
Valuation analysis

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Institutional View & Shareholder
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1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor ...
$AMD(AMD.US)AMD and Cisco have teamed up with Saudi AI startup Humain to form a joint venture, targeting the construction of AI data centers in Saudi Arabia with a total capacity of up to 1 gigawatt b...
What's your view?
Single Choice
- Bullish76%
- Bearish9%
- Neutral14%
The following are the minutes of AMD's Q3 2025 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'AMD: Partnering with Open ...
Some of the biggest job cuts announced in recent months.
• Amazon is cutting up to 30,000 corporate jobs.• Accenture is laying off 11,000 employees.• Target is cutting about 1,000 jobs.• General Motors.......................................Rumor: Dell has ordered AI server compute trays from Taiwan's Wistron, with shipments of 5,000 server racks this year, potentially tripling to 12,000 – 15,000 racks in 2026, media report, adding Wistr.........



