Direxion Daily MSFT Bull 2X Shares

Today’s Key News Recap

601339

BROS

09992

OpenAI

DXYZ

MSFT

MART

LVMUY

GOOG

GOOGL

MSFL

MSFO

MSFD

MSFU

MSFX

MSFY

GGLS

HPPD

1211 | Dolphin Research Focus: 🐬 Macro/Industry 1) The Fed cut rates by 25bps to 3.50%-3.75%, the third cut this year, in line with market expectations. It also announced $40bn of short-dated Treasury purchases over the next 30 days.Powell ruled out further hikes, saying rates are at the upper end of neutral. The message signals a shift from fighting inflation to supporting growth, even preempting a recession.🐬 Single stocks 1) $Microsoft(MSFT.US). CEO Satya Nadella made public remarks in Bengaluru, India...

Dutch Bros

Meta Platforms

POP MART

Destiny Tech100

Microsoft

Allianzim US Large Cap Buffer10 Mar ETF

Louis Vuitton

Alphabet - C

Alphabet

Warner Bros. Discovery

SentinelOne

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

Direxion Daily Googl Bear 1x Shares

POP MART HK SDR 20to1

Microsoft's Agent AI Debuts Friday; LVMH Greater China Head Joins Pop Mart | Daily News Recap

07299

02202

TECH

PLTR

000002

GGLL

1210 | Dolphin Research Focus: 🐬 Macro/Industry 1) Market chatter suggests a RMB 400bn mortgage interest-subsidy program has been set. The standard subsidy rate would be 1%, while loans tied to risk regions and distressed developers could get 2%.No official document has been released yet. If implemented, it would directly lower borrowers' mortgage costs.Enhanced subsidies for risk regions and developer-linked loans would precisely ease localized housing-market stress and reduce developers' funding-chain risk. It would also support new-home demand...

FL2CSOPGOLD

SPDR Gold Shares

CHINA VANKE

Taiwan Semiconductor

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

Palantir Tech

Pro Ultr Silver

iShares Silver Tr

Vanke

Direxion Daily GOOGL Bull 2X Shares

Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News Recap

LEADING IDEAL

Financial Analysis

02015

MBGYY

BMWYY

NVDA

AAPL

TSLA

NVDL

07788

07388

NVDY

NVDD

Plan to make Li Auto the best-performing company in the embodied intelligence field within the next 3 to 5 years

LI AUTO-W

Li Auto

Mercedes-Benz Group AG

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

NVIDIA

Apple

Tesla

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

Li Auto (3Q25 Minutes): Transforming Cars into Embodied Intelligence in the Physical World

DELL

Conference Minutes

COMP

The following are the minutes of Dell's FY2026 Q3 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Dell DELL: Storage Price Hike Adds Pressure? AI Guidance Provides Support Again.&#34; 1. $Dell Tech(DELL.US) Key Financial Information Review 1. Cash Flow and Capital Return a. Cash Flow: Operating cash flow of $1.2 billion, with an ending cash and investment balance of $11.3 billion (an increase of $1.6 billion quarter-over-quarter). b. Shareholder Return: $1.6 billion returned this quarter (repurchase of 8.9 million shares + dividend distribution)...

Dell Tech

Micron Tech

C3.AI

Compass

Ameriprise Financial

Dell (Minutes): The company's value lies in the overall solutions at level L11 and above.

002245

VERA

ORCL

GPUS

GPUS-D

The following are the minutes of NVIDIA's FY2026 Q3 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article 'More Important Than Non-Farm Payrolls! Can NVIDIA Save the US Stock Market Again?' Compared to the earnings report, the information conveyed in this earnings call is more critical: ① Data Center Revenue: GB300 sales surpassed GB200, contributing about two-thirds of Blackwell's total revenue. Hopper revenue was approximately $2 billion, with H20 accounting for about $50 million; Regarding guidance: the company provided revenue guidance for the next quarter...

Jiangsu Azure Corporation

ISHRS S Arabia

Target

Vera Therapeutics

Oracle

Hyperscale Data

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25

NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind

SSNGY

SFTBY

9984

SOBKY

AMZN

The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

Samsung Electronics 

SoftBank

SoftBank Group Corp.

Amazon

ARM (Minutes): All new computing power is based on Arm architecture

shopify

SHOP

PYPL

KLAR

PLUS

CART

OPTI

MIST

The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?&#34; 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

Shopify 

Paymentus

Paypal

Klarna

Plus500 Ltd.

ePlus

Instacart（Maplebear）

Universal

General Motors

Optec International, Inc.

Milestone Pharmaceuticals

Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

09988

BABA

89988

AMZU

HBBD

1104 ｜Dolphin Research Focus: 🐬 Stocks 1、$Amazon(AMZN.US) Amazon Web Services (AWS) announced the signing of a $38 billion (approximately RMB 270 billion) computing power contract with OpenAI. OpenAI will immediately utilize hundreds of thousands of NVIDIA GPUs from AWS, which can be expanded to tens of millions of CPUs in the future. AWS will also build dedicated infrastructure to support model training and inference tasks. For AWS, this move is a key response to the rapid growth of Microsoft Azure and Google Cloud...

BABA-W

Automatic Data Process

Alibaba

BABA-WR

Direxion Daily AMZN Bull 2X Shares

Alibaba HK SDR 5to1

AWS & OpenAI Ink Computing Agreement; Ele.me Starts Name Change｜Today's Important News Recap

$Amazon(AMZN.US) announced its Q3 2025 financial results after the U.S. stock market closed on October 31st, Beijing time. As the current market is almost entirely focused on cloud business, this quarter AWS finally experienced long-awaited accelerated growth beyond expectations, which is the biggest highlight and key signal of this quarter's performance. Aside from this, the company's growth and profit performance in the retail business were generally stable and in line with expectations. Specifically: 1. The long-awaited AWS acceleration has finally arrived: the current growth rate of the cloud business has almost become the single indicator that &#34;determines life and death&#34;...

Hasbro

AWS major reversal, has Amazon finally 'seen the light at the end of the tunnel'?

Roblox

RBLX

603028

SAFE

The following are the minutes of the FY25Q3 earnings call for $Roblox(RBLX.US) organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Roblox: Record-breaking Ecosystem Prosperity, Why is the Market Not Buying It?&#34; 1. Review of Core Financial Information a. Analysis of Ecosystem Health: a. Diversification of Content Ecosystem (&#34;Long Tail Effect&#34; is significant): The user engagement growth rate for games outside the top ten (long-tail content) accelerated from 47% in Q2 to 58% in Q3. The consumption growth rate for this segment also remained above 40%...

Mattel

SAFETY

Safehold

Roblox (Minutes): Will prudently invest in AI and share profits with developers

Microsoft China CTO Discusses Return to the Core in the AI Era: Culture, Talent, and Belief in Technology

Analysis: Microsoft's stock is underperforming despite strong business, due to concerns over its OpenAI partnership and AI competition

Musk Criticizes Microsoft Over $80 Billion Funding Allocation

Microsoft offers significant discounts for the Surface Laptop Commercial Edition on a Chinese e-commerce platform.

Microsoft is reportedly in talks with Broadcom to co-design custom AI chips

Microsoft Advances Project Strong ARMed to Migrate Software Code to ARM Architecture with AI

Reports suggest Microsoft and Sony may postpone the release of their next-generation game consoles

Microsoft fully rolls out the GPT-5.2 model to Copilot users, named 'Smart Plus' mode

CISA Sets December 30 Deadline for Microsoft Vulnerability Patch

Analysis shows two billionaires heavily increased their Microsoft stock holdings in Q3 2025

Microsoft announces 'Project Strong ARMed' to migrate x64 software to Arm64 using AI

Microsoft announces the discontinuation of the IntelliCode AI code completion extension for Visual Studio Code, recommending users switch to GitHub Copilot Chat.

Microsoft signs 150 MW wind power deal with Iberdrola to power its AI and cloud operations in Spain

Analysts are optimistic about Microsoft's 2026 prospects, with AI and cloud business as main growth drivers

Borusan Holding and Microsoft Turkey held a panel on enterprise transformation with AI.

Microsoft-backed OpenAI adds a senior security position to assess AI risks

Microsoft AI CEO warns that the future AI race will require hundreds of billions of dollars in investment

Investment management firm Seilern Investment Management Ltd. reduces its stake in Microsoft Corporation.

Microsoft releases SharePoint Framework (SPFx) version 1.22, updating the development toolchain.