Optical Stocks Dropped. POET Down 13%; Lightwave Logic And Aeluma Down 8%; AAOI Down 7%; Coherent Down 6%

AI concept stocks including Dell, Super Micro Computer, and Palantir all surged following their earnings reports. The market is now watching whether Broadcom will replicate this rally when it reports results next Wednesday.

TradingKey - After the market close on May 28, Dell Technologies (DELL.US) released its first-quarter earnings for fiscal year 2027. Core metrics crushed market expectations across the board, driving the post-market share price up by over 39% at one point, marking its largest gain since 2018. The company’s AI demand is consistently propelling it toward cash-machine-style growth.

Tradingkey - On May 28, the Trump administration introduced a new round of industrial support policies. Diverging from the previous focus on the semiconductor sector, the emphasis of this policy has shifted to the drone industry. Buoyed by the positive news, the drone sector rallied across the board today. By the close, Unusual Machines (UMAC) surged 57.20%, Red Cat Holdings (RCAT) rose 32.61%, AEVEX Corp (AVEX) climbed 31.13%, and Ondas (ONDS) gained 22.69%.

Tradingkey - On May 28, Anthropic released its latest flagship AI model, Claude Opus 4.8, an upgraded version based on its flagship Opus 4.7. According to Anthropic’s official data, Opus 4.8 leads in several AI-centric synthetic benchmarks, outperforming OpenAI’s ChatGPT-5.5 and Google’s (GOOGL) Gemini 3.1 Pro.

Should XLM break through the resistance level of $0.18, it is poised to rise nearly 40% further and challenge the next resistance at $0.25. Conversely, it may retreat once more to the year-to-date low of $0.14.