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$Oracle(ORCL.US)
Oracle is the last SAP giant that has yet to wake up. Cash flow is tight due to capex but every other SaaS is spending as well. It is about keeping up with the competition. Get in now before results show!
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Source: NVIDIA_X
Per Dolphin Research's prior note on Oracle, our core takeaway is that Oracle is essentially a scaled-up CoreWeave. The bull case hinges on explosive AI compute demand that could lift its compute-rental revenue by 10x or more.
The key risk is the mismatch between uncertain AI demand and fixed upfront capex and leverage, which could lead to sizable credit losses if the AI cycle unwinds. Overall, visibility is limited...$SAP AG-Sponsored(SAP.US) | SAP, Q1-2026 Earning Report
Source: Hardik Shah
🚨 After-market buzz!
$Maxlinear(MXL.US) $Intel(INTC.US) $SAP AG-Sponsored(SAP.US) $Arm(ARM.US) $Comfort Systems USA(FIX.US) $Edwards Lifesciences(EW.US) $AMD(AMD.US) $Appfolio(APPF.US) $Digital Realty Trust(DLR.US) $Newmont(NEM.US) $BOYD Gaming(BYD.US) $Coursera(COUR.US)Source: Hardik Shah
$SAP AG-Sponsored(SAP.US) Surging on an EPS Beat
Q1 Adj EPS: $2.01 vs $1.92 estQ1 REV: $11.189B vs $11.260B est🟩 +9.63%Source: TrendSpider
INTC Earnings LIVE: Intel Q1 2026 Results, Call & Reaction (+NEM, SAP
Source: TrendSpider
Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.
Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...Previously, Dolphin Research profiled CoreWeave, an emerging AI-era 'new cloud' leader, as an entry point into the U.S. IaaS space. This time we turn to a more pivotal player — $Oracle(ORCL.US), one of OpenAI's primary partners.
As the first note in our coverage, Dolphin Research will focus on two questions. 1) A high-level review of the company's history, tracing how a 50+ year incumbent evolved into a new force in cloud services; 2) A clear breakdown of its business and revenue mix...1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival and National Day in 2025. Holiday travel and gathering scenarios have significantly boosted customer traffic in new tea beverage stores, raising market expectations for short-term revenue recovery of brands. Nayuki, Gu Ming, and Mixue all saw increases today. 🐬 Individual Stocks 1. $Intel(INTC.US) Intel disclosed details of the Panther Lake architecture for the first time, confirming the use of RibbonFET transistors and backside power delivery design, with mass production expected in the second half of 2026...
Forwarded from: Hangzhi The US stock market had a tumultuous day... "NVIDIA's market value evaporated by $589 billion, setting a record for the largest loss in market history"... In fact, $NVIDIA(NVDA.US) closed below the 200-day moving average today, marking the first time in nearly two years. Why did the market experience such significant fluctuations and reactions today? For days like today, there is often no single answer, but it seems to be a mix of several factors: the bullish sell-off of popular stocks (looking back about two months...
