Dolphin Research insights
UBER: Robotaxi headaches; pivoting hard to delivery?SpaceX faces a $100bn+ lockup expiry; DeepSeek plans a sharp hike to API pricing | Daily News RecapAPP: Top performer stumbles — is the 'e-comm dream' still alive?APP 2Q26 First Take: a name that usually beats and raises posted a rare miss. Revenue came in below estimates, and the Q…DUOL (Trans): DAU +23%, Max plan may be discontinuedAppLovin (Trans): Model upgrade lagged; Q3 re-acceleratedMELI Trans: Revenue tops $10bn; margins still give way to investment.Block (Trans): Guidance raised, but Q4 growth eases to mid-teensSHOP: +30% Surge — Blowout Results, Valuation Conundrum?DIS Holds Up Amid HeadwindsSHOP (Trans): GMV +32%, next leg: agentic AI betDIS (Trans): Segment OP +21%, Buyback raised to $9bnUBER 2Q26 First Take: Q2 results were broadly in line, neither a beat nor a miss. With the Robotaxi threat still looming…Circle (Trans): Arc goes live on Sep 16; other rev. guidance doublesUBER (Trans): $10bn AV bet; buybacks yield to M&A for nowDIS 3Q26 First Take: Q3 held up better than cautious pre-print expectations. Management reaffirmed FY26–FY27 guidance an…Shopify 2Q26 First Take. Shares jumped nearly 30% pre-mkt right after the print. Growth, profitability and next-quarter …AMD has added several marquee AI customers — OpenAI, Meta, and Anthropic — and this time also Microsoft. Layered on top …SpaceX’s Big AI Bet: Is the $100bn Prize Real?Draft ban roils AI compute supply chain; SpaceX adopts NVDA architecture for space compute | Daily News Recap