Andy Chen

Tradingkey - Broadcom (AVGO) will release its fiscal second quarter 2026 earnings report after the U.S. market close on June 3, 2026, Eastern Time. As a leading global provider of AI infrastructure chips and private cloud software platform services, the company has benefited from the accelerated construction of data centers and the continued surge in demand for custom AI chips. Since the release of its previous quarterly results, Broadcom's share price has risen by approximately 36%, significantly outperforming the S&P 500 over the same period.

Tradingkey - The Iran-US conflict has disrupted global oil and gas production by interrupting supply chains and damaging oil supply lines and pipeline infrastructures due to ongoing hostilities.According to the Energy Information Administration, in April, Iraq, Saudi Arabia, Kuwait, the United Arab

Tradingkey - The U.S. aerospace industry suffered a major setback as space sector stocks came under broad pressure, with AST SpaceMobile (ASTS) tumbling 14.57%. According to media reports, Blue Origin’s New Glenn uncrewed rocket experienced a catastrophic explosion on the launch pad at Cape Canaveral Space Force Station on Thursday night, causing severe damage to the company’s only launch facility.

Tradingkey - On May 29, the board of directors of Universal Music Group, the world's largest music company, issued a statement officially rejecting a $65 billion all-cash acquisition proposal from billionaire Bill Ackman and his firm, Pershing Square Capital Management. The board explicitly stated that the transaction "is not in the best interests of Universal Music Group, its shareholders, artists, songwriters, employees, and all other stakeholders."

Tradingkey - On May 29, the U.S. cryptocurrency industry achieved a milestone regulatory breakthrough. Cryptocurrency exchange Coinbase (COIN) and prediction market platform Kalshi jointly announced on Friday the official launch of cryptocurrency perpetual contract products. This marks the first time in U.S. history that investors are permitted to trade perpetual futures contracts through domestic, licensed, and regulated exchanges. The product launch received official listing approval from the Commodity Futures Trading Commission (CFTC), signifying that crypto perpetual futures, which had long resided in a regulatory gray area, are now formally integrated into the U.S. domestic financial regulatory system, establishing a clear framework for onshore trading rules.

Tradingkey - U.S. President Trump announced Friday that he will issue a final ruling on a preliminary agreement previously reached by U.S. and Iranian negotiators.

Tradingkey - On May 29, all three major U.S. indices moved higher. However, a subtle shift is occurring within the market that many have yet to notice: capital is quietly rotating into the AI application sector, which features lower valuations and healthier positioning. Since the start of the year,

Tradingkey - On May 28, the Trump administration introduced a new round of industrial support policies. Diverging from the previous focus on the semiconductor sector, the emphasis of this policy has shifted to the drone industry. Buoyed by the positive news, the drone sector rallied across the board today. By the close, Unusual Machines (UMAC) surged 57.20%, Red Cat Holdings (RCAT) rose 32.61%, AEVEX Corp (AVEX) climbed 31.13%, and Ondas (ONDS) gained 22.69%.

Tradingkey - On May 28, Anthropic released its latest flagship AI model, Claude Opus 4.8, an upgraded version based on its flagship Opus 4.7. According to Anthropic’s official data, Opus 4.8 leads in several AI-centric synthetic benchmarks, outperforming OpenAI’s ChatGPT-5.5 and Google’s (GOOGL) Gemini 3.1 Pro.

Tradingkey - On May 28, the final set of U.S. economic data for April was released, further confirming that inflation is spreading across a broader range of sectors. This has also solidified market expectations that the Federal Reserve will not cut interest rates this year. Recent hawkish remarks from Fed officials further indicate that the AI boom cannot be expected to resolve inflationary pressures.

Tradingkey - On May 28, U.S. government officials reported a new ceasefire agreement reached between the U.S. and Iran. Influenced by this major geopolitical news, trading volumes across major global asset markets saw a significant expansion during the day. All three major U.S. stock index futures turned from gains to losses. As of press time, Dow Jones futures rose 0.02%, S&P 500 futures rose 0.23%, and Nasdaq 100 futures rose 0.39%. Spot gold surged in the short term, rising by more than $100; as of press time, it was up 0.14% at $4,452. The two major crude oil futures fell before rebounding; as of press time, WTI crude oil futures rose 0.36% to $89, while Brent crude oil futures rose 0.21% to $94.49.

Tradingkey - Snowflake (SNOW) shares surged over 35% in after-hours trading following the announcement of a new partnership with Amazon AWS and its first-quarter earnings results. As of press time, the stock remained up 33% at $233.1. Snowflake reported its fiscal first quarter 2027 results, with revenue reaching $1.39 billion, up 33% year-over-year. Net revenue retention stood at 126%. Furthermore, remaining performance obligations (RPO) were $9.21 billion, up 38% year-over-year; there were 779 customers with trailing 12-month product revenue exceeding $1 million, a 29% year-over-year increase. Snowflake also provided strong guidance, forecasting a second-quarter adjusted operating margin of 12.5% and product revenue between $1.415 billion and $1.42 billion, surpassing market expectations of 11.9% and $1.37 billion, respectively.

Tradingkey - On May 27, Eastern Time, Marvell Technology (MRVL) released its fiscal first quarter 2027 financial results during post-market trading, reporting revenue that exceeded market expectations. During the period, Marvell’s Q1 revenue reached a record high of $2.418 billion, compared to $1.89

Tradingkey - On May 26, Eastern Time, the three major U.S. stock indices showed divergent performance. The Dow Jones Industrial Average hit an intraday record high of 50,830.41, while the Nasdaq Composite and the S&P 500 turned lower. Although U.S. equities have staged a strong broad-based rebound over the past two months, the performance gap between the three indices remains significant. The Nasdaq Composite has led the market with a cumulative gain of approximately 27%, followed by the S&P 500 with an 18% increase over the same period. The Dow Jones has shown relative weakness, rising only 12% during this interval and significantly lagging behind the other two major indices.

Tradingkey - According to Iranian sources, a "preliminary informal document" regarding a Memorandum of Understanding (MoU) framework between Iran and the United States has been disclosed. The content covers the Strait of Hormuz, regional military deployments, and arrangements for future agreements. Driven by the de-escalation of geopolitical tensions, gold prices dropped to their lowest levels since late March. Both major crude oil benchmarks plunged: WTI crude futures hit a low of $87.77 per barrel, the lowest since April 22, while Brent crude fell to a low of $94.17 per barrel.

Tradingkey - AI chipmaker Cerebras Systems (CBRS) shares rose, gaining more than 10% at one point to reach a high of $266.7. As of press time, the stock remains up 8.7% at $262.75. Renowned Wall Street investor Cathie Wood, founder and CEO of ARK Invest—often referred to as the "female Warren Buffett"—has significantly increased her stake in Cerebras Systems. Despite the stock’s post-listing retracement, Wood opted to buy the dip, signaling firm confidence in the long-term explosive potential of the company’s unique "wafer-scale" AI chip technology.

Tradingkey - On May 26, Eastern Time, driven by a decline in U.S. Treasury yields, U.S. technology stocks extended their rally. The three major indices closed mixed, with the S&P 500 and the Nasdaq Composite hitting record highs. At the close, the Dow Jones Industrial Average fell 0.23% to 50,461.68; the S&P 500 rose 0.61% to 7,519.12; and the Nasdaq Composite rose 1.19% to 26,656.18.

Tradingkey - On May 26 (ET), hostilities in Iran escalated once again, driving the two major crude oil futures to narrow their losses. WTI crude futures were down 3% at $93.70, while Brent crude futures returned to the $100 mark, though remaining down 3.41%. The core catalyst for this rapid rebound in international oil prices is the sudden escalation of geopolitical tensions in the Strait of Hormuz: U.S. forces recently launched military strikes in the strait area, to which Iran immediately responded with firm countermeasures, leading to a sharp cooling of market optimism regarding the restoration of waterway passage through negotiations.

Tradingkey - Elon Musk’s SpaceX is set to list on Nasdaq in mid-June with a target valuation of $1.75–$2 trillion, as the market focuses intensely on whether its performance can support this massive valuation. According to prospectus data, Starlink is currently the company’s sole profit pillar; the communications business, including Starlink, generated $11.39 billion in revenue last year, accounting for 61% of total revenue. The market generally considers Starlink's user growth and commercialization progress as key variables for valuation validation. Today, American Airlines (AAL) confirmed the adoption of Starlink’s in-flight network, injecting new growth momentum into the business. American Airlines finalized an in-flight connectivity upgrade plan to equip over 500 narrow-body aircraft with SpaceX’s Starlink system, further consolidating Starlink’s advantage in the aviation Wi-Fi sector as it continues to gain favor among major global airlines.

Tradingkey - On May 26, 2026 (ET), the first trading day following the Memorial Day holiday, the three major US stock indices maintained an overall upward trend. This momentum was driven by the dual catalysts of an intensifying AI investment craze and easing geopolitical risks fueled by expectations of a US-Iran peace agreement. Both the Nasdaq Composite and the S&P 500 reached new all-time highs: the Nasdaq hit an intraday peak of 26,725.29, and the S&P 500 reached an intraday high of 7,539.09. Conversely, the Dow Jones Industrial Average opened higher but trended lower, declining 0.16% as of press time.