Alan Long

TradingKey - On May 13, U.S. President Trump arrived in Beijing for a high-level meeting with Chinese President Xi Jinping. He was accompanied by Nvidia (NVDA) CEO Jensen Huang and Tesla (TSLA) CEO Elon Musk, along with senior executives and business leaders from Apple (APLE), Meta (META), Visa (V), JPMorgan Chase (JPM), and Boeing (BA).

TradingKey - The U.S. is set to release April PPI data at 8:30 AM ET on May 13. Markets widely expect the U.S. April PPI to continue its upward trend, with the consensus pointing to a year-on-year growth rate of 4.9%, up from 4.0% in March. If realized, concerns regarding the upstream transmission of inflationary pressures will further intensify.

TradingKey - On May 12, Eastern Time, U.S. CPI data for April significantly exceeded market expectations, reaching its highest level since May 2023. The index rose 3.8% year-on-year, higher than the market forecast of 3.7%. Core CPI also increased 0.4% month-on-month, with prices for energy, rent, and airfare all trending upward.

TradingKey - Latest reports indicate that Amazon (AMZN) is preparing its inaugural Swiss franc bond offering. The proceeds will be used for general corporate purposes, potentially including business investments and capital expenditures. This move coincides with Alphabet’s (GOOGL) plans to issue its first yen-denominated bonds, reflecting how Big Tech companies are tapping international debt markets to finance the expansion of AI infrastructure.

TradingKey - On Tuesday (May 12), the Bank of Japan released the minutes of its April monetary policy meeting. The minutes revealed that several policy board members believed the central bank may need to raise interest rates soon, with some even suggesting that action could be taken as early as the June meeting.

TradingKey - On May 11, Eastern Time, silver (XAGUSD) surged 7.28% to close at $86.13, marking its fifth consecutive session of gains. In contrast, while gold (XAUUSD) saw an intraday range exceeding $100, its gain was only 0.42%, significantly underperforming silver. Does this indicate that a new rally for silver is about to commence?

TradingKey - Amazon (AMZN) recently announced that it is opening Amazon Supply Chain Services (ASCS) to all businesses, making its comprehensive freight, warehousing, fulfillment, and parcel delivery capabilities available to all types of enterprises, moving beyond serving only its own retail operations and platform sellers.

TradingKey - As the newly released US non-farm payroll data propelled the Nasdaq to a record high, market focus shifts to the April CPI data to be released next week.

TradingKey - On May 8 (ET), Citi stated that oil prices could rise further if US-Iran negotiations remain deadlocked, maintaining its forecast that Brent crude will reach $120 over the next three months.

TradingKey — Amazon (AMZN) disclosed on Thursday ET that it will offer Novo Nordisk’s (NVO) oral Ozempic, a medication for type 2 diabetes, through its self-service kiosks, with support for same-day delivery.

TradingKey - Oil prices surge as US-Iran clashes resume following a brief de-escalation.

TradingKey - After retesting the $4,500 level this Monday, gold prices (XAUUSD) staged a strong recovery of over $200 across Tuesday and Wednesday, breaking above the $4,700 mark. As of press time today (May 7), the gold price maintains its upward momentum, trading at $4,748.77. The $4,800 threshold

TradingKey - IONQ’s latest earnings beat expectations, but shares fell after-hours as the market had previously overextended performance expectations; the medium-to-long-term outlook remains bullish.

TradingKey - On May 5 (ET), Super Micro Computer (SMCI) released its fiscal Q3 2026 financial report. Although third-quarter revenue slightly missed market expectations, a significant improvement in profit margins and better-than-expected guidance for the next quarter propelled the stock 18% higher in after-hours trading.

TradingKey - Since May, Bitcoin (BTCUSD) prices have maintained a steady rally, successfully breaking above the $80,000 threshold this week. On the technical front, the formation of a candlestick pattern characterized by a breakout from range-bound consolidation followed by a successful retest has opened up further upside potential for Bitcoin.

TradingKey - On the evening of May 5, ET, Trump posted that the "freedom plan" to unblock the Strait of Hormuz is being temporarily suspended to create space for negotiations with Iran, though the blockade of Iranian ports will continue. Concurrently, U.S. Secretary of State Rubio told reporters that the U.S. "Epic Fury" operation against Iran has concluded.

TradingKey - On April 29, 2026 Robinhood Markets, Inc. (NASDAQ: HOOD) is trading at approximately $82.07 or roughly 34.2x trailing 12-month earnings; whereas Coinbase Global, Inc. (NASDAQ: COIN) will have a trading price of around $194.10 or approximately 16.80 times trailing twelve month earnings.

TradingKey - Robinhood Markets, Inc. (NASDAQ: HOOD) has also demonstrated its fast-moving abilities when retail trading, crypto, and the market are aligned. In 2025, Robinhood reported record revenues of $4.5 billion, record diluted EPS of $2.05, and record net deposits of $68 billion with over 4.2

TradingKey - SoFi Technologies, Inc. (NASDAQ: SOFI) has become one of the more intriguing names in U.S. fintech because it is no longer simply a story about student loans or a consumer trading platform.

TradingKey - Since April 28, 2026, POET Technologies Inc. (NASDAQ: POET) has become one of the most volatile small-cap AI-linked equity investments currently available in the market.