Dolphin Research insights
Tencent Holdings (Trans): Capex up 190%, AI drag RMB 10.5bnTencent 2Q26 First Take: the Q2 print was middling, with most line items hovering around consensus. It also mirrors the …CoreWeave: Inflection point is here — are 'rank-and-file workers' finally making money?US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News RecapCoreWeave 2Q26 First Take: another post-earnings surge—how good were the prints for the new cloud leader? From a surpris…CoreWeave (Trans): Margins inflect; interest expense rising in tandemSE: Rally — Is E-com Finally Turning?SE (Trans): Shopee targeting $1bn FY EBITDATencent Music (Minutes): Its Core Strategy for the Current Competitive Landscape Is to Hold the Line on Its SVIP Base.HOOD: Is the 'Robin Hood' of US retail investors really Trump's lost cause?TME: Generous buybacks — can they reignite the 'small-and-beautiful' narrative?'Little Tencent' Sea 2Q26 First Take: Results remained solid. Core KPIs across the three segments — GMV, loan book, and …Tencent Music 2Q26 First Take: Q2 results were not strong. The apparent beat mainly reflects the consolidation of a litt…RKLB: Neutron may be delayed; can it challenge SpaceX?NVDA teams up with six tech giants to mobilize RMB 500bn for AI infra; PDD rolls out 'arrives as soon as tomorrow' entry…Rocket Lab 2Q26 First Take: Overall, Rocket Lab delivered solid results this quarter. However, next-quarter guidance sig…RKLB (Trans): >$1bn in new bookings, Neutron window narrowsABNB: Red-Hot World Cup Ignites Travel & HospitalityMNST: Valuation in Overdrive — How Long Can the Honeymoon Last?ABNB 2Q26 First Take: as widely expected, boosted by the World Cup backdrop, Airbnb delivered a solid print with faster …