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Today’s Key News Recap

AAPL

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INTC

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TSLA

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TSLL

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AAPB

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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

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XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

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GraniteShares 2x Long AAPL Daily ETF

MANYCORE TECH

NIO ES9 Debuts Tonight; Qunhe Tech races to be first IPO among Hangzhou’s Six | Daily News Recap

UBER

TECH

NVDA

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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

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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

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QCOM

AAPX

AAPY

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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

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Kurv Yield Premium Strategy Apple Aapl ETF

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

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Broadcom

Conference Minutes

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OpenAI

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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

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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

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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

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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?

Apple Plans Major Siri Redesign at WWDC Focusing on User Privacy

Mythos5 Breaches Apple's Strongest Hardware, 2 Billion Devices at Risk

Apple Director Arthur D. Levinson Sells 250,000 Shares

Apple Opposes Japanese Unified Resale Price Policy and Criticizes Competitors

Apple Postpones iPhone 18 Release to Extend iPhone 17 Sales Window

CCI to Make Antitrust Ruling on Apple

Apple Discusses the Future of iPhone's MagSafe Feature

Apple Launches New Subscription Options for App Store Developers

Apple's senior executive succession plan approved by the board

Apple Plans to Lower Specifications for Standard iPhone 18 to Cut Costs

Apple Restricts Vibe Coding App Updates and Delists

Apple's Smart Glasses Project Enters Intensive Testing Phase

ConsumerAffairs warns of new Apple Pay scam

Apple's First Foldable Phone Enters Design Verification Test Phase

Apple's Mac Q1 shipments up 9.1%

Apple Faces Antitrust Challenges, Profit Sources from App Store at Risk

Apple Requires Age Verification for UK Users on iOS 26.4

Apple Avoids New Import Ban on Apple Watch

Apple Delays Release of Smart Home Display Device

Apple to Hold New Product Launch on March 4

InMed Pharmaceuticals

NextNRG

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

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

Generation Income Properties

MetaVia

Co-Diagnostics

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.

Direxion Daily AAPL Bear 1x Shares(AAPD.US)

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

Apple Expanding AI Writing Tools With Grammar Checker in iOS 27

Northern Financial Advisors Inc Sells 11,925 Shares of Apple Inc. $AAPL

55 North Private Wealth LLC Takes $5.60 Million Position in Apple Inc. $AAPL

Apple's F1 Streaming Ambitions Hit Wall as Sky Renews European Rights