Specialty Chemicals

Apple Group

Today’s Key News Recap

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OpenAI

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1202 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. DeepSeek simultaneously launched two official versions of AI models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale. The former's inference capability is close to GPT-5, with tool invocation reaching the top level of open-source models; the latter won four international competition gold medals, specializing in complex tasks. The models introduce the DSA sparse attention mechanism, significantly reducing inference costs. The dual-model strategy precisely covers different needs, and technological breakthroughs narrow the gap between open-source and closed-source models...

NVIDIA

Destiny Tech100

Alphabet - C

Alphabet

Amazon

Synopsys

BABA-W

Shopify 

Apple

Microsoft

KUAISHOU-W

BABA-WR

Alibaba

KUAISHOU-WR

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Alibaba HK SDR 5to1

Global Tech Blitz: Nvidia Invests in Synopsys, Apple AI Shakeup, Alibaba Updates AI Model | Today's Important News Recap

Conference Minutes

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The following are the minutes of Apple's FY2025 Q4 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Apple: iPhone Holds the Center Stage, When Will AI Reveal Its True Form?&#34; 1. Review of $Apple(AAPL.US) Earnings Core Information 1. Cash Situation: Net cash at the end of the quarter was $34 billion. 2. Shareholder Returns: This quarter, $24 billion was returned to shareholders (including $20 billion in stock buybacks and $3.9 billion in dividends). 3. Quarterly Guidance: a. Total revenue is expected to grow by 10% to 12% year-over-year...

Sirius XM

Macerich

Pros

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T-Rex 2X Long Apple Daily Target ETF

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AppLovin

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Ameriprise Financial

NextDecade

Barrick Mining

Grupo Televisa

Apple (Minutes): Increase AI investment, launch new version of Siri next year

Financial Analysis

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Apple (AAPL.O) released its financial results for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of October 31, 2025, Beijing time. The key points are as follows: 1. Overall Performance: This quarter, Apple Inc. achieved revenue of $102.5 billion, an increase of 7.9% year-on-year, which is roughly in line with market expectations ($102 billion). The company's revenue growth this quarter was mainly driven by the growth in iPhone, Mac, and software services businesses. Apple's gross margin was 47.2%, an increase of 1 percentage point year-on-year, better than the market consensus expectation (46.6%)...

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Plus500 Ltd.

Planet Labs

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Apple: iPhone maintains its central position, when will AI reveal its true form?

Apple FY25Q4 Quick Interpretation: The company's performance this quarter basically met expectations, with revenue growth mainly driven by the growth of iPhone, Mac, and software services; the better-than-expected gross margin was primarily due to the improved profitability of the software business.The high growth in profits was mainly due to the impact of the EU's billion-dollar back tax on the company in the same period last year.Specifically, in the company's hardware business, both iPhone and Mac achieved year-on-year growth, while iPad and wearable products remained relatively weak; the company's software business accelerated its growth, with the gross margin stabilizing above 75%.Following this 'lukewarm' financial report data, Apple's stock price once fell by 3%. However, the company's management released expectations for the next quarter, which are quite good, pulling Apple's stock price up to +3%.For the next quarter, the company expects revenue to achieve a year-on-year growth of 10-12%, with a gross margin of 47-48%, both of which are better than market expectations, mainly due to the good performance of the iPhone 17 series new products in the market, which is the main short-term driving point currently being focused on.From a medium to long-term perspective, if the company can make more progress in the AI field, it will bring more confidence to the market. For more information, please follow Dolphin Research's subsequent detailed commentary and management communication content. $Apple(AAPL.US)

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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

SoftBank

Trump Media & Tech

Boston Beer

Broadcom

Walmart

SoftBank Group Corp.

Meta Platforms

Trump Media & Tech - CW28

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

Apple Group released FY2025 Q3 earnings on October 29 After-Market BJT, actual revenue CNY 617.21 M, actual EPS CNY 0.0772

Apple Group released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 1.853 B, actual EPS CNY 0.2984

Apple Group to Release FY2025 Q3 Earnings on October 30 After-Market (BJT)

Apple Group released FY2025 Semi-Annual Earnings on August 27 After-Market (BJT), Actual Revenue CNY 1.236 B, Actual EPS CNY 0.2212

Apple Group released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue CNY 628.54 M, actual EPS CNY 0.1339

Apple Group to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

Aipu Co. releases Q1 2025 report

Apple Group released FY2025 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 607.69 M, actual EPS CNY 0.0872

Apple Group released FY2024 Q4 earnings on April 24 After-Market (BJT), actual revenue CNY 618.69 M, actual EPS CNY 0.1866

Apple Group released FY2024 Annual Earnings on April 24 After-Market (BJT), actual revenue CNY 2.684 B, actual EPS CNY 0.4235

Apple Group FY2025 Q1 Earnings Release on April 30 After-Market BJT

Apple Group to Release FY2024 Annual Earnings on April 25 After-Market BJT

Aipu Co., Ltd. expects a net profit growth of 52.03% to 93.90% in 2024

Apple Group released FY2024 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 612.83 M, actual EPS CNY 0.0715

Apple Group released FY2024 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 2.065 B, actual EPS CNY 0.2367

Apple Flavor & Fragrance Group Co., Ltd. to Announce Q3 2024 Earnings on October 31, 2024

Aipu Co., Ltd. Receives Buy Rating from Huaxin Securities

Apple Group released FY2024 Semi-Annual earnings on August 28 After-Market (BJT), actual revenue CNY 1.452 B, actual EPS CNY 0.1653

Apple Group released FY2024 Q2 earnings on August 28 After-Market (BJT), actual revenue CNY 704.84 M, actual EPS CNY 0.073