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Today’s Key News Recap

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81024

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 Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, &#34;China is considering introducing new real estate stimulus policies,&#34; leading to intraday fluctuations in real estate stocks today...

Optec International, Inc.

CATL

Broadcom

Banco Santander SA-Spon

NVIDIA

IonQ

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D-Wave Quantum

Quantum

Quantum Computing

Rigetti Computing

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

KUAISHOU-W

CATL HK SDR 30to1

Rigetti Computing - CW27

Miniso

KUAISHOU-WR

US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap

Conference Minutes

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OpenAI

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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 AI? Not a 'Spare Tire' Lifesaver'.1. Review of AMD's Core Financial DataOverall performance for the third quarter: Revenue increased by 36% year-over-year to $9.2 billion, excluding revenue from MI308 sales to China; net profit increased by 31%; free cash flow grew more than threefold; diluted earnings per share were $1.20, up 30% from $0.92 in the same period last year...

Oracle

Destiny Tech100

Digitalocean

GraniteShares 2x Long AMD Daily ETF

Opendoor Tech

Crane

Ameriprise Financial

Opendoor Tech Series A - CW26

Opendoor Tech Series K - CW26

Opendoor Tech Series Z - CW26

AMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutions

Cisco Outlines Key Security Strategies for AI Applications in the Middle East

XAI Secures Strategic Investment from Nvidia and Cisco Investment

Cisco Plans to Acquire Axonius for $2 Billion

Cisco Systems reportedly in advanced talks to acquire Axonius for $2 billion, denied by Axonius

Commonwealth Equity Services LLC Reduced Cisco Systems Stock

Fulton Bank N.A. reduces Cisco Systems stock holdings

Cisco Systems Inc. stock price fell to $78.16

Simplify Asset Management Increases Stake in Cisco Systems

Cisco Systems Stock Performance and P/E Ratio

OLD National Bancorp IN reduces holdings in Cisco Systems

UAE Collaborates with Cisco to Upgrade EMIX Network

Confluence Investment Management LLC Reduces Cisco Stock Holdings

Matrix Asset Advisors Inc. NY reduced holding in Cisco Systems

Cisco Launches Cisco IQ Digital Interface

Morgan Stanley expects Cisco and Arista to outperform in 2026

Morgan Stanley Raises Target Prices for Networking and Telecom Equipment Companies

Jackson Square Capital LLC Increases Stake in Cisco Systems

Cisco Discloses Attack on Business Customers by Chinese Government-Backed Hackers

Cisco Systems Director Sells Company Stocks

Cisco Product Vulnerability Exploited by Chinese Hackers

flyExclusive

Jet.AI

Creative Global Tech

BLACKROCK CORPORATE HIGH YIELD INC USD0.10 (S/R) 26/01/26 WI

China SXT Pharmaceuticals

Murano Global BV

AgEagle Aerial

Enliven Therapeutics

Century Therapeutics

Aclarion

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Cisco(CSCO.US)