GraniteShares 2x Long AAPL Daily ETF

Today’s Key News Recap

AAPL

603020

09866

SSNGY

INTC

04335

TSLA

DXYZ

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

AAPB

AAPD

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

Samsung Electronics 

Intel

INTEL-T

Tesla

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

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

UBER

TECH

NVDA

02015

NSANY

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

AAPU

0312 | Dolphin Research Focus: 🐬 Macro/Industry 1) US core CPI for Feb. rose YoY in line with estimates. Inflation pressure eased ahead of the latest Middle East escalation, giving the Fed room to stay on hold for now.This temporarily calms fears of renewed hikes and runaway inflation. However, the Middle East conflict is lifting oil, raising the risk of an inflation rebound.The Fed's cut pace remains bound by geopolitics, and global risk assets may stay volatile. 2) The Trump administration is invoking Section 301 of the US Trade Act of 1974 ...

Uber Tech

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

NVIDIA

Neogenomics

LI AUTO-W

Li Auto

Nissan Motor

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

Direxion Daily AAPL Bull 2X Shares

NVDA to invest $26bn in in-house AI foundation models; AAPL enters the budget laptop fray | Daily News Recap

---

QCOM

AAPX

AAPY

APLY

0303 | Dolphin Research Focus: 🐬 Macro/Industry1) Today, both Hong Kong and A-share markets sold off sharply as Middle East geopolitical tensions escalated. Qatar's LNG output halted and the Strait of Hormuz was blocked, stoking fear across markets.Money rotated out of equities and other high-risk assets into safe havens such as gold and crude. Risk assets globally came under pressure.Meanwhile, oil spiked, lifting inflation expectations. Investors fear the Fed may delay its rate-cut cycle, putting high-valuation growth tech under pressure. The Hang Seng Tech index led the declines.

Dragon

US Global Sea to Sky Cargo ETF

Qualcomm

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

Geopolitical shock triggers broad selloff; AAPL's budget 17e launch props up sentiment｜Daily News Recap

---

Broadcom

Conference Minutes

AVGO

GOOG

GOOGL

OpenAI

GGLS

GGLL

COHR

The following is Dolphin Research's compiled earnings call Trans for Broadcom (AVGO) FY2025 Q4. For our earnings take, please see 'Broadcom: Calling out NVDA, but did the pioneer blink first?'AVGO fell after-hours as management struck a cautious tone during the discussion. Topics included the AI order outlook and progress with new customers and orders.1) AI orders: The total AI backlog for AI-related components and heterogeneous processors (XPUs) topped $73bn, slated for delivery over the next 18 months (six quarters). They then explained...

Alphabet - C

Alphabet

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Coherent Corp.

AVGO (Trans): Anthropic adds another 10bn;  73bn order is the floor

PLAN

AMZN

AMZU

1203 | Dolphin Research Key Focus: 🐬 Stock 1, $Amazon(AMZN.US) AWS introduced the 3nm process Trainium 3 at the annual conference, which offers over 4 times performance improvement compared to the previous generation, with memory increased by 4 times and energy efficiency improved by 40%. They also announced the development plan for Trainium 4, which will be compatible with NVIDIA chips, and several customers like Anthropic have already adopted this chip. It precisely addresses the pain points of enterprise AI computing cost and energy consumption, potentially challenging NVIDIA's monopoly in the computing power market...

Anaplan

Amazon

Direxion Daily AMZN Bull 2X Shares

Amazon unveils 3nm AI chip; Intel stock surges｜Today's Important News Recap

Financial Analysis

MSFT

ARM (ARM.O) released its financial report for the second quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. Key points are as follows: 1. Main Data: ARM achieved a revenue of $1.135 billion this quarter, a year-on-year increase of 34.5%, slightly better than market expectations ($1.059 billion). Of the $80 million quarter-on-quarter increase in revenue this quarter, half came from the licensing business and the other half from the royalty business, both of which grew this quarter. The company's gross margin was 97.4%, maintaining a high level above 97%...

Alpha Metallurgical Resources

C3.AI

Microsoft

Virtus Diversified Income & Convertible Fund

ARM: With SoftBank as a backer, a 'hot commodity' in the AI chain?

DELL

MSFL

MSFO

MSFD

Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

Sable Offshore

Samsara

Dell Tech

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

Spotify

SPOT

NFLX

SBCWW

$Spotify(SPOT.US) The Q3 2025 earnings report was released before the U.S. stock market opened on November 4th, with mixed performance. However, the market's main concern—profit margin—actually exceeded expectations, leading to a slightly positive market response. Specifically: 1. Profit margin exceeded expectations: Since the third quarter, Spotify has made numerous product changes (nearly 30 updates of various sizes), including lossless audio quality, playlist editing, messaging, personalized audio settings, and collaborations with Amazon Alexa and ChatGPT, etc...

Viant Tech

Netflix

SBC Medical

Canaan

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Can Spotify's new price hike cycle take off again?

SIRI

The following are the minutes of Apple's FY2025 Q4 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Apple: iPhone Holds the Center Stage, When Will AI Reveal Its True Form?&#34; 1. Review of $Apple(AAPL.US) Earnings Core Information 1. Cash Situation: Net cash at the end of the quarter was $34 billion. 2. Shareholder Returns: This quarter, $24 billion was returned to shareholders (including $20 billion in stock buybacks and $3.9 billion in dividends). 3. Quarterly Guidance: a. Total revenue is expected to grow by 10% to 12% year-over-year...

Sirius XM

Macerich

Pros

Paymentus

AppLovin

Ameriprise Financial

NextDecade

Barrick Mining

Grupo Televisa

Apple (Minutes): Increase AI investment, launch new version of Siri next year

PLUS

FORM

TRUE

Apple (AAPL.O) released its financial results for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of October 31, 2025, Beijing time. The key points are as follows: 1. Overall Performance: This quarter, Apple Inc. achieved revenue of $102.5 billion, an increase of 7.9% year-on-year, which is roughly in line with market expectations ($102 billion). The company's revenue growth this quarter was mainly driven by the growth in iPhone, Mac, and software services businesses. Apple's gross margin was 47.2%, an increase of 1 percentage point year-on-year, better than the market consensus expectation (46.6%)...

Plus500 Ltd.

Planet Labs

Formfactor

Truecar

Apple: iPhone maintains its central position, when will AI reveal its true form?

March Taiwan Smartphone Market Analysis: Apple Sales Weak, Samsung Strong

Apple Watch Hypertension Notification Feature Approved as Medical Device in Taiwan

Apple Plans to Open Siri

Generative AI Apps Generated Nearly $900 Million in Subscription Revenue for Apple in 2025

Indian Government Launches New Smartphone Manufacturing Incentive Scheme

Apple Requires Patreon Creators to Switch to In-App Purchases

Amesite

InMed Pharmaceuticals

Meiwu Tech

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Generation Income Properties

MetaVia

Phoenix Asia

Co-Diagnostics

NextNRG

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Pinned News

置顶新闻

Apple's First Retail Stores Opened 25 Years Ago Today

Today marks the 25th anniversary of Apple's first retail stores, opened on May 19, 2001. The initiative, led by Steve Jobs, aimed to enhance customer experience and control product presentation. Despite initial skepticism, Apple Retail became highly successful, generating $1.2 billion in revenue by 2004 and operating over 500 stores globally today. The original Tysons Corner store has since relocated and reopened in May 2023.

Macrumors

Target

Apple unveiled new accessibility features powered by Apple Intelligence, enhancing VoiceOver, Magnifier, Voice Control, and Accessibility Reader. The updates include on-device generated subtitles for videos without captions and a feature for Apple Vision Pro® users to control compatible wheelchairs with their eyes, aiming to improve user experience and inclusivity.

Unusual Whales

Apple unveils new accessibility features, and updates powered by Apple Intelligence

Apple will host its WWDC26 from June 8-12, primarily online, featuring a keynote on June 8 to unveil iOS 27, iPadOS 27, and macOS 27. The event includes over 100 video sessions, group labs, and a limited in-person gathering at Apple Park. Key highlights include updates on AI features, new developer tools, and the Apple Design Awards. The anticipated Siri upgrade and refinements to the Liquid Glass interface are also expected, alongside previews of a foldable iPhone and new watchOS features.

Business Standard

Apple reveals WWDC26 schedule: Platform updates, AI Siri, and more expected

RSPT

Apple is enhancing its AI Writing Tools in iOS 27 with a new grammar checker similar to Grammarly. The updated features include a revamped Siri chatbot, a 'Write With Siri' toggle, and a 'Help Me Write' option. Users can receive grammar suggestions while writing in various apps, with options to accept or reject changes. These updates will be revealed at Apple's WWDC keynote on June 8.

iShares Expanded Tech Software Sector ETF

Invesco S&P 500 Equal Weight Tech ETF

ISHRS S&P Glb It

SPDR S&P Software

Apple Expanding AI Writing Tools With Grammar Checker in iOS 27

MSFU

MSFX

Anthropic will brief global financial authorities on its AI model Mythos, which has identified significant cybersecurity flaws in major systems, including those of Apple and Microsoft. This comes amid rising concerns about AI's potential to exploit vulnerabilities in financial systems, prompting regulators to urge firms to enhance their cybersecurity measures. Limited access to Mythos has raised global concerns about uneven cybersecurity protections, particularly in weaker regions. The IMF has warned that emerging AI models could lead to macro-financial shocks.

- Anthropic will brief global financial authorities on cybersecurity vulnerabilities identified by its AI model, Mythos, amidst rising concerns about AI's potential to exploit financial system weaknesses.  
- The Bank of England's governor requested the briefing as officials aim to develop sound practices for AI adoption in finance following the model's findings of significant flaws in various systems.  
- Access to Mythos is currently limited to around 40 organizations, raising global concerns about uneven cybersecurity protections and the potential for macro-financial shocks in regions with weaker defenses.

Global Finance Leaders Demand Briefing on Anthropic's Mythos AI Cyber Threats

GraniteShares 2x Long AAPL Daily ETF(AAPB.US)

Apple's First Retail Stores Opened 25 Years Ago Today

Apple unveils new accessibility features, and updates powered by Apple Intelligence

Apple reveals WWDC26 schedule: Platform updates, AI Siri, and more expected

Apple Expanding AI Writing Tools With Grammar Checker in iOS 27

Global Finance Leaders Demand Briefing on Anthropic's Mythos AI Cyber Threats