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MediaAlpha

Netflix

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NFLX

AMZN

AMZU

BROS

601339

PSKY

GOOG

GOOGL

GGLS

GGLL

PARA

ROKU

MNTN

HSBA

00005

HSBC

WFC-A

WFC-C

WFC-D

WFC-L

WFC-Y

WFC-Z

HSHD

On Dec. 7, the long-running WBD sale neared the finish line as NFLX emerged as the buyer. The company agreed to acquire WBD's assets excluding cable TV for $72bn and to assume $10.7bn of WBD debt.The deal is still subject to regulatory approval due to antitrust concerns. About this acquisition...

Disney

Warner Bros. Discovery

Amazon

Direxion Daily AMZN Bull 2X Shares

Dutch Bros

Paramount Skydance Corporation - CL B

Alphabet - C

Alphabet

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Paramount Global

Roku

Wells Fargo

HSBC Holdings Plc

HSBC HOLDINGS

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

HSBC HK SDR 5to1

NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TV

Alibaba

Conference Minutes

09988

89988

BABA

KBAB

BABO

BABX

HBBD

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)...

BABA-W

BABA-WR

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Urban Edge Properties

Ameriprise Financial

Alibaba HK SDR 5to1

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

Xiaomi

HXXD

01810

81810

XIACY

The following are the minutes of Xiaomi's Q3 2025 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Xiaomi: Without Subsidies, Can Cars Really Hold Up the Front?&#34; 1. $XIAOMI-W(01810.HK) Core Data Review Performance Overview: Total Revenue: Reached RMB 113.1 billion, a year-on-year increase of 22.3%. This marks the fourth consecutive quarter that the group's revenue has exceeded RMB 100 billion. Group Gross Margin: 22.9%, an increase of 2.5 percentage points year-on-year, setting a new historical high. Adjusted Net Profit: RMB 11.3 billion, a year-on-year increase of 81%...

Xiaomi HK SDR 2to1

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

Hudbay Minerals

Pros

Xiaomi (Minutes): Rising storage costs have a greater impact on manufacturers with lower ASP.

Financial Analysis

Xiaomi Corporation (1810.HK) released its Q3 2025 financial report (ending September 2025) after the Hong Kong stock market closed on the evening of November 18, 2025, Beijing time. The key points are as follows: 1. Overall performance: $XIAOMI-W(01810.HK) revenue was 113.1 billion, a year-on-year increase of 22.3%. Among this, revenue from traditional businesses (smartphones x AIoT) only grew by 1.6% year-on-year. The growth this quarter was mainly driven by the automotive business. The gross profit margin increased to a relatively high level of 22.9%...

Invesco Water Res

Samsara

Canaan

Xiaomi: With subsidies withdrawn, can the automotive sector truly uphold its reputation?

Duolingo

DUOL

LKNCY

BIRD

600130

HIGH

$Duolingo(DUOL.US) released its third-quarter 2025 earnings after the market closed on November 5th, Eastern Time. Due to fourth-quarter guidance falling short of expectations (implying a significant slowdown in growth), the company simultaneously stated its intention to make new investments and product changes from a long-term perspective. The core focus shifted from more direct monetization and profit-related metrics (such as paid rate and EBITDA margin improvement pace) to user growth across the ecosystem (MAU, DAU), leading to market uncertainty regarding future monetization performance growth. Following Duolingo's earnings release, the stock price fell by over 20%...

C3.AI

Luckin Coffee

Allbirds

Simplify Enhanced Income ETF

Duolingo: Weak Guidance + Uncertainty of Short-term Changes, Green Bird Falls from High Valuation Pedestal

Applovin

00700

.SPX

VOOG

AXON

80700

TCTZF

TCEHY

SELF

HTCD

The following is a summary of the 3Q25 earnings call minutes for $AppLovin(APP.US) organized by Dolphin Research. For financial report interpretation, please refer to &#34;Without High Growth and Violent Aesthetics, Is Applovin Still Attractive?&#34; 1. Review of Core Financial Information This Quarter: The upgrade of the core gaming business model drove revenue to increase by 68% year-on-year to approximately $1.405 billion; adjusted EBITDA reached $1.158 billion, up 79% year-on-year, with a profit margin of 82%, an increase of 1 percentage point from the previous quarter, mainly due to the leverage effect and the moderate alleviation of foreign exchange fluctuations...

TENCENT

S&P 500

SPDR S&P 500

VG S&P 500 Grw

Axon Enterprise

TENCENT-R

Tencent Holdings Limited

Tencent

Global Self Storage

Hasbro

AppLovin

Tencent HK SDR 10to1

Applovin (Minutes): Currently, the week-over-week growth rate of new user spending on the self-service advertising platform has reached 50%

Klauber Rates MediaAlpha a Strong Buy

MediaAlpha released FY2025 9 Months Earnings on October 29 After-Market EST, actual revenue USD 822.45 M, actual EPS USD -0.1138

MediaAlpha released FY2025 Q3 earnings on October 29 After-Market EST, actual revenue USD 306.51 M (forecast USD 296.16 M), actual EPS USD 0.26 (forecast USD 0.208)

MediaAlpha to Release FY2025 Q3 Earnings on October 29 After-Market EST, Forecast Revenue USD 283.42 M, EPS USD 0.2017

MediaAlpha released FY2025 Q2 earnings on August 6 After-Market EST, actual revenue USD 251.62 M (forecast USD 248.8 M), actual EPS USD -0.3338 (forecast USD 0.1557)

MediaAlpha released FY2025 Semi-Annual earnings on August 6 After-Market EST, with actual revenue of USD 515.93 M and EPS of USD -0.3702

MediaAlpha Inc. Reports 41% Q2 Revenue Decline

MediaAlpha to Release FY2025 Q2 Earnings on August 6 After-Market (EST), Forecast Revenue USD 248.8M, EPS USD 0.1557

Deutsche Bank Sells MediaAlpha Shares

RBC Maintains MediaAlpha Rating and Adjusts Price Target

Broad Bay Capital Management LP Reduced Holdings in MediaAlpha, Inc.

JPMorgan Maintains Overweight Rating on MediaAlpha, Raises Target Price to $12

MediaAlpha released FY2025 Q1 earnings on April 30 After-Market EST, actual revenue USD 264.31 M (forecast USD 235.99 M), actual EPS USD -0.04 (forecast USD 0.15)

MediaAlpha Reports Q1 Financials

MediaAlpha Projected EPS of $0.35

Marshall Wace LLP increased its holding in MediaAlpha Inc. by 118%

MediaAlpha to release FY2025 Q1 earnings on April 30 After-Market EST, forecast revenue USD 235.93 M, EPS USD 0.15

JPMorgan Adjusts MediaAlpha Target Price to $10.00

MediaAlpha Sees Significant Increase in Short Interest in March

MediaAlpha, Inc. Appoints Bradley Hunt to Board of Directors

Luminar Tech

Novabay Pharmac

Mint Incorporation

Autozi Internet Tech Global

GD Culture

Impact BioMedical

Tradr 2X Long FLY Daily ETF

Leverage Shares 2X Long CRWV Daily ETF

T-REX 2X Long CRWV Daily Target ETF

Reddit

Pinterest

Everquote

谷歌-C

谷歌-A

腾讯控股(ADS)

腾讯控股(ADR)

哔哩哔哩

Rightmove plc

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