Analysis

TradingKey - US markets were closed on Monday, May 25, for Memorial Day. Geopolitical optimism surrounding US-Iran diplomatic talks continued to influence markets, with hopes for a ceasefire or deal regarding the Strait of Hormuz. Kevin Warsh, who was sworn in as Federal Reserve Chair on Friday, May

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 - Rigetti Computing (NASDAQ: RGTI) is currently trading at $25.39, building support above the 0.236 Fibonacci level of $24.86. The RSI is oscillating between 57.95 and 62.45, while the upward-sloping trendline extending from $15.48 remains unbroken.

TradingKey - While investors are focused on Micron Technology taking machine learning to create a historic memory boom, a different corner of the storage market is going through a big change too. Once viewed as merely a cyclical hard drive producer, Western Digital is steadily positioning itself to

TradingKey - Dell Technologies (NYSE: DELL) released Q1 fiscal 2027 earnings toward the end of May, and the numbers were better than analysts predicted on both sales and profit fronts: $23.8 billion in sales, a 12% year-over-year increase

TradingKey - On the final trading day of May, the three major U.S. stock indices hit new record closing highs as technology stocks rallied, driven by Dell’s better-than-expected earnings report. By finishing the month in positive territory, the markets broke the traditional "Sell in May and go away" curse. Furthermore, the S&P 500 notched a rare nine-week winning streak, marking its longest rally since December 2023.

TradingKey - As the most anticipated annual technology event in global capital markets, COMPUTEX 2026 is set to take place at the Taipei Nangang Exhibition Center from June 2 to 5.

TradingKey - On May 31, SoftBank Group announced it will invest up to €75 billion (approximately RMB 592 billion) in France to construct a large-scale AI computing cluster network. This project is set to become Europe's largest data center initiative to date and represents SoftBank's largest single AI investment outside the United States.

TradingKey - Rigetti RGTI at $25.50 after pulling back from the 2.618 Fib breakout. $2B federal quantum initiative, 36-qubit government delivery, Lyra 100+ qubit late 2026. RSI 59. Target $27.77.

TradingKey - P3 Health Partners is at $12.38 after pulling back from $18.52 post-earnings high. Ascending trendline from $5.91 intact. Q1 net income +$3M vs -$44M prior year. EBITDA $26M. Target $14.16.

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 - 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 - Over the past year, Nvidia (NVDA) has reported blockbuster results, but the Nvidia stock price has dipped on the day or week of every report. That’s led some to question whether Wall Street still buys the story. The broader reality is more nuanced: post-print volatility has been accompa

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,

AI concept stocks including Dell, Super Micro Computer, and Palantir all surged following their earnings reports. The market is now watching whether Broadcom will replicate this rally when it reports results next Wednesday.

TradingKey — According to Business Insider, Amazon (AMZN) AWS is planning to add SpaceX’s Grok model to Amazon Bedrock. For Amazon, the core of this move is not a bet on Grok, but rather to continue strengthening AWS's role as a platform in the enterprise generative AI market: customers do not have to choose a single large model provider, but can instead access Anthropic, OpenAI, Meta (META), Cohere (COHR), and potentially SpaceX’s Grok in the future through a unified interface within Bedrock.

TradingKey - Premarket on Friday, May 29, the three major U.S. stock index futures rose slightly as markets continued to digest U.S. April PCE inflation data, progress in U.S.-Iran ceasefire negotiations, and the AI hardware rally triggered by Dell’s earnings report. As of press time, Dow Jones Industrial Average futures rose 0.31%, S&P 500 futures rose 0.16%, and Nasdaq 100 futures rose 0.13%.

TradingKey - Snowflake Q1 FY2027: $1.05B revenue +29% YoY, product revenue +31%, RPO +28% to $4.8B. 36% breakout above multi-month descending trendline. SNOW at $239. Target $261–$280.

TradingKey - On May 28, Eastern Time, Snowflake (SNOW) shares surged nearly 40% intraday, closing with a 36% gain. The rally was driven by its latest financial results exceeding market expectations and the announcement of a five-year, approximately $6 billion cloud and AI infrastructure partnership with Amazon's (AMZN) AWS.