Mirae Asset Global Investments Co., Ltd.

Today’s Key News Recap

NVDA

00388

TECH

PHUN

ABTC

DJTWW

09992

09863

02015

09866

09868

01810

TSLA

01211

MS-A

MS-E

MS-F

MS-I

MS-K

MS-L

MS-O

MS-P

MS-Q

80388

HKXCY

HPPD

XPEV

81810

HXXD

XIACY

81211

HYDD

002594

BYDDF

BYDDY

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

Morgan Stanley

HKEX

Bio-Techne

Multi-Chem

Phunware

Trump Media & Tech

American Bitcoin

Trump Media & Tech - CW28

POP MART

LEAPMOTOR

LI AUTO-W

NIO-SW

XPENG-W

XIAOMI-W

ZEEKR Intelligent Tech

Tesla

BYD COMPANY

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

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

POP MART HK SDR 20to1

Li Auto

NIO Inc. USD OV

XPeng

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

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

Palantir

Conference Minutes

PLTR

VNTG

300024

The following are the minutes of the FY25Q3 earnings call for $Palantir Tech(PLTR.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Palantir: Valuation Too Advanced, Backlash is Coming.&#34; 1. Review of Core Financial Data Total Revenue: $1.181 billion, up 63% year-over-year, up 18% quarter-over-quarter, reaching a historical high, far exceeding expectations. U.S. Market: Revenue of $883 million, up 77% year-over-year, up 20% quarter-over-quarter, accounting for three-quarters of total revenue. 40 Rule Score: Reached 114 points, up 20 points quarter-over-quarter, setting a historical record...

C3.AI

Palantir Tech

Vantage

SIASUN

Pro Ultra 7-10Yrs

Cambria Global Asset Alloc

Ameriprise Financial

Reliance

Palantir (Minutes): Customers are no longer satisfied with a single scenario but rather with a system restructuring.

Financial Analysis

BEAT

BACK

BEATW

$Palantir Tech(PLTR.US) released its Q3 2025 earnings after the market closed on November 3rd, Eastern Time. Overall, the Q2 performance remains impressive. Although the guidance and operational indicators imply signs of slowing down, considering the management's consistently conservative guidance style and the short-term changes in the U.S. Department of Defense procurement process, the short-term disturbances are not a major issue. However, with a full valuation, the market will be more critical of Palantir. Reviewing past performance versus market reactions, it is not difficult to find that from the three quarters starting this year, as the valuation rises...

HeartBeam

First Commonwealth Financial PA

Imac

HEARTBEAM INC C/WTS 31/10/2026 (TO PUR COM)

Palantir: Expensive Valuation is Biting Back!

For 2025 Q4, S&P 500 earnings are expected to rise by +6.9% with Tech sector driving growth, contributing nearly half of the earnings increase. Excluding Tech, growth drops to +3.6%. The Tech sector continues its double-digit growth trend, with +13% earnings increase on +15.8% higher revenues. Positive revisions for Tech persist into 2026, with expected +17.4% earnings growth. The sector accounts for 35.6% of S&P 500 earnings and 44.6% of market capitalization.

Talkmarkets

Q4 Earnings: Tech Expected To Remain Growth Driver

Congressman Josh Gottheimer emphasizes bipartisan efforts in AI and tech safety, highlighting concerns over competition and monopolistic landscapes. Discussions on CNBC's Squawk Pod cover AI regulation, semiconductor sales to China, and potential Federal Reserve leadership changes. The episode underscores the complex interplay of technology, policy, and economics, with bipartisan collaboration deemed essential for responsible AI governance. Geopolitical implications of chip sales and economic considerations are also explored, reflecting a rapidly evolving landscape.

- Congressman Josh Gottheimer emphasized the need for bipartisan legislative action on AI and technology safety, highlighting concerns about competition and monopolistic practices in the sector.  
- The discussion also covered the geopolitical implications of semiconductor sales, particularly regarding President Trump's plan to allow Nvidia to sell chips to China, revealing divisions within the Republican party on national security versus economic benefits.  
- Overall, the episode underscored the urgency of AI regulation, the complexities of tech policy, and the potential impact of Federal Reserve leadership on the economic outlook.  

StartupHub

Congress Grapples with AI, Tech Safety Amidst Global Competition

Rate Decision, Tech Earnings and Other Key Things to Watch this Week

Barchart Option

Rate Decision, Tech Earnings and Other Key Things to Watch this Week

S&P 500 Starts December With Slight Weekly Gain Led by Energy, Tech

marketscreener

S&P 500 Starts December With Slight Weekly Gain Led by Energy, Tech

US100 increased to 25669.00 Index Points, the highest since November 2025.Over the past 4 weeks, US 100 Tech Index lost 0.23%, and in the last 12 months, it increased 19.3%.

Trading Economics

Stocks in United States Hit 4-week High

CRWD

Find insight on Apple, CrowdStrike, MongoDB and more in the latest Market Talks covering Technology, Media and Telecom.

MongoDB

CrowdStrike

Apple

Tech, Media & Telecom Roundup: Market Talk

World stocks rose, driven by tech and AI sentiment, and expectations of a Federal Reserve interest rate cut next week.

- World stocks increased on December 2, recovering from previous fluctuations.  
- The rise was driven by positive sentiment in technology and AI sectors, alongside expectations of a potential interest rate cut by the Federal Reserve.  
- The article also discusses the growing overseas demand for U.S. equities.  

Trading Day: Tech, Fed hopes do the heavy lifting

Sector Update: Tech Stocks Gain Late Afternoon

Sector Update: Tech Stocks Gain Late Afternoon

S&P 500 Seen Posting Limited Gains in 2026 as Tech Hits 'Air Pocket,' BofA Says

S&P 500 Seen Posting Limited Gains in 2026 as Tech Hits 'Air Pocket,' BofA Says

A Goldman Sachs survey of over 900 institutional investors reveals a strong commitment to gold and Big Tech investments heading into 2026. Despite recent pressures, the survey suggests these are temporary, with long-term confidence in these asset classes remaining intact. Gold has reached record highs this year, driven by central bank purchases.

ETFS Capital Ltd.

Gold and tech could win in 2026, Goldman survey finds

The head of Germany’s Sovereign Tech Agency believes that Europe must invest in open source to achieve technological independence

Adriana Groh: ‘The internet works thanks to a shared infrastructure that nobody owns, but that we must take care of’

Asian Stocks Post Mixed Results on Fed Policy Shifts, Tech Rally

Asian Stocks Post Mixed Results on Fed Policy Shifts, Tech Rally

Global tech stocks rebound, boosting Asian markets amid U.S. Thanksgiving closure. Japan's economic data supports potential BOJ rate hikes. Tech giants prepare for AI regulation battles. Bitcoin surges past $90,000. Nasdaq sees best Thanksgiving week since 2008. Eurozone business confidence rises. U.K. budget trims inflation but offers limited BOE relief. Sweden's debt office forecasts larger budget deficit. Corporate dealmaking grows under Trump. BOJ advised cautious rate hikes. Fed survey reveals sputtering job market and moderate inflation.

MorningStar

Dow Jones Top Markets Headlines at 1 AM ET: Rebound in Global Tech Stocks Extends, Lifting Markets in Asia | Solid ...

Tech Stocks Lead the Overall Market Higher

Tech Stocks Lead the Overall Market Higher

Sector Update: Tech Stocks Gain Wednesday Afternoon

Sector Update: Tech Stocks Gain Wednesday Afternoon

$Barrick Mining(B.US)itMine Immersion Tech.US BMNR is surprisingly resilient...

BitMine Immersion Tech

BITMINE IMMERSION TECNOLOGIES INC

$Microsoft(MSFT.US) drop so down

Oracle

NewUser_vN57Ih

Apple Return Rate

Coreweave

Accountant trained. Love to trade as professional traders.

Fattycat

Current rate of return reached top 10% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

BABA Return Rate

Bluegate1104

📈💡 Show your trades (P/L), share your insights, and earn cash rewards*! Congrats to the winners and here comes the 3rd round 🎉🎉

Alphabet - C

Taiwan Semiconductor

Alphabet

BABA-W

ASML

Circle

Coinbase

Intel

Unitedhealth

Alibaba

BABA-WR

Alibaba HK SDR 5to1

INTEL-T

🏆 Winners Announcement for Trade Showcase EP.2

Analysts from firms like Mizuho expressed optimism, raising price targets and maintaining positive ratings based on improvements in Alibaba’s core commerce and cloud segments.👍

bookmarked this post, so much value to unpack🤩

beta-one

Love this! 🥳 Looking forward to Ep.2!

Ethan1

Welcome to the Community’s Spotlight Ep.1!

Rush Street Interactive

A New Chapter for Our Community!

Can’t wait to see everyone’s trade showcase🤩

KC1028

NewUser_epG2vVj

Traded Value

Dear SG community users, we’re excited to announce the new community campaign: Trade Showcase, don’t miss your chance to learn, share, and grow with fellow investors while earning instant rewards*.

Apple Group

Citigroup

CureVac BV

Agilent Tech

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

Community Campaign: Trade Showcase -- Trade, Show and Earn*!

This week we will focus on star companies in various fields such as technology, catering, and pharmaceuticals.

Uber Tech

Earnings Preview | A new round of 'Earnings Storm' is coming💥