TradingKey

• JPMorgan analyst raised Nokia's price target significantly. • Nokia reported 1 billion euros in new AI/cloud customer orders. • Company raised Network Infrastructure growth expectations for 2026.

• SpaceX IPO caused investors to reallocate capital from SATS. • EchoStar's Q1 2026 financial results showed revenue decline and operational loss. • Technical indicators suggest a sell signal and oversold condition for SATS.

• UMC reports strong May and year-to-date revenue growth. • Company forecasts Q2 growth with stable margins and price adjustments. • UMC innovates with new platforms and collaborates for growth.

TradingKey - Upon the successful listing of SpaceX (SPCX), space concept stocks fell across the board, with competitor Rocket Lab (RKLB) tumbling as much as 13% at one point. Within the sector, Virgin Galactic (SPCE) plunged over 37%, Firefly Aerospace (FLY) dropped more than 20%, AST SpaceMobile (ASTS) fell over 16%, and Redwire (RDW) declined by more than 13%.

TradingKey - SpaceX (SPCX) listed on the Nasdaq Stock Exchange today, opening at $150, approximately 11% above its IPO price. As of press time, SpaceX shares broke through $172, up 27.47%. The space company’s latest market capitalization climbed to $2.27 trillion, surpassing TSMC ($2.2 trillion). It currently ranks seventh on the global market cap leaderboard, trailing just behind Amazon ($2.55 trillion).

• Lam Research reported strong Q3 2026 results, exceeding expectations. • Company raised 2026 WFE market forecast to $140 billion due to AI demand. • Advanced packaging revenue projected to exceed 50% growth in 2026.

• Quanta Services reported strong Q1 2026 earnings exceeding expectations. • Record $48.5 billion backlog supports future revenue visibility. • Analysts show positive sentiment with upgrades and increased price targets.

• JPMorgan reiterated positive outlook, seeing prior drop as entry point. • Coherent Corp reported strong Q3 FY26 results with revenue up 21%. • NVIDIA's investment highlights Coherent's role in AI supply chain.

• GE Vernova stock rose due to strong results and institutional buying. • Analysts maintain a "Moderate Buy" rating with increased earnings estimates. • Company benefits from power infrastructure demand, AI data centers, and fusion energy.

• Teradyne added to Nasdaq-100 Index June 22, 2026. • Secured $139.9 million U.S. DoD contract for test kits. • Reported record Q1 2026 results, revenue up 87% YoY.

• ConocoPhillips stock rose amid positive analyst sentiment and strong fundamentals. • Crude oil price volatility, influenced by geopolitical headlines, caused intraday swings. • Analysts raised 2026 earnings estimates, supporting an optimistic outlook.

• Rocket Lab USA to join Nasdaq-100 Index on June 22, 2026. • Space tech sector pressure from Blue Origin, SpaceX IPO impact. • Macroeconomic data and valuation concerns weigh on RKLB.

• Marathon Petroleum (MPC) stock rose due to positive analyst revisions. • Strong refining margins and Q1 2026 results drove MPC's performance. • Geopolitical factors and tight refining capacity support MPC's valuation.

• PLTR stock declined due to technical patterns and government contract scrutiny. • UK government contracts faced scrutiny and a £50 million deal was blocked. • Analysts note PLTR's premium valuation and cautious market sentiment.

• CoreWeave to join Nasdaq-100 Index June 22, 2026. • Company prices $3.25 billion in senior notes due 2032. • Analysts anticipate substantial revenue growth and hold "Moderate Buy".

TradingKey - On June 12, SpaceX (SPCX) opened at $150 in its market debut, up 11.11% from its offering price of $135, with trading turnover exceeding $11.4 billion. Its latest market capitalization reached $2.05 trillion, immediately joining the ranks of the world's most valuable companies and surpassing Broadcom, Tesla, and Meta. It currently ranks as the 8th largest company in the U.S. by market value.

TradingKey - On June 12, the two major crude oil benchmarks plummeted, with WTI crude futures dropping over 4% after Iran signaled a potential move toward peace talks. According to media reports, the Iranian Foreign Minister stated that Iran and the U.S. have never been closer to reaching a Memorandum of Understanding (MoU). However, he added that the media should avoid speculating on its contents until they are finalized, stating, "In accordance with our responsible and transparent approach, all details will be shared with the public at the appropriate time." As of press time, WTI crude futures fell 3.85% to $84.33, dropping to levels last seen in mid-April, while Brent crude futures fell 3.78% to $86.98.

• Copper prices rose significantly due to AI, electrification, and supply issues. • Institutional investors increased stakes; company reported strong earnings. • Analysts maintain cautious ratings due to project risks and Peru's political uncertainty.

• Dell's AI-optimized server business is a key stock driver. • Analysts reiterate "Buy" ratings with aggressive price targets for DELL. • New product innovations enhance investor confidence in Dell's AI strategy.

• Charles Schwab reports strong May 2026 operational results. • Total client assets exceeded $13 trillion with increased new accounts. • Analysts raised EPS estimates and some see stock as undervalued.