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Alphabet - C

Alibaba

LEADING IDEAL

02015

HUAWEI

09988

GOOG

GOOGL

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BABA

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AI glasses are regarded as the 'next-generation personal mobile gateway' and are also the most likely mobile terminal to challenge smartphones.

LI AUTO-W

Meta Platforms

Huawei

BABA-W

C3.AI

Alphabet

XIAOMI-W

ByteDance

Amazon

Li Auto

BABA-WR

XIAOMI-WR

Xiaomi Corporation

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Alibaba HK SDR 5to1

Xiaomi HK SDR 2to1

Alibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)

Salesforce

Conference Minutes

INFA

OpenAI

DXYZ

The following are the minutes of the FY26Q3 earnings call for $Salesforce(CRM.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article &#34;Salesforce: Is the AI Agent 'Delayed', and Has the SaaS Leader Become a Value Stock?&#34; 1. Review of Core Financial Information Guidance: The company is still expected to reaccelerate revenue growth within the next 12 to 18 months. Net new AOV growth: Net new AOV growth in the second half of FY26 is expected to exceed AOV growth in the second half...

Informatica

Haleon

IRSA Inversiones

Destiny Tech100

NOVARTIS AG

Gartner

Salesforce (Minutes): The foundation of technology and sales has been laid, looking forward to the harvest period

Marvell

Financial Analysis

NVDA

MRVL

MSFT

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Marvell Technology (MRVL.O) released its third-quarter financial report for fiscal year 2026 (ending October 2025) in the early morning of December 3rd, Beijing time, after the U.S. stock market closed: 1. Revenue: $Marvell Tech(MRVL.US) reported revenue of $2.07 billion this quarter, a quarter-on-quarter increase of 3.4%, in line with market expectations ($2.06 billion). The quarter-on-quarter increase of $60 million was mainly driven by enterprise networking and carrier business. 2. Gross Margin: The gross margin for this quarter was 51.6%, a quarter-on-quarter increase of 1.2%...

NVIDIA

Marvell Tech

Microsoft

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

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Marvell: Acquisition to Fill Gaps, Is the NVIDIA 'Alternative' Path Becoming a Reality?

Deep Research

Google

002245

MSFU

MSFX

MSFY

AMZU

Marked by the release of ChatGPT at the end of 2022, the AI frenzy over the past three years has swept through every sector, from computing power, storage, networking, manufacturing, power infrastructure, software applications, and even to edge devices. Each direction has been repeatedly hyped. However, by the end of the third anniversary, when the pillars of AI infrastructure announced unprecedented AI mega infrastructure projects around the third-quarter reports, the market suddenly seemed to lose its soul, starting to worry that AI investments might be a bubble. Some in the industry have made a fortune, while others have lost so much that they resort to frantic fundraising. Where exactly is the problem? The financing is dazzling and bizarre, why? This article...

Taiwan Semiconductor

Jiangsu Azure Corporation

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

Direxion Daily AMZN Bull 2X Shares

The Original Sin of the AI Bubble: Is Nvidia the 'Golden Poison Pill' that AI Can't Quit?

Today’s Key News Recap

SHOP

SIRI

01024

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AAPL

603020

81024

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...

Shopify 

Sirius XM

KUAISHOU-W

Synopsys

Apple

Apple Group

KUAISHOU-WR

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

DELL

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OPEN

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Dell Technologies (DELL.N) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) after the U.S. stock market closed on November 26, Beijing time: 1. Core performance: $Dell Tech(DELL.US) reported revenue of $27 billion for the quarter, an increase of 10.8% year-on-year, close to market expectations ($27.3 billion). The company's revenue growth of nearly $2.7 billion this quarter was primarily driven by contributions from AI server shipments. The company's gross margin for the quarter was 20.7%, down 1.1 percentage points year-on-year, slightly better than market expectations (20%). Compared to service revenue...

Dell Tech

Broadcom

SMIC

Opendoor Tech

SMIC HK SDR 5to1

Opendoor Tech Series A - CW26

Opendoor Tech Series K - CW26

Opendoor Tech Series Z - CW26

Dell DELL: Storage Price Increase Adds to Troubles? AI Guidance Provides Support

02525

HSAI

0HSCI

09866

1125 | Dolphin Research Focus: 🐬 Stock 1, $Alphabet(GOOGL.US) It is reported that Meta is negotiating with Google to use TPU chips worth billions of dollars in its data centers by 2027, and plans to rent chips from Google Cloud next year. Although TPUs are not as flexible as NVIDIA GPUs, they have lower development costs and consume less power when running at full capacity. If TPUs are successfully supplied externally, it marks intensified competition in the AI chip market, potentially impacting NVIDIA's market share and pricing power. For Google...

HESAI-W

Hesai

Hang Seng Composite Index

NIO-SW

NIO Inc. USD OV

Google's TPU Sales Challenge Nvidia Dominance; Xiaomi Rallies on Lei Jun's Stake Boost. ｜Today's Important News Review

VIPS

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1121 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night's non-farm payroll data was released, presenting a 'split' scenario. On one hand, the number of jobs grew beyond expectations, while on the other hand, the unemployment rate unexpectedly rose to a four-year high, leading to a setback in the Federal Reserve's rate cut expectations. The VIX fear index surged significantly during the day. Meanwhile, after NVIDIA's earnings report, its stock initially surged but quickly retreated, causing tech stocks to collectively decline, with Chinese concept stocks simultaneously falling. Market sentiment spread to Asia-Pacific, and today, both Hong Kong and A-share markets are under pressure...

Vipshops

XPENG-W

NTES-S

NETEASE MUSIC

XPeng

NetEase

The market is in distress; Xiaomi Rises Courageously｜Today's Important News Review

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9984

SOBKY

NVIDIA (NVDA.O) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) in the early morning of November 20th, Beijing time, after the U.S. stock market closed. The details are as follows: 1. Core Operating Indicators: $NVIDIA(NVDA.US) reported total revenue of $57 billion, exceeding market expectations of $55.1 billion. This includes a quarter-on-quarter increase of $10.3 billion, primarily driven by the increased mass production of Blackwell in the data center business. The gross margin was 73.4%, up 1 percentage point quarter-on-quarter, in line with market expectations...

SPIRIT AIRLINES INC

SoftBank

SoftBank Group Corp.

More Important than Non-Farm Payrolls! Can NVIDIA Save the U.S. Stock Market Again?

Kuaishou

SORA

$KUAISHOU-W(01024.HK) released its third-quarter report after the Hong Kong stock market closed on November 19th, Beijing time. The Q3 performance was generally stable, with the highlight being the profit exceeding expectations due to internal efficiency improvements. The recent deep correction in stock price is likely still mainly influenced by market sentiment towards Kuaishou. Specifically: 1. Significant operational efficiency: In the third-quarter report, there was a notable difference in profit expectations, with core operating profit increasing by 5 percentage points year-on-year, showing greater optimization compared to the first two quarters of this year. Breaking it down, the control of selling expenses and R&amp;D expenses was a key reason. 2. Kuaishou slightly exceeded expectations: Kuaishou's revenue in the third quarter exceeded 300 million...

AMTD Digital

AsiaStrategy

Saratoga Investment Pref Share SAY 8.125 12/31/27

Kuaishou: To Say Goodbye to 'Rustic' Valuation, It Still Depends on Keling

Google executive refutes concerns that AI search will harm web publishers and advertising business

New bugs reported after Google Pixel's December update

Google Testing Integration of AI Overviews and AI Mode

Google co-founder Sergey Brin donated Alphabet stock worth over $1.1 billion

Google's TPU drives ASIC application growth, with analyst predicting shipments will catch up to GPUs

US Senate introduces SAFE Act to restrict advanced AI chip exports to China

Alphabet's TPU Chips Drive Stock Price Up

Google Cloud Reaches Multi-Year Partnership with AI Coding Startup Replit

Reports suggest Google's TPU expansion plan may be delayed to 2027 due to TSMC capacity constraints.

Google's optical module supplier CPO-light forms a stock-swap alliance with IET-KY to vertically integrate and capture AI silicon photonics opportunities.

Report reveals Celestica as Google's secret weapon for AI hardware

Alphabet announces quarterly dividend with a record date of December 5

Google releases December 2025 Android security update, fixing two actively exploited zero-day vulnerabilities

Google Launches Gemini 3 Deep Thinking Mode for Gemini App Subscribers

US Regulators Investigating Waymo's Autonomous Vehicles For Violation

Google Enters Multi-Year Partnership with AI Programming Startup Replit

Waymo Achieves Full Autonomous Driving, Challenges Tesla

Dubai and Google to Conduct Pilot Studies for UAE Enterprises

Independent evaluation shows Google's new AI model Gemini 3 Pro receives 69% positive feedback in user trust

Google announces it will host an Android XR showcase on December 8, focusing on spatial computing and Gemini AI