Dolphin Research insights
AI Power Crunch: Is BE the Answer?
Dolphin Research·
NFLX: From Internet Darling to Pariah?
Dolphin Research·
AI Compute: From Feast to Leftovers?
Dolphin Research·
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.No 'blowout'; just 'ok.' Can TSM still carry the AI narrative?TSMC 26Q2 First Take: with the AI market in need of a confidence boost, this print is unlikely to satisfy. As the compan…ASML Trans: Memory sales up 75%+, DRAM migrating to advanced nodesASML: AI Frenzy, Picks-and-Shovels On Fire?ASML posts strong Q2; Tencent Yuanbao links to JD shopping | Daily News RecapASML First Take: A solid print, with revenue and GPM beating estimates. Growth re-accelerated, driven by pull-ins from T…AI Compute: From Feast to Leftovers?TSM: Strong as expected; SK hynix tumbles pre-mkt after listing frenzy | Daily News RecapExcess subleasing vs. aggressive buildouts: Is META's 'split personality' a blatant open play?