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0511 | Dolphin Research Watch: 🐬 Macro/Industry update. U.S. President Trump will pay a state visit to China on May 13–15, the first by a U.S. president in nine years.This leader-level diplomacy sets the strategic tone and should help manage differences and stabilize U.S.-China relations. It adds certainty globally; watch trade and tech engagement for near-term catalysts and long-term impacts on asset prices.2) Iran-U.S. talks have deteriorated, with Iran demanding that oil sanctions be lifted within 30 days and asserting control over the Strait of Hormuz. Trump called this 'completely unacceptable'...

BABA-W

Alibaba

BABA-WR

Alphabet

TME-SW

Tencent Music

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

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Kuaishou HK SDR 5to1

US Global Sea to Sky Cargo ETF

Alibaba HK SDR 5to1

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Baidu HK SDR 10to1

Baidu

GOOGL issues JPY bonds to fuel the AI race; BABA integrates Qwen with Taobao to double down on smart shopping | Daily News Recap

CoreWeave

Conference Minutes

NVDA

CRWV

OpenAI

DXYZ

Below is Dolphin Research's summary of $Coreweave(CRWV.US) FY26Q1 earnings call. For our full take, see 'CoreWeave: Can NVIDIA's 'godson' really ride the parent's coattails?'I. Key financial highlights recap. 1) Guidance: Q2 revenue is guided to $2.45-2.60bn and Q2 Adj. OP to $30-90mn. Q2 interest expense is guided at $650-730mn, with Q2 capex at $7-9bn.

NVIDIA

Coreweave

Destiny Tech100

NVIDIA Corporation

CoreWeave (Trans): Inference now >50% of compute usage

Financial Analysis

ARM (ARM.O) reported Q4 FY2026 results (quarter ended Mar 2026) after the US close on May 7 (Beijing time). Key takeaways: (1) Headline metrics: $Arm(ARM.US) posted revenue of $1.49bn (+20% YoY), slightly above consensus at $1.47bn.The $250mn QoQ uplift on the top line came almost entirely from licensing. GPM was 97.9%, continuing to edge higher...

ARM: Short-term swings can't mask its edge; AI core underpins a long-term premium?

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UBER

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May 6 | Dolphin Research Focus: Macro/Industry. The US SEC has proposed allowing listed companies to voluntarily file semiannual reports instead of quarterly reports, reducing periodic disclosures from four times a year to two. 🐬Companies could continue using Form 10-Q or switch to a new Form 10-S for half-year reporting. The proposal now enters a 60-day comment period and would take effect once adopted.The aim is to ease compliance burdens, curb short-termism among management, and support long-term planning. However, lower transparency and delayed data could weaken price discovery and exacerbate information asymmetry...

Disney

Qualcomm

Broadcom

Amazon

AppLovin

Meta Platforms

Uber Tech

Unity Software

ServiceNow

Shopify 

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Anthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily News Recap

shopify

PINS

Below is Dolphin Research's Trans of the $Shopify (SHOP.US) FY26 Q1 earnings call. For our take on the print, see《Shopify: As the e-comm agent tide recedes, is the payments leader left exposed?》。1. Shareholder returns: management said they will continue share repurchases. Free cash flow will fund the buyback plan.2. Guidance: Q2 revenue is expected to grow in the high-20s% YoY. FX provides an approx. 0.5pp tailwind...

Pinterest

SHOP (Trans): Agentic Commerce Won't Disintermediate SHOP

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0504 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) jumped over 10% intraday after Xiaomi Auto delivered 30k units in Apr. (+50% MoM). Locked-in orders for the new SU7 topped 70k.Recovering deliveries and strong order intake validate market acceptance, supporting the full-year target of 550k vehicles. The strong share move also reflects a re-rating of the 'smartphone + AIoT + auto' strategy, lifting sentiment across the supply chain.Focus now shifts to the capacity ramp and execution on order fulfillment. Follow-through will depend on these milestones...

Xiaomi HK SDR 2to1

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Xiaomi Corporation

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Palantir Tech

Duolingo

Intel

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Taiwan Semiconductor

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Direxion Daily AMZN Bull 2X Shares

Xiaomi Auto data sparks rally; Doubao to launch new paid model | Daily News Recap

Reddit

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$Reddit(RDDT.US) delivered a solid Q1. As a key AI data source with highly authentic, real-time discussions, Reddit is enjoying referral tailwinds from Google and other gateways.Monetization is still early. The company is expanding beyond brand ads into performance ads to deepen monetization.The shift from 'people find content' via Search to 'content finds people' via Feed should be the next growth driver. Ad load on the platform remains below peers, leaving ample runway. This points to an attractive earnings ramp over the coming quarters...

MediaAlpha

RDDT: In the sweet spot as monetization accelerates

Apple

AAPL

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Apple (AAPL), Beijing time morning of May 1, 2026, released FY26 Q2 results after the US close (quarter ended Mar 2026). Key takeaways: 1) Headline results:This quarter, $Apple(AAPL.US) posted revenue of $111.2bn (+16.6% YoY), beating market est. ($109.7bn). Growth on the top line was driven by iPhone and Services.GPM was 49.3% (+220bps YoY), above market est. (48.5%)...

Apple Group

AAPL: AI Gap, Storage Price Hikes — Still Steady?

Reddit 1Q26 Quick Take: Q1 delivered solid results. As a key data source for AI with authentic, human content, Reddit is benefiting from referral traffic from Google and other gateways. Monetization remains early, with performance ads ramping alongside brand, implying a steep slope for revenue growth and margin expansion.Ahead of the print, Cleveland's checks indicated that macro volatility led advertisers since late Mar to cut brand budgets and shift spend to higher-ROI large platforms. That reset growth expectations for Reddit and put the stock under sustained pressure in recent sessions, helping digest a premium multiple.With growth showing no clear slowdown, a clean Q1 print should alleviate some market concerns. That said, there were blemishes: US user growth remains sluggish, and the Q2 revenue guide implies growth slowing to ~45% from 69% in Q1, which may indirectly corroborate the above channel checks.Management tends to guide conservatively. With the automated ad-buying tool 'Reddit Max' slated for a broad Q2 rollout, Reddit could again outgrow guidance. $Reddit(RDDT.US)

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Apple 1Q26 First Take: Results were solid, with revenue and GPM beating the Street. The upside was driven by the iPhone 17 lineup and a weaker USD. 1) Top-line growth: driven by iPhone 17 demand. iPhone revenue rose 22% YoY this quarter, with China iPhone shipments up 33% YoY.Despite limited innovation, the iPhone 17 performed strongly in China. Benefiting from state subsidies, the 256GB iPhone 17 took share from Android brands in China. 2) GPM expansion: Despite memory price headwinds, hardware GPM improved YoY. Scale from higher iPhone shipments and USD weakness were key drivers. As iPhone and other products target the mid-to-high end, the cost impact from memory hikes is smaller vs. peers, allowing Apple to absorb more of the pressure. Beyond the quarter, mgmt. guided next quarter revenue up 14-17% YoY to $107.1-110.0bn; GPM at 47.5-48.5%. iPhone will remain the main growth driver. Despite sharp memory price inflation, the company still guided to solid margins. This underscores its strong supply-chain management. Apple also announced a leadership transition: Tim Cook will step down as CEO on Sep 1 to become executive chairman, with SVP of Hardware Engineering John Ternus succeeding as CEO. The market broadly expects limited impact on strategy. Overall, results remained resilient this quarter. Despite sharp memory pricing, GPM still expanded, reflecting product strength and supply-chain discipline.Beyond the current biz., investors are looking for AI breakthroughs to expand the upside narrative. For details, follow Dolphin Research's follow-ups and mgmt. commentary. $Apple(AAPL.US)

Terns Pharmaceuticals

Traeger

Trump's Frequent Tech Stock Trades in Q1 2026 Spark Conflict of Interest Concerns

Leaked app beta versions suggest Google is set to launch an agentic AI tool named 'Gemini Spark'

Google Shifts Gemini Usage Limits to Compute-Based Quotas

DeepMind Founder Demis Hassabis Secretly Invests in Google Rival Anthropic

Google I/O 2026 developer conference keynote to take place, with major AI updates expected.

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Billionaire investor Stanley Druckenmiller dumped his entire stake in Google in the first quarter

Google and Blackstone reportedly plan to launch a new AI cloud company

Roth MKM Maintains 'Buy' Rating and $435 Price Target for Google

Berkshire Hathaway discloses a significant increase in its Google stake by over 200% in Q1 2026

Waymo Expands High-Precision Mapping and Trial Operations in London

Google's offering of ¥576.5 billion in senior notes is scheduled to close on May 21

Seeking Alpha Analyst Downgrades Google to 'Buy' on Stretched Valuation

Alphabet completes record-breaking yen bond issuance to fund AI investments

Shareholder proxy proposal requests Alphabet to publish a report on data governance risks

Google Tests New User Storage Policy: 5GB Initially, Unlockable to 15GB by Linking Phone Number

Google Maps integrates Gemini AI, upgrading to a smart travel companion

Economic Observer reports Google's strong Q1 2026 financial performance

Google announces Android system will be fully and deeply integrated with the Gemini AI large model

Analysts Raise Google's Price Target on AI Prospects

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

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Generation Income Properties

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BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Rubico

Virax Biolabs

Community Topic

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#With two AI conferences being held in quick succession, can Google AI truly make money?

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What's Going On With Blackstone Stock Tuesday?

Ordinary dividend (cash)

Ex Date: 2026.06.08 (EST), Cash dividend 0.22 USD

Google (GOOG.US) Q1 2026 Earnings Conference Call

Google (GOOG.US) Q4 2025 Earnings Conference Call

Google (GOOG.US) Q3 2025 Earnings Conference Call

Google (GOOG.US) Q2 2025 Earnings Conference Call

Google (GOOG.US) Q1 2025 Earnings Conference Call

Google (GOOG.US) Q4 2024 Earnings Conference Call

Google (GOOG.US) 2024 Third Quarter Earnings Conference Call

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

With two AI conferences being held in quick succession, can Google AI truly make money?

CLOU

DTCR

Blackstone Inc. (NYSE:BX) stock rose 0.82% in premarket trading following the announcement of a $5 billion joint venture with Google focused on AI infrastructure. The new company will utilize Google Cloud's TPUs to provide cloud computing services. Despite a bearish trend, Blackstone aims to meet rising demand for accelerated computing. The stock has declined 19.53% over the past year, with key resistance at $117.66 and support at $101.73. Analysts maintain a Buy rating with an average price target of $146.92.

- Blackstone Inc. announced a joint venture with Google to create an AI-focused cloud infrastructure company, committing $5 billion to the effort.  
- The new entity will leverage Google Cloud’s TPUs to meet increasing demand for AI computing, with plans to launch in 2027.  
- Despite this positive development, Blackstone’s stock has declined 19.53% over the past year, indicating broader market challenges.

benzinga_article

Blackstone

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Direxion's Mo Sparks claims Google is leading in AI monetization through its TPU, cloud, and search strategies, outperforming rivals like Amazon and Meta. Sparks highlights Google's holistic approach to AI, allowing it to adapt quickly to market demands. He notes that the expanding TPU business indicates a broader AI infrastructure market, suggesting significant growth potential beyond Nvidia. The key takeaway for investors is that success in the AI race hinges on effective monetization across the entire AI stack.

- Alphabet Inc. is positioned as a leader in monetizing artificial intelligence compared to other hyperscalers, according to Mo Sparks from Direxion.  
- Sparks highlights Google's effective monetization across various sectors, such as chips and cloud services, which allows for unique market flexibility.  
- He suggests that the competition in the AI race is shifting towards the ability to monetize the full AI stack rather than merely developing superior hardware.

EXCLUSIVE: Google's AI Monetization Strategy May Be Leaving Rivals Behind, Says Direxion

SNDK

GOOW

Stock futures fell as Micron and Sandisk continued their decline, impacting the market negatively. However, Home Depot exceeded expectations with its results. The Google I/O conference also drew investor interest, but overall, Dow futures dropped in light of these developments.

- Stock futures declined due to lower performance from AI companies like Micron and Sandisk.  
- Home Depot's better-than-expected results provided some positive news amid the downturn.  
- The Google I/O conference also began, drawing investor attention as the Dow futures fell in response to these market developments.

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Roundhill GOOGL WeeklyPay ETF

SPDR S&P Semicon

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VanEck Semiconductor ETF

iShares US Home Construction

Direxion Homebuilder & Supp Bull 3X

GraniteShares 2x Long MU Daily ETF

SPDR S&P Homebuilders

Direxion Daily MU Bull 2X Shares

VanEck Retail ETF

Invesco Semiconductors ETF

Stock Market Today: Dow Futures Fall As Micron, Sandisk Extend Slide; Home Depot, Google I/O In Focus

Alphabet - C(GOOG.US)

What's Going On With Blackstone Stock Tuesday?

EXCLUSIVE: Google's AI Monetization Strategy May Be Leaving Rivals Behind, Says Direxion

Stock Market Today: Dow Futures Fall As Micron, Sandisk Extend Slide; Home Depot, Google I/O In Focus

This Unstoppable AI Stock Is Up 97% Since Warren Buffett Bought It, and There Could Be More Upside Ahead

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CoreWeave's stock falls as new Google cloud venture may signal more competition ahead

Google I/O 2026: How to watch and what to expect

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