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Conference Minutes

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Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...

SAP AG-Sponsored

MediaTek

NVIDIA

Alphabet - C

Alphabet

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Qualcomm

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

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YieldMax NVDA Option Income Strategy ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

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ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth

Financial Analysis

ARM (ARM.O) released its FY2026 Q3 results (quarter ended Dec 2025) after U.S. market close on the morning of Feb 5, 2026 Beijing time. Key takeaways: 1) Metrics:$Arm(ARM.US) reported revenue of $1.24bn, up 26% YoY, in line with consensus ($1.23bn). Of the $100mn QoQ increase in revenue, most came from royalty growth. GPM was 97.6%, holding above 97%...

ARM: AI tailwinds intact; handsets now a drag?

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GraniteShares 2x Long AMD Daily ETF

Amazon

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Meta Platforms

More Important than Non-Farm Payrolls! Can NVIDIA Save the U.S. Stock Market Again?

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The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

Samsung Electronics 

Tesla

GraniteShares 2x Long MSFT Daily ETF

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T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

ARM (Minutes): All new computing power is based on Arm architecture

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Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial &amp; energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

Renesas Electronics Corporation

Intel

Infineon Technologies AG

Infineon Technologies

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

INTEL-T

Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth

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$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

Metagenomi Therapeutics

Oracle

Trump Media & Tech

Boston Beer

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Apple

Apple Group

Walmart

Destiny Tech100

Trump Media & Tech - CW28

All in the same boat, is OpenAI a divine pearl or a demonic pill?

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The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?&#34; 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...

SMIC

Taiwan Semiconductor

Cheche

Mobileye Global

Ategrity Specialty Holdings LLC

Lakeland Industries

SISRAM MED

Nova

SUNNOVA ENERGY INTERNATIONAL INC

Sunnova Energy

SMIC HK SDR 5to1

Cheche Group - CW28

Intel (Minutes): 18A is expected to contribute to profits by the end of 2026

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Intel released its Q3 2025 financial report (as of September 2025) after the U.S. stock market closed on the morning of October 24, 2025, Beijing time. The key points are as follows: 1. Core data: $Intel(INTC.US) achieved revenue of $13.65 billion this quarter, a slight year-on-year increase of 2.8%, slightly exceeding the upper limit of the company's guidance, mainly driven by the recovery of the client business. The gross margin for this quarter rebounded significantly to 38.2% from the previous quarter, which was significantly better than the guidance expectation (34.1%). The sharp decline in gross profit margin last quarter was primarily driven by non-operating expenses.The

ING Groep

Intel: Stopping the Losses and Recovering! Can the 'American SMIC' Poach TSMC Talent?

Today’s Key News Recap

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1014 | Dolphin Research Focus: 🐬 Stocks 1, $NIO-SW(09866.HK) Nio has reached a strategic cooperation with Amap Enterprise Car Service, integrating its AI-driven corporate travel solutions. Through AI scheduling algorithms, it reduces employee business travel costs by 15%. This collaboration is a typical practice of technology empowering refined corporate management—AI technology not only directly cuts travel costs but also enhances management efficiency through process optimization and risk control, injecting positive expectations into Nio's financial health...

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Meituan HK SDR 5to1

Alibaba HK SDR 5to1

JD HK SDR 10to1

OpenAI is collaborating with Arm for the development of Broadcom AI chips; 'Qixian Xiaochu' joins Meituan and Flash Delivery | Today's Important News Recap

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1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival and National Day in 2025. Holiday travel and gathering scenarios have significantly boosted customer traffic in new tea beverage stores, raising market expectations for short-term revenue recovery of brands. Nayuki, Gu Ming, and Mixue all saw increases today. 🐬 Individual Stocks 1. $Intel(INTC.US) Intel disclosed details of the Panther Lake architecture for the first time, confirming the use of RibbonFET transistors and backside power delivery design, with mass production expected in the second half of 2026...

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Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap

SoftBank Launches $40 Billion Bridge Loan and Initiates Syndication

SoftBank Group FY EPS Reaches 873.51 Yen

Anthropic and OpenAI Jointly Establish Subsidiaries, AI Commercialization Hits Inflection Point

SoftBank Enters Battery Business, Bets on AI Power Infrastructure

SoftBank's Loan-to-Value Ratio has Decreased to 17%

SoftBank's Net Assets Grow to 40.1 Trillion Yen

SoftBank reaches $40 billion in transition credit arrangements with Mizuho and others

SoftBank Group Reports Q4 Net Profit of 1.83 Trillion Yen, Exceeding Estimates

Softbank Announces Annual Net Sales of 7.80 Trillion Yen

SoftBank Announces Q4 Sales Net of 2.08 Trillion Yen

SoftBank's cumulative investment return in OpenAI reaches $45 billion

SoftBank Invests in UK Semiconductor Company Graphcore

Softbank Q1 2026 Earnings Call

SoftBank Founder Considers Up to $100 Billion Investment in France

Masayoshi Son Considers Billions of Dollars in Investments

Son Masayoshi Negotiating Major French Data Center Project

SoftBank Reports Strong Financials and Accelerates AI Infrastructure Shift

Softbank Researching Entry into AI Server Production

SoftBank Plans to Increase Dividends

SoftBank Announces Lower-than-Expected Q4 Financial Results

Japan’s Nikkei 225 dropped 1.6% to around 59,600, and the TOPIX fell 1.3% to 3,800, both hitting multi-week lows due to rising global bond yields amid inflation concerns. The 10-year government bond yield surged to 2.8%, the highest since September 1996, prompting expectations for a potential interest rate hike from the Bank of Japan. Technology and AI shares, including Kioxia and SoftBank Group, experienced significant losses.

Trading Economics

Pro Ultrshrt Yen

Fujikura Ltd

Japanese Shares Sink as Bond Yields Surge

SoftBank Group Corp.(9984.JP)

Japanese Shares Sink as Bond Yields Surge

Golden Web3.0 Daily Report | Musk's xAI Launches Skills