Investment Banking and Brokerage

Morgan Stanley

Schwab

SCHW

SCHW-D

SCHW-J

MS-A

MS-E

MS-F

MS-I

MS-K

MS-L

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$Charles Schwab(SCHW.US) Q4 stayed steady and broadly in line. Revenue was a slight miss, mainly on lower BDA fees, but tight expense control drove an earnings beat.Notably, the core operating metrics tracked by Dolphin Research were solid and above Street expectations. They point to stable organic growth at Schwab. Key takeaways below.1) Two key metrics — NNA (net new assets) and NIM (net interest margin). At this stage, if you boil Schwab’s biz. down, the single most important lens is net additions to client assets...

Santander Consumer USA

AllianceBernstein

Charles Schwab

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

SCHW: Steady Comfort for Seasoned Investors

Today’s Key News Recap

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1209 | Dolphin Research Focus: 🐬 Macro/Industry 1) Hong Kong Exchanges and Clearing Ltd. (HKEX) announced the HKEX Tech 100 Index, tracking the 100 largest Southbound Stock Connect-eligible tech names across six themes, including AI, biotech, and autonomous driving. The index fills a gap for a broad-based vehicle covering diversified China tech in HK and could attract more southbound flows.🐬 Single Stock 1) $NVIDIA(NVDA.US). Trump posted on Truth Social...

NVIDIA

Allianzim US Large Cap Buffer10 Mar ETF

POP MART

HKEX

Bio-Techne

Mirae Asset Global Investments Co., Ltd.

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

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

LEAPMOTOR

LI AUTO-W

NIO-SW

XPENG-W

POP MART HK SDR 20to1

Li Auto

NIO Inc. USD OV

NIO Inc

XPeng

HKEX debuts flagship Tech Index; NVDA H200 cleared for China exports | Daily News Recap

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1127 | Dolphin Research Focus: 🐬 Macro/Industry 1. The Office of the United States Trade Representative announced that the exemption of certain tariffs on Chinese goods, established under Section 301 due to issues related to technology transfer and intellectual property, will be extended until November 10, 2026. The original exemption was set to expire on November 29. In the short term, this can provide a 'safe period' for Chinese export enterprises in terms of orders and profits, and also reduce costs for American importers and consumers. However, the overall tariff framework remains unchanged, and the competition between China and the U.S. in high-tech fields will continue...

Meituan HK SDR 5to1

MEITUAN

BABA-W

MEITUAN-WR

Meituan

BABA-WR

Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

DiDi

Taiwan Semiconductor

News

Pro Ultr Silver

iShares Silver Tr

Alibaba HK SDR 5to1

Alibaba AI Glasses Enter the Market, Meituan Financial Report to be Released Tomorrow | Today's Important News Recap

INTC

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OpenAI

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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...

Intel

BEKE-W

Disc Medicine

SIASUN

Integra Group (Russia) Sponsored GDR RegS

Integral Acquisition  1

TME-SW

BIDU-SW

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Hesai

Destiny Tech100

Citigroup

Tencent Music

Baidu

BIDU-SWR

INTEL-T

BTQ Tech

Integral Acquisition 1 - Unit

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

Baidu HK SDR 10to1

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

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1017 | Dolphin Research Focus: 🐬 Macro/Industry 1. Shares of two U.S. regional banks plummeted due to loan fraud and bad debt issues, with the regional bank index posting its worst performance since April. Risk aversion sentiment pushed up U.S. Treasury and gold prices. The event highlights potential risks in the credit market, and concerns about 'more risk points' will suppress sentiment in financial stocks, while reinforcing expectations for the Federal Reserve to maintain an accommodative stance. 🐬 Individual Stocks 1. $Micron Tech(MU.US) Micron Technology's U.S. stock fell in after-hours trading. According to reports, Micron will stop selling server chips to Chinese data centers...

CHINA MOBILE

Micron Tech

CATL

CTG DUTY-FREE

Meta Platforms

Financial Select Sector SPDR Fund

LENOVO GROUP

China Mobile

CHINA MOBILE-R

LENOVO GROUP-R

Lenovo Group

CATL HK SDR 30to1

Micron to Stop Selling Server Chips to Chinese Data Centers; Meta Plans to Raise $30 Billion to Build Data Centers | Today's Important News Recap

Morgan Stanley Acquired by Morgan Stanley Bank

Censys Completes $70 Million D Round Funding

Morgan Stanley's Stock Down Due to Regulatory and Geopolitical Factors

Stokes Capital Advisors LLC increased its stake in Morgan Stanley in Q4

Erste Group Raises Morgan Stanley's 2026 EPS Forecast

Morgan Stanley to support tokenized stock trading in H2 2026

Morgan Stanley's Wealth Management Scale Surpasses $1 Trillion

Morgan Stanley North Harbor Fund Returns $169 Million to Investors

S&P upgrades Morgan Stanley outlook to stable, confirms AA rating

Morgan Stanley Limits Redemptions on Private Credit Fund

Morgan Stanley Hiring Contract Workers in Hong Kong to Cope with IPO Surge

Morgan Stanley Plans to Cut About 3%, Involving 2500 People

Core Scientific Inc. receives a $500 million loan facility from Morgan Stanley

Morgan Stanley to Cut Jobs by About 3%

Morgan Stanley's Tech Team May Enter Venezuela Within Weeks

BoJ Nominees With Dovish Stance Affect Rate Hike Timeline

Morgan Stanley Capital Partners Acquires Security 101

Morgan Stanley Launches a 401(k) Retirement Plan in Partnership with Carta and Vestwell

Morgan Stanley(MS.US)

Morgan Stanley Stock Performance Chart

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