Mexico Consumer Confidence: 44.3 (April) vs 44.1

TradingKey - Over the last three years, Taiwan Semiconductor Manufacturing (TSM) has cemented its position as the go-to supplier for the global chipmaking market and has been rewarded with a 379%-plus return on its stock price. 

TradingKey - According to a Reuters report on May 8, AI startup Anthropic has signed a $1.8 billion contract with Akamai Technologies (AKAM). This deal represents the largest single contract since Akamai’s inception, a development that quickly ignited enthusiasm in the capital markets. By the close of U.S. trading on Friday, Akamai's share price surged 26.58% to $147.71, after reaching an intraday high of $149.76. The company's market capitalization has reached $21.475 billion, with its cumulative gains over the past 12 months expanding to 65%.

If SanDisk continues along its path and actually achieves the consensus estimate of $168 in earnings per share in one year, a P/E multiple of 22 — which is a rather conservative estimate of the S&P 500 average — would imply a stock price of close to $4,000.

TradingKey - AI chipmaker Cerebras is reportedly planning to list on Nasdaq on May 14 under the ticker symbol “CBRS.” The IPO is expected to be the largest in the U.S. this year, placing Nvidia’s (NVDA) strongest challenger in the AI computing space officially under the capital market spotlight.

TradingKey - On May 5 (ET), Advanced Micro Devices (AMD) released its first-quarter fiscal 2026 financial results after the market close. The company reported revenue of $10.253 billion, up 38% year-over-year, exceeding market expectations of $9.89 billion. Non-GAAP earnings per share (EPS) were $1.