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80700

TCEHY

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Tencent Holdings Limited

Tencent HK SDR 10to1

Tencent: No Longer Resting on Laurels; AI Is the Way Forward

Circle

Conference Minutes

CRCL

ETHE

DASH

Below is Dolphin Research's Trans of $Circle(CRCL.US) Q1 2026 earnings call. For our take, see 'Circle: Ugly tape, but the No.1 stablecoin play keeps expanding'.1) Guidance: Full-year 2026 guidance remains unchanged, excluding the future financial impact of the Arc token pre-sale, the Arc incentive program and related revenue. Management plans to provide an updated outlook on the next earnings call.2) Revenue and profit. Total revenue and reserve income were $694 mn...

Grayscale Ethereum Staking ETF

Visa

Doordash

BlackRock

Janus Henderson

Circle (Trans): Guidance excludes Arc token presale; to be revised next qtr.

CoreWeave

DXYZ

CRWV

NVDA

OpenAI

AI cloud unicorn $Coreweave(CRWV.US) reported Q1 2026 results after the US close this morning (May 8). Overall, revenue and biz. growth remained solid, but profit deterioration came in worse than even the cut guidance.This suggests the company may face a spell where faster top-line growth widens losses, adding to existing doubts about its ability to achieve sustainable profitability over the medium to long term. Specifically: (1) revenue reached a new high at approx. $2.08bn, beating the Street’s $1.97bn...

Destiny Tech100

Coreweave

NVIDIA

NVIDIA Corporation

CoreWeave: Compute capacity sells, profits prove elusive — NVDA's 'foot soldier' merely scraping by?

CRWV 1Q26 First Take: A mixed print. Growth remained strong with revenue above guide and remaining performance obligations (RPO) swelling to nearly $100bn. On the other hand, profitability and balance sheet pressures were worse than expected. Effective GPM fell to 4.3%, while net debt and interest expense also surged. Guidance for next quarter revenue came in well below consensus, the biggest negative. Together with subdued Capex, it suggests execution issues around ramping max capacity. In detail: see below. We highlight the following. 1) Revenue was approx. $2.08bn (+112% YoY), topping the prior $1.9–2.0bn guide. Online capacity reached 1,000 MW, up 150 MW QoQ and tracking plan. This implies rising revenue per MW. 2) Adj. OP loss was $144mn vs. a $89mn loss last quarter, worse than expected. Scale remains dilutive: bigger biz., higher revenue, deeper losses. 3) Total RPO reached $99.4bn, up approx. $33bn QoQ. This aligns with reported orders from Meta (~$21bn), Jane Street (~$6bn) and Anthropic (several bn). 4) Net debt rose by ~$7.3bn; interest expense reached ~$540mn. At 26% of revenue, interest alone is a major drag on earnings. 5) Guides next-quarter revenue to $2.45–2.60bn, well below the $3.4–3.5bn the market expected. For FY26, revenue guidance is $12–13bn. With 1H guided to under $4.7bn, the required 2H ramp is steep. Expects next-quarter Adj. OP of $30–90mn, implying ~2.4% margin. Margins are trending up with scale, but remain low in absolute terms. $Coreweave(CRWV.US)

Below is Dolphin Research's Trans of ARM FY26 Q4 earnings call. For our earnings take, please see 'ARM: short-term volatility can't mask its edge; AI sets a long-term premium?'.I. $Arm(ARM.US) core takeaways1) Quarterly results (FQ4 FY26): revenue $1.49 bn (+20% YoY), a single-quarter record, beating the midpoint of guidance. License revenue $819 mn (+29% YoY); royalty revenue $671 mn...

ARM (Trans): AI CPU to begin contributing revenue by end of next FY; long-term targets unchanged

Applovin

In a rumor-laden Q1, $AppLovin(APP.US) delivered a modest beat.Growth did slow in places, but versus short-term sentiment that overstates competitive pressures, the print should ease some worries.Details: 1) Revenue guide remains strong.For APP, amid a pivotal expansion phase, guidance is still the key metric to watch.Mgmt guided Q2 revenue up 55% YoY, sustaining high growth with a slight QoQ decel.However, given mgmt's conservative bias on guidance, ...

AppLovin

APP: Still a market darling, or has capital moved on?

Today’s Key News Recap

GOOG

GOOGL

QCOM

AVGO

AMZN

UBER

SHOP

GGLS

GGLL

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...

Alphabet - C

Alphabet

Disney

Qualcomm

Broadcom

Amazon

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

AMD reported its Q1 2026 results after the U.S. market close on May 6 (Beijing time). The quarter covered the period ended Mar 2026. Key takeaways:1) Overall results: $AMD(AMD.US) delivered revenue of $10.25bn (+37.8% YoY), beating market est. of $9.9bn. Growth was led by Data Center and Client.GAAP GPM was 52.8%. It expanded 260bps YoY...

CPUs on a tear, Helios near—Is AMD finally turning the corner?

AMD 1Q26 First Take: A solid print, with a revenue beat driven by server CPUs.AI GPU (MI355) was soft, down slightly QoQ, pressured by revenue adjustments in China. Versus the recent AI GPU trajectory, the market is more focused on the upcoming MI450 family.AMD has signed collaborations with OpenAI and Meta, and MI450 will shift delivery from a single-chip model to rack-scale clusters. Beyond the quarter, guidance was strong.AMD guides next-quarter revenue of $10.9–11.5bn (+6–12% QoQ), topping the Street at ~$10.5bn; non-GAAP GPM is guided to ~56% (vs. 55.3% consensus). The expected beat next quarter is mainly driven by server CPUs.Dolphin Research estimates server CPU and related revenue could reach ~$3.8bn, up ~15% QoQ. Overall, AMD has entered an upswing.The recent share rally is largely powered by the server CPU cycle. The market’s original focus was on MI450 ramping in 2H, as AMD transitions from chip-level to system-level delivery, keeping 1H expectations muted.With model workloads shifting from training to inference, the importance of server CPUs has become more pronounced, pulling forward upside in results. Price increases and upgrades in server CPUs have laid the groundwork for full-year growth.If MI450 ramps and ships smoothly, it should bring incremental orders.A dual-engine AI stack of 'CPU+GPU' opens a larger upside for AMD. $AMD(AMD.US)

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

Meta's Zuckerberg Plans to Build World's Largest AI Base in Louisiana

GIPHY announces multi-year partnership extension with Meta

Meta Hosts First 'Bug Bounty Researcher Conference' in Taiwan, Increasing Investment in AI and Cybersecurity

Integral Ad Science Expands its AI-driven Content Block Lists to Threads

Dutch Authorities Criticize Meta for Insufficient Action Against Online Shopping Scams

Meta Announces Layoffs and Restructuring: 7,000 to Shift to AI, Management Roles Cut

Meta Connect 2026 Conference Set for September 23-24, Focusing on XR and AI

Meta to lay off 8,000 employees this week to fund AI investments

Scale AI Acquired by Meta for $14 Billion, Pivots to AI Applications Strategy

Meta faces deadline to answer Senate inquiry about its stablecoin plans

Meta will reportedly initiate a new round of large-scale layoffs

MGO One Seven Increases Meta Stake by 2.8% in Q4 to 54,356 Shares Worth $35.88 Million

Generali Asset Management SPA SGR Has $40.93 Million Stock Position in Meta Platforms, Inc. ($META).

Citadel increased its stake in Meta during the first quarter

Meta releases Horizon OS v2.4 PTC version, bringing several interface and feature optimizations

DoubleVerify launches AI-powered ad controls on Meta's Threads platform

Meta to hold its annual "Conversations" business messaging conference in London on June 3

Meta introduces new safety features aimed at protecting teens in response to global regulatory pressure

Meta faces EU antitrust order over restrictions on AI chatbots on WhatsApp

Meta plans to begin mass production of its custom AI chip 'MTIA 3' in Q3 2026

Meiwu Tech

Amesite

InMed Pharmaceuticals

Generation Income Properties

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Co-Diagnostics

MetaVia

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

Phoenix Asia

Gen Digital - Rights

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WhatsApp is introducing a redesigned media attachment sheet for iOS, allowing users to share recent files more efficiently without losing chat context. The new interface features a compact recents section for quick access to photos and videos, with an option to expand to the full media gallery. This update is currently being rolled out to select users of WhatsApp version 26.19.75, as the company tests performance ahead of a broader release.

- WhatsApp is introducing a new media attachment sheet on iOS, allowing users to share recent files more efficiently while maintaining their chat view.  
- The redesigned interface features a recents section in a compact grid format, enabling quick browsing of recent photos and videos, which expands to reveal the full media gallery if needed.  
- This update is being rolled out to some users of WhatsApp version 26.19.75, as part of ongoing performance testing before a broader release, alongside the recent introduction of WhatsApp's Plus subscription.

Macrumors

WhatsApp Begins Rolling Out Redesigned Media Share Sheet on iOS

METU

Today's economic calendar is light, focusing on the 20 Year Bond Auction and April FOMC Meeting Minutes. Markets are sensitive to headlines and positioning ahead of NVDA earnings. SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA are under analysis, with key price levels and potential movements outlined for each stock. Traders should expect volatility and range-bound markets as they navigate these developments.

- Today’s economic calendar highlights the 20 Year Bond Auction and the release of the April FOMC Meeting Minutes, which traders anticipate for insights into the Federal Reserve's policies.  
- Major company earnings, particularly NVDA, are expected to impact market sentiment, with several stocks, including SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA, actively monitored for upcoming movements.  
- Market conditions remain sensitive to news and positioning, maintaining a rangebound state ahead of significant earnings announcements.

benzinga_article

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Tesla

Microsoft

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GraniteShares 2x Long TSLA Daily ETF

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Invesco S&P 500 Equal Weight Tech ETF

Invesco QQQ Trust

YieldMax NVDA Option Income Strategy ETF

SPDR S&P 500

T-Rex 2X Long Microsoft Daily Target ETF

T-Rex 2X Long Apple Daily Target ETF

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily TSLA Bull 2X Shares

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Leverage Shares 2X Long TSLA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

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GraniteShares 2x Long AAPL Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Proshares UltraPro QQQ

Apple

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

AMZD

METD

METW

AMZZ

Meta's recent layoff of 8,000 employees highlights the 'Automator's Paradox,' where AI-driven efficiencies threaten consumer demand. As companies like Meta, Amazon, and Google invest heavily in AI, they risk dismantling the consumer base that sustains the economy. A study suggests that rapid automation could lead to systemic economic collapse, necessitating interventions like a Pigouvian automation tax to mitigate unemployment and preserve consumption.

- Meta's layoff of 8,000 employees signals a structural shift in the tech economy, driven by significant AI investments.  
- The “Automator's Paradox” highlights the risk of companies automating jobs faster than the economy can adapt, potentially leading to a collapse in consumer demand.  
- A proposed solution is a Pigouvian automation tax, which would help internalize the social costs of unemployment and ensure that the wealth generated by AI supports human participation in the economy.

Direxion Daily AMZN Bear 1X Shares

Direxion Daily META Bear 1X Shares

Roundhill META WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

The Automation Paradox: Why Replacing Humans With AI Is An Economic Suicide Pact

GIPHY, a subsidiary of Shutterstock, has extended its multi-year integration partnership with Meta, ensuring GIPHY's GIF and sticker library remains available across Meta's platforms, including Facebook, Instagram, WhatsApp, and Messenger.

- GIPHY, a subsidiary of Shutterstock, has secured a multi-year extension with Meta for its integration partnership.  
- This agreement ensures that GIPHY's GIF and sticker library remains available across Meta's platforms, including Facebook, Instagram, WhatsApp, and Messenger.  
- The original content was published by Shutterstock Inc. via PR Newswire on May 19, 2026.

PUBT

GraniteShares 2x Long META Daily ETF

Shutterstock

GIPHY extends multi-year integration partnership with Meta

Ray-Ban is offering discounts on its Meta smart glasses, with 15% off the second generation and 25% off the first generation. Prices start at $322.15 for Gen 2 and $223.99 for Gen 1. The glasses feature hands-free photo and video capabilities, music playback, and phone call functionality. Deals are available at Amazon and Best Buy until May 26.

- Ray-Ban has launched discounts on its Meta smart glasses, offering 15 percent off the second generation and 25 percent off the first generation until May 26.  
- The second generation glasses are now priced at $322.15, while the first generation is available for $223.99, both including free delivery options.  
- The updates in the second generation include improved photo and video quality and enhanced battery life, alongside features like hands-free photos and livestreaming capabilities.

Best Buy

Ray-Ban Meta Smart Glasses On Sale for Up to 25% Off This Week

Meta Stock Is Off Its Highs, and Could be Cheap - What's the Best META Play?

Barchart Option

Meta Stock Is Off Its Highs, and Could be Cheap - What's the Best META Play?

STAN

Standard Chartered Plc plans to cut over 15% of its corporate support roles by 2030, leveraging AI to enhance efficiency. CEO Bill Winters stated that while there won't be job losses, roles will be reduced in favor of automation. The bank aims for a 15% return on tangible equity by 2028 and a cost-to-income ratio of 57%. This restructuring aligns with industry trends as other banks also seek technological efficiencies.

Business Standard

Standard Chartered PLC

STANCHART

HSBC HOLDINGS

HSBC

HSBC Holdings Plc

Goldman Sachs

Bank of America

HSBC 5xShortSG241213

GS Hldg R

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

StanChart planning to lay off thousands of support staff amid AI push

Stock index futures fell, with tech stocks under pressure. Key stories include Blackstone and Google forming a data center venture with a $5B commitment, Meta starting layoffs affecting 10% of its workforce, Gina Rinehart investing $97M in U.S. defense, Samsung and its union making progress in negotiations, and the SEC planning to introduce a framework for trading tokenized securities.

- Stock index futures saw a decline on Tuesday, particularly Nasdaq futures, amid ongoing pressure on tech stocks.  
- Blackstone announced a joint venture with Google to establish a new U.S.-based data center company.  
- This partnership aims to enhance data center capabilities, reflecting a strategic move in response to increasing demand for tech infrastructure.

AM markets need to know: Meta layoffs, Samsung and union, and more

Meta Platforms(META.US)

WhatsApp Begins Rolling Out Redesigned Media Share Sheet on iOS

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

The Automation Paradox: Why Replacing Humans With AI Is An Economic Suicide Pact

GIPHY extends multi-year integration partnership with Meta

Ray-Ban Meta Smart Glasses On Sale for Up to 25% Off This Week

Meta Stock Is Off Its Highs, and Could be Cheap - What's the Best META Play?

StanChart planning to lay off thousands of support staff amid AI push

AM markets need to know: Meta layoffs, Samsung and union, and more

GIPHY Extends Multi-Year Integration Partnership with Meta | SSTK Stock News