Dolphin Research insights
If NAND is 'born prolific,' how does SanDisk defend an 80% GPM?Jensen Huang touts a 'double boost' in chips; SK hynix and Solidigm plan a US NAND fab | Daily News RecapStorage Takes the Baton from Compute: Why HBM Stands Out?Fed hawkish strike lands; stocks & bonds under pressure; NVDA's 'Vera Rubin' posts new inference results | Daily News Re…SK hynix plans US-based memory fab; GOOG rolls out real-time voice AI | Daily News RecapTCOM (Trans): Antitrust in Force, Intl Expansion Takes the LeadReg crackdown settled: Can TCOM move forward unburdened?Trip.com 2Q26 First Take: Results were broadly in line with market expectations. More importantly, regulatory issues hav…AMD vs. NVDA: Can Helios Measure Up?UST 10Y spikes to 5%, hammers markets; AAPL rolls out Siri AI public beta | Daily News RecapAI inferencing boom: Can beleaguered WDC rise from the ashes?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 Recap