--- title: "U Surges on Strong Results; META Doubles Down on AI Race | Daily News Recap" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39572741.md" description: "0327 | Dolphin Research Focus: 🐬 Macro/Industry. Trump said on Thu, Mar 26 on social media that, at Iran's request, planned strikes on Iran's energy facilities would be pushed back 10 days to 8pm ET on Apr 6.He had earlier moved the 48-hour ultimatum issued on Mar 21 out by five days to Mar 27. Iran denied making a direct request, saying there had only been indirect information exchanges, per today's headlines.Given the current setup, a substantive agreement before Apr 6 looks unlikely. Even after the extension, military escalation could still resume, and the geopolitical risk premium has not fully cleared..." datetime: "2026-03-27T08:39:07.000Z" locales: - [en](https://longbridge.com/en/topics/39572741.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39572741.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39572741.md) author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39572741.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39572741.md) # U Surges on Strong Results; META Doubles Down on AI Race | Daily News Recap ## 0327 ｜**Dolphin Focus** ## **🐬 Macro / Sector** **1.** Trump said on Mar 26 via social media that, at Iran's request, the airstrike on Iran's energy facilities would be delayed by another ten days to 8:00 pm ET on Apr 6. Previously, he pushed back the initial 48-hour ultimatum issued on Mar 21 by five days to Mar 27. Iran denied asking for a delay, saying only indirect exchanges of information had taken place. With a substantive deal before Apr 6 unlikely, the risk of renewed military escalation remains even after the postponement, and the geopolitical risk premium is not fully cleared. ## **🐬 Single Stocks** **1.**$Netflix(NFLX.US) Netflix raised subscription prices across the US. The ad-supported Standard tier goes from $7.99 to $8.99 per month, its second hike since launch in late 2022 (the first was in Jan 2025 from $6.99 to $7.99), with new prices already effective for new users. The move underscores a shift from pure user growth to ARPU expansion. With global sub growth slowing, price hikes plus content spend and ad monetization are key to steady growth, supporting near-term revenue and profit while posing churn risk. **2.**$Unity Software(U.US) Unity Software preannounced preliminary Q1 2026 results, with core revenue and profit metrics beating the company's prior guidance range. In Feb, management guided Q1 revenue of $480–$490 mn, below Street estimates, which had triggered a pullback. Unity jumped ~14% in after-hours. Dolphin's take: see '[Unity Q1 pre-announcement: revenue and profit above prior guide](https://longbridge.cn/zh-CN/topics/39567448?channel=WHAB0001)'. **3.**$Costco Wholesale(COST.US) Costco China teased on its official WeChat that a 'Black Diamond' membership is coming. This is Costco's first premium paid tier in China: the annual fee will be above the RMB 299 Gold Star, with a core benefit of 3% cashback on all purchases, plus a free household card, premium services and cross-border shopping privileges. A 3% rebate is the highest globally and materially boosts perceived value, likely driving upgrades among high-ticket users and improving renewals and membership fee revenue. China has a large, fast-growing base (the Shenzhen store's 140k sign-ups rank No.1 globally) but relatively low renewal rates, and Black Diamond enables better segmentation to lock in higher-quality customers, supporting member mix and ARPU. **4.**$Meta Platforms(META.US) Meta will lift its investment in the El Paso, Texas data center from $1.5 bn to $10 bn, nearly a sixfold increase. The AI-dedicated site is slated for 2028, with 1 GW of power to support model training, inference and AI recommendation systems across its social platforms. This marks a full-throttle bet on AI compute and reflects a drive to build proprietary infrastructure and control the full stack. Near term, capex will spike and weigh on profitability. **5\. Dolphin on earnings and calls** Meituan: '[Meituan: Three heavy headwinds — will food delivery stay on its knees?](https://longbridge.cn/zh-CN/topics/39551736?channel=WHAB0001)' '[Meituan (Trans): Q1 food delivery keeps narrowing losses; Douyin is indeed stepping up spend!](https://longbridge.cn/zh-CN/topics/39553374?channel=WHAB0001)' China Mobile: '[China Mobile: Taking the tax reform hit head-on — is the dividend profile intact?](https://longbridge.cn/zh-CN/topics/39546859?channel=WHAB0001)' GuMing: '[GuMing: As subsidies fade, the 'Costco of tea' stays resilient!](https://longbridge.cn/zh-CN/topics/39543794?channel=WHAB0001)' '[GuMing (Trans): Dine-in rate has returned to a relatively healthy level](https://longbridge.cn/zh-CN/topics/39555114?channel=WHAB0001)' ## **🐬 Top Gainers by Sector** **A-shares:** computer & electronics retailers; food distributors; tobacco. **HK:** insurance brokers; IT consulting; specialty chemicals. **US:** oil & gas refining & marketing; motorcycle makers; tires & rubber. ## **🐬 Watch Next Mon** **1.** Dongpeng, China Duty Free, and Midea to report. Risk disclosure and disclaimer: [Dolphin Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer) ### Related Stocks - [Unity Software Inc. (U.US)](https://longbridge.com/en/quote/U.US.md) - [ByteDance (BYTED.NA)](https://longbridge.com/en/quote/BYTED.NA.md) - [Costco Wholesale Corporation (COST.US)](https://longbridge.com/en/quote/COST.US.md) - [MetLife, Inc. (MET.US)](https://longbridge.com/en/quote/MET.US.md) - [MEITUAN-W (03690.HK)](https://longbridge.com/en/quote/03690.HK.md) - [Meituan (MPNGY.US)](https://longbridge.com/en/quote/MPNGY.US.md) - [MEITUAN-WR (83690.HK)](https://longbridge.com/en/quote/83690.HK.md) - [Netflix, Inc. (NFLX.US)](https://longbridge.com/en/quote/NFLX.US.md) - [Meta Platforms, Inc. 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