Opendoor Tech Series K - CW26

Unity

Conference Minutes

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Below is Dolphin Research's Trans of the Q4 2025 earnings call for $Unity Software(U.US). For our earnings review, see '30% Overnight Plunge: Who Crushed Unity?'. I. Key financials recap. Q4 2025 results. Revenue $503mn (+2% YoY); Adj. EPS $0.24 (vs. Street $0.21). Adj. EBITDA $125mn (margin 25%); FCF $119mn...

Unity Software

Opendoor Tech

Opendoor Tech Series A - CW26

Opendoor Tech Series Z - CW26

TENCENT

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Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

Unity (Trans): Vector up 70% YoY in Jan.

Costco

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UBER

Below is Dolphin Research's full earnings call Trans for $Costco Wholesale(COST.US) FY26 Q1. For our First Take, see 'US Gov. shutdown victim? Is Costco's last leg down?'1) Key metrics recap. Headline results: net income of $2.001bn and diluted EPS of $4.50.Excluding tax benefits related to SBC, net income and EPS rose 13.6% YoY. Sales: net sales were $65.98bn (+8.2% YoY), with comps up 6.4%...

Costain Group PLC

Costco Wholesale

Doordash

Uber Tech

Signet

Ameriprise Financial

COST (Trans): Confident on inflation; plans to open 30 warehouses annually.

DELL

Financial Analysis

TECH

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Dell Technologies (DELL.N) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) after the U.S. stock market closed on November 26, Beijing time: 1. Core performance: $Dell Tech(DELL.US) reported revenue of $27 billion for the quarter, an increase of 10.8% year-on-year, close to market expectations ($27.3 billion). The company's revenue growth of nearly $2.7 billion this quarter was primarily driven by contributions from AI server shipments. The company's gross margin for the quarter was 20.7%, down 1.1 percentage points year-on-year, slightly better than market expectations (20%). Compared to service revenue...

Bio-Techne

Dell Tech

SMIC

Broadcom

NVIDIA

Alphabet - C

Alphabet

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

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

SMIC HK SDR 5to1

Dell DELL: Storage Price Increase Adds to Troubles? AI Guidance Provides Support

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OpenAI

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The following are the minutes of AMD's Q3 2025 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'AMD: Partnering with Open AI? Not a 'Spare Tire' Lifesaver'.1. Review of AMD's Core Financial DataOverall performance for the third quarter: Revenue increased by 36% year-over-year to $9.2 billion, excluding revenue from MI308 sales to China; net profit increased by 31%; free cash flow grew more than threefold; diluted earnings per share were $1.20, up 30% from $0.92 in the same period last year...

Oracle

Destiny Tech100

Digitalocean

Cisco

GraniteShares 2x Long AMD Daily ETF

Crane

AMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutions

ASIC

MSFT

INTC

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AMD (AMD.O) released its financial results for the third quarter of 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 5, 2025, Beijing time. Key points are as follows: 1. Overall Performance: AMD achieved a revenue of $9.25 billion in the third quarter of 2025, a year-on-year increase of 35.6%, exceeding market expectations ($8.74 billion). The year-on-year growth in revenue was mainly driven by the client and gaming business, as well as the data center business. The company's gross margin (GAAP) for this quarter was 51.7%, an increase of 1.6 percentage points year-on-year...

Ategrity Specialty Holdings LLC

Meta Platforms

Microsoft

Intel

Amazon

INTEL-T

AMD: 'Tied to' Open AI? Not a 'Backup' Lifesaver

AMD Quick Interpretation: The company's revenue and gross margin for this quarter exceeded previous guidance expectations, primarily driven by growth in the data center, client, and gaming businesses.With the recovery of the PC market, the company's client business reached a new high, and the gaming business has clearly rebounded from the bottom.The most watched data center business achieved revenue of $4.34 billion this quarter, an increase of $1.1 billion quarter-on-quarter, better than market expectations ($4.14 billion). This was mainly driven by the increased production of the MI355 series, with Dolphin Research estimating that AI GPUs contributed approximately $800 million of the incremental revenue.Regarding the company's guidance, it expects next quarter's revenue to be between $9.3 billion and $9.9 billion, with the midpoint ($9.6 billion) representing a 3.8% quarter-on-quarter growth, still mainly driven by the MI355. The company's non-GAAP gross margin for the next quarter is expected to be around 54.5%.As Open AI signed a major contract with the company, market focus has completely shifted from gaining CPU market share to the data center field.Meanwhile, the company's stock price has surged from around $150 to over $200, primarily catalyzed by Open AI.Open AI's 6GW major contract is expected to bring the company approximately $100 billion in revenue, providing support for the company's sustained growth in the future.On the other hand, with the help of Open AI, the market is also looking forward to the subsequent MI450 series products and the enhancement of competitiveness in the AI chip market, and the current high valuation has already factored in the expectation of high growth over the next 2-3 years.For this earnings report, the market is more focused on progress in the data center field, such as the status of new orders and the progress of the MI450, which are more attractive than the next quarter's guidance. For more information, please follow Dolphin Research's subsequent detailed commentary and management minutes. $AMD(AMD.US)

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1. Key Points of the GTC Conference 1. NVIDIA has established a strategic partnership with Nokia, investing $1 billion in Nokia's equity. They released a new product series called 'NVIDIA ARC,' which Nokia will use for future base stations to upgrade 6G and AI capabilities; 2. They released the NVQLink interconnect architecture and the CUDAQ platform, which directly connects GPU supercomputers with QPUs (quantum processors), laying the groundwork for quantum computing processors; 3. $NVIDIA(NVDA.US) is collaborating with the U.S. Department of Energy to build the largest AI supercomputer in the United States...

Nokia Oyj

Bluebird Bio

HeartBeam

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HEARTBEAM INC C/WTS 31/10/2026 (TO PUR COM)

 GTC Conference: Next Year's Shipment 'Blockbuster', is NVIDIA‘s Limit Really “Sky”？

Micware

Silexion Therapeutics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

GCL Global

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Jupiter Neurosciences

Linkage Global

Capstone

BiomX

Earnings Watch

Opendoor Tech Series K - CW26 | 8-K: FY2026 Q1 Revenue: USD 720 M

Opendoor Tech Series K - CW26 fell 15.60%

Price Alert

U.S. stock market midday update: Opendoor Tech plummets 15.60%, trading volume surges, what is causing the market sentiment to fluctuate?

ASTC

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ABTS

In the past hour, the overall market in the U.S. stock market has shown significant divergence, with technology stocks and small-cap stocks performing particularly well. Astrotech's surge of 167.93% has attracted widespread attention in the market, driving the activity of related technology stocks. Meanwhile, several stocks in the pharmaceutical sector have also performed well, with Iterum Therap and MKD Tech rising by 106.74% and 60.08%, respectively, and their trading volumes significantly increasing, indicating strong capital interest. In contrast, some green energy and financial stocks have faced considerable pressure, with Roma Green Finance dropping sharply by 58.57%, reflecting market sentiment fluctuations. The stock with the largest movement in the past hour, Astrotech, saw its price soar to 167.93% in a short period, reaching a new 60-day high, with market sentiment running high and noticeable capital inflow. The strong performance of this stock seems to have attracted a large amount of short-term capital, energizing the entire technology sector. Strong stocks: 1. Iterum Therap: up 106.74%, with increased trading volume, driven by optimistic market sentiment about its future prospects, leading to a rapid rise in stock price. 2. MKD Tech: up 60.08%, with an influx of short-term capital making the stock stand out during the session, attracting the attention of many investors. 3. Greenland Energy: up 52.26%, this stock has been favored by the market against the backdrop of energy transition, with significantly increased trading volume

Astrotech

Iterum Therap

MKD Tech

Roma Green Finance

Greenland Energy

Urban-Gro

EpicQuest Edu

Quantum Biopharma

Southland

DNA X

OceanPal

System1

Lantern Pharma

Ridgetech

Mangoceuticals

Next Tech

Robin Energy - WI

Sobr Safe

Fast Track

High-Trend

Innovate

Turbo Energy SA

22nd Century

TruGolf

Cognition Therapeutics

Agape ATP

Polaryx Therapeutics

Shuttle Pharmaceuticals

United Therap

MMTEC

Paranovus ENT Tech

Applied Optoelectronics

U Power

Swarmer

Founder

Boxlight

Jinxin Tech

Delixy

Abits

Luda Tech

Jaguar Uranium

Aeries Tech

AEON Biopharma, Inc.

Sysco

MOUNTAIN LAKE ACQUISITION CORP COM USD0.0001 CL A (SUB/RIGHTS) 15/11/28

FGI Industries

Century Aluminum

Beachbody

Rani Therapeutics

Chanson

Alcoa

NextTrip

Trio Petroleum

Enigmatig

SUNation Energy

Falcon Beyond Global

Kopin

Solo Brands

Veritone

Robinhood Ventures Fund I

Corvex

Bloom Energy

Newsmax

PRF Tech

Insight Molecular Diagnostics

Boqii

ImageneBio

Cibus

U.S. stock market movement update: Astrotech surged 167.93%, Iterum Therap rose 106.74%, with multiple stocks experiencing increased trading volume; Roma Green Finance fell 58.57%, and Skycorp Solar dropped 45.70%!

Opendoor Tech Series K - CW26(OPENW.US)

Opendoor Tech Series K - CW26 | 8-K: FY2026 Q1 Revenue: USD 720 M

U.S. stock market midday update: Opendoor Tech plummets 15.60%, trading volume surges, what is causing the market sentiment to fluctuate?

U.S. stock market movement update: Astrotech surged 167.93%, Iterum Therap rose 106.74%, with multiple stocks experiencing increased trading volume; Roma Green Finance fell 58.57%, and Skycorp Solar dropped 45.70%!

US Stock Movement Update: Arcellx surged 77.55%, Signing Day Sports rose 54.44%, Blue Hat Interactive Ent Tech fell 46.28%

US Stock Movement Update: Abits surged 163.29%, Rackspace Tech rose 64.49%, Twin Vee PowerCats fell 54.59%

Opendoor Tech Series K - CW26 | 8-K: FY2025 Q4 Revenue: USD 736 M

Pre-market hot trades in US stocks: Rich Sparkle up 8.22% in pre-market; Opendoor Tech Series K - CW26 up 7.53% in pre-market

Unity (Trans): Vector up 70% YoY in Jan.

Popular pre-market trades in US stocks: Opendoor Tech Series K - CW26 pre-market up 8.00%; Astera Labs pre-market up 7.48%

Pre-market hot trades in US stocks: Talen Energy pre-market down 9.08%; Opendoor Tech Series K - CW26 pre-market down 7.12%