Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News Recap

0415 ｜Dolphin Research Focus:

🐬 Macro / Industry

1. Anthropic plans to roll out its next-gen flagship model Claude Opus 4.7 this week, alongside AI-powered design tools spanning website and presentation design. The move targets OpenAI and Google, intensifying competition among frontier LLMs. For Anthropic, breakthroughs in reasoning efficiency and cost control could lift paid conversion and share gains. For the value chain, this could catalyze AI design, content generation, and agent-based apps; watch post-launch performance, monetization pace, and deeper ties with Microsoft and Google Cloud.

2. Trump said in an interview he does not consider extending the ceasefire with Iran, calling it unnecessary, and claimed the conflict is close to ending. The two-week truce agreed on Apr 7, focused on keeping the Strait of Hormuz open and talks, is set to expire on Apr 21. His stance signals a hard line and suggests limited progress in negotiations. Military action could resume, materially raising geopolitical risk.

🐬 Single Stocks

1.$ASML(ASML.US)

ASML reported Q1 2026 in line with guidance on revenue and GPM, without a clear beat. Growth this quarter was driven by stronger EUV demand from Korean memory makers and higher service revenue. Dolphin Research has posted a First Take, with a detailed note coming tonight.

2.$NVIDIA(NVDA.US)

NVIDIA launched the first open-source quantum AI model, Ising, including an Ising Calibration VLM and a 3D CNN decoder variant. It can cut quantum processor calibration from days to hours, speeding the fusion of quantum computing and AI. Open-sourcing Ising lowers barriers for quantum-AI development, enabling developers to build hybrid quantum–classical systems faster. Use cases span quantum simulation, drug discovery, and materials science.

BIDU

BIDU’s ERNIE team open-sourced the text-to-image model ERNIE-Image, built on a single-stream Diffusion Transformer with just 8B parameters and runnable on a 24GB consumer GPU. Image quality rivals top commercial models. This benefits the AIGC ecosystem, AI design tools, and enterprise app providers by boosting content productivity and lowering costs. For BIDU, open-sourcing strengthens the ERNIE ecosystem and its edge vs. OpenAI and MidJourney.

3.$Alphabet(GOOGL.US) $Marvell Tech(MRVL.US)

Google is in talks with Marvell on custom TPUs and inference chips, days after renewing its Broadcom deal, underscoring a push to diversify suppliers. This marks a strategic shift in AI chips to reduce dependence on Broadcom while seeking inference-optimized silicon. It is positive for Marvell and other custom chip designers, as well as the AI inference chip supply chain.

4.$Amazon(AMZN.US)

Amazon announced a $11.57bn acquisition of satellite operator Globalstar, covering its 24 satellites, infrastructure, and spectrum licenses. The deal targets completion in 2027, with a direct-to-device satellite system to deploy in 2028. Amazon also reached an agreement with Apple to provide satellite services for iPhone and Apple Watch, including emergency SOS. This is a key step in Amazon’s satellite internet build-out, directly challenging SpaceX’s Starlink and benefiting the satellite supply chain.

🐬 Top Gainers by Sector

A-shares: pharma retailers, kitchenware, biotech.

HK: oil & gas refining and marketing, biotech, reinsurance.

US: airlines (passenger), kitchenware, internet content & info.

🐬 Watchlist for Tomorrow

1. TSMC, Charles Schwab, and Kweichow Moutai report earnings; Dolphin Research will track and publish analysis.

2. China Mar retail sales YoY, China Mar above-scale industrial value-added YoY, China Q1 GDP YoY, and US Mar industrial production MoM. Risk disclosure and disclaimer: Dolphin Research Disclaimer and General Disclosure