AAPL pivots from the 'Cook era' to a hardware-first play; AMZN adds $5bn, doubling down on Anthropic | Daily News Recap
0421 | Dolphin Research Watchlist: 🐬 Macro/Industry. US Vice President Vance is expected to depart for Islamabad on the morning of Apr 21 ET (evening Beijing time) to push a new round of US–Iran ceas...
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China Mobile (600941.SH/00941.HK) released its Q1 2026 results after the HK close on Apr 20 (Beijing time), for the quarter ended Mar 2026. Highlights: 1) Operating metrics — revenue held up.
Total rev......
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China Mobile Q1 2026 First Take: revenue grew at a low single-digit pace, while profit declined on GPM compression and higher costs.
With capex cut sharply in the quarter, after-tax cash operating pro....................................
MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap
Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will co...
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0327 | Dolphin Research Focus: 🐬 Macro/Industry. Trump said on Thu, Mar 26 on social media that, at Iran's request, planned strikes on Iran's energy facilities would be pushed back 10 days to 8pm ET ...
China Mobile (600941.SH/00941.HK) released its 2025 annual report and Q4 results (to Dec 2025) after hours in Hong Kong on Mar 26, 2026.
Key takeaway (1) operating metrics: revenue saw a slight uptick...
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China Mobile 4Q25 First Take: Results were broadly in line with expectations, with revenue growth driven mainly by product sales while the core connectivity business posted a modest increase. Profit p...
0326 | Dolphin Research Focus: 🐬 Macro/Industry 1) Data show U.S. import prices rose 1.3% MoM in Feb, beating the 0.5% consensus and marking the biggest increase since 2022, driven by higher fuel and...
Gold and silver slump, cooling the market; BABA's Qwen adds RMB 3 bn for Lunar New Year | Daily News Recap
0202 | Dolphin Research Focus: 🐬 Macro/Industry 1) International precious metals have sold off sharply since the weekend, with gold and silver down materially on a hawkish Fed chair nominee, a strong...
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