Analysis

TradingKey - Cisco beat Q3 FY2026 with $15.8B revenue (+12% YoY), $1.06 EPS, $2.1B AI orders, and raised full-year AI revenue to $9B. CSCO at $102, Fib breakout targets $103–$107. 4,000 job cuts.

TradingKey - On May 13, Eastern Time, Amazon (AMZN) launched Alexa for Shopping, signaling that AI has advanced from search assistance to direct order placement. This move could potentially reshape the traffic distribution, conversion efficiency, and repurchase logic of Amazon's e-commerce business.

TradingKey - Google I/O 2026 will kick off on Tuesday, May 19 ET, with Gemini set to be the centerpiece of the event. According to CNBC, it is expected that Google (GOOG) (GOOGL) will release a new version of the Gemini model, other AI products, and potentially launch AI smart glasses. Google needs

Nebius Group (NBIS) is emerging as a high-performance AI cloud leader. Driven by tier-1 partnerships and a shift to "AI utility" software, it faces high valuation risks but offers massive 2030 upside. Analysts view it as a high-conviction, aggressive growth play for the AI infrastructure era.

Recent market performance has been more than just strong

TradingKey - On May 13, Eastern Time, Cisco (CSCO) released its third quarter fiscal year 2026 financial results. The report showed that revenue reached $15.841 billion, a 12% increase year-over-year. More importantly, Cisco expects fourth-quarter fiscal 2026 revenue to be between $16.7 billion and

TradingKey - During the U.S. stock overnight trading session on May 14 (Eastern Time), Nvidia (NVDA.US) shares surged, with gains briefly exceeding 3% and reaching a session high of $232.35.

TradingKey - On May 13 (ET), U.S. President Trump arrived in China for a visit. A business delegation led by Trump, comprising executives from several leading U.S. corporations, has become the focus of Wall Street's attention.

In 2026, the top 10 gainers in the Nasdaq 100 rose by an average of 784%, exceeding the peak of the Dot-com bubble by 26%. However, the primary drivers are not Nvidia or Microsoft, but rather the AI "peripheral supply chain." This report provides an in-depth analysis of four major risks for the second half of the year: SpaceX’s $1.75 trillion IPO, a resurgence of inflation, the change in Fed leadership, and the midterm elections, as well as investment opportunities in software stocks unfairly penalized by the "SaaSpocalypse."

TradingKey - On May 13 (ET), U.S. President Trump arrived in Beijing to begin a three-day visit. Markets expect both sides to engage in dialogue on issues such as trade and technology, a move that has eased concerns over a further escalation of U.S.-China tensions.

TradingKey - AI chipmaker Cerebras Systems is racing toward a US IPO with momentum far exceeding expectations, as Wall Street's fervor for the AI semiconductor sector is fully reflected in the company.

Market capital is exhibiting a powerful "siphon effect," as funds flow continuously toward AI hardware and infrastructure with clearer technological pathways and more defined revenue models. Conversely, the cryptocurrency sector has fallen out of favor due to the absence of these attributes. This suggests that if crypto enterprises can integrate AI development—such as the AI agent economy—they may have an opportunity to break through the current IPO freeze.

Leaders of three of the biggest U.S. public pension systems said they have major concerns over SpaceX's "extreme" ownership and control set-up in its upcoming public stock listing, urging founder and CEO Elon Musk to remove provisions that would curb shareholder protections.

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).

Tech-driven gains pushed the S&P 500 and Nasdaq to record highs as President Trump arrived in Beijing alongside Nvidia's CEO. Despite surging PPI data fueling rate-hike fears, strong AI-related growth from Cisco and Alibaba, plus Cerebras Systems' massive IPO demand, sustained investor optimism acro

TradingKey - On May 13, Eastern Time, AI cloud infrastructure company Nebius Group (NBIS.US) surged over 14% in pre-market trading. As of May 13, Nebius shares have gained approximately 114% year-to-date, with its market capitalization continuing to reach new record highs.

TradingKey - Intel stock up 240% YTD at $124 after Apple chip deal and SK Hynix HBM packaging partnership. All-time high $132.75. Channel breakout above $125 targets $130–$136. Q2 earnings July.

TradingKey - Latest earnings reports released on May 13 show that SoftBank Group's quarterly net profit far exceeded all analyst expectations. Driven by a $100 billion bet on OpenAI, SoftBank’s net profit for the fourth quarter of fiscal year 2025 soared to 1.83 trillion yen (approximately $11.6 billion), while the average estimate from seven analysts surveyed by Refinitiv was only 236 billion yen (approximately $1.5 billion).

TradingKey - Wall Street is navigating a two-day inflation gauntlet. Tuesday's CPI print for April arrived hotter than expected, rattling equity markets from telehealth to nuclear energy. Wednesday morning brings the Producer Price Index (PPI) for April — and if today's Consumer Price Index is any g

TradingKey - On May 13, Eastern Time, U.S. President Trump departed for Beijing. At the invitation of Chinese President Xi Jinping, Donald Trump, President of the United States of America, is conducting a state visit to China from May 13 to 15.