TradingKey

• Oracle and Google Cloud expanded AI partnership for enterprise data. • Oracle introduced AI Database Agent for Gemini Enterprise. • Oracle exceeded Q3 FY26 expectations, raised FY27 guidance.

Robinhood has dismantled the traditional walls of Wall Street. To the retail trader, it is a powerful tool for wealth building. To the investor, Robinhood stock is a high-risk wager on the future of digital-first finance — a wager that demands a high tolerance for both innovation and the regulatory

The question most investors want answered is whether or not Thursday's temporary bump in BA shares sufficiently changes the risk-reward balance such that they should now consider making an investment in BA.

• Booking.com faces Italian investigation for deceptive marketing practices. • Analysts revised price targets and earnings forecasts downwards for Booking Holdings. • Weakening business travel sentiment and insider selling add to concerns.

• Palantir Technologies shares rose on news of a USDA contract. • The USDA agreement expands Palantir's reach into the civilian sector. • Analyst ratings remain largely positive despite trading volatility.

• AMD launched Ryzen 9 9950X3D2 dual-cache processor. • Analysts raised price targets due to strong AI demand. • AI sector demand outpaces supply, benefiting AMD.

• Gold prices rebounded, driven by safe-haven demand and geopolitical tensions. • Analyst upgrades and positive outlooks bolstered investor confidence in Newmont. • Anticipation of strong first-quarter earnings is outweighing production concerns.

• Barclays upgraded Seagate to Overweight, citing HDD duopoly and pricing upside. • AI-driven demand and HAMR technology are key growth drivers for Seagate. • Strong fiscal performance and sold-out HDD capacity boost investor confidence.

• GE Q1 2026 results surpassed earnings and revenue expectations. • Unchanged full-year EPS guidance and margin decline fueled investor concerns. • Lowered 2026 aircraft departures outlook impacted sentiment.

• Deutsche Telekom explores T-Mobile US merger via new holding company. • Deal faces political, regulatory hurdles and potential shareholder discount. • Insider selling and institutional stake reduction add to negative sentiment.

• Intuitive Surgical exceeded Q1 2026 expectations with strong revenue and EPS. • Full-year 2026 guidance for procedure growth and gross profit margin was raised. • Analysts reiterated positive ratings, with some raising price targets on the stock.

• Philip Morris International's Q1 2026 adjusted EPS rose 16% year-over-year. • International smoke-free products drove revenue and offset US weakness. • Company maintained full-year 2026 adjusted EPS guidance.

New York State's allegations that Coinbase's prediction markets are illegal triggered a plunge of over 7% in its share price, which fell below the $200 mark.

TradingKey - Memory giant SK Hynix is set to disclose its first-quarter fiscal 2026 results on Thursday, with the market holding high expectations for its performance.

• Alphinity reduced its stake in Amphenol significantly. • Amphenol's Q1 2026 guidance missed analyst expectations. • Macroeconomic concerns and AI scaling issues may affect stock.

• Micron's HBM capacity is sold out through 2026. • Company projects fiscal Q3 earnings and revenue above estimates. • Analysts maintain buy ratings, citing AI memory super-cycle.

• Stock volatility driven by anticipation of Q1 2026 earnings. • Analyst upgrades cite game-changing server CPU potential. • Foundry turnaround gaining credibility with increased equipment orders.

• GE Vernova beat Q1 2026 earnings and revenue expectations. • Prolec GE acquisition boosted Electrification segment, adding $4.5 billion pre-tax gain. • Full-year 2026 financial guidance was raised by the company.

• Boeing beat Q1 loss and revenue expectations. • FAA on track for 737 MAX 7/10 certification by end 2026. • Production ramp-up and $700 billion order backlog.

TradingKey - On Wednesday, international oil prices fluctuated at high levels below $100 per barrel. Although U.S. President Trump announced an indefinite extension of the U.S.-Iran ceasefire agreement in an attempt to create space for peace negotiations, the ongoing shipping blockade in the Strait of Hormuz continues to drive up the market's geopolitical risk premium.