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SoftBank

NVIDIA

Financial Analysis

NVDA

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GOOGL

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07388

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NVDX

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NVIDIA (NVDA.O) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) in the early morning of November 20th, Beijing time, after the U.S. stock market closed. The details are as follows: 1. Core Operating Indicators: $NVIDIA(NVDA.US) reported total revenue of $57 billion, exceeding market expectations of $55.1 billion. This includes a quarter-on-quarter increase of $10.3 billion, primarily driven by the increased mass production of Blackwell in the data center business. The gross margin was 73.4%, up 1 percentage point quarter-on-quarter, in line with market expectations...

SoftBank Group Corp.

Meta Platforms

Microsoft

Alphabet - C

Alphabet

Amazon

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

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

More Important than Non-Farm Payrolls! Can NVIDIA Save the U.S. Stock Market Again?

Conference Minutes

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The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

Samsung Electronics 

Tesla

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

ARM (Minutes): All new computing power is based on Arm architecture

Wolfspeed

WOLF

6723

INTC

IFNNY

SOXS

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SOXX

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Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial &amp; energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

Renesas Electronics Corporation

Intel

Infineon Technologies AG

Infineon Technologies

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

INTEL-T

Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth

ORCL

AVGO

AAPL

603020

DXYZ

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$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

Metagenomi

Oracle

Trump Media & Tech

Boston Beer

Broadcom

Apple

Apple Group

Walmart

Destiny Tech100

Trump Media & Tech - CW28

All in the same boat, is OpenAI a divine pearl or a demonic pill?

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ASIC

LAKE

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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

Cheche

Mobileye Global

Ategrity Specialty Holdings LLC

Lakeland Industries

SISRAM MED

Nova

SUNNOVA ENERGY INTERNATIONAL INC

Sunnova Energy

SMIC HK SDR 5to1

Cheche Group - CW28

Intel (Minutes): 18A is expected to contribute to profits by the end of 2026

600810

AMDL

Intel released its Q3 2025 financial report (as of September 2025) after the U.S. stock market closed on the morning of October 24, 2025, Beijing time. The key points are as follows: 1. Core data: $Intel(INTC.US) achieved revenue of $13.65 billion this quarter, a slight year-on-year increase of 2.8%, slightly exceeding the upper limit of the company's guidance, mainly driven by the recovery of the client business. The gross margin for this quarter rebounded significantly to 38.2% from the previous quarter, which was significantly better than the guidance expectation (34.1%). The sharp decline in gross profit margin last quarter was primarily driven by non-operating expenses.The

GraniteShares 2x Long AMD Daily ETF

ING Groep

Intel: Stopping the Losses and Recovering! Can the 'American SMIC' Poach TSMC Talent?

Today’s Key News Recap

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1014 | Dolphin Research Focus: 🐬 Stocks 1, $NIO-SW(09866.HK) Nio has reached a strategic cooperation with Amap Enterprise Car Service, integrating its AI-driven corporate travel solutions. Through AI scheduling algorithms, it reduces employee business travel costs by 15%. This collaboration is a typical practice of technology empowering refined corporate management—AI technology not only directly cuts travel costs but also enhances management efficiency through process optimization and risk control, injecting positive expectations into Nio's financial health...

MEITUAN

BABA-W

NIO-SW

JD-SW

Meituan

MEITUAN-WR

BABA-WR

Alibaba

NIO Inc. USD OV

JD-SWR

JD.com

Meituan HK SDR 5to1

Alibaba HK SDR 5to1

JD HK SDR 10to1

OpenAI is collaborating with Arm for the development of Broadcom AI chips; 'Qixian Xiaochu' joins Meituan and Flash Delivery | Today's Important News Recap

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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. $Intel(INTC.US) 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...

Salesforce

SAP AG-Sponsored

NAYUKI

GUMING

MIXUE GROUP

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

SoftBank Exploring Acquisition of Data Center Operator Switch

SoftBank and Masayoshi Son Eye Switch for AI Investment Layout

SoftBank Increases Investment in Rapidus

Three major indices fluctuate, with tech hardware and retail sectors leading gains

SoftBank and Nvidia plan to invest in Skild AI

SoftBank and Nvidia Negotiating Investment in Skild AI

SoftBank in Talks to Acquire DIGITALBRIDGE

SoftBank's Masayoshi Son Collaborating with US on High-Tech Factory Plan

Son's stake in SoftBank rises to 34.7%

Lee Jae-myung to Meet Masayoshi Son

SoftBank sells Eutelsat warrants leading to stock price drop

Citigroup Upgrades SoftBank's Rating to 'Buy', SoftBank Shares Rise 4.2%

Son: Selling Nvidia Stocks to Fund OpenAI Investment

SoftBank registers to issue up to 1 trillion yen bonds

SoftBank Plans to Expand the Scope of Tasks Robots Can Perform

SoftBank and Yaskawa Electric Sign Memorandum of Understanding

Yaskawa Electric to Showcase SoftBank Collaboration on Physical AI

SoftBank's Five-Year CDS Rises to This Year's High

SoftBank Issuing 500 Billion Yen in Unsecured Corporate Bonds

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

Stock Split

拆股

Ex Date: 2026.01.08 (EST), 4-for-1 Stock Split

Tingo Group, Inc.

中華電信

Array Digital Infrastructure

IDT-B