Equity Real Estate Investment Trusts (REITs)

Outfront Media

应用材料AMAT

Deep Research

NVDA

AVGO

SSNGY

INTC

AMAT

00981

688981

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

04335

HSMD

Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.This note links AMAT’s outlook and valuation to wafer fab capex trends.As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.Its customers are wafer fabs across logic (TSMC, Intel) and memory (Samsung, SK hynix).Hence, our forecasts for AMAT’s performance...

NVIDIA

United Microelectronics

Broadcom

Samsung Electronics 

Intel

Micron Tech

Applied Materials

Taiwan Semiconductor

SMIC

GlobalFoundries

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

INTEL-T

SMIC HK SDR 5to1

Memory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?

Marvell

Conference Minutes

MRVL

ASIC

The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to &#34;Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative Route Almost Complete?&#34; 1. $Marvell Tech(MRVL.US) Key Financial Data Review Revenue: Achieved a record $2.075 billion in the third quarter, a quarter-over-quarter increase of 3% and a year-over-year increase of 37%. Excluding the divested automotive Ethernet business, core business revenue grew approximately 6% quarter-over-quarter and 41% year-over-year...

Pro Ultra 7-10Yrs

Marvell Tech

Cambria Global Asset Alloc

Ategrity Specialty Holdings LLC

Hudbay Minerals

Pampa Energia SA -SPON

Marvell (Minutes): AWS is the first to become Celestial AI's 'core leading customer'

Airbnb

Financial Analysis

ABNB

SBCWW

Alternative accommodation leader Airbnb$Airbnb(ABNB.US), on November 7th, after the U.S. stock market closed, announced its financial results for the third quarter of fiscal year 2025. Overall, although the monetization rate fell short of expectations, resulting in mixed financial metrics and continued issues with profit margin contraction, the more important operational indicators showed accelerated growth quarter-on-quarter. The guidance for GBV growth in the next quarter also exceeded expectations, suggesting that business growth may finally be rebounding. Specifically: 1. Business growth rebounding: Gross Booking Value (GBV) increased by 14% year-on-year...

SBC Medical

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Airbnb: Is it truly climbing out of the trough, or is it just a 'last-ditch effort'?

01880

601888

A few days ago, China Duty Free Group (CDFG) released its Q3 2025 financial report. Due to previous conflicts with other financial report release times, Dolphin Research is providing a brief commentary today: 1. After a year and a half of continuous decline, revenue growth has finally stabilized: In Q3 2025, the company's total revenue was approximately 11.7 billion yuan, roughly flat year-on-year (partly due to the increasingly lower year-on-year base). This finally marks a stabilization. Consistent with Dolphin Research's previous view, after six consecutive quarters of negative revenue growth, the worst period is likely over. The overall performance of the offshore duty-free market is similar to that of the company, with the total offshore duty-free sales in this quarter declining by 2.6% year-on-year, with the decline continuing to narrow...

CTG DUTY-FREE

Has China Duty Free finally "bottomed out"?

Strategy Report

Hot topic

BYTED

PHUN

ABTC

DJTWW

TACO

000333

00941

MSFT

09999

09899

COST

VIPS

GOOG

GOOGL

TACOU

TACOW

RUMBW

00300

ALL-B

ALL-H

ALL-I

ALL-J

80941

600941

NTES

Originally, in the mid-September Madrid negotiations, the U.S.-China talks resolved the long-standing major conflict over TikTok. However, Trump's emotional essay on a 100% tariff seemed to have set back the bilateral relations overnight. But following Trump's press inquiries, Vance's statements, and press conferences from China's Ministry of Commerce, the TACO transaction became almost a consensus expectation. In this article, Dolphin Research will elaborate more on how this TACO transaction differs from previous ones and what other insights can be drawn besides TACO. 1. This TACO...

ByteDance

Phunware

Trump Media & Tech

American Bitcoin

Trump Media & Tech - CW28

Berto Acquisition

Rumble

Midea Group

Allstate

CHINA MOBILE

Disney

Microsoft

NTES-S

NETEASE MUSIC

Costco Wholesale

Vipshops

Alphabet - C

Alphabet

Berto Acquisition - Unit

BERTO ACQUISITION CORP C/WTS 01/05/2030(TO PUR COM)

RUMBLE INC C/WTS 16/09/2027 (TO PUR COM)

MIDEA GROUP

ALLSTATE CORP 5.1% PREF 15/01/2053

ALLSTATE CORP DEP SHS REP 1/1000 NON CUM PER PRF SER H

ALLSTATE CORP 4.750% DEP SHS REP 1/1000TH PRP PFD SR I

ALLSTATE CORP DEP SHS REPSTG 1/1000TH NON PERP PFD SER

CHINA MOBILE-R

China Mobile

NetEase

Trump 'Breaks Defense': Not Just TACO, Will There Be a Revaluation of Chinese Assets?

JPMorgan Raises OUTFRONT Media Rating to Overweight

TD Cowen Upgrades Outfront Media to Buy

Texas Teachers Retirement System and Pep Viii Gp LLC Reduce Holdings in Outfront Media

OUTFRONT Media Reports Quarterly Earnings Below Estimates

Outfront Media released FY2025 9 Months Earnings on November 6 After-Market EST, actual revenue USD 1.318 B, actual EPS USD 0.2509

Outfront Media released FY2025 Q3 earnings on November 6 After-Market EST, actual revenue USD 467.5 M (forecast USD 458.32 M), actual EPS USD 0.29 (forecast USD 0.2499)

Outfront Media to Release FY2025 Q3 Earnings on November 6 After-Market EST, Forecast Revenue USD 458.32 M, EPS USD 0.2474

OUTFRONT Media Inc. Collaborates with Amazon to Enhance Out-of-Home Advertising

OUTFRONT Media Signs Out-of-Home Advertising Agreement with Amazon Web Services

Outfront Media released FY2025 Q2 earnings on August 5 After-Market EST, actual revenue USD 460.2 M (forecast USD 461 M), actual EPS USD 0.1 (forecast USD 0.1829)

Outfront Media released FY2025 Semi-Annual Earnings on August 5 After-Market EST, actual revenue USD 850.9 M, actual EPS USD -0.0329

OUTFRONT Media Inc. Reports Earnings Below Expectations

Outfront Media to Release FY2025 Q2 Earnings on August 5 After-Market (EST), Forecast Revenue USD 462.83 M, EPS USD 0.1829