BABA 2x Long Daily ETF - GraniteShares

Today’s Key News Recap

NVDA

09988

89988

BABA

HBBD

300750

03750

HCCD

09866

ORCL

ORCL-D

KBAB

BABO

BABX

NVDL

07788

07388

0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

NVIDIA

Taiwan Semiconductor

BABA-W

BABA-WR

Alibaba

Alibaba HK SDR 5to1

CATL

CATL HK SDR 30to1

NIO-SW

NIO Inc. USD OV

NIO Inc

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

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Square/Block

Conference Minutes

CASH

688688

Below is Dolphin Research's compiled FY25Q4 earnings call Trans for $Block(SQ.US). For the earnings analysis, see 'Block: US Alipay‑style platform slashes headcount by 40%! Is compute replacing labor?'.I. Core financial highlights review. II. Earnings call details; 2.1 Key messages from management.1) Core strategy and outlook. Rationale for the organizational overhaul: Despite strong 2025 performance, the company will reduce headcount from over 10,000 to just under 6,000...

Pathward Fin

Greenpower Motor

Block

ANT GROUP

Block (Trans): Layoff tailwinds to kick in Q2, margins to trend higher

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Vips

Financial Analysis

VIPS

01519

03690

83690

HMTD

MPNGY

$Vipshops(VIPS.US) released its Q4 2025 results on the evening of Feb 26. Despite earlier lowering guidance, the print still came in weaker: revenue slipped back into negative growth, while expense discipline kept profit growing.Specifically: 1) Core operating metrics — GMV growth stalled again this quarter, with YoY growth under 1%, missing market expectations. The drag came from another decline in active users, down Approx. 400k YoY, and a clear drop in order frequency per user, driving total orders down 5% YoY...

Vipshops

J&T EXPRESS-W

MEITUAN

MEITUAN-WR

Meituan HK SDR 5to1

Meituan

VIPS: Negative Growth Again? 10% Shareholder Return to the Rescue

MercadoLibre

MELI

GOOG

GOOGL

ROKU

GGLS

GGLL

Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US). For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'. I. Review of key financial metrics. II. Call details. 2.1 Management highlights. 1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold. This boosted purchase frequency and attracted new buyers...

Mercadolibre

Alphabet - C

Alphabet

Roku

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Mercado (Trans): Will develop an in-house e-comm Agent

MART

09992

HPPD

0223 | Dolphin Research Focus: Macro/Sector. 1) Major shift in U.S. tariff policy in Feb 2026, as the Supreme Court struck down global tariffs imposed under the International Emergency Economic Powers Act (IEEPA) as unconstitutional.The White House then announced a 10% temporary tariff on all global imports effective Feb 24 (later raised to 15%). The measure lasts 150 days and requires Congress approval for extension, with exemptions for critical minerals, pharmaceuticals, and other items.Approx. $175 bn of previously collected tariffs may be refunded. Near term, trade could face disruption, while longer-term cost pressures may ease...

Allianzim US Large Cap Buffer10 Mar ETF

POP MART

POP MART HK SDR 20to1

HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap

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K3SD

09888

89888

BIDU

00772

09898

HBUD

1205 | Dolphin Research Key Focus: 🐬 Stock 1, $BIDU-SW(09888.HK) According to reports, Kunlun Chip (Baidu's AI chip subsidiary) has initiated preparations for listing in Hong Kong, planning to submit the application in the first quarter of 2026 and complete the IPO in early 2027, with the latest valuation of approximately 21 billion RMB. Baidu is the largest shareholder. It has released products such as Kunlun Chip M100 and M300, with tens of thousands of cards deployed, serving as the core foundation of Baidu's AI computing power, and also providing computing power services to external enterprises. The news pushed Baidu's stock price to rise over 8% at one point...

BIDU ADR US

BIDU-SW

China

BIDU-SWR

Baidu

CHINA LIT

Xinyuan Real Estate

Us 12 Mth Natural Gas

WB-SW

Weibo

Baidu HK SDR 10to1

Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News Recap

SHEN

01810

81810

XIACY

HXXD

The following are the Minutes of the FY25 Q3 earnings call for $MEITUAN(03690.HK) organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Meituan: A Loss of Nearly 20 Billion! Did Alibaba Really Succeed in Stealing the House This Time?&#34; 1. Review of Core Financial Data Performance Overview: Total Revenue: 95.5 billion yuan (YoY +2%). Profitability: Operating cost rate 73.6% (YoY +12.9pts), mainly due to rider incentives and rising overseas costs; adjusted net loss of 16 billion yuan, affected by irrational industry competition and strategic investments...

SHENANDOAH TELE

Ps India Port

Haoxi Health Tech

First Trust Global Wind Energy

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

Xiaomi HK SDR 2to1

Meituan (Minutes): 3Q loss peaks, but 4Q will continue the loss trend

09618

89618

HJDD

$MEITUAN(03690.HK) released its Q3 earnings after the Hong Kong stock market closed on November 28th, being the last among the 'Three Fools' in the food delivery battle. During the summer quarter, which saw the most intense subsidies, Meituan reported a massive operating loss of 19.8 billion, compared to JD.com's 'slight loss' of about 1 billion and Alibaba's remaining profit of approximately 5 billion. As the defending party under attack, Meituan's situation is much more severe compared to Alibaba and JD.com. Key points are as follows: 1. Is Meituan's actual loss 80% of Alibaba's?: First, let's look at the most concerning issue of losses. This quarter, the operating loss of the local commerce segment reached as high as 14.1 billion...

JD-SW

JD.com

JD-SWR

JD HK SDR 10to1

Meituan: A staggering loss of nearly 20 billion! Did Alibaba really succeed in this takeover?

ASML

DIDIY

02015

NWSA

MS-A

MS-E

MS-F

MS-I

MS-K

MS-L

MS-O

MS-P

MS-Q

1127 | Dolphin Research Focus: 🐬 Macro/Industry 1. The Office of the United States Trade Representative announced that the exemption of certain tariffs on Chinese goods, established under Section 301 due to issues related to technology transfer and intellectual property, will be extended until November 10, 2026. The original exemption was set to expire on November 29. In the short term, this can provide a 'safe period' for Chinese export enterprises in terms of orders and profits, and also reduce costs for American importers and consumers. However, the overall tariff framework remains unchanged, and the competition between China and the U.S. in high-tech fields will continue...

DiDi

LI AUTO-W

Li Auto

News

Morgan Stanley

Pro Ultr Silver

iShares Silver Tr

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

Alibaba AI Glasses Enter the Market, Meituan Financial Report to be Released Tomorrow | Today's Important News Recap

The following are the minutes of Alibaba's FY26Q2 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;AI Shapes the Soul, Consumption Shapes the Root, Has Alibaba Finally Stood Up?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call Core Information from Management Statements 1. Progress of the &#34;AI + Cloud&#34; Strategy a. Performance: Driven by strong demand for AI, Alibaba Cloud's external commercialization revenue accelerated to a growth of 29%. Revenue from AI-related products achieved triple-digit year-on-year growth for nine consecutive quarters. Market share has comprehensively increased in several sub-sectors (hybrid cloud, financial cloud)...

Urban Edge Properties

MediaAlpha

Ameriprise Financial

Alibaba (Minutes): No AI bubble within three years, Flash Sale UE losses have halved from the peak

DingTalk Announces Free Call Quotas for OpenClaw Developers

Alibaba Cloud's JVS Claw Team's New Product 'JVS Claw' Enters Internal Testing Stage

Alibaba Launches Its First Offline Collectible Store “LUCKY LOOP”

ARK Invest Buys 138,270 Alibaba Shares

Alibaba 高层试图挽留通义实验室技术大牛

Alibaba Cloud Adjusts Coding Plan First Purchase Discount Offer

Alibaba's Personal AI Assistant Qianwen to Launch Multiple AI Hardware Products

Alibaba Qianwen 3.5 Ranks First on Hugging Face's Global Open-Source Model List

Moonshadow Completes Over $700 Million in Funding and Releases K2.5 Model

Qianwen Completes Nearly 200 Million Transactions During the Spring Festival

Third Point's Q4 Stock Holdings Changes

Lunar Dark Side Seeks $10 Billion Valuation for Funding Round

Qwen Announces the Release of the Next-Generation Image Generation Model Qwen-Image-2.0

DingTalk Signs Deals with Multiple North China Enterprises to Promote AI Transformation

Maimai Releases 2026 AI Industry Insight White Paper

ByteDance and Alibaba to Launch New AI Models in Mid-February

Honor, Baseus, and Over 50 Other Brands Sign Up for AliExpress's Overseas Expansion Plan

Qwen Opensourced Qwen3-TTS Multimodal Full Series Voice Generation Model

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

The AI startup Dark Side of the Moon is undergoing a new round of financing with a maximum of $1 billion, and its valuation has reached $18 billion, quadrupling in just three months. The company was founded by former Tsinghua University professor Yang Zhilin, and the launch of Kimi Claw has driven significant revenue growth, with a month-on-month increase of 8,280% in personal subscription user payment orders in January. Dark Side of the Moon has completed three rounds of financing in a short period, becoming a "decacorn" company with a valuation exceeding $10 billion in China

腾讯新闻 - 财经

TENCENT

Tencent

Tencent Holdings Limited

Kimi is on fire, with the valuation of Moonlight's Dark Side soaring to 18 billion USD, quadrupling in less than 3 months!

BABA 2x Long Daily ETF - GraniteShares(BABX.US)

Kimi is on fire, with the valuation of Moonlight's Dark Side soaring to 18 billion USD, quadrupling in less than 3 months!

DingTalk may release multiple AI hardware products

Alibaba Cloud releases 2025 customer success cases, with a significant increase in demand for comprehensive AI solutions

Alibaba (BABA) Jumps into China's New 'AI Craze' with OpenClaw App

According to reports, Alibaba's Qianwen senior executive Yu Bowen has joined ByteDance