Independent Power and Renewable Electricity Producers

Sunnova Energy

Today’s Key News Recap

DPSK

NVDA

NOVAQ

NOVA

01696

NVMI

AAPL

603020

GOOG

GOOGL

AMZN

OpenAI

DXYZ

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

1202 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. DeepSeek simultaneously launched two official versions of AI models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale. The former's inference capability is close to GPT-5, with tool invocation reaching the top level of open-source models; the latter won four international competition gold medals, specializing in complex tasks. The models introduce the DSA sparse attention mechanism, significantly reducing inference costs. The dual-model strategy precisely covers different needs, and technological breakthroughs narrow the gap between open-source and closed-source models...

DeepSeek

NVIDIA

SUNNOVA ENERGY INTERNATIONAL INC

SISRAM MED

Nova

Apple

Apple Group

Alphabet - C

Alphabet

Amazon

Destiny Tech100

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Global Tech Blitz: Nvidia Invests in Synopsys, Apple AI Shakeup, Alibaba Updates AI Model | Today's Important News Recap

Intel

Conference Minutes

00981

SFTBY

9984

SOBKY

MBLY

ASIC

LAKE

SOXS

SOXL

SOXX

CP00062

INTC

HSMD

688981

CCGWW

04335

The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?&#34; 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...

SMIC

Taiwan Semiconductor

SoftBank

SoftBank Group Corp.

Cheche

Mobileye Global

Ategrity Specialty Holdings LLC

Lakeland Industries

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

SMIC HK SDR 5to1

Cheche Group - CW28

INTEL-T

Intel (Minutes): 18A is expected to contribute to profits by the end of 2026

Sunnova Energy International Inc reports expected quarterly loss of $1.08 per share

SUNNOVA Negotiating Potential Financing Arrangements

SUNNOVA ENERGY INTERNATIONAL Files for Bankruptcy Protection

Sunnova Energy Files for Chapter 11 Bankruptcy Protection

Sunnova Energy cuts around 55% of its workforce

Sunnova Energy International Amends Loan Guarantee Agreement

Sunnova Energy Provides CEO With Bonus and CFO With Departure Agreement

Trump administration cancels $3 billion loan for Sunnova Energy

Sunnova Receives NYSE Notice for Q1 10-Q Filing Delay

US DOE cancels Sunnova Energy loan program

Sunnova Delays Filing of Quarterly Report

US Solar Company Sunnova May File for Bankruptcy

Sunnova Reaches Covenant Waiver Agreement with Senior Bondholders

Sunnova Energy Submits Amended 10-K Report

Sunnova Energy Appoints Ryan Omohundro as Chief Restructuring Officer

Sunnova Energy Expected to Report Qtr EPS Loss of 81 Cents

Sunnova Energy International Stock No Longer Complies with NYSE Regulations

Sunnova Energy Appoints Robyn Liska as Interim CFO and Updates Financial Strategy

Investment Company Oaktree Acquires Significant Stake in Sunnova's Debt Before Negotiations

Moody's Downgrades Sunnova Energy International Inc's Rating to Ca, Facing Default Risk

EKSO Bionics

Antelope Enterprise

Aimei Health Tech

Profusa

Delixy

Urgently

Jyong Biotech

Cemtrex

CID Holdco

ON24

Vistra

Talen Energy

Ormat Tech

Clearway Energy-C

Enlight Renewable Energy

Clearway Energy

Kenon

Central Puerto- S

ReNew Energy Global

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Please note that a "Suspected value trap" is a stock that appears The stock looks financially sound and severely undervalued, but behind the low valuation is a long-term decline in business capacity or a serious financial crisis, or even the risk of bankruptcy in the short term.

Suspected value trap