Samsung SDI CEO says EV demand to remain sluggish until H1 of 2026

TradingKey - Micron Technology has become one of the biggest winners of AI in the semiconductor industry. Previously viewed mostly as a cyclical manufacturer of memory chips, Wall Street is now starting to see Micron as an important AI infrastructure company.

TradingKey - Following the collapse of wage negotiations on May 13, Samsung Electronics and its largest labor union entered a new round of government-mediated talks today (May 18). Should these negotiations fail, the union is scheduled to launch an 18-day strike starting May 21.

TradingKey - Nvidia Q1 FY2027 earnings May 20. Consensus: $78B revenue, $65B+ data centre, 74%+ margins. BofA target $320. NVDA at $224 at Fib 0.382 support. Breakout targets $231–$237.

TradingKey - SpaceX has reportedly disclosed a target valuation of $1.75 trillion to $2 trillion to its underwriting team, with market consensus suggesting it will break the historical record for global IPO proceeds. Furthermore, the prospectus is expected to be publicly unveiled in late May, with final pricing to be completed around June 15.

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