
BABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News Recap
0108 | Dolphin Research Focus: 🐬 Macro/Industry 1) The U.S. proposed a consignment sale of ~50 mn bbl of Venezuelan crude, keeping proceeds under U.S. control, while demanding Caracas cut economic ti...
.........Cadence IP revenue inflected post FY21, driven by AI accelerators. Outgrowing Synopsys in this area, which issued muted guidance for IP for '26. SNPS has >2x IP revenue though. Cadence sees IP outgrow...
China’s Kingboard, the world’s biggest CCL maker, notified clients it will raise prices 10% due to rising materials costs, media report, noting it’s the 3rd price hike since June, for a total increase...
Cadence seem happy with its NVIDIA relationship despite the latter's $2B investment in Synopsys. Says NVDA business growing. CDNS's hardware platforms widely used by NVDA. Also, CDNS is making progres...
These days, it's rare to see trillion-dollar giants fluctuating by 10% or 20% in a single day, but Meta is an exception. It took Meta just one quarter to fall from grace. After the Q3 earnings report,......







