Dolphin Research insights
ORCL: AI boosts the optics, but what backs the bottom line?ORCL (Trans): OCI +121%, cash flow still -$5bnOracle 1QF27 First Take: results remained in a 'go big' mode. OCI revenue growth accelerated again, with YoY growth abov…$Meta Platforms(META.US) Zuckerberg’s AI personal assistant vision, discussed for nearly three years, has finally launch…SBUX: Retreat from China—Can the Coffee King Rebound on Home Turf?AAPL: Memory Costs Surge, Price Hikes Loom — Can Foldables Save the Day?META launches AI agent 'Muse', shares surge; AAPL foldable iPhone priced at $1,999 | Daily News RecapWith AMZN on board, is QCOM's AI second S-curve locked in?DeepSeek hires CITIC Securities to prep IPO; Apple's first foldable debuts tonight | Daily News RecapAI-era DCI: Beyond the chip, compete as a network. Is there a China play?AI Cloud + Kunlun Chips: Time to Re-rate BIDU?Jensen Huang: 'AGI is here'; Xiaomi 'Pengcheng' launches tonight | Daily News RecapYesterday, $Bilibili(BILI.US) and $TENCENT(00700.HK) announced major moves — BILI issued a convertible bond and launched…Cybercab Launch: From Concept to Reality—Ushering in the Robotaxi Era?LULU: Alo's assault, aging classics — after the 'black leggings' blow-up, another ahead?LULU 2Q26 First Take: the core 'black leggings' category slumped again. Revenue missed even the low end of management’s …LULU (Trans): Cuts FY guidance; China the key shortfallTencent WorkBuddy opens Agent ecosystem challenge; META unveils its most powerful model to date | Daily News RecapGOOGL Wavers; AVGO's Solo Pitch Won't SatisfyAVGO 3QFY26 First Take: revenue and GPM were broadly in line with the Street. Growth was driven by AI. Ex-amortization a…