Semiconductor Materials and Equipment

Nova

Today’s Key News Recap

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NVDA

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NOVA

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NVMI

AAPL

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GOOG

GOOGL

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OpenAI

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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

Sunnova Energy

SISRAM MED

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

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ASIC

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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

Nova released FY2025 9 Months earnings on November 6 Pre-Market (EST), actual revenue USD 657.95M, actual EPS USD 6.0679

Nova released FY2025 Q3 earnings on November 6 Pre-Market (EST), actual revenue USD 224.61 M (forecast USD 223.15 M), actual EPS USD 1.9 (forecast USD 1.94)

Nova to release FY2025 Q3 earnings on November 6 Pre-Market EST, forecast revenue USD 221.01 M, EPS USD 1.9433

Arya Analyzes Tech Stocks and Provides Recommendations

Vigil Labs AI Completes $5.7 Million Seed Round Financing

Nova released FY2025 Q2 earnings on August 7 Pre-Market (EST), actual revenue USD 219.99 M (forecast USD 215.38 M), actual EPS USD 2.14 (forecast USD 1.822)

Nova released FY2025 Semi-Annual earnings on August 7 Pre-Market (EST), actual revenue USD 433.35 M, actual EPS USD 4.1715

Nova to Release Q2 Earnings Report in 2025

Wasatch Global Investors Highlights Nova Ltd.'s Performance in AI Investment Trends

Nova to release FY2025 Q2 earnings report on August 7 Pre-Market EST, forecast revenue USD 214.95 M, EPS USD 1.8333

Citigroup Analyst Reiterates 'Buy' Rating and Price Target for Nova

Nova Attends Key Investor Meetings and Earns Positive Ratings

Nova released FY2025 Q1 earnings on May 8 Pre-Market EST, actual revenue USD 213.36 M (forecast USD 210.67 M), actual EPS USD 2.03 (forecast USD 1.83)

Nova reports Q1 2025 financial results

Nova to release FY2025 Q1 earnings on May 8 Pre-Market EST, forecast revenue USD 210.1 M, EPS USD 1.8483

Nova Releases Second Sustainability Report

Nova Ltd. Receives 'Moderate Buy' Rating from Seven Brokerages with Target Price of $250.83

Nova (NASDAQ: NVMI) Reports 30% Revenue Growth for Fiscal Year 2024

Nova released FY2024 Q4 earnings on February 13 Pre-Market (EST), actual revenue $194.77M (forecast $186.49M), actual EPS $1.5848 (forecast $1.6283)

Nova released FY2024 Annual Earnings on February 13 Pre-Market (EST), actual revenue $672.4M (forecast $664.32M), actual EPS $5.7524 (forecast $5.7542)