the anticipated $1.36. Net profit reached $1.545 billion, up 31% year-over-year. Following the earnings release, the stock price surged more than 19% on Thursday to hit a record high. Whether the company remains a worthwhile investment after this rally has become a focal point of discussion among investors.

TradingKey - Google (GOOG) (GOOGL) held its annual flagship event "Google Cloud Next 26" in the United States from April 22 to 24. At the conference, Google launched its 8th-generation TPU, released the "Agentic Enterprise" technology stack, and reaffirmed a massive surge in capital expenditure, wit

TradingKey - On April 24, while the three major US indices were under pressure overnight, the strong performance of semiconductor stocks improved sentiment for related technology shares in the Asia-Pacific region. Japanese and South Korean indices showed mixed developments. The Nikkei 225 index opened higher and trended upward in the morning, with gains gradually widening in the afternoon to close up 0.97% at 59,716.11 points. The index reached an intraday high of 59,763.68 and a low of 59,225.37. In terms of sectors, semiconductors, data centers, and electrical equipment were among the notable performers.