Technology Hardware, Storage and Peripherals

LENOVO GROUP

NVIDIA

Conference Minutes

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Below is Dolphin Research's Trans from NVDA's GTC 2026 analyst session. For our readout on the GTC conference, see 'NVDA GTC: The AI gala—high hopes, letdown?'. I. $NVIDIA(NVDA.US) analyst session key takeaways.1) Demand outlook: Committed demand for Blackwell + Rubin through end-2027 exceeds $1tn (POs and firm commitments), excluding new products such as Rubin Ultra, Feyn, a standalone Vera CPU, and Groq. Orders are expected to continue building on this base...

Vera Therapeutics

Avino Silver & Gold Mines

Dell Tech

Autonation

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Lenovo Group

NVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returns

Today’s Key News Recap

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1017 | Dolphin Research Focus: 🐬 Macro/Industry 1. Shares of two U.S. regional banks plummeted due to loan fraud and bad debt issues, with the regional bank index posting its worst performance since April. Risk aversion sentiment pushed up U.S. Treasury and gold prices. The event highlights potential risks in the credit market, and concerns about 'more risk points' will suppress sentiment in financial stocks, while reinforcing expectations for the Federal Reserve to maintain an accommodative stance. 🐬 Individual Stocks 1. $Micron Tech(MU.US) Micron Technology's U.S. stock fell in after-hours trading. According to reports, Micron will stop selling server chips to Chinese data centers...

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CATL HK SDR 30to1

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Micron to Stop Selling Server Chips to Chinese Data Centers; Meta Plans to Raise $30 Billion to Build Data Centers | Today's Important News Recap

Lenovo Assists Li Auto in Launching PPAP Document Review AI Agent

Lenovo Deploys Agentic AI to Enhance Customer Experience

Lenovo Launches 'Lobster Lake' and Token Factory to Support Enterprise-Scale AI Scenarios

Lenovo Opens Regional Headquarters in Saudi Arabia

Global PC Market Rebounds in Q1 2026, Smartphone Market Continues to Dwindle

Deng Shengxing Recommends Buying Shares of Sunny Optical and Lenovo Group

CICC Reiterates Buy Rating on Lenovo, Morgan Stanley Maintains Hold Rating

Lenovo Announces Upgrade Plan for Government and Enterprise Business

Lenovo Acquires Infinidat to Boost High-End Storage Portfolio

Global PC shipments grow 3.2% to 64.8 million units in Q1 2026

Lenovo Announces $100B Revenue Goal for 2026 AI Transformation

Lenovo Promotes Deep Integration of AI and Real Economy

Lenovo Chairman Donates 200 Million to Alma Mater and Announces Strategic Partnership Upgrade

Lenovo Solutions Launches 'Lenovo AI Foundry' Core Technology Base

Lenovo Announces Enhancements to Lenovo 360 Framework, Accelerating Partner Growth

Lenovo Discloses FY2026/27 Strategic Goals and Q3 Performance

Lenovo CEO Reveals Record Revenues for FY2025/26

Lenovo Announces Global Partnership with David Beckham for AI+Sports Solutions

Lenovo Holdings Reports a 28% Increase in Net Profit for Fiscal 2025 and Plans to Increase AI Research Investment

Lenovo Launches YOGA AI Mini and Think AI Tiny to Capture AI Intelligent Terminal Market

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Lenovo Group Q2 Performance Release for FY 25/26

Lenovo Group Q1 Performance Release for FY 25/26

Lenovo Group 2024/25 Fiscal Year Full-Year Performance Release

Lenovo Group Q3 Performance Release for FY 24/25

Lenovo Group Q2 performance release media live broadcast for the fiscal year 24/25

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