TradingKey: The Daily Market Analysis

Market Update | Will Inflation Stall the AI-Driven Rally?

📣 Leave a review for our app in the app stores for a chance to win up to USD$200 gift vouchers! ▶️ Download our app here: 📌 Play Store: ⁠⁠⁠⁠https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠⁠ [https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠⁠] 📌 App Store: ⁠⁠⁠⁠https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠⁠ [https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠⁠] -----------------------------------------------------------------

Market Recap | AI Leadership Shifts and Macro Policy Jitters Drive Market Volatility

📣 Leave a review for our app in the app stores for a chance to win up to USD$200 gift vouchers! ▶️ Download our app here: 📌 Play Store: ⁠⁠⁠⁠https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠⁠ [https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠⁠] 📌 App Store: ⁠⁠⁠⁠https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠⁠ [https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠⁠] -----------------------------------------------------------------

Stock Analysis | Arm Earnings Meet Targets Again, Why Is Capital Unimpressed? Post-Market Shares Fall Over 6% After Initial Rise

📣 Leave a review for our app in the app stores for a chance to win up to USD$200 gift vouchers! ▶️ Download our app here: 📌 Play Store: ⁠⁠⁠⁠https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠⁠ [https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠⁠] 📌 App Store: ⁠⁠⁠⁠https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠⁠ [https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠⁠] ----------------------------------------------------------------- Arm's Q4 FY2026 results exceeded expectations, with revenue up 20.2% YoY, driven by strong licensing growth. While AI data center demand is robust, with over $2 billion in customer demand for its AGI CPUs, market concerns persist regarding supply chain execution. Royalty revenue faced headwinds from the weak smartphone market. Despite a slight decrease in operating margin due to increased R&D, Arm's pivot to AI data centers positions it for future growth, though near-term stock volatility reflects these supply chain uncertainties. 📢 DISCLAIMER TradingKey provides general information on certain investment products. This information is not intended to constitute financial advice or a recommendation for any specific investment product.

Market Recap | AI Strength and Geopolitical Shifts Drive New Peaks

📣 Leave a review for our app in the app stores for a chance to win up to USD$200 gift vouchers! ▶️ Download our app here: 📌 Play Store: ⁠⁠⁠⁠https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠⁠ [https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠] 📌 App Store: ⁠⁠⁠⁠https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠⁠ [https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666] ----------------------------------------------------------------- Major indexes rose, driven by declining oil prices and AI sector momentum. Advanced Micro Devices (AMD) surged over 18% on strong AI-driven results. Super Micro Computer (SMCI) and Keel Infrastructure (KEEL) saw significant gains due to demand for AI data centers. Joby Aviation (JOBY) advanced on better-than-expected earnings and successful eVTOL demonstrations. The U.S. Treasury plans to maintain current debt issuance levels through 2027, increasing reliance on short-term bills. The Yen strengthened, suggesting potential Japanese government intervention. Anthropic and SpaceX partnered for AI computing power, and Nvidia and Corning agreed on optical connectivity expansion. 📢 DISCLAIMER TradingKey provides general information on certain investment products. This information is not intended to constitute financial advice or a recommendation for any specific investment product.

Stock Analysis | AMD Q1 Earnings: Data Center Revenue Surges 57% Driving Results Above Estimates, Shares Rise Over 16% After Hours

📣 Leave a review for our app in the app stores for a chance to win up to USD$200 gift vouchers! ▶️ Download our app here: 📌 Play Store: ⁠⁠⁠https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠⁠⁠ [https://play.google.com/store/apps/details?id=com.tradingkey.mobile&hl=en⁠] 📌 App Store: ⁠⁠⁠https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666⁠⁠ [https://apps.apple.com/us/app/tradingkey-stock-analysis/id6744304666] ----------------------------------------------------------------- AMD reported Q1 2026 revenue of $10.253 billion, up 38% year-over-year, exceeding expectations. Non-GAAP EPS was $1.37. The Data Center segment, driven by CPUs and GPUs for AI inference, achieved $5.8 billion in revenue, up 57%. AMD raised its Q2 revenue guidance to $11.2 billion and significantly increased its long-term Data Center CPU market growth forecast to over 35%. Free cash flow more than tripled to $2.566 billion. Concerns persist regarding TSMC's advanced node capacity limiting future shipments, though AMD is working to expand foundry and backend capacity. Strong demand for next-generation products is anticipated. 📢 DISCLAIMER TradingKey provides general information on certain investment products. This information is not intended to constitute financial advice or a recommendation for any specific investment product.