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A hand-controlled life necessity price, plus a man-made interest price, will ochestrate US' economy boom in 2036.

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3% US 2026 GDP—New Policy Floor of AI Era?

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Originally, the market was continuously declining due to liquidity withdrawal caused by the U.S. government shutdown and concerns over supply chain financing surrounding OpenAI. However, now that the U.S. government has reopened and NVIDIA's strong performance has been released, the market still isn't buying it. What exactly is wrong with the U.S. stock market? With only five weeks left in 2025, has it completely turned into garbage time? Is there still hope for AI in 2026? 1. Looking towards 2026, what exactly are Trump's demands? There is one last chance for a rate cut this year—the interest rate meeting on December 10th. From a macro perspective, the current market's short-term nerves seem to be dominated by the prospect of a rate cut...

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Bubble Talk Rising, Will AI Continue as Hottest Bet in 2026?

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Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

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U.S. gov. shutdown to trigger a 'dollar shortage'?

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The U.S. federal government has been in a shutdown since October 1st, and it has now been over a month. During this period, although there has been almost no release of federal-level macroeconomic data, the 'G2' meeting between China and the U.S. in South Korea, the Federal Reserve's interest rate cut, and the AI infrastructure investment frenzy by American tech giants during the earnings season have resonated to create a small peak in the U.S. stock market. However, the core issue the market now faces is whether the realization of these benefits means that all the good news has been priced in, and whether the remaining time in 2025 will be 'junk' time. 1. Powell's 'hawkish' rate cut...

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All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?

$NVIDIA(NVDA.US) Quick Interpretation: The company's financial report data for this quarter is average, with revenue failing to maintain the previous beat guidance of “+2 billion USD,” and the gross margin slightly below market expectations. Although Blackwell provided incremental support for this quarter, the ramp-up situation of GB200 affected revenue growth and gross margin performance.The company's operating expenses are relatively stable. Research and development expenses, as well as selling and administrative expenses, have increased, but both have been diluted by high revenue growth, resulting in a stable decline in overall operating expense ratio, with the company's net profit margin maintained at 56.2%.For NVIDIA, the market is actually more concerned about next quarter's guidance and the progress of Blackwell. The company expects next quarter's revenue to be 43 billion USD, which is better than the lowered buy-side expectation (around 42 billion USD). However, the gross margin (GAAP) for next quarter is 70.6%, lower than the market expectation of 72.3%, indicating that the gross margin is still significantly affected by the ramp-up of Blackwell.From the guidance perspective, the incremental support provided by Blackwell for the next quarter looks good. For more detailed data and the progress of GB300, please follow Dolphin Research for subsequent specific comments and conference call content.

Conference Minutes

NVIDIA (NVDA.O) released its Q3 fiscal report for 2025 (ending October 2024) after U.S. stock market hours on November 21, Beijing time. The specific content is as follows: Below is the summary of NVIDIA's Q3 fiscal performance conference call for 2025. For the interpretation of the financial report, please refer to &#34;NVIDIA is still the backbone, just the firepower is nearing its peak.&#34; 1. $NVIDIA(NVDA.US) Core information review of the financial report: 2. Detailed content of NVIDIA's financial report conference call 2.1. Executive team presents core information: 1) Business progress data center business revenue situation: - Revenue was $30.8 billion...

Nvidia: Blackwell delivery volume will exceed previous expectations (FY25Q3 conference call)

$NVIDIA(NVDA.US)Quick Interpretation: The company's earnings report was quite good this time.Revenue continued to beat guidance by +$2 billion, and gross margin also met expectations. All of the company's businesses showed varying degrees of growth this quarter, with data center and gaming contributing significantly to the incremental growth. As downstream cloud providers continue to increase capital expenditures, the company's data center business has grown to over $30 billion, accounting for nearly 90% of total revenue. Despite the absolute increase in R&amp;D and sales expenses due to business expansion, the expense ratio continues to decline. Overall operating expenses remain healthy.After achieving the usual guidance beat of +$2 billion, the market is more focused on the company's next-quarter guidance. For the next quarter, the company expects revenue of $37.5 billion and a gross margin of 73%. The performance will be primarily driven by the mass production of Blackwell, though the initial ramp-up may have some impact on gross margins. The overall guidance and pace are in line with market expectations.In summary, Nvidia's current performance is mainly focused on its data center business, which is heavily influenced by procurement from downstream cloud providers. Based on the capital expenditure expectations of the four major cloud providers, combined capital expenditures are still expected to grow next quarter. The company remains unaffected by its main competitors—AMD's guidance for its related products is weak, while Nvidia has raised its guidance again this quarter, demonstrating its leading product capabilities. With the shipment of Blackwell, the company is expected to further widen its gap with competitors. Going forward, it is recommended to pay attention to the conference call for updates on Blackwell's shipment expectations, progress in the PC segment, and the company's outlook for the data center business.

AMD's next-generation RDNA 5 GPUs will reportedly use TSMC's N3P process

Led by TSMC, the Taiwan stock market's total capitalization surpassed NT$100 trillion

Zhitong Finance analyzes Nvidia's partnership with Groq, suggesting the era of AI inference may test its high gross margin myth

NVIDIA GeForce Now to implement a 100-hour monthly gaming cap for some users starting January 1, 2026

NVIDIA releases a universal gaming AI model, NitroGen, aimed at advancing general-purpose robotics research.

NVIDIA responds to H200 chip supply plan for China, stating it won't affect global supply capabilities.

AMD is expected to launch the Gorgon platform in 2026 as a refresh of Strix Point

AMD is expected to launch its Zen 6 CPU architecture on a 2nm process in 2026

Report details TSMC's US factory facing severe difficulties with regulations, costs, and labor.

Foreign investment report indicates strong demand for AI servers and memory, expected to continue until 2026

NVIDIA Acquires AI Startup Groq for $20 Billion

NVIDIA Stock Surges 4.2% to Lead Dow on Strong Blackwell Yields and Sovereign AI Deals

Report Indicates TSMC's Stock Rose in Q3 Due to Strong Market Demand

TSMC Awards 30 Companies with 2025 Supplier Awards

NVIDIA has reportedly stopped testing chip manufacturing using Intel's 18A process

Analysis indicates NVIDIA stock shows a bullish technical pattern following Groq deal

Bank of America predicts the semiconductor industry will reach $1 trillion by 2026, with a positive outlook for NVIDIA

AMD Releases New Radeon 25.12.1 WHQL Certified Graphics Driver

Competitor News: Samsung Secures Approval for Nvidia's Next-Gen HBM4 Memory Chips, Potentially Increasing Competitive Pressure on AMD

Bernstein Maintains Nvidia's Stock Target Price at $275.00

A SPAC III Acquisition

PicoCELA

Davis Commodities

Society Pass

ECD Automotive Design

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Bristol-Myers Squibb Company

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

Paranovus ENT Tech

Cue BioPharma