Analysis

Boeing has returned to profitability, backed by a $682 billion backlog, yet faces heavy debt and geopolitical volatility. While 2026 targets average $290.09, long-term forecasts suggest $475–$586 by 2030. Success depends on scaling production and navigating trade tensions, making it a high-convictio

TradingKey - Palantir Q1 2026: $1.63B revenue +85% YoY, US commercial +133%, Rule of 40 at 145%. PLTR down 26% YTD on valuation. Falling wedge at $133 with RSI divergence. Target $140–$145.

TradingKey - On May 15, ET, the three major US stock index futures faced downward pressure in pre-market trading. Dow Jones futures fell 0.64%, Nasdaq 100 futures dropped 1.37%, and S&P 500 futures declined 0.97%. Stocks related to the Philadelphia Semiconductor Index continued to remain under pressure.

TradingKey - On May 14, 2026, Cerebras Systems (CBRS), an AI chip competitor on Nasdaq, closed after gaining 68%, and exceeded intra-day fluctuations of greater than 100%. To buy shares of CBRS will require a US brokerage account, transferring funds, and the ability to withstand very volatile single

TradingKey - SanDisk SNDK up 509% YTD after Q3 FY2026 revenue of $5.95B (+251% YoY), $23.41 EPS vs $12–14 guidance. Q4 guided $7.75–8.25B. Pullback to $1,382 trendline support. Target $1,455–$1,597.

TradingKey - Figma (FIG.US) reported its first-quarter fiscal 2026 financial results after the market close on May 14, with core metrics beating Wall Street estimates across the board.

TradingKey - Amid recurring US-Iran conflicts and elevated valuations in tech stocks, selecting US equity ETFs is no longer simply a matter of "buying the index." The following list categorizes allocation strategies based on different investment objectives. Investors should select two to three directions to construct a portfolio based on their individual risk tolerance and existing portfolio structure.

TradingKey — U.S. President Donald Trump recently submitted his latest financial disclosure filings to the Office of Government Ethics (OGE), disclosing approximately 3,600 securities transactions in a single release. The records indicate significant portfolio rebalancing during the first quarter of 2026.

TradingKey - AI chip company Cerebras Systems (CBRS) debuted on Nasdaq on Thursday. With an offering price of $185, the stock surged to $350 at the opening and quickly climbed to $385, triggering a circuit breaker. It ultimately closed up 68.15%, with its market capitalization exceeding $67 billion. Cerebras' explosive debut has successfully ignited the 2026 AI IPO season. Following in its wake, giants such as OpenAI, SpaceX, and Anthropic, along with several AI startups, are already lining up to enter the market.

TradingKey — On Thursday, May 14, Eastern Time, AI chipmaker Cerebras Systems, regarded by the market as an "Nvidia challenger," officially listed on the Nasdaq under the ticker symbol "CBRS," delivering a stunning performance on its first day of trading.

Tradingkey - Amid the summit between the heads of state of China and the United States, news of Ford Motor (F) entering the AI supply chain through a cross-sector expansion has boosted the company's stock price. According to media reports, the Detroit automaker officially launched its new subsidiary, Ford Energy, this week, focusing on providing battery energy storage systems for data centers, utilities, and other industrial and commercial customers in the U.S. Lisa Drake, President of Ford Energy, stated that the deep intersection of rapid data center development, large-scale renewable energy integration, and grid resilience requirements has created a significant structural gap in the global energy market. Ford Energy was established to fill this gap. Driven by this news, Ford’s stock price recorded a cumulative two-day gain of 20.77%, closing at $14.48. The share price reached a four-year high since February 2022.

TradingKey - On May 14, Eastern Time, U.S. retail sales for April performed robustly, growing by 0.5% and highlighting the continued resilience of the consumer market. Meanwhile, high-level officials from China and the U.S. held consultations in Beijing, signaling positive expectations. Driven by mu

TradingKey - On May 14, Eastern Time, the three major U.S. stock indices closed higher across the board, with the Nasdaq and S&P 500 both hitting record highs. The Dow Jones Industrial Average closed above the 50,000 mark for the first time in three months. On the same day, Kevin Warsh officially succeeded Jerome Powell as Chair of the Federal Reserve, ushering in the Fed's "Warsh Era."

Alphabet Inc. sold ¥576.5 billion ($3.6 billion) of bonds in the biggest ever yen deal by a non-Japanese company as competition to fund centers and AI infrastructure intensifies.The debut yen bond by the parent of Google includes ¥200.5 billion of five-year bonds at 50 basis points over mid-swaps, a

US markets hit records on AI growth and Nvidia’s China expansion. Key drivers include Cisco’s gains, Cerebras’ IPO, US-China diplomacy, South Korean retail FOMO, and Middle East tensions.

Cisco is successfully transitioning into an AI-driven software leader. With robust subscription revenue, strategic AI acquisitions, and dominant networking infrastructure, the company offers a unique blend of value and growth. Analysts predict bullish momentum, with the stock potentially reaching $1

TradingKey - Quantinuum, the quantum computing subsidiary of Honeywell (HON), has officially filed for an initial public offering (IPO) with the U.S. SEC, with plans to list on the Nasdaq under the ticker symbol "QNT." Targeting a valuation of approximately $20 billion, it could become the largest IPO in the history of the quantum computing sector. Notably, three quantum computing firms have already listed on U.S. exchanges this year: Infleqtion (INFQ), Xanadu (XNDU), and Horizon Quantum (HQ). Prior to this year, there were only four publicly traded pure-play quantum computing companies globally: D-Wave (QBTS), Rigetti Computing (RGTI), IonQ (IONQ), and Quantum Computing Inc. (QUBT). Does this signal...

TradingKey - Alibaba (NYSE: BABA) surged between 7% and 8% on May 13 following its fiscal Q4 2026 earnings report, which showed a miss on reported revenue and EPS yet delivered the data points that truly matter for the long-term investment story.

TradingKey - On May 14, Eastern Time, the three major U.S. stock index futures fluctuated in pre-market trading. Dow Jones Industrial Average futures continued to climb, rising 0.64%, while Nasdaq 100 futures rose 0.19% and S&P 500 futures gained 0.24%. Most stocks related to the Philadelphia Semiconductor Index were under pressure.

TradingKey — On May 11, Eastern Time, Micron Technology (MU) topped the U.S. stock market with a trading turnover of $55.603 billion, surpassing Nvidia. Over the next two trading sessions, its share price broke above $800, with its market capitalization exceeding $900 billion.