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0625 | Dolphin Research Focus: 🐬 Stock 1, $Qualcomm(QCOM.US) Qualcomm unveiled the Dragonfly C1000 CPU and AI300 accelerator, with mass production slated for 2028. It has secured orders from Meta and other hyperscalers, and guided 2027 data-center revenue to $5bn.

When OpenAI took off, Microsoft enjoyed the limelight. As Gemini gained traction, Google Cloud surged ahead.

Among the 'New Cloud' cohort, $Oracle(ORCL.US) is one of the most watched and debated. On Jun 11 after hours, it reported FY26 Q4 results for the period ended May.

Overall, the print was mixed. OCI growth accelerated, while the broader legacy software portfolio slowed.

GPM improved QoQ off the trough, but still missed estimates by a wide margin. Next-quarter guidance was above expectations.

However, the FY27 full-year outlook was relatively conservative. Net-net, the quarter felt muted...