TradingKey - On May 20, Eastern Time, NVIDIA’s (NVDA) Q1 FY2027 earnings report, scheduled for release after the bell, has become the market focus. The options market has already reacted; according to options positioning data, the market anticipates a potential price swing of approximately 6.5% for NVIDIA on the day following the announcement.

TradingKey - By 2026, the saga of Amazon.com Inc. ($AMZN$) isn’t about e-tailing supremacy or getting products to customers overnight. It is the story of an IT colossus re-purposing its sprawling IT capacity to be first mover in the generative AI boom.

TradingKey - In a recent interview with Bloomberg, the CEO of Delta Air Lines (DAL) stated that the company chose Amazon’s (AMZN) LEO satellite service over SpaceX’s Starlink for its in-flight Wi-Fi. The CEO noted that Amazon offers more than just satellite technology, providing lower costs and greater technical capabilities. He specifically highlighted that Amazon possesses retail capabilities, Prime membership, and a video entertainment ecosystem, all of which are advantages Starlink lacks.

Tradingkey - With the rise of AI-generated content, a new wave of unicorns are being created. The most notable of these is Anthropic. Anthropic is generating a lot of buzz in the investment community in addition to developing Claude. Anthropic is viewed as one of the fastest-growing, and most promis

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 - 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).
