Technology Hardware, Storage and Peripherals

Apple

Broadcom

Conference Minutes

AVGO

GOOG

GOOGL

OpenAI

DXYZ

NVDA

GGLS

GGLL

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

AAPL

COHR

AAPB

AAPD

AAPU

The following is Dolphin Research's compiled earnings call Trans for Broadcom (AVGO) FY2025 Q4. For our earnings take, please see 'Broadcom: Calling out NVDA, but did the pioneer blink first?'AVGO fell after-hours as management struck a cautious tone during the discussion. Topics included the AI order outlook and progress with new customers and orders.1) AI orders: The total AI backlog for AI-related components and heterogeneous processors (XPUs) topped $73bn, slated for delivery over the next 18 months (six quarters). They then explained...

Alphabet - C

Alphabet

Destiny Tech100

NVIDIA

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Coherent Corp.

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

AVGO (Trans): Anthropic adds another 10bn;  73bn order is the floor

Today’s Key News Recap

PLAN

INTC

603020

AMZN

AAPX

AAPY

APLY

AMZU

04335

1203 | Dolphin Research Key Focus: 🐬 Stock 1, $Amazon(AMZN.US) AWS introduced the 3nm process Trainium 3 at the annual conference, which offers over 4 times performance improvement compared to the previous generation, with memory increased by 4 times and energy efficiency improved by 40%. They also announced the development plan for Trainium 4, which will be compatible with NVIDIA chips, and several customers like Anthropic have already adopted this chip. It precisely addresses the pain points of enterprise AI computing cost and energy consumption, potentially challenging NVIDIA's monopoly in the computing power market...

Anaplan

Intel

Apple Group

Amazon

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

Direxion Daily AMZN Bull 2X Shares

INTEL-T

Amazon unveils 3nm AI chip; Intel stock surges｜Today's Important News Recap

DPSK

NOVAQ

NOVA

01696

NVMI

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...

DeepSeek

SUNNOVA ENERGY INTERNATIONAL INC

Sunnova Energy

SISRAM MED

Nova

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

LEADING IDEAL

Financial Analysis

02015

MBGYY

BMWYY

MSFT

TSLA

MSFL

MSFO

MSFD

MSFU

MSFX

MSFY

Plan to make Li Auto the best-performing company in the embodied intelligence field within the next 3 to 5 years

LI AUTO-W

Li Auto

Mercedes-Benz Group AG

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Microsoft

Tesla

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

Li Auto (3Q25 Minutes): Transforming Cars into Embodied Intelligence in the Physical World

09898

09988

89988

BABA

BA-A

HBBD

1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

WB-SW

Boeing

BABA-W

Weibo

BABA-WR

Alibaba

BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A

Alibaba HK SDR 5to1

Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap

ARM (ARM.O) released its financial report for the second quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. Key points are as follows: 1. Main Data: ARM achieved a revenue of $1.135 billion this quarter, a year-on-year increase of 34.5%, slightly better than market expectations ($1.059 billion). Of the $80 million quarter-on-quarter increase in revenue this quarter, half came from the licensing business and the other half from the royalty business, both of which grew this quarter. The company's gross margin was 97.4%, maintaining a high level above 97%...

Alpha Metallurgical Resources

C3.AI

Neogenomics

Virtus Diversified Income & Convertible Fund

ARM: With SoftBank as a backer, a 'hot commodity' in the AI chain?

Qualcomm

QCOM

SSNGY

09866

09868

01810

300024

GENVR

XPEV

81810

HXXD

XIACY

The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?&#34; 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

NextDecade

Samsara

Gen Digital

Samsung Electronics 

Sable Offshore

NIO-SW

XPENG-W

XIAOMI-W

SIASUN

GEN DIGITAL INC COM USD0.01 CVR (S/RS)

NIO Inc. USD OV

XPeng

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Dragon

Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.

DELL

Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

Dell Tech

Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

Spotify

SPOT

NFLX

SBCWW

$Spotify(SPOT.US) The Q3 2025 earnings report was released before the U.S. stock market opened on November 4th, with mixed performance. However, the market's main concern—profit margin—actually exceeded expectations, leading to a slightly positive market response. Specifically: 1. Profit margin exceeded expectations: Since the third quarter, Spotify has made numerous product changes (nearly 30 updates of various sizes), including lossless audio quality, playlist editing, messaging, personalized audio settings, and collaborations with Amazon Alexa and ChatGPT, etc...

Viant Tech

Netflix

SBC Medical

Canaan

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Can Spotify's new price hike cycle take off again?

SIRI

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

Paymentus

AppLovin

Ameriprise Financial

Barrick Mining

Grupo Televisa

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

Sowa Financial Group Inc. reduced holdings in Apple in Q3

Apple Smartphones See Significant Sales Growth in China in November

Supply chain news suggests Samsung's US factory may supply chips for iPhone; second-gen iPhone Air could debut in Fall 2026

Research Firm: Global smartwatch shipments are expected to grow 7% YoY in 2025, driven by Huawei and Apple

iPhone 18 Pro Max is rumored to offer new colors, with Apple reportedly considering burgundy, brown, and purple

CICC Capital cooperates to establish a fund to help Apple's industry chain achieve carbon neutrality

Apple delays the release of the next-generation iPhone Air due to poor sales

Report shows Apple's iPad market share fell by 14%

Following the EU and Japan, Apple Agrees to Open Third-Party App Stores in Brazil

Daily Economic News analysis suggests the consumer electronics sector sees multiple drivers, with Apple's supply chain valuation expected to rise.

US Government Announces Postponement of Tariffs on Chinese Semiconductors Until June 2027

Apple discontinues 14 products in 2025 to make way for the next generation

Large bearish option trade detected for Apple stock

The 2025 "World's 500 Most Influential Brands" list was announced, with Apple ranking in the top three.

Nanjie E-commerce's subsidiary, Time Interconnection, states it will gradually open domestic and international markets via its Apple business line

Xiaomi executive Lu Weibing reveals that Xiaomi 17 Ultra will support mirror control on iPhone

Reports indicate China's 'Apple Tax' rate is as high as 30%, the highest in the world

Media reports suggest the iPhone 18 Pro will eliminate the Dynamic Island in favor of a single hole-punch design in the top-left corner