Biotechnology

Vera Therapeutics

NVIDIA

Conference Minutes

NVDA

VERA

Below is Dolphin Research's Trans of $NVIDIA(NVDA.US) FY27 Q1 earnings call. For the earnings analysis, please see 'NVIDIA: Rising competition, shifting AI bottlenecks — can even a market darling stumble a bit?'I. Core takeaways from the earnings report 1) Shareholder returns: the company returned a record $20bn to shareholders this quarter. The quarterly dividend was raised to $0.25 per share from $0.01, and an additional $80bn share repurchase authorization was approved.

NVIDIA Corporation

NVDA (Trans): Vera CPU alone could deliver $20bn in revenue this year

Financial Analysis

NVDA released FY2027 Q1 results after the US close in the early hours of May 21, 2026 Beijing time (quarter ended Apr 2026). 1) Core operating metrics: $NVIDIA(NVDA.US) delivered revenue of $81.6bn, beating the raised buy-side estimates ($78–80bn).QoQ revenue increased by $13.5bn, driven almost entirely by the Data Center segment as Blackwell moved into volume production.GPM was 74.9%, down 10bps QoQ...

NVDA: With Big Tech going in-house, can Jensen Huang find new allies?

DELL

00992

80992

LNVGY

Below is Dolphin Research's Trans from NVDA's GTC 2026 analyst session. For our readout on the GTC conference, see 'NVDA GTC: The AI gala—high hopes, letdown?'. I. $NVIDIA(NVDA.US) analyst session key takeaways.1) Demand outlook: Committed demand for Blackwell + Rubin through end-2027 exceeds $1tn (POs and firm commitments), excluding new products such as Rubin Ultra, Feyn, a standalone Vera CPU, and Groq. Orders are expected to continue building on this base...

Avino Silver & Gold Mines

Dell Tech

Autonation

LENOVO GROUP

LENOVO GROUP-R

Lenovo Group

NVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returns

Today’s Key News Recap

00772

09988

89988

HBBD

BABA

02423

BEKE

MAAS

AAPL

09863

01179

HTHT

02076

00700

80700

HTCD

TCEHY

TCTZF

0317 | Dolphin Research Focus: 🐬 Stock #1, $NVIDIA(NVDA.US) — NVIDIA's GTC 2026 officially kicked off, and founder &amp; CEO Jensen Huang delivered the keynote.He announced a Vera Rubin Space Module under the next-gen Vera Rubin architecture, designed for orbital data centers, delivering 25x performance vs. H100.He also unveiled a partnership with Groq to co-develop new LPU chips...

MediaAlpha

Meta Platforms

CHINA LIT

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Alibaba

BEKE-W

Maase 

Apple

LEAPMOTOR

HWORLD-S

H World

BOSS ZHIPIN-W

Kanzhun

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

Apple Group

NVDA GTC in focus; Alibaba 'Token strategy' ramps up | Daily News Recap

GPUS

OpenAI

PLTR

TMUS

ORCL

ORCL-D

DXYZ

GPUS-D

For detailed commentary, see 'NVIDIA GTC: AI’s Spring Gala — High Hopes or Letdown?'.Below is the full transcript of $NVIDIA(NVDA.US) GTC.Jensen Huang, NVIDIA’s founder and CEO, delivered the keynote at GTC 2026.Key topics 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. CUDA at 20 and the platform flywheel: CUDA has been around for 20 years...

Hyperscale Data

Palantir Tech

T-Mobile US

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Destiny Tech100

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

NVDA (GTC Trans): LPU re-architects AI inference; AI factories aim for space---

Hot topic

SSNGY

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...

Samsung Electronics 

Bluebird Bio

Jiangsu Azure Corporation

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

01810

81810

HXXD

XIACY

AVGO

09618

89618

HJDD

09626

BILI

0305 | Dolphin Research Focus: 🐬 Macro/Industry 1). On Mar 5, Premier Li Qiang delivered the Gov. Work Report at the 4th Session of the 14th NPC.He set a 2026 GDP growth target of 4.5%–5% and CPI around 2%, aiming to balance employment, livelihoods and industrial upgrading. The moderate inflation goal should help restore corporate earnings and anchor household expectations, supporting risk appetite in HK and A-share markets...

Renaissance Ipo

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Broadcom

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

BILIBILI-W

Bilibili

NVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap

---

CoreWeave

CRWV

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

Below is the FY25 Q4 earnings call Trans compiled by Dolphin Research for $Coreweave(CRWV.US). For our earnings take, see 'CoreWeave: Orders Soaring, Profits Plunging—Is the compute unicorn stuck in a profitability trap?'.I. Key financials recap. Cash and marketable securities: $4.2bn as of Dec 31.Financing activities: issued convertible preferred notes in Q4, raising approx. $2.6bn. Expanded the revolving credit facility to $2.5bn. In 2025, secured over $18bn in combined debt and equity financing...

Coreweave

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

CoreWeave (Trans): Massive capex fully backed by signed service contracts

Below is Dolphin Research's Trans of Dell's FY2026 Q4 earnings call. For our earnings analysis, see 'DELL: AI Is Doubling; Can It Ease 'Storage Tightness' Concerns?'Key takeaways from management: 1) Next-quarter guide: revenue of $34.7-35.7bn (midpoint +51% YoY). AI server revenue is expected to contribute ~$13bn, up ~$4bn QoQ. Infrastructure Solutions Group (ISG) revenue is guided to grow over 100% YoY...

DELL Trans: AI orders exclude Rubin; legacy biz still growing

ASIC

Below is Dolphin Research's transcript of NVIDIA's FY2026 Q4 earnings call; for our take, see 'NVIDIA: Earnings Frenzy vs. Cold Stock — Is the No. 1 Stock in the Universe Losing Favor?'$NVIDIA(NVDA.US)Key takeaways: (1) FY2027 guide: full-year non-GAAP GPM to hold around 75% (mid-70s), in line with last quarter's commentary.Maintaining that margin hinges on continued generation-to-generation performance leaps for customers. If perf-per-watt gains meaningfully outpace Moore's Law...

Ategrity Specialty Holdings LLC

NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized

---

Vera Therapeutics released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -1.6933 (forecast USD -1.365)

Vera Therapeutics released FY2025 Annual Earnings on February 26 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -4.6644 (forecast USD -4.5826)

Vera Therapeutics released FY2025 Q4 earnings on February 26 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -1.3881 (forecast USD -1.3033)

FDA Accepts and Grants Priority Review for Vera Therapeutics' Atacicept

Vera Therapeutics' stock rises sharply due to positive reports and funding

US Bank Raises Vera Therapeutics Target Price to $66

Evercore ISI Analyst Maintains Buy Rating on Vera Therapeutics

Vera Therapeutics Inc. Director Buys Company Shares

Wedbush Maintains Hold Rating on Vera Therapeutics with a Target Price of $33.00

Vera Therapeutics Inc. Chief Regulatory Officer Disposes of Common Stock

Vera Therapeutics Prices Public Offering of Shares

TD Cowen Maintains Vera Therapeutics Buy Rating and Raises Target Price to $73

William D. Turner Sells Vera Therapeutics Common Stock

Analysts Maintain Buy Rating for Vera Therapeutics

Vera Therapeutics Submits BLA for Atacicept to FDA

Vera Therapeutics released FY2025 Q3 earnings on November 5 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -1.2599 (forecast USD -1.1766)

Vera Therapeutics released FY2025 9 Months Earnings on November 5, 2025 (EST), with actual revenue of USD 0 and EPS of USD -3.2692

Rami Katkhuda Maintains Buy Rating on Vera Therapeutics

Vera Therapeutics to Present Atacicept Phase 3 Clinical Data for IgA Nephropathy at 2025 ASN Kidney Week

Vera Therapeutics ORIGIN 3 abstract selected for oral presentation at 2025 ASN Kidney Week

CCSC Tech

Youlife

Core AI

Regentis Biomaterials

Epsium Enterprise

Autozi Internet Tech Global

Leslies

Mega Matrix

eLong Power

Smart Logistics Global

Vera Therapeutics (Nasdaq: VERA) announced inducement grants under Nasdaq Listing Rule 5635(c)(4). On June 2, 2026, the Compensation Committee granted non-qualified stock options for 28,800 shares and RSUs for 14,150 shares to ten new employees. The options have an exercise price of $31.26 per share. These awards are intended to induce employment in accordance with the company's 2024 Inducement Plan.

StockTitan

Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) | VERA Stock News

Vera Therapeutics announced alignment with the U.S. FDA to expedite the analysis of the Phase 3 ORIGIN trial for Atacicept, aiming to support potential full approval for treating IgA nephropathy in adults.

Unusual Whales

Vera Therapeutics Announces Alignment with U.S. FDA on Earlier ORIGIN Phase 3 Analysis to Support Potential Full Approval for Atacicept in Adults with IgA Nephropathy

LABU

IBBQ

Rhenman & Partners Asset Management AB has sold its entire $18.1 million stake in Vera Therapeutics, unloading 420,000 shares. The position's value declined by $21.27 million quarter over quarter, and it accounted for 2.0% of the fund's assets previously. Vera Therapeutics shares have risen 81.4% over the past year, but the stock remains volatile due to the nature of biotech investments. The firm now holds zero shares in Vera Therapeutics post-trade.

nasdaq

VanEck Biotech ETF

iShares Biotechnology ETF

Direxion S&P Biotech Bull 3X

SPDR S&P Biotech

Invesco Nasdaq Biotechnology ETF

First Trust NYSE Arca Biotech Index Fd

Invesco Biotechnology & Genome ETF

Boston Scientific

Regeneron Pharma

Eli Lilly

Insmed

CVS Health

S&P 500

Netflix

Investment Firm Closes Out Entire $18.1 Million Position in Biotech Stock, According to Latest SEC Filing

ARKG

SBIO

Vera Therapeutics reported a Q1 2026 net loss of $121.03 million, up from $51.69 million a year prior, with a loss per share of $1.69. This significant increase highlights rising costs impacting the company's financials. Investors must weigh the potential of atacicept against these losses as the July 2026 PDUFA decision approaches. The widening losses raise concerns about funding and dilution risks, with share prices potentially above fair value amidst market volatility.

Simplywall

Vera Therapeutics (VERA) Is Down 11.6% After Wider Q1 Loss Highlights Rising Cost Burden

Vera Therapeutics(VERA.US)