Analysis

TradingKey - The labor dispute at Samsung Electronics may be nearing an end. As of Monday morning, voter turnout for Samsung's largest union has exceeded 86%. The voting is scheduled to close at 10:00 AM on Wednesday and follows a simple majority rule: the tentative agreement will be finalized if more than half of eligible voters participate and a majority approve. Given that approximately 80% of the union’s eligible voters are from the semiconductor division—the primary beneficiaries of the deal—the proposal is widely expected to pass.

TradingKey - On May 23, Eastern Time, Donald Trump announced on social media that a U.S.-Iran agreement has been "essentially finalized" and the Strait of Hormuz will subsequently open. Although Iran quickly responded by calling Trump's claim "incomplete" and emphasizing that the strait would remain under Iran's full management even if a deal is reached, it also acknowledged that both sides are in the final stages of finalizing a memorandum.

TradingKey - On May 25, major Asia-Pacific markets were generally strong, with China’s A-shares and Japanese equities outperforming. The South Korean market was closed for the Buddha's Birthday holiday. Today's market activity focused on two main themes: first, positive signals from US-Iran negotiations eased investor concerns over energy prices and the escalation of geopolitical conflicts; second, technology growth sectors such as AI, semiconductors, and memory chips attracted significant capital inflows.

TradingKey - Dell Technologies (DELL) will report its first quarter fiscal year 2027 results after the U.S. market close on May 28. Investors should focus on whether demand for Dell's AI servers can continue to exceed expectations and if AI server profit margins can improve.

TradingKey - On May 21, Eastern Time, Eli Lilly announced the results of the pivotal Phase 3 clinical trial (TRIUMPH-1) for its next-generation weight-loss drug, Retatrutide. As the world's first "triple agonist" targeting GIP, GLP-1, and glucagon receptors, its efficacy data has comprehensively sur

TradingKey - During the Asian trading session on May 25, SoftBank Group closed up 4.63% at 7,070 yen, extending its strong momentum from last week. The stock rose 19.84% and 11.9% last Thursday and Friday, respectively, marking a cumulative three-day gain of approximately 40%.

TradingKey - Driven by major breaking geopolitical news, global asset classes underwent sharp repricing in pre-market trading today. U.S. President Trump revealed in his latest public remarks that a new comprehensive agreement between the United States and Iran has been "basically reached."

Macroeconomic Landscape: The macroeconomic landscape for the week of May 18-24, 2026, was primarily influenced by persistent geopolitical tensions and evUpcoming Events: The U.S. markets will be closed on Monday, May 25, for Memorial Day. Key economic data releases scheduled for next week include

TradingKey - During early Asian trading on May 25, the Nikkei 225 Index surpassed the 65,000 mark for the first time. The index rose 2.8%, consecutively breaking through the key price levels of 64,000 and 65,000 within the day, and reaching an intraday high of 65,170.

The successful launch of SpaceX's third-generation Starship marks the company’s transition toward commercialization, supporting its current valuation but providing limited impetus for further growth.

TradingKey - Take-Two Interactive managed to surprise Wall Street with its outstanding earnings reports published on May 21st. Actually, it turned out that the company beat the analysts' forecasts with regard to almost all indicators and even made an announcement of its upcoming blockbuster release

TradingKey - The earnings of Workday for the fiscal first quarter of the year 2027 came as a real breath of fresh air for its stock that had been punished all along. This is because the company, headquartered in California, posted very impressive earnings in which the earnings per share reached the

TradingKey - Costco (COST.US) will report its third-quarter fiscal 2026 earnings after the U.S. market close on May 28. Market expectations project revenue of approximately $69.3 billion, a 9% year-on-year increase, and adjusted earnings per share (EPS) of approximately $4.56, a 13% year-on-year increase.

TradingKey - Since 2026, U.S. leveraged exchange-traded funds (ETFs) have dominated the top of the performance rankings. Multiple 3x leveraged long products tracking semiconductors and the South Korean market have achieved triple-digit gains, reflecting strong bullish sentiment among investors toward technology stocks and the memory chip cycle.

TradingKey - Marvell Technology (MRVL.US) will report its fiscal first-quarter 2027 earnings after the market close on May 27, Eastern Time. As a leader in AI custom chips and optical interconnects, the company has seen its stock surge approximately 130% year-to-date, with its market capitalization surpassing $170 billion, making it one of the top gainers among Philadelphia Semiconductor Index components.

TradingKey - Future of aerospace and technology is no longer a subject to predictions. In reality, it's already a public investment opportunity and the SpaceX IPO is the event that will mark it. With its S-1 registration submitted and the Nasdaq listing scheduled for June 12 with the ticker symbol S

TradingKey - There's a trade that's been lighting up the market lately. One of those trades is none other than Rigetti Computing (NASDAQ: RGTI).

TradingKey — According to reports from media outlets including The Information, OpenAI is preparing to confidentially file a draft IPO registration with the SEC, with plans to go public as early as September this year. Targeting a valuation exceeding $1 trillion, it is poised to become the largest AI industry IPO to date. OpenAI is currently working with Goldman Sachs (GS), Morgan Stanley, and law firm Cooley to advance the listing process.

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. 

Microsoft commands global tech through its Intelligent Cloud (Azure), productivity software (Microsoft 365), and Xbox gaming, with growth now driven by extensive OpenAI and Copilot AI integrations.