TradingKey - Few companies divide Wall Street as sharply as Tesla. Once treated as the undisputed king of the EV revolution, the company is now facing mounting pressure from slowing vehicle demand, rising competition, and growing skepticism around CEO Elon Musk’s long-term promises.

SpaceX filed a confidential draft S-1 with the U.S. Securities and Exchange Commission on April 1, 2026, targeting a $2 trillion valuation and $75 billion in proceeds. Scheduled for a June 12 listing, it is poised to become the largest IPO in the history of global capital markets. However, the critical question is not "why go public despite being well-capitalized," but "what the listing actually achieves." This article strictly separates fact from speculation, deconstructing Nasdaq's fast-track inclusion rules, Elon Musk's dual-class control disparity, and the $2 trillion trigger within Tesla’s 2025 compensation plan. Furthermore, it outlines three independently verifiable signals over the next 60 days to help Tesla shareholders maintain objective judgment amidst conspiracy theories and market "magnet effects."

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.

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, 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
