Samsung Electronics 

AMAT

Financial Analysis

SSNGY

Applied Materials (AMAT) posted its FY26 Q2 results (quarter ended Apr 2026) after hours early May 15 (Beijing time), with the following highlights: 1) Core metrics: revenue of $7.9bn (+11% YoY), beating the Street at $7.7bn, driven by AI compute infrastructure build-out that lifted demand for advanced logic, DRAM, and advanced packaging tools. $Applied Materials(AMAT.US) GPM was 49.9%, up 90bps QoQ...

Applied Materials

Taiwan Semiconductor

Micron Tech

Capex Boom Ahead: Can AMAT Catch the Windfall?

Today’s Key News Recap

TECH

03750

300750

NVDA

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DPSK

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HCMD

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NVDL

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NVDQ

Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will continue talks with the U.S., but stressed it is 'not at any cost' and will not accept arbitrary U.S. demands.The current U.S.-Iran temporary ceasefire expires on Apr 22. The two sides held a first round in Oman earlier, and the region sits at an inflection point between war and peace.The restart signals a pragmatic stance by Tehran. Yet core differences remain, leaving limited room for maneuver...

Bio-Techne

CATL

NVIDIA

CATL HK SDR 30to1

XL2CSOPHYNIX

DeepSeek

CHINA MOBILE

CHINA MOBILE-R

CN Mobile HK SDR 5to1

China Mobile

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

MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap

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TSLA

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0416 | Dolphin Research Focus: 🐬 Macro/Sector 1) The National Bureau of Statistics released China's Q1 2026 macro data today. Preliminary estimates put GDP at RMB 33.42tn, up 5.0% YoY in real terms, at the upper end of the 4.5%-5.0% annual target range.In Mar, national retail sales rose 1.7% YoY. Retail demand remains soft, with signs of further weakening at the margin. See Dolphin Research's take: 'Mar Retail Sales: A Cold Snap in Consumption? How big is the problem'...

TENCENT

Tencent Holdings Limited

Tencent

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Tesla

HIKVISION

Netflix

BIDU-SW

BIDU-SWR

Baidu HK SDR 10to1

Baidu

Robinhood

Tencent HK SDR 10to1

XPeng

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XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap

AAPL

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Apr 9 | Dolphin Research Focus: 🐬 Macro/Industry. The Fed released the minutes of its Mar meeting on Wed afternoon ET, with most officials favoring holding rates until inflation returns to 2% on a sustained basis.They also noted that volatility in oil markets tied to the Middle East could add to price pressures. The IMF raised its 2026 global growth forecast to 3.3% but warned that geopolitical tensions could weigh on trade.Overall, the minutes read as 'hawkish-neutral', and markets further priced out a Jun rate cut. In the near term, with strong nonfarm payrolls and a cautious tone in the minutes, UST yields may stay elevated and choppy, pressuring high-multiple tech.

Apple

Apple Group

NIO-SW

NIO Inc. USD OV

NIO Inc

Intel

INTEL-T

Meta Platforms

Destiny Tech100

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

MANYCORE TECH

NIO ES9 Debuts Tonight; Qunhe Tech races to be first IPO among Hangzhou’s Six | Daily News Recap

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0319 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) On Mar 18 (ET), the Fed kept the benchmark rate unchanged at 3.50%-3.75%. The latest dot plot now points to just one cut in 2026 (25bps), a sharp pullback from the prior 2–3 cuts.Powell struck a hawkish tone at the presser, saying the oil spike driven by Middle East tensions is feeding into core inflation. He also confirmed that if a successor is not confirmed by Congress in time, he would stay on as 'acting chair'...

Xiaomi HK SDR 2to1

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Xiaomi Corporation

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BABA-WR

Alibaba HK SDR 5to1

Alibaba

NONGFU SPRING

Coinbase

Xiaomi MiMo model scores a hat-trick; COIN targets AI payments with stablecoins | Daily News Recap

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Micron

GOOGL

GOOG

Micron (MU) posted FQ2 (FY26) results (quarter ended Jan 2026) after the U.S. close in the early hours of Mar 19 Beijing time. Key takeaways: (1) overall results.Revenue was $23.86bn (+75% QoQ), beating raised buy-side est. of $19.9bn. Growth was driven by both DRAM and NAND, each up 70%+ QoQ.GPM reached 74.4%, above the raised buy-side est. of 69%. Supported by a sharp rise in memory pricing...

Hudbay Minerals

Mirae Asset Global Investments Co., Ltd.

Alphabet

Alphabet - C

MU: AI-Driven Memory Boom—Can It Break the Cycle?---

Hot topic

VERA

BLUE

002245

On Mar. 16, 2026, Jensen Huang, founder and CEO of NVIDIA, delivered the keynote at GTC 2026.Core themes included the 20th anniversary of the CUDA platform, the inference inflection and a surge in compute demand, the Vera Rubin system architecture, Groq integration, the OpenClaw agent revolution, and physical AI and robotics...

Vera Therapeutics

Bluebird Bio

Jiangsu Azure Corporation

NVDA GTC: AI's Big Show — High Hopes In, Disappointed Out?---

Deep Research

Jensen Huang's keynote at CES 2026 reignited market enthusiasm for memory. In the Rubin architecture, higher DDR and NAND content vs. Blackwell is fueling another rally in memory stocks.Investor focus has broadened beyond HBM to more traditional categories such as DDR and NAND. Shifting supply-demand dynamics are driving a broad-based rise in memory pricing. Our previous article mapped the roles of each memory tier in AI servers and reviewed the HBM market...

Western Digital

Seagate Tech

Simpson MFG

99% compute idle? In the inference era, storage beats compute!

SAND

SNDK

With AI demand fueling the current memory 'super cycle', the sector rallied again last night. Gainers included $Sandisk(SNDK.US) +27% and $Micron Tech(MU.US) +10%.The surge was largely catalyzed by Jensen Huang's CES 2026 keynote, which poured fuel on an already hot memory market. Source: Longport.appFirst, a quick recap of Jensen Huang's key messages at CES 2026. More below.

Sandstorm GLD

Sandisk

Jensen Huang unveils Rubin, fueling AI storage.

GPUS

GPUS-D

Fueled by AI demand, the memory upcycle that started in HBM has extended into mainstream DRAM/NAND. Using MU as an example, sustained ASP hikes have pushed GPM to elevated levels.Management guided next-quarter GPM to 66–68%, a record high. That implies this memory cycle is stronger than prior ones.Price gains reflect the underlying supply-demand balance. This bout of undersupply is mainly driven by AI servers and related workloads...

Hyperscale Data

Putnam Master Intermediate Income Trust

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

Memory Rally: How Big Is the AI Storage Supercycle?

South Korea Proposes Mediation Plan to Samsung, Which Is Reviewing It

South Korean Chip Giants' AI Profits Spark Bonus Dispute and Distribution Debate

Samsung Electronics Q1 2026 Average Monthly Salary Hits Record High at ~12 Million KRW

Samsung Executive Predicts Memory Chip Market Shift by 2028 as Demand May Shrink

Samsung Korea Union and Management Narrow Differences

Samsung Electronics Union Confirms Strike Will Proceed as Planned

Samsung Develops New Packaging Technology to Introduce HBM into Smartphones and Tablets

Nomura Hikes Target Prices for Samsung and SK Hynix, Bullish on AI-Driven Memory Super Cycle

Samsung Plans to Stop Using FOWLP for Exynos 2700 to Control Costs

Samsung Electronics labor and management to launch second round of post-mediation on May 18

South Korean Top Firms Q1 Operating Profit Surpasses 156 Trillion Won, Two Chip Giants Contribute Over 60%

Samsung Electronics Korea Union Plans Meeting with Management

Samsung's Lee Jae-yong Apologizes for Labor Crisis as Union Threatens Strike Starting May 21

Samsung Electronics Chairman Lee Jae-yong apologizes to public over internal issues

Samsung Union Warns: Low Bonuses May Trigger Resignation Wave in Logic Chip Division

Union Demands Samsung Present Key Requirements Before Negotiations

Samsung Electronics Develops Next-Gen HBM Packaging Technology to Empower Mobile Edge AI

Samsung Electronics (SSNGY.US)

This is a bit scary… Samsung’s P5 could reportedly come online in 2027.

Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit

JPM Raises Samsung Electronics TP to 480,000 Won; SK Hynix to 3 Million Won, Shifts to P/E-Based Valuation

SAMSUNG ELECTRONICS AND UNION TO RESUME TALKS IN THE AFTERNOON, WITH TWO ISSUES STILL UNRESOLVED ACCORDING TO MEDIA REPORTS CITING A LABOUR OFFICIAL, SAMSUNG’S SOUTH KOREAN UNION HAS EASED ITS POSITION, OPENING THE DOOR TO A DEAL (

Why South Korea’s KOSPI Is Crushing Global Stocks

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