OpenAI

Today’s Key News Recap

NVDA

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TCEHY

HTCD

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BEKE

DXYZ

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HBUD

BIDU

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ORCL

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ORCL-D

0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has been postponed. He said the US and Iran are in 'serious talks', while the three Gulf states fear an escalation could hit their own energy infrastructure. He also stressed that US forces remain on alert, warning that if talks collapse, a full-scale offensive would follow.This move keeps a window open for diplomacy while applying military pressure on Tehran. In the near term, it eases risks around Middle East oil prices and shipping, supporting global energy markets and risk appetite. Over the longer run, US-Iran rifts are unlikely to be resolved...

NVIDIA

JD-SW

JD-SWR

JD.com

TENCENT

TENCENT-R

Tencent Holdings Limited

Tencent

Tencent HK SDR 10to1

BEKE-W

Destiny Tech100

BIDU-SW

BIDU-SWR

Baidu HK SDR 10to1

Baidu

HESAI-W

Hesai

Oracle

JD HK SDR 10to1

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

CoreWeave

Conference Minutes

CRWV

GOOG

GOOGL

Below is Dolphin Research's summary of $Coreweave(CRWV.US) FY26Q1 earnings call. For our full take, see 'CoreWeave: Can NVIDIA's 'godson' really ride the parent's coattails?'I. Key financial highlights recap. 1) Guidance: Q2 revenue is guided to $2.45-2.60bn and Q2 Adj. OP to $30-90mn. Q2 interest expense is guided at $650-730mn, with Q2 capex at $7-9bn.

Coreweave

Alphabet - C

Alphabet

NVIDIA Corporation

CoreWeave (Trans): Inference now >50% of compute usage

Financial Analysis

Meta Platforms

CoreWeave: Compute capacity sells, profits prove elusive — NVDA's 'foot soldier' merely scraping by?

INTC

MART

AVGO

MSFT

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0507 | Dolphin Research Focus: 🐬 Macro/Industry 1) Iran's Foreign Ministry spokesperson Baghaei confirmed it is still reviewing a U.S. peace proposal relayed via Pakistan, which includes a 14-point ceasefire plan, and has not formally responded. Tehran plans to feed back its comments through Islamabad once the review is complete.Iran says the proposal contains unacceptable provisions. Talks at this stage focus only on ending hostilities and do not involve the nuclear file.Washington has sent upbeat signals, with Trump saying the two sides could reach a deal soon. Tehran dismissed the media hype as false, emphasized that negotiations must be grounded in good faith, and noted that core differences remain, leaving the outlook uncertain...

Corning

Intel

Allianzim US Large Cap Buffer10 Mar ETF

Broadcom

Microsoft

INTEL-T

POP MART

POP MART HK SDR 20to1

Duan Yongping adds to Pop Mart; OpenAI leads 5 tech giants to launch MRC｜Daily News Recap

QCOM

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UBER

SHOP

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May 6 | Dolphin Research Focus: Macro/Industry. The US SEC has proposed allowing listed companies to voluntarily file semiannual reports instead of quarterly reports, reducing periodic disclosures from four times a year to two. 🐬Companies could continue using Form 10-Q or switch to a new Form 10-S for half-year reporting. The proposal now enters a 60-day comment period and would take effect once adopted.The aim is to ease compliance burdens, curb short-termism among management, and support long-term planning. However, lower transparency and delayed data could weaken price discovery and exacerbate information asymmetry...

Disney

Qualcomm

Amazon

AppLovin

Uber Tech

Unity Software

ServiceNow

Shopify 

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Anthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily News Recap

AMD reported its Q1 2026 results after the U.S. market close on May 6 (Beijing time). The quarter covered the period ended Mar 2026. Key takeaways:1) Overall results: $AMD(AMD.US) delivered revenue of $10.25bn (+37.8% YoY), beating market est. of $9.9bn. Growth was led by Data Center and Client.GAAP GPM was 52.8%. It expanded 260bps YoY...

CPUs on a tear, Helios near—Is AMD finally turning the corner?

AMD 1Q26 First Take: A solid print, with a revenue beat driven by server CPUs.AI GPU (MI355) was soft, down slightly QoQ, pressured by revenue adjustments in China. Versus the recent AI GPU trajectory, the market is more focused on the upcoming MI450 family.AMD has signed collaborations with OpenAI and Meta, and MI450 will shift delivery from a single-chip model to rack-scale clusters. Beyond the quarter, guidance was strong.AMD guides next-quarter revenue of $10.9–11.5bn (+6–12% QoQ), topping the Street at ~$10.5bn; non-GAAP GPM is guided to ~56% (vs. 55.3% consensus). The expected beat next quarter is mainly driven by server CPUs.Dolphin Research estimates server CPU and related revenue could reach ~$3.8bn, up ~15% QoQ. Overall, AMD has entered an upswing.The recent share rally is largely powered by the server CPU cycle. The market’s original focus was on MI450 ramping in 2H, as AMD transitions from chip-level to system-level delivery, keeping 1H expectations muted.With model workloads shifting from training to inference, the importance of server CPUs has become more pronounced, pulling forward upside in results. Price increases and upgrades in server CPUs have laid the groundwork for full-year growth.If MI450 ramps and ships smoothly, it should bring incremental orders.A dual-engine AI stack of 'CPU+GPU' opens a larger upside for AMD. $AMD(AMD.US)

shopify

PINS

Below is Dolphin Research's Trans of the $Shopify (SHOP.US) FY26 Q1 earnings call. For our take on the print, see《Shopify: As the e-comm agent tide recedes, is the payments leader left exposed?》。1. Shareholder returns: management said they will continue share repurchases. Free cash flow will fund the buyback plan.2. Guidance: Q2 revenue is expected to grow in the high-20s% YoY. FX provides an approx. 0.5pp tailwind...

Pinterest

SHOP (Trans): Agentic Commerce Won't Disintermediate SHOP

Reddit

RDDT

$Reddit(RDDT.US) delivered a solid Q1. As a key AI data source with highly authentic, real-time discussions, Reddit is enjoying referral tailwinds from Google and other gateways.Monetization is still early. The company is expanding beyond brand ads into performance ads to deepen monetization.The shift from 'people find content' via Search to 'content finds people' via Feed should be the next growth driver. Ad load on the platform remains below peers, leaving ample runway. This points to an attractive earnings ramp over the coming quarters...

MediaAlpha

RDDT: In the sweet spot as monetization accelerates

002245

Below is Dolphin Research's Trans of $Microsoft(MSFT.US) FY26Q3 earnings call. For our earnings analysis, please see 'Post‑breakup pains: When will Microsoft regain its mojo?'I. Core results recap. 1) Shareholder returns: $10.2bn was returned to shareholders this quarter via dividends and buybacks. 2) Key metrics: revenue of $82.9bn (+18% YoY; +15% cc) and GPM of 68% (down YoY, mainly due to AI infra build‑out and increased AI product usage...).

Jiangsu Azure Corporation

MSFT (Trans): Pricing Model Shifting from Per-Seat to Usage-Based

Nvidia Completes First Delivery of Its First Agentic AI CPU 'Vera', Signed by Major Giants

Musk states founding intent of OpenAI is to benefit all humanity

Lexsoft Systems Launches OpenAI Vector Indexer to Enhance Lexsoft T3

OpenAI Signs Deal with Malta Government to Provide Free One-Year ChatGPT Plus Access to All Residents

OpenAI Quietly Acquires Voice Cloning Startup Weights.gg

OpenAI Launches New Personal Finance Tool for ChatGPT Pro, Supporting Bank Connections and Spending Analysis

OpenAI Launches Images 2.0: Image Generation Evolves into Productivity Infrastructure and Creative Agents

Anthropic Partners with PwC for Expansion, OpenAI Launches Deployment Co, AI Giants Pivot to Enterprise Services

OpenAI Considers Suing Apple for ChatGPT Agreement Breach

OpenAI Reports ChatGPT Weekly Active Users Exceed 900 Million and Codex Users Surpass 4 Million

OpenAI says it may raise more funds after $122B round to secure compute power

OpenAI Integrates Codex into ChatGPT Mobile App, Launching Precision Counterattack Against Anthropic

OpenAI Reports Malware Infiltration of Internal Codebase via Shai-Hulud Supply Chain Vulnerability

OpenAI Confirms Hackers Stole Some Data

Accenture Federal Services and OpenAI Partner to Accelerate Secure AI Deployment for US Federal Government

OpenAI CEO Holds Over $2 billion in Shares of Related Companies

OpenAI States No Evidence of Leaks or Tampering

OpenAI Employee Internal Stock Sale Generates $6.6 Billion for Over 600 Staff Members

Anthropic Valuation Surpasses $900 Billion, First Over OpenAI

OpenAI avoided a costly court loss to Elon Musk, but neither side is unscathed

Barchart Option

OpenAI avoided a costly court loss to Elon Musk, but neither side is unscathed

A US jury ruled in favor of OpenAI, dismissing Elon Musk's lawsuit claiming the company strayed from its mission. The verdict clears the way for OpenAI's potential IPO, valued at $1 trillion. Musk plans to appeal, alleging that OpenAI's leaders enriched themselves improperly. Analysts view the ruling as a significant win for OpenAI, despite challenges to CEO Sam Altman's reputation. The case highlights tensions between profit motives and the original nonprofit goals of AI development.

Businesstimes News

OpenAI defeats Elon Musk’s lawsuit, removes obstacle to IPO

Anthropic has topped the 2026 CNBC Disruptor 50 list, surpassing OpenAI, due to its rapid growth and focus on reliable AI systems for enterprises. The company reported an 80-fold revenue increase in Q1 and is valued at up to $900 billion. The list highlights the significant role of AI across various sectors, with a total valuation of $2.4 trillion for the featured companies. Notably, defense tech continues to gain traction, with several companies focusing on military applications.

CNBC

2026 CNBC Disruptor 50 list: Why Anthropic was No. 1 in this year's rankings

Nvidia has delivered its new Vera AI CPUs to SpaceX, OpenAI, Anthropic, and Oracle as part of its strategy to expand into next-generation AI infrastructure. Elon Musk reacted positively to the announcement, highlighting the significance of the rollout. The Vera systems are being evaluated for AI workloads, with SpaceXAI particularly interested in reinforcement learning. Nvidia's stock closed at $222.32, reflecting a slight decline, but it remains strong in growth and quality rankings.

- Nvidia Corp announced that organizations including SpaceXAI, Oracle, Anthropic, and OpenAI are testing its new Vera CPU platform ahead of a key earnings report.  
- The Vera CPU systems are part of Nvidia's effort to expand its AI infrastructure capabilities beyond GPUs, aimed at supporting "agentic AI" workloads.  
- This strategic push aligns with the growing recognition of SpaceX as a significant player in both aerospace and AI infrastructure sectors, potentially valuing the company at $1.75 trillion.

benzinga_article

SpaceX

Defiance Daily Target 2X Long ORCL ETF

VanEck Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

iShares Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Semicon Bull 3X

GraniteShares 2x Long NVDA Daily ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

Nvidia Delivers New Vera AI CPUs To SpaceX, Anthropic And OpenAI — Elon Musk Says 'Vera Nice, Vera Nice…'

A California jury ruled that Elon Musk was too late to file his lawsuit against OpenAI and co-founder Sam Altman, rejecting his claims due to a missed statute of limitations. The verdict, which Musk plans to appeal, is a significant win for OpenAI as it prepares for a potential IPO in 2026. Musk's lawsuit alleged that OpenAI shifted from its original nonprofit mission, misleading him into co-founding the company.

Thehill

Jury says Elon Musk was too late in case against Sam Altman

OpenAI(OpenAI.NA)

OpenAI avoided a costly court loss to Elon Musk, but neither side is unscathed

OpenAI defeats Elon Musk’s lawsuit, removes obstacle to IPO

2026 CNBC Disruptor 50 list: Why Anthropic was No. 1 in this year's rankings

JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

Nvidia Delivers New Vera AI CPUs To SpaceX, Anthropic And OpenAI — Elon Musk Says 'Vera Nice, Vera Nice…'

Jury says Elon Musk was too late in case against Sam Altman