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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...

SAP AG-Sponsored

MediaTek

NVIDIA

Alphabet - C

Alphabet

SoftBank Group Corp.

Qualcomm

Direxion Daily Googl Bear 1x Shares

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GraniteShares 2x Long NVDA Daily ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

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ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth

Intel

Financial Analysis

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Intel released its Q4 2025 results after the U.S. close on Jan 23, 2026 (Beijing time), for the quarter ended Dec 2025. Key highlights are as follows.1) Core metrics: $Intel(INTC.US) posted revenue of $13.67bn, down 4% YoY, in line with guidance of $12.8–13.8bn, driven by softer Client Computing. GPM was 36.1%, matching the Street (35.6%). The QoQ GPM decline was mainly due to lower initial yields during the 18A mass-production ramp...

ING Groep

Diversified Energy

Franklin Universal Trust

Lineage

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INTEL-T

Taiwan Semiconductor

INTC: Hot AI-CPU hype, but a 'cold' guide douses expectations?

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GraniteShares 2x Long AMD Daily ETF

Amazon

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More Important than Non-Farm Payrolls! Can NVIDIA Save the U.S. Stock Market Again?

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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 

Tesla

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

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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

Infineon Technologies AG

Infineon Technologies

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

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

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$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

Metagenomi Therapeutics

Oracle

Trump Media & Tech

Boston Beer

Broadcom

Apple

Apple Group

Walmart

Destiny Tech100

Trump Media & Tech - CW28

All in the same boat, is OpenAI a divine pearl or a demonic pill?

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The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?&#34; 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...

SMIC

Cheche

Mobileye Global

Ategrity Specialty Holdings LLC

Lakeland Industries

SISRAM MED

Nova

SUNNOVA ENERGY INTERNATIONAL INC

Sunnova Energy

SMIC HK SDR 5to1

Cheche Group - CW28

Intel (Minutes): 18A is expected to contribute to profits by the end of 2026

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Intel released its Q3 2025 financial report (as of September 2025) after the U.S. stock market closed on the morning of October 24, 2025, Beijing time. The key points are as follows: 1. Core data: $Intel(INTC.US) achieved revenue of $13.65 billion this quarter, a slight year-on-year increase of 2.8%, slightly exceeding the upper limit of the company's guidance, mainly driven by the recovery of the client business. The gross margin for this quarter rebounded significantly to 38.2% from the previous quarter, which was significantly better than the guidance expectation (34.1%). The sharp decline in gross profit margin last quarter was primarily driven by non-operating expenses.The

Intel: Stopping the Losses and Recovering! Can the 'American SMIC' Poach TSMC Talent?

Today’s Key News Recap

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1014 | Dolphin Research Focus: 🐬 Stocks 1, $NIO-SW(09866.HK) Nio has reached a strategic cooperation with Amap Enterprise Car Service, integrating its AI-driven corporate travel solutions. Through AI scheduling algorithms, it reduces employee business travel costs by 15%. This collaboration is a typical practice of technology empowering refined corporate management—AI technology not only directly cuts travel costs but also enhances management efficiency through process optimization and risk control, injecting positive expectations into Nio's financial health...

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NIO Inc

NIO Inc. USD OV

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Meituan HK SDR 5to1

Alibaba HK SDR 5to1

JD HK SDR 10to1

OpenAI is collaborating with Arm for the development of Broadcom AI chips; 'Qixian Xiaochu' joins Meituan and Flash Delivery | Today's Important News Recap

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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...

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Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap

SoftBank released FY2026 Q4 earnings on May 11 After-Market (EST), actual revenue USD 11.54 B (forecast USD 11.5 B), actual EPS USD 0.081

SoftBank released FY2026 Annual Earnings on May 11 After-Market (EST), actual revenue USD 46.38 B (forecast USD 43.84 B), actual EPS USD 0.7425

SoftBank to Release FY2026 Annual Earnings on May 11 After-Market (EST), Forecast Revenue USD 43.91 B

SoftBank released FY2026 Q3 earnings on February 9 After-Market EST, actual revenue USD 11.47 B (forecast USD 11.16 B), actual EPS USD 0.1799

SoftBank released FY2026 9 Months Earnings on February 9 After-Market (EST), actual revenue USD 34.65 B, actual EPS USD 0.6647

SoftBank to Release FY2026 Q3 Earnings on February 9 After-Market EST, Forecast Revenue USD 11.25 B

SoftBank's Data Center Plan Shortlisted

SoftBank Group's Unsubsidized ADR Short Position Significantly Increased

SKILD AI Completes $1.4 Billion Financing Round, Led by SoftBank

SoftBank to build high-speed communication network with AI integration

OpenAI and SoftBank Invest 1 Billion Dollars in SB Energy

SoftBank Fund's Stake in Oula Electronics Reduced to 13.53%

SoftBank Completes $40 Billion Investment Commitment to OpenAI

SoftBank Agrees to Acquire DigitalBridge for $4 Billion to Boost AI Strategy

SoftBank Plans to Acquire DigitalBridge, a Data Center Company

Softbank Approaching Acquisition of DIGITALBRIDGE

Fujitsu Joins SoftBank-led Next Generation AI Chip and Supercomputer Plan

Fujitsu Joins SoftBank's Next-Gen AI Memory Project

SoftBank(SOBKY.US)

SoftBank Group Corp. Stock 12‑Month Price Target Raised to JPY 6598.56, Implies 10% Upside

Softbank's Son weighs up to $100 billion investment in France, Bloomberg News reports

SoftBank Group Corp. Unsponsored ADR (OTCMKTS:SFTBY) Short Interest Down 33.4% in February

SoftBank Shares Drop 12.5% as Stargate AI Project Setback Raises Investor Concerns

SoftBank Corp. Announces Telco AI Cloud Vision to Build Social Infrastructure for the AI Era, Leveraging Its Telecommunications Foundation | ERIC Stock News

ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth

INTC: Hot AI-CPU hype, but a 'cold' guide douses expectations?

SoftBank Group Corp. Unsponsored ADR (OTCMKTS:SFTBY) Short Interest Update