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Today’s Key News Recap

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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 ...

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

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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.

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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

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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...

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

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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...

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

Financial Analysis

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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%...

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

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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%)...

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

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$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...

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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...

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

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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%)...

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

Apple FY25Q4 Quick Interpretation: The company's performance this quarter basically met expectations, with revenue growth mainly driven by the growth of iPhone, Mac, and software services; the better-than-expected gross margin was primarily due to the improved profitability of the software business.The high growth in profits was mainly due to the impact of the EU's billion-dollar back tax on the company in the same period last year.Specifically, in the company's hardware business, both iPhone and Mac achieved year-on-year growth, while iPad and wearable products remained relatively weak; the company's software business accelerated its growth, with the gross margin stabilizing above 75%.Following this 'lukewarm' financial report data, Apple's stock price once fell by 3%. However, the company's management released expectations for the next quarter, which are quite good, pulling Apple's stock price up to +3%.For the next quarter, the company expects revenue to achieve a year-on-year growth of 10-12%, with a gross margin of 47-48%, both of which are better than market expectations, mainly due to the good performance of the iPhone 17 series new products in the market, which is the main short-term driving point currently being focused on.From a medium to long-term perspective, if the company can make more progress in the AI field, it will bring more confidence to the market. For more information, please follow Dolphin Research's subsequent detailed commentary and management communication content. $Apple(AAPL.US)

Apple acquires Animato to gain intellectual property and hire its employees

Apple acquires virtual avatar software company Animato to enhance Vision Pro functions

Evercore and Wedbush Raise Apple Price Targets Amid iOS Vulnerability Warnings and Legal Risks

Apple Reorganizes Hardware Unit to Accelerate AI Integration and Device Development

Apple Sports Business Expands to Over 90 New Countries and Regions

Trump's Frequent Tech Stock Trades in Q1 2026 Spark Conflict of Interest Concerns

Apple faces June 1st compliance deadline for the EU's Digital Markets Act.

Apple Unveils AI-Driven New Accessibility Features, Announces Wheelchair Control and Generative Subtitles Coming Later This Year

Ethics Filing Shows Trump Increased Apple Stake in Q1 2026

Analysts Claim Apple's Chip Deal with Intel Won't Threaten TSMC's Core Position

macOS 27 Rumored to Drop Support for Last Remaining Intel Mac Models

Apple Reduces Prices for iPhone 17 Pro Series in the Chinese Market

Seeking Alpha Downgrades Apple to 'Hold' Citing High Valuation

Apple to Drop Intel Mac Support with macOS 27 at WWDC

Apple announces the schedule for its 2026 Worldwide Developers Conference (WWDC), kicking off on June 9

Apple officially announces its Worldwide Developers Conference (WWDC26) will begin on June 8, with iOS 27 featuring AI integration expected to be released

Apple announces a special event to be held at Apple Park on June 8th.

Apple to Release iOS 27 at June Developer Conference

Apple Plans to Launch AI Writing Assistant in iOS 27

Lens Technology will reportedly be a core supplier for Apple's first foldable phone, expected to debut in September 2026

InMed Pharmaceuticals

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LaunchDarkly has launched AgentControl, enabling real-time management of AI agents without redeployment. This innovation allows teams to adapt agent behavior dynamically, enhancing operational efficiency. In market movements, ServiceNow's stock rose 8.8%, while Hyundai Autoever fell 10.6%. Microsoft, Alphabet, and Apple stocks showed minor fluctuations, with Microsoft up 0.4% and Apple down 0.8%. The article also discusses potential growth in Cloud AI and quantum computing investments.

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Latest News In Cloud AI - LaunchDarkly's AgentControl Revolutionizes AI Agent Management

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.

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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.

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Apple Expanding AI Writing Tools With Grammar Checker in iOS 27

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.

Direxion Daily AAPL Bull 2X Shares(AAPU.US)

Latest News In Cloud AI - LaunchDarkly's AgentControl Revolutionizes AI Agent Management

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

Optas LLC Acquires 4,798 Shares of Apple Inc. $AAPL