Alan Long

TradingKey - On May 22 (ET), the U.S. will release the University of Michigan Consumer Sentiment Index for May. Market expectations currently project the index to remain at 48.2, unchanged from the preliminary reading. While the indicator reflects consumer sentiment regarding the economy, income, and purchasing conditions, investors in the current market environment are focusing more on the 1-year and 5-year inflation expectations, as these will directly influence Fed policy expectations, U.S. Treasury yields, and the performance of the U.S. Dollar and gold.

TradingKey - On May 21, Eastern Time, the U.S. government's plan to provide approximately $2 billion in funding to nine quantum computing companies through equity investments became a focal point for the technology sector this week. Driven by this news, IBM shares surged 12.43% on Thursday, marking a significant single-day gain. Other quantum-related stocks, including D-Wave (QBTS), Rigetti (RGTI), and GlobalFoundries (GFS), also strengthened, signaling a market re-evaluation of quantum computing’s transition from a long-term scientific concept to a strategic industrial asset.

TradingKey - U.S.-Iran tensions showed clear signs of easing on Wednesday (May 20), as crude oil markets plummeted and gold (XAUUSD) continued its rally.

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 - Gold (XAUUSD) closed at $4,481.89 on Tuesday (May 19). Prices confirmed a break below the $4,500 level, further opening the downside potential for gold. On Wednesday, gold extended its downward trend, hitting an intraday low of $4,460.

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 — Latest reports indicate that SpaceX has announced a 1-for-5 stock split ahead of its IPO. The company adjusted the fair market value per share from $526.59 to $105.32. The split is expected to be processed during the week of May 18 and completed by May 22.

TradingKey - Amid AI-driven demand for storage chips, Seagate Technology (STX) shares faced a market sell-off following management's cautious stance on the pace of capacity expansion.

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 - In the early Asian session on May 18, gold prices (XAUUSD) extended last week's downward trend, falling for the fifth consecutive trading day. Prices briefly broke below $4,500 intraday, hitting a low of $4,480.54. Gold is currently trading at $4,497.11, down approximately 1% from last Friday.

TradingKey - Recent U.S. April CPI and PPI data revealed surging inflationary pressures, significantly weakening expectations for Fed rate cuts and weighing on gold prices (XAUUSD) for four consecutive days of declines. Technical analysis indicates that gold prices may retreat to $4,360.

TradingKey - Recent geopolitical uncertainty in the Middle East and the energy crisis in Peru have driven copper prices steadily higher, nearly reaching previous record levels. Meanwhile, technical indicators show a strong bullish trend, suggesting that copper prices are poised to hit new all-time h

TradingKey - Recently, the South Korean stock market has repeatedly hit record highs. At the market open on May 15, the KOSPI Index briefly broke through the 8,000-point psychological level before staging a sharp intraday plunge, with losses exceeding 7% at one point. It closed down 6.12%, signaling collective profit-taking as investors locked in gains at key resistance levels.

TradingKey - On May 14, Eastern Time, U.S. retail sales for April performed robustly, growing by 0.5% and highlighting the continued resilience of the consumer market. Meanwhile, high-level officials from China and the U.S. held consultations in Beijing, signaling positive expectations. Driven by mu

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, Eastern Time, Cisco (CSCO) released its third quarter fiscal year 2026 financial results. The report showed that revenue reached $15.841 billion, a 12% increase year-over-year. More importantly, Cisco expects fourth-quarter fiscal 2026 revenue to be between $16.7 billion and

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).

TradingKey - The U.S. is set to release April PPI data at 8:30 AM ET on May 13. Markets widely expect the U.S. April PPI to continue its upward trend, with the consensus pointing to a year-on-year growth rate of 4.9%, up from 4.0% in March. If realized, concerns regarding the upstream transmission of inflationary pressures will further intensify.

TradingKey - On May 12, Eastern Time, U.S. CPI data for April significantly exceeded market expectations, reaching its highest level since May 2023. The index rose 3.8% year-on-year, higher than the market forecast of 3.7%. Core CPI also increased 0.4% month-on-month, with prices for energy, rent, and airfare all trending upward.

TradingKey - Latest reports indicate that Amazon (AMZN) is preparing its inaugural Swiss franc bond offering. The proceeds will be used for general corporate purposes, potentially including business investments and capital expenditures. This move coincides with Alphabet’s (GOOGL) plans to issue its first yen-denominated bonds, reflecting how Big Tech companies are tapping international debt markets to finance the expansion of AI infrastructure.