Semiconductors

Intel

Today’s Key News Recap

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1203 | Dolphin Research Key Focus: 🐬 Stock 1, $Amazon(AMZN.US) AWS introduced the 3nm process Trainium 3 at the annual conference, which offers over 4 times performance improvement compared to the previous generation, with memory increased by 4 times and energy efficiency improved by 40%. They also announced the development plan for Trainium 4, which will be compatible with NVIDIA chips, and several customers like Anthropic have already adopted this chip. It precisely addresses the pain points of enterprise AI computing cost and energy consumption, potentially challenging NVIDIA's monopoly in the computing power market...

NVIDIA

Amazon

Tesla

Apple

Salesforce

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INTEL-T

Amazon unveils 3nm AI chip; Intel stock surges｜Today's Important News Recap

应用材料AMAT

Financial Analysis

AMAT

SSNGY

Applied Materials (AMAT.O) released its financial report for the fourth quarter of fiscal year 2025 (ending October 2025) after the U.S. stock market closed on the morning of November 14, 2025, Beijing time. The key points are as follows: 1. Core Data: Applied Materials AMAT's revenue for this quarter was $6.8 billion, a year-on-year decrease of 3.5%, slightly better than market expectations ($6.68 billion). This was mainly due to the decline in the semiconductor equipment business, especially the increased proportion of restricted demand for logic-related products in regions such as China. $Applied Materials(AMAT.US) had a gross margin of 48% this quarter, an increase of 0.7 percentage points year-on-year...

Applied Materials

Micron Tech

Samsung Electronics 

Taiwan Semiconductor

Storage is 'red-hot', can Applied Materials (AMAT) still 'benefit'?

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1111 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. The U.S. Senate has passed a temporary spending bill aimed at ending the longest government shutdown in history, which has lasted for 41 days. The bill now requires approval from the House of Representatives and the President's signature to take effect. This move is a result of bipartisan compromise, providing short-term relief from economic and livelihood impacts, but the core disagreements are merely postponed, with the possibility of another deadlock after January 30th, highlighting the increasing trend of political polarization in the United States. 🐬 Individual Stocks 1. $Baidu(BIDU.US) RoboTaxi has received the first batch of fully unmanned commercial operation licenses issued by the Abu Dhabi Integrated Transport Center...

Disc Medicine

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Destiny Tech100

SIASUN

XPeng

Tencent Music

Baidu

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Integra Group (Russia) Sponsored GDR RegS

Integral Acquisition  1

Citigroup

Baidu HK SDR 10to1

Integral Acquisition 1 - Unit

INTEGRAL ACQUISITION CORP 1 C/WTS 31/05/2028 (TO PUR COM)

XPeng surged 17% in a single day; Intel AI Chief jumps ship to OpenAI | Today's Important News Recap

Qualcomm

Conference Minutes

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The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?&#34; 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

NextDecade

Samsara

Gen Digital

Alphabet - C

Alphabet

Sable Offshore

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GEN DIGITAL INC COM USD0.01 CVR (S/RS)

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Xiaomi Corporation

Dragon

Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.

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Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

Microsoft

Dell Tech

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Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

AVGO

ASIC

OPEN

ORCL

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AMD (AMD.O) released its financial results for the third quarter of 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 5, 2025, Beijing time. Key points are as follows: 1. Overall Performance: AMD achieved a revenue of $9.25 billion in the third quarter of 2025, a year-on-year increase of 35.6%, exceeding market expectations ($8.74 billion). The year-on-year growth in revenue was mainly driven by the client and gaming business, as well as the data center business. The company's gross margin (GAAP) for this quarter was 51.7%, an increase of 1.6 percentage points year-on-year...

Broadcom

Ategrity Specialty Holdings LLC

Meta Platforms

Opendoor Tech

Oracle

Opendoor Tech Series A - CW26

Opendoor Tech Series K - CW26

Opendoor Tech Series Z - CW26

AMD: 'Tied to' Open AI? Not a 'Backup' Lifesaver

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The following is the Q3 2025 earnings call minutes for $Amazon(AMZN.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;AWS's Major Reversal: Has Amazon Finally 'Turned the Corner'?&#34; 1. Review of Core Financial Data 2. Detailed Information from the Earnings Call 2.1 Key Executive Statements and Strategic Outlook 1. AWS Business Momentum: AWS growth rate reached its highest level since 2022, with a year-over-year growth rate returning to 20.2%. Achieving a 20% year-over-year growth on an annualized run rate of $132 billion is extraordinary...

Sony Group Corporation

Sony

Ericsson

Netflix

Gartner

Spotify

GraniteShares 2x Long AMD Daily ETF

Sitio Royalties

Amazon (Minutes): Computing power supply to double again by 2027

Wolfspeed

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6723

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Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial &amp; energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

Renesas Electronics Corporation

SoftBank

SoftBank Group Corp.

Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth