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The following is Dolphin Research's compiled earnings call Trans for Broadcom (AVGO) FY2025 Q4. For our earnings take, please see 'Broadcom: Calling out NVDA, but did the pioneer blink first?'AVGO fell after-hours as management struck a cautious tone during the discussion. Topics included the AI order outlook and progress with new customers and orders.1) AI orders: The total AI backlog for AI-related components and heterogeneous processors (XPUs) topped $73bn, slated for delivery over the next 18 months (six quarters). They then explained...

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Direxion Daily Googl Bear 1x Shares

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AVGO (Trans): Anthropic adds another 10bn;  73bn order is the floor

Today’s Key News Recap

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1203 | Dolphin Research Key Focus: 🐬 Stock 1, $Amazon(AMZN.US) AWS introduced the 3nm process Trainium 3 at the annual conference, which offers over 4 times performance improvement compared to the previous generation, with memory increased by 4 times and energy efficiency improved by 40%. They also announced the development plan for Trainium 4, which will be compatible with NVIDIA chips, and several customers like Anthropic have already adopted this chip. It precisely addresses the pain points of enterprise AI computing cost and energy consumption, potentially challenging NVIDIA's monopoly in the computing power market...

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Amazon unveils 3nm AI chip; Intel stock surges｜Today's Important News Recap

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1202 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. DeepSeek simultaneously launched two official versions of AI models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale. The former's inference capability is close to GPT-5, with tool invocation reaching the top level of open-source models; the latter won four international competition gold medals, specializing in complex tasks. The models introduce the DSA sparse attention mechanism, significantly reducing inference costs. The dual-model strategy precisely covers different needs, and technological breakthroughs narrow the gap between open-source and closed-source models...

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Global Tech Blitz: Nvidia Invests in Synopsys, Apple AI Shakeup, Alibaba Updates AI Model | Today's Important News Recap

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Plan to make Li Auto the best-performing company in the embodied intelligence field within the next 3 to 5 years

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Li Auto (3Q25 Minutes): Transforming Cars into Embodied Intelligence in the Physical World

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1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

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Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap

ARM (ARM.O) released its financial report for the second quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. Key points are as follows: 1. Main Data: ARM achieved a revenue of $1.135 billion this quarter, a year-on-year increase of 34.5%, slightly better than market expectations ($1.059 billion). Of the $80 million quarter-on-quarter increase in revenue this quarter, half came from the licensing business and the other half from the royalty business, both of which grew this quarter. The company's gross margin was 97.4%, maintaining a high level above 97%...

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ARM: With SoftBank as a backer, a 'hot commodity' in the AI chain?

Qualcomm

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The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?&#34; 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

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Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.

DELL

Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

Dell Tech

Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

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$Spotify(SPOT.US) The Q3 2025 earnings report was released before the U.S. stock market opened on November 4th, with mixed performance. However, the market's main concern—profit margin—actually exceeded expectations, leading to a slightly positive market response. Specifically: 1. Profit margin exceeded expectations: Since the third quarter, Spotify has made numerous product changes (nearly 30 updates of various sizes), including lossless audio quality, playlist editing, messaging, personalized audio settings, and collaborations with Amazon Alexa and ChatGPT, etc...

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Can Spotify's new price hike cycle take off again?

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The following are the minutes of Apple's FY2025 Q4 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Apple: iPhone Holds the Center Stage, When Will AI Reveal Its True Form?&#34; 1. Review of $Apple(AAPL.US) Earnings Core Information 1. Cash Situation: Net cash at the end of the quarter was $34 billion. 2. Shareholder Returns: This quarter, $24 billion was returned to shareholders (including $20 billion in stock buybacks and $3.9 billion in dividends). 3. Quarterly Guidance: a. Total revenue is expected to grow by 10% to 12% year-over-year...

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Apple (Minutes): Increase AI investment, launch new version of Siri next year

Global wrist-worn device shipments grew 10% in Q3 2025, with Huawei taking the top spot, and Apple tying with Xiaomi

Jefferies Raises Apple's Target Price to $283.36

Watts Gwilliam & Co. LLC Reduces Holdings in Apple

Study shows Apple's ATT privacy feature leads to significant revenue loss for SMEs

Apple Delays Major Siri AI Upgrade to 2026

Morgan Stanley raises Apple stock price target to $315

SV Capital Partners Reduces Stake in Apple

Apple may adjust iPhone release schedule, with base models potentially set for a fixed first-half launch

Apple is rumored to release its first foldable iPhone and the iPhone 18 Pro series in the fall of 2026

Apple expected to release several new products in spring 2026, including the iPhone 17e and smart home devices

Media reports reveal Apple's first foldable iPhone may feature a unique wide-screen design

EU fines Apple $570 million over App Store rules

Apple Plans First Foldable iPhone

Apple's HomePod mini 2 is rumored to continue using a MediaTek chip solution

OpenAI announces Apple Music will integrate with ChatGPT, enabling playlist creation via natural language

Apple Negotiates iPhone Chip Packaging with Indian Chip Manufacturers

Leak suggests iPad mini 8 will feature the A20 Pro chip, the same as the iPhone 18 Pro.

US stocks open lower, Apple shares fall by 0.39%