Dolphin Research insights
AI Power Crunch: Is BE the Answer?
Dolphin Research·
NFLX: From Internet Darling to Pariah?
Dolphin Research·
INTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?INTC 2Q26 First Take: another beat this quarter.Revenue growth accelerated, driven by Client Computing and Data Center &…INTC (Trans): 2026 CapEx raised to $20bn+TSLA (2Q26 Trans): Optimus V4 capacity target: 10 mn units/yrGOOGL (Trans): Betting on Gemini 4, capex set to jump again next yearTesla: Bleeding Margins, Piling Fresh AI Hype Onto Unmet GoalsGOOGL: AI Crash Imminent? The Savior Has ArrivedTSLA 2Q26 First Take: Overall, TSLA released an underwhelming report that failed to meet expectations, which had been he…GOOGL 2Q26 First Take: As a top-tier global AI buyer, Alphabet’s earnings are a focal point for the entire tech supply c…Kimi's K3 Moment: A Shift in the US-China AI Narrative?Tencent unveils Miora, a new AI creative tool; SK hynix denies acquiring Intel wafer assets | Daily News RecapSBUX: 'A bank in coffee' — How has it dominated globally for 40 years?Semis Stage Big Rebound; BLK offloads $10bn+ US Treasuries to add to META compute infra | Daily News RecapAI Power Crunch: Is BE the Answer?BABA Qwen 3.8 challenges Fable 5; Tencent doubles down on embodied AI | Daily News RecapAsia-Pac markets tumble; Tencent launches SkillPay, an Agent paid‑skill monetization platform | Daily News RecapNFLX (Trans): Live streams cut avg. watch time/user, but deliver stronger monetizationNFLX: From Internet Darling to Pariah?NFLX 2Q26 First Take: Results were lukewarm against modest expectations, with revenue in line with guidance and growth c…TSM (Trans): FY growth 40%+; capex hike remains prudent.