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0318 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) The Fed kicked off its two-day FOMC meeting on Mar. 17 local time. The market broadly expects the policy rate to stay at 3.50%–3.75%.However, sticky inflation (PPI at 2.9%) and a Middle East-driven oil spike (WTI above $100) are tightening expectations for 2026 cuts. Investors are dialing back the number of cuts priced in. If the dot plot due on the 18th indicates just one cut in 2026—or none at all...

Meta Platforms

Alphabet - C

Alphabet

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Xiaomi HK SDR 2to1

Xiaomi Corporation

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Micron Tech

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Tencent Holdings Limited

MiniMax debuts M2.7, shows a 'self-evolving' model; META trims 'metaverse' again | Daily News Recap

MiniMax

Conference Minutes

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VERX

Below is Dolphin Research's MiniMax FY25 earnings call Trans.Section 1 covers the detailed discussion.1.1 outlines management's core messages.1) Language model. For model iteration, M2/M2.1 were updated in 2025, and M2.5 was released in Feb 2026.Breakthroughs centered on coding, tool invocation, and office use cases.b) Key metrics. M2.5 set a new SWE-bench record in coding.Token efficiency improved 37% vs M2.1...

Jiangsu Azure Corporation

Vertex

MiniMax (Trans): Doubling down on coding, productivity, and multimodal use cases

NVIDIA

Financial Analysis

NVDA

OpenAI

AVGO

Nvidia (NVDA) reported Q4 FY2026 results after-hours in the early hours of Feb 26, 2026 (Beijing time). The quarter ended Jan 2026.1) Core operating metrics: $NVIDIA(NVDA.US) total revenue was $68.1bn, beating raised buy-side estimates of $67.0bn. Revenue rose $11.1bn QoQ, driven largely by Data Center as Blackwell scaled into mass production. GPM was 75%, expanding 160bps QoQ...

Broadcom

NVDA: Blowout results vs. a cold tape — Has the market's top darling fallen out of favor?---

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0211 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) On the evening of Feb 10, Lei Jun live-streamed from Xiaomi Auto's Yizhuang, Beijing plant. He announced the final first-gen SU7 had rolled off the line and shipped, marking the model's official discontinuation, with cumulative deliveries nearing 370k units. Production lines are being retooled for the next-gen SU7, slated for an Apr launch.The first-gen wrap-up validates Xiaomi Auto's mass-production capability and market acceptance. The capacity transition paves the way for a volume ramp of the new model, a near-term positive for order conversion and brand perception, with Xiaomi up over 4% today...

Dutch Bros

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Alibaba HK SDR 5to1

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Warner Bros. Discovery

MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News Recap

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Meta/Facebook

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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

Hyperscale Data

BIG LOTS INC

Caterpillar

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

AI Endgame: Power Calls the Shots?---

AMZN

$Amazon(AMZN.US) reported Q4 2025 results after-hours on Feb 6 Beijing time. Overall, the quarter was solid with some blemishes. Revenue and OP came in slightly above estimates.Core AWS growth accelerated meaningfully as expected. However, the market reaction was familiar—shares plunged despite decent prints.Specifically, 1) AWS accelerated as expected, with revenue up 23.6% YoY (similar on a constant FX basis). That represented a further 340bps acceleration vs. last quarter, and a cumulative 670bps pickup from early-year levels...

200bn Arms Race: AMZN Raises the Bar in AI

DXYZ

Stripe

Below is Dolphin Research's FY26 Q2 earnings call Trans for $Microsoft(MSFT.US). For our earnings take, see 'Seasoned Microsoft: Stepping Back to Leap Higher?'.Key metrics recap — Overall: revenue reached $81.3 bn, up 17% YoY (+15% cc). Operating profit rose 21% YoY (+19% cc).EPS was $4.14. On an Adj. basis, EPS increased 24% YoY (+21% cc)...

Destiny Tech100

MSFT (Trans): Agents will be the apps of the new era

In U.S. after-hours on Jan 29 Beijing time, Microsoft reported FY26 Q2 results for the quarter ended Dec. Overall, total revenue, GP and OP all came in above Bloomberg consensus and ahead of prior guidance. That said, capex continued to surge while Azure growth decelerated, likely reigniting concerns about the ROI of that spend and doubts over Microsoft's lead in the AI race...

'Seasoned' MSFT: Deliberate Step back for Bigger Leap?

VERA

CRWV

0127 | Dolphin Research Focus: 🐬 Single Stock 1, $NVIDIA(NVDA.US). NVIDIA CEO Jensen Huang announced the 'Vera' server CPU, the company's first CPU sold as a standalone product.Built on Arm, it features 88 custom cores and delivers 2x the performance vs. the prior gen. It can integrate seamlessly with GPUs or run independently.CoreWeave will be the first to deploy. The move breaks x86's long-held dominance in the server CPU market...

Vera Therapeutics

Taiwan Semiconductor

Coreweave

MAIA Biotech

NVDA deploys new CPUs, boosting CoreWeave; Tencent unveils new AI social features | Daily News Recap

Microsoft Plans $5.5B Investment in Singapore Cloud and AI Infrastructure

Microsoft to hold digital summit focusing on migration and modernization with Agentic AI.

Microsoft Plans to Comprehensively Upgrade Windows Subsystem for Linux (WSL) in Windows 11 in 2026

Windows 11 faces threat from AI-enhanced malware

Microsoft Copilot Injects Ads into Code Commit Requests

Microsoft, Chevron, and Engine No. 1 reach an exclusive agreement for power supply.

Microsoft to launch Microsoft 365 E7 and Agent 365 in May 2026

Microsoft Plans to Build a 2500 MW Power Plant in Texas

Microsoft and Chevron Negotiate Electricity Supply Agreement

Microsoft to host M365 Community Conference from April 21-23, focusing on AI transformation

Microsoft commits to investing $1 billion in Thailand to build cloud and AI infrastructure

Microsoft reports its worst quarterly performance since 2008 with a 23.28% drop

Microsoft to increase prices for some Microsoft 365 and Office 365 commercial plans starting July 1, 2026.

Microsoft announces its AI office system, Agent 365, will launch on May 1

Microsoft Releases Temporary Update and Pauses Update to Fix Installation Error

UK's Competition and Markets Authority launches a market investigation into Microsoft's business software ecosystem

Microsoft open-sources its cutting-edge voice AI model family, VibeVoice.

CMA to Launch Investigation into Microsoft's Business Software Messaging

CMA joins Microsoft and Amazon to investigate cloud service market

Microsoft plans to complete the system-level interface reconstruction of Windows by 2026

Apellis Pharma

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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Microsoft on track to invest $5.5 billion in Singapore by 2029, WSJ reports

Microsoft Corporation (MSFT.US) Fiscal Year 2026 Second Quarter Earnings Conference Call

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