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Today’s Key News Recap

INTC

OpenAI

DXYZ

02150

NVDA

01364

AVGO

SFTBY

9984

SOBKY

02097

NVDL

07788

07388

NVDY

NVDD

04335

<p>1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival and National Day in 2025. Holiday travel and gathering scenarios have significantly boosted customer traffic in new tea beverage stores, raising market expectations for short-term revenue recovery of brands. Nayuki, Gu Ming, and Mixue all saw increases today. 🐬 Individual Stocks 1. <span class="security-tag" type="security-tag" counter_id="ST/US/INTC" name="Intel" trend="">$Intel(INTC.US)</span> Intel disclosed details of the Panther Lake architecture for the first time, confirming the use of RibbonFET transistors and backside power delivery design, with mass production expected in the second half of 2026...</p>

Salesforce

Intel

Destiny Tech100

NAYUKI

NVIDIA

GUMING

Broadcom

SoftBank

SoftBank Group Corp.

MIXUE GROUP

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

INTEL-T

Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap

NCNP and EVC Collaborate on Deploying SAP ERP Solution in Saudi Public Sector

AODocs Earns SAP Integration Certification for SAP Cloud ERP

Trump Administration Threatens Retaliatory Measures Against the EU

SAP SE Gets 'Buy' Consensus from 19 Firms, Barclays Raises Target to $348

Goldman Sachs Maintains SAP SE Buy Rating with Target Price of €320

SAP SE Makes Progress in ESG Performance

SAP users lack understanding of new Business Data Cloud platform, call for increased transparency

US Bank Securites Maintains SAP SE Buy Rating, Forecasting 42% Upside by 2026

UBS analyst maintains buy rating on SAP SE with target price of 300 euros

JPMorgan Analyst Maintains SAP SE Buy Rating with Price Target at €290

Brandes Increases SAP Stock Position

TCS Selected by SAP for a Five-Year IT Environment Transformation Deal

SAP SE Launches EU AI Cloud Service

BlackRock 减持 SAP SE 的投票权

SAP faces charges of trade secret theft and misappropriation

SAP Employee Morale Declines Amid Restructuring and Layoffs

BlackRock Increases Stake in SAP SE

German Anti-Monopoly Bureau Considers Suing SAP Over Data Access Disputes

SAP SE Receives 'Buy' Consensus Recommendation from Seventeen Firms

SAP Collaborates with Capgemini, Mistral AI, and Bleu to Launch Sovereign Cloud Solutions

A SPAC III Acquisition

PicoCELA

Davis Commodities

Society Pass

ECD Automotive Design

Gauzy

Bristol-Myers Squibb Company

A SPAC III ACQUISITION CORP. COM NPV CL A (SUBS/RTS)02/01/2026

Paranovus ENT Tech

Cue BioPharma

SAP SE (SAP SE.US) Q3 2025 Earnings Conference Call

SAP SE (SAP SE.US) Q2 and Half-Year Earnings Conference Call 2025

SAP SE (SAP SE.US) Q1 2025 Earnings Conference Call

SAP SE (SAP SE.US) Q4 2024 Earnings Conference Call

SAP SE (SAP SE.US) 2024 Third Quarter Earnings Conference Call

Appfolio

Red Violet

Palantir Tech

AppLovin

Intuit

Adobe

Cadence Design

Autodesk

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