HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25

NVDL

NVDD

NVDA

GPUS

ASIC

GPUS-D

NVDA FY4Q26 First Take: another strong print.Revenue rose QoQ by $11.1bn, largely driven by Data Center as Blackwell moved into mass production.GPM recovered to 75%. For next quarter, the company guides revenue to $78bn (+/-2%), implying another ~$10bn QoQ increase and beating raised buy-side estimates ($73-76bn).Current flagship products are B300/GB300, and with Rubin launching in 2H, management expects high growth to continue. Jensen Huang has outlined the AI outlook, targeting cumulative Blackwell + Rubin shipments of 20 mn units by end-2026 (roughly $500bn in revenue).As a result, investors are not worried about FY2027 performance. Beyond near-term results, the market is focused on NVDA's mid- to long-term competitiveness in AI chips.As large models shift focus from training to inference, customers weigh compute alongside cost-efficiency, and ASIC competitors present potential risks to NVDA GPUs' high share and margins.Under these concerns, NVDA faces strong growth yet a valuation that has been slow to re-rate.More importantly, management needs to ease investor worries and reinforce mid- to long-term confidence.For more details, follow Dolphin Research's upcoming commentary and management Trans.$NVIDIA(NVDA.US) $GraniteShares 2x Long NVDA Daily ETF(NVDL.US) $Direxion Daily NVDA Bear 1X ETF(NVDD.US)

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bear 1X ETF

NVIDIA

Hyperscale Data

Ategrity Specialty Holdings LLC

Google

Microsoft

Amazon

Meta/Facebook

TECH

BIGGQ

MSFT

Is North America's power shortage a near- to mid-term supply-demand mismatch? Or a long-term structural issue?---

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

BIG LOTS INC

Caterpillar

AI Endgame: Power Calls the Shots?---

Micron

SSNGY

Fueled by AI demand, the memory upcycle that started in HBM has extended into mainstream DRAM/NAND. Using MU as an example, sustained ASP hikes have pushed GPM to elevated levels.Management guided next-quarter GPM to 66–68%, a record high. That implies this memory cycle is stronger than prior ones.Price gains reflect the underlying supply-demand balance. This bout of undersupply is mainly driven by AI servers and related workloads...

Hudbay Minerals

Micron Tech

Putnam Master Intermediate Income Trust

Samsung Electronics 

Simpson MFG

Memory Rally: How Big Is the AI Storage Supercycle?

Today’s Key News Recap

AMZN

BYTED

1231 | Dolphin Research Focus: 🐬 Macro/Industry. 1) Dec. manufacturing PMI was 50.1%, up 0.9ppt vs. 49.2, returning to expansion after 4 months.Both production and new orders climbed above the 50% threshold. Equipment manufacturing and consumer goods stood out, with large enterprises showing stronger sentiment.The data confirm a warming in manufacturing sentiment. Policy backstops and a repair in domestic demand are taking effect, lifting cyclicals and consumer names.However, SMEs remain weak and the job market is under strain. The recovery looks moderate.2) Real estate headlines came out last night. ...

ByteDance

ByteDance to spend RMB 14bn on NVDA GPUs; AMZN to invest $50bn in U.S. Gov. AI | Daily News Recap

Conference Minutes

002245

OpenAI

DXYZ

VERA

ORCL

MSFL

MSFO

MSFD

MSFU

MSFX

MSFY

07788

07388

NVDY

The following are the minutes of NVIDIA's FY2026 Q3 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article 'More Important Than Non-Farm Payrolls! Can NVIDIA Save the US Stock Market Again?' Compared to the earnings report, the information conveyed in this earnings call is more critical: ① Data Center Revenue: GB300 sales surpassed GB200, contributing about two-thirds of Blackwell's total revenue. Hopper revenue was approximately $2 billion, with H20 accounting for about $50 million; Regarding guidance: the company provided revenue guidance for the next quarter...

Jiangsu Azure Corporation

ISHRS S Arabia

Target

Destiny Tech100

Vera Therapeutics

Oracle

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25 released FY2025 9 Months Earnings on November 17, 2025 (EST) with actual revenue of USD 75.21 M and EPS of USD -4.0381

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25 released FY2024 9 Months Earnings on November 19, 2024 (EST), with actual revenue of USD 87.22 M and EPS of USD -59.3044

Hyperscale Data Inc. released FY2023 Cumulative 3Q earnings on August 16 (EST), with actual revenue of 74.28M USD and net income of -71.06M USD

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25(GPUS-D.US)