Yulia Zeng

TradingKey - As the Q1 FY2027 earnings release date for Marvell Technology (MRVL) on May 27 (ET) approaches, Wall Street investment banks are collectively issuing bullish signals.

TradingKey - As the AI wave sweeps across the technology industry, Software-as-a-Service (SaaS) giant Salesforce (CRM) stands at a critical crossroads of transformation. On May 27 local time, the company will release its first-quarter fiscal 2027 earnings report. This report serves not only as a litmus test for the effectiveness of its AI strategy but also as a key benchmark for the repricing of the entire SaaS sector in the AI era.

TradingKey - Labor-management tensions within Samsung Electronics have escalated once again. The company's third-largest union, the Donghaeng Union, has officially filed for a preliminary injunction with the Suwon District Court in South Korea, seeking to halt the ongoing voting process for the 2026 tentative wage agreement.

TradingKey - Renowned Wall Street investment bank JPMorgan (JPM) has issued its latest assessment, stating that the S&P 500 could breach the 9,000-point milestone within the next year.

TradingKey — With Elon Musk’s SpaceX set to launch its IPO in mid-June, the space economy theme is becoming the new favorite of global capital markets, with related exchange-traded funds (ETFs) experiencing explosive growth.

TradingKey - Since entering into AI investing as an opportunity for investment at the start of this current AI investing cycle, Palantir (PLTR) has built a large following; early supporters of Palantir should have profited handsomely. 

TradingKey - In today's market, some of the longest-term success stories were anything but safe in the beginning (e.g., Amazon (AMZN)). Amazon spent nearly all of its early years operating with negative cash flow and required long-term investors to have both patience and the willingness to continue

TradingKey - AI leader OpenAI is reportedly accelerating its IPO process and could confidentially file a draft registration with the U.S. Securities and Exchange Commission as early as today. If the review process proceeds smoothly, the company is expected to list by this September, a timeline significantly ahead of previous market expectations of the fourth quarter or later.

TradingKey - Driven by the strong catalyst of a sustained explosion in global demand for AI computing power, chip architecture giant Arm (ARM) has reached a historic milestone. This has yielded the most stellar returns of their investment careers for Arm’s majority shareholder, SoftBank Group, and its founder, Masayoshi Son.

TradingKey - In early Friday trading, Japanese and South Korean stock markets extended the previous day’s rally, continuing to trend higher. The Nikkei 225 Index opened 0.35% higher, with intraday gains quickly expanding to 1%. The Seoul Composite Index opened up 0.7%, steadily advancing toward the 7,900-point psychological level.

TradingKey - Despite Q1 earnings released after the market close on May 21 significantly beating expectations—with revenue of $81.6 billion and data center revenue of $75.2 billion both well above Wall Street consensus—and the company announcing an $80 billion share buyback program alongside a dividend hike, the after-hours share price fell 1.26%, continuing the anomalous trend of "strong earnings followed by a correction."

TradingKey - As the absolute leader in the global AI supply chain, Nvidia (NVDA) delivered quarterly results that exceeded Wall Street's consensus expectations as scheduled. The company's total revenue grew 85% year-on-year to $81.62 billion, beating analyst estimates by nearly 3.1%.

TradingKey - Major Asia-Pacific stock markets rallied collectively on Thursday morning. The Nikkei 225 Index opened nearly 1% higher, with intraday gains subsequently expanding to over 3%. South Korea's KOSPI opened 3.8% higher, with gains further widening to 5.1%. The Korea Exchange triggered a circuit breaker for the KOSPI as KOSPI 200 futures surged 5%, suspending program trading for five minutes.

TradingKey - With navigation through the Strait of Hormuz still failing to resume, energy-focused investment research firm HFI Research has issued a warning that the market landscape could face a major turning point in June. The firm pointed out that if the strait remains closed by the first week of June, global oil inventories falling to historic lows could trigger panic buying and stockpiling by various countries, at which point the market may descend into genuine chaos.

TradingKey - Despite the recent sharp correction in the semiconductor sector and a cumulative decline of nearly 14% in Micron Technology (MU) shares over the past five trading days, Wall Street analysts remain optimistic about its outlook. In a newly released research report, Citigroup (C) analyst Atif Malik significantly raised Micron's price target from $425 to $840, nearly doubling the figure, and reaffirmed a "Buy" rating.

TradingKey - The Nikkei 225 Index opened 0.2% lower in early trading, with losses quickly widening to 2%. It has weakened for five consecutive trading days, falling below the 60,000 mark for the first time this month. South Korea's KOSPI Index opened 0.7% higher before its intraday losses expanded to 2%.

TradingKey - According to an internal memo, the company’s Head of HR, Janelle Gale, notified all staff on Monday that layoff notices will be issued in batches starting at 4:00 AM local time on Wednesday, May 20. This round of adjustments involves approximately 8,000 positions, representing about 10% of Meta's total global workforce of 78,000.

TradingKey - On May 18 local time, a nine-person jury in a federal court in Oakland, California, unanimously ruled to dismiss Elon Musk’s lawsuit against OpenAI and Sam Altman after less than two hours of deliberation. The case was dismissed because the statute of limitations had expired, precluding a substantive trial on the core dispute of whether OpenAI deviated from its original non-profit mission.

TradingKey - The Nikkei 225 Index edged up 0.6% at the open, with intraday gains steadily expanding to 1%. In contrast, South Korea's KOSPI Index exhibited a weak consolidation pattern, falling 1.2% early in the session before intensified selling pressure pushed the decline to 2%.

TradingKey - Nvidia (NVDA) is set to release its first-quarter earnings for fiscal year 2027 after the US market close on May 20 ET. Market consensus expects quarterly revenue to be approximately $71.8 billion, but several investment banks believe this expectation is too conservative. Citi predicts revenue will reach $73 billion, while Wells Fargo has provided an even more optimistic forecast of $80.4 billion.