Analysis

TradingKey - With global enterprises reconstructing their technology stack around cloud computing and generative AI, Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) have emerged as the two dominant cloud giants investing heavily in AI infrastructure to capitalize on the opportunities created in t

Intel has survived its near-death experience. While it is no longer the undisputed king, it has become the bedrock of the Western semiconductor supply chain. For investors, INTC is now a play on industrial resilience rather than pure high-growth software.

TradingKey - Advanced Micro Devices (AMD) will report its first-quarter 2026 financial results after the U.S. market close on May 5. According to Bloomberg analyst consensus estimates, AMD’s Q1 2026 revenue is projected to be approximately $9.84 billion to $9.87 billion, a year-over-year increase of about 32%. Earnings per share (EPS) are expected to reach approximately $1.27 to $1.28, representing a year-over-year growth of roughly 33%.

TradingKey - Intel Corporation (NASDAQ: INTC) and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) are two companies that play crucial roles in the semiconductor market; however, they each have completely different business models.

TradingKey - Iran war is quietly lifting inflation and computing costs through oil, fertilizer, and helium supply chains—and rewriting the real economics behind the AI bull market.

TradingKey - SanDisk (SNDK) now represents not just a name for many consumers, but also an investment play on one of the fastest-growing sectors in technology – Artificial Intelligence. 

TradingKey - On April 29, Samsung Electronics released its first-quarter earnings report, with quarterly revenue reaching a record 133.9 trillion KRW and operating profit surging 756% year-over-year to 57.23 trillion KRW. The earnings call provided further critical insights: Samsung remains extremely optimistic regarding future memory demand, projecting that the supply-demand gap will widen further by 2027. Substantial expansion in the supply of advanced HBM4 processes is expected in the second half of this year. Additionally, Samsung noted a current "profit inversion" where conventional DRAM is more profitable than HBM, but stated it does not intend to shift significantly toward conventional DRAM.

TradingKey - Before the US market open on Thursday (April 30), Brent crude oil hit a nearly four-year high, while the three major US stock index futures rose collectively. Brent crude touched $126.41 per barrel intraday, its highest level since June 2022; it has now gained for nine consecutive days, marking its longest winning streak since May 2022. On the news front, the US government is moving forward with military strikes against Iran.

TradingKey - Before the U.S. market open on May 1 ET, ExxonMobil (XOM.US), the world's largest publicly traded energy giant, will release its first-quarter earnings report for fiscal year 2026. This marks the company’s first full-quarter results since the outbreak of the conflict in the Strait of Ho

TradingKey - On April 30, Beijing time, Samsung Electronics released its first-quarter 2026 financial results. Driven by demand for AI memory chips, operating profit surged 756% year-on-year to 57.2 trillion won, with single-quarter profit already exceeding the total for the full year 2025. However, profits in the mobile business declined significantly. The stock price briefly hit an all-time high of 230,000 won in early trading before retracing its gains to close down 2.43%.

AMD targets $1,000 by 2030, leveraging OpenAI and Meta partnerships. As data center revenue hits 52%, can AMD outrun its bubble?

TradingKey - On April 29, ET, Google (GOOGL)(GOOG), Microsoft (MSFT), Meta (META), and Amazon (AMZN) all released their earnings reports, but market reactions were starkly divergent. Google alone surged 7% in after-hours trading, the only company among them to see a significant gain. Meanwhile, Meta

Meta’s re-entry into the stablecoin space via Stripe directly benefits creators and represents a significant positive for the company, as well as for USDC, Solana, and Polygon.

TradingKey - On April 29 (ET), Microsoft (MSFT) released its Q3 FY2026 results after the bell. Both revenue and profit exceeded expectations, with Azure growth returning to 40% and annualized AI revenue surpassing $37 billion. Despite this, shares fell more than 3% in after-hours trading and ended t

TradingKey - Meta Platforms released its Q1 2026 financial results after the U.S. market close on April 29. During the period, Meta Platforms reported revenue of $56.311 billion, up 33% year-on-year from $42.314 billion in the same period last year. Operating profit reached $33.439 billion, a 35% year-on-year increase, while the operating margin remained flat at 41%.

TradingKey - Amazon achieved better-than-expected growth in its first-quarter results, driven by a re-acceleration in AWS revenue, the materialization of AI investments, and steady growth in its retail and advertising businesses.

TradingKey - After the market close on Wednesday ET, Google parent Alphabet (GOOGL) (GOOG) reported its first-quarter earnings for 2026. Fully empowered by AI technology, the company saw accelerating growth across all business lines. Driven by stellar performance in its cloud business, both revenue and earnings for the period significantly exceeded market expectations. Following the announcement, the company’s shares rose by more than 7% in after-hours trading.

Markets fluctuated as a divided Fed met volatile AI earnings. Alphabet and Microsoft surged on cloud gains, but Meta slumped on $145B capex guidance. Meanwhile, Iran tensions pushed oil up 7%, and record capital goods orders confirmed a massive AI infrastructure supercycle.

TradingKey - Intel (INTC) wrapped up at $85.98 on 28th April 2026 - which, as it happens, broke the old record that stood since August 2000 - and that was after an absolute five day rollercoaster where the stock shot up by a whopping 27% in just five trading sessions.

TradingKey - Mega-cap technology stocks have produced a lot of profits already, but there is likely to be more growth in the future from companies that control important digital infrastructure. Within this group of companies, GOOGL and MSFT are some of the best options for the next five years.