1、 $Boeing (BA.US)$This year has seen an increase of nearly 16%, recently securing the largest Order in history: Qatar Airways has ordered up to 210 aircraft.

Trump announced that the USA and Qatar reached an economic Trade worth over $243.5 billion, including an Order from Qatar Airways valued at $96 billion, which will purchase up to 210 Boeing wide-body aircraft powered by GE Aviation engines.

Boeing and GE Aviation received a milestone Order from Qatar Airways, valued at 96 billion USD, to procure up to 210 Boeing 787 Dreamliner and 777X aircraft powered by GE Aviation engines manufactured in the USA. This is Boeing's largest widebody aircraft order to date and also the largest 787 order so far. During the production and delivery of this historic agreement, it will create 154,000 jobs in the USA annually, totaling over 1 million jobs.

During the signing ceremony, Trump stated that the total value of the Trade reached over 200 billion USD, which includes a deal to purchase 160 jet aircraft. He congratulated Boeing's CEO Kelly Ortberg on what he described as a record Trade.

2. The enthusiasm for AI Concept stocks is on the rise!$Super Micro Computer (SMCI.US)$ In the week, cumulative growth exceeds 40%, with a single-day increase of over 16%, signing a 20 billion dollar AI agreement with Saudi Arabia's Datacenter DataVolt.

Super Micro Computer’s stock price has surged in the past two trading days, not only due to the overall rise of AI Concept stocks as market risk appetite increases but also because of a large-scale commercial agreement reached between Trump and Saudi Arabia during his visit to the Middle East. President Trump visited Saudi Arabia, Qatar, and the UAE from May 13 to 16.

Super Micro Computer stated that the agreement will accelerate the delivery of ultra-dense GPU platforms and rack systems to DataVolt's hyperscale AI parks located in the Kingdom of Saudi Arabia and the USA.

3. The Q1 performance is impressive!$Tencent Music (TME.US)$This year, it has accumulated a rise of over 51%, and an overnight increase of over 15%, with online music service revenue growing by 15.9% year-on-year.

Tencent Music recently announced its performance for the first quarter of 2025, with total revenue of 7.36 billion yuan and adjusted Net income of 2.23 billion yuan. Among them, online music business continues to grow in high quality, with first quarter online music service revenue increasing by 15.9% year-on-year to 5.8 billion yuan and online music paid users increasing by 8.3% year-on-year to 0.1229 billion.

CICC indicated that the company's 1Q25 Non-IFRS Net income exceeded expectations. Looking ahead to 2025, the music subscription business is expected to achieve high-quality growth, driven by the growth of both paid users and ARPPU. For 2Q25, the institution expects that the number of paid users may increase by 1.5 million, and ARPPU may increase by 8.7%, with balanced growth in both volume and price.

4. Stock price hits a historical high!$Palantir (PLTR.US)$ This year, it has accumulated a rise of over 72%, receiving the strongest endorsement from Bank of America: AI standard setter, with a Target Price aimed at 150 USD.

Bank of America expressed optimism about Palantir in its latest Research Reports, raising its Target Price to the highest level on Wall Street. Analyst Mariana Perez-Mora wrote in a report to clients: "While general tools have some value, we continuously remind investors that Palantir's core value lies in the scalable development of results-oriented customized AI products."

Bank of America believes that Palantir is defining the market standards for how companies utilize AI to achieve substantial results." Perez Mora reiterated a Buy rating and raised the Target Price from 125 USD to 150 USD. The Analyst emphasized that Palantir's latest quarterly Earnings Reports demonstrate that its product deployment speed and customer conversion scale are continuously improving.

I. Record highs in US stock giants

2. New highs in individual US stocks

3. Popular US stocks gain and loss ranking

Edited by danial.