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Today’s Key News Recap

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1211 | Dolphin Research Focus: 🐬 Macro/Industry 1) The Fed cut rates by 25bps to 3.50%-3.75%, the third cut this year, in line with market expectations. It also announced $40bn of short-dated Treasury purchases over the next 30 days.Powell ruled out further hikes, saying rates are at the upper end of neutral. The message signals a shift from fighting inflation to supporting growth, even preempting a recession.🐬 Single stocks 1) $Microsoft(MSFT.US). CEO Satya Nadella made public remarks in Bengaluru, India...

Dutch Bros

Meta Platforms

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Destiny Tech100

Microsoft

Allianzim US Large Cap Buffer10 Mar ETF

Louis Vuitton

Alphabet - C

Alphabet

Warner Bros. Discovery

SentinelOne

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

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T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

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Microsoft's Agent AI Debuts Friday; LVMH Greater China Head Joins Pop Mart | Daily News Recap

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1210 | Dolphin Research Focus: 🐬 Macro/Industry 1) Market chatter suggests a RMB 400bn mortgage interest-subsidy program has been set. The standard subsidy rate would be 1%, while loans tied to risk regions and distressed developers could get 2%.No official document has been released yet. If implemented, it would directly lower borrowers' mortgage costs.Enhanced subsidies for risk regions and developer-linked loans would precisely ease localized housing-market stress and reduce developers' funding-chain risk. It would also support new-home demand...

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Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News Recap

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Financial Analysis

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Plan to make Li Auto the best-performing company in the embodied intelligence field within the next 3 to 5 years

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Li Auto

Mercedes-Benz Group AG

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

NVIDIA

Apple

Tesla

GraniteShares 2x Long NVDA Daily ETF

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Li Auto (3Q25 Minutes): Transforming Cars into Embodied Intelligence in the Physical World

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Conference Minutes

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The following are the minutes of Dell's FY2026 Q3 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Dell DELL: Storage Price Hike Adds Pressure? AI Guidance Provides Support Again.&#34; 1. $Dell Tech(DELL.US) Key Financial Information Review 1. Cash Flow and Capital Return a. Cash Flow: Operating cash flow of $1.2 billion, with an ending cash and investment balance of $11.3 billion (an increase of $1.6 billion quarter-over-quarter). b. Shareholder Return: $1.6 billion returned this quarter (repurchase of 8.9 million shares + dividend distribution)...

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Compass

Ameriprise Financial

Dell (Minutes): The company's value lies in the overall solutions at level L11 and above.

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The following are the minutes of NVIDIA's FY2026 Q3 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article 'More Important Than Non-Farm Payrolls! Can NVIDIA Save the US Stock Market Again?' Compared to the earnings report, the information conveyed in this earnings call is more critical: ① Data Center Revenue: GB300 sales surpassed GB200, contributing about two-thirds of Blackwell's total revenue. Hopper revenue was approximately $2 billion, with H20 accounting for about $50 million; Regarding guidance: the company provided revenue guidance for the next quarter...

Jiangsu Azure Corporation

ISHRS S Arabia

Target

Vera Therapeutics

Oracle

Hyperscale Data

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NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind

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The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

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SoftBank Group Corp.

Amazon

ARM (Minutes): All new computing power is based on Arm architecture

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The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?&#34; 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

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Plus500 Ltd.

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Instacart（Maplebear）

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Optec International, Inc.

Milestone Pharmaceuticals

Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

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1104 ｜Dolphin Research Focus: 🐬 Stocks 1、$Amazon(AMZN.US) Amazon Web Services (AWS) announced the signing of a $38 billion (approximately RMB 270 billion) computing power contract with OpenAI. OpenAI will immediately utilize hundreds of thousands of NVIDIA GPUs from AWS, which can be expanded to tens of millions of CPUs in the future. AWS will also build dedicated infrastructure to support model training and inference tasks. For AWS, this move is a key response to the rapid growth of Microsoft Azure and Google Cloud...

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AWS & OpenAI Ink Computing Agreement; Ele.me Starts Name Change｜Today's Important News Recap

$Amazon(AMZN.US) announced its Q3 2025 financial results after the U.S. stock market closed on October 31st, Beijing time. As the current market is almost entirely focused on cloud business, this quarter AWS finally experienced long-awaited accelerated growth beyond expectations, which is the biggest highlight and key signal of this quarter's performance. Aside from this, the company's growth and profit performance in the retail business were generally stable and in line with expectations. Specifically: 1. The long-awaited AWS acceleration has finally arrived: the current growth rate of the cloud business has almost become the single indicator that &#34;determines life and death&#34;...

Hasbro

AWS major reversal, has Amazon finally 'seen the light at the end of the tunnel'?

Microsoft to Host Online Course Series on the Potential of Copilot and AI Agents

Microsoft to host a virtual training day on the fundamentals of the Azure cloud platform

SoftBank's Masayoshi Son is rumored to consider a $60 billion investment in OpenAI, potentially impacting Microsoft

Microsoft confirms an 8GB RAM version of the 2026 Surface Laptop

Microsoft, Meta and others collect employee work data to train AI

Microsoft proposes MOSAIC optical communication architecture, seen as a new direction for AI data centers

Microsoft to hold 'Days of Knowledge' event

Disclosure reveals Donald Trump purchased Microsoft stock in Q1 2026

Microsoft Adjusts Windows 11 Search Logic to Prioritize Local Results

Microsoft acknowledges a bug in the Teams app for Mac that causes recurring location permission prompts

AI Service Robot Provider Richtech Robotics' Solutions Are Now Available on the Microsoft Marketplace

Trojanized versions of official Microsoft Python SDK discovered, used for credential theft

Microsoft Confirms Patching Issues in Restricted Windows Networks

Microsoft security team discloses it has disrupted a cybercrime service that abused software verification systems en masse

Microsoft introduces new Surface devices built for business and AI acceleration

Microsoft plans to launch its largest data center in India in mid-2026

Viktor Secures $75M Series A Led by Accel Partners for AI Teammate

Microsoft to Launch Largest India Data Center by Mid-2026, Investing $17.5B in AI

LaunchDarkly Launches AgentControl for Real-Time AI Agent Management Amid Tech Stock Divergence

Microsoft Confirms It Will Allow Users to Remap the Copilot Key in Windows 11

InMed Pharmaceuticals

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

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Microsoft experiences significant investor turnover as 3G Capital sells its shares and the Gates Foundation Trust exits to increase grantmaking. Meanwhile, Bill Ackman's Pershing Square acquires 5.65 million shares for $2.09 billion. Microsoft's AI revenue hits a $37 billion run rate, Azure grows by 40%, and GitHub Copilot will implement usage-based pricing in June.

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Microsoft sees major investor turnover amid AI boom

Bill Ackman has shifted investments from Alphabet to Microsoft, citing attractive valuation and strong AI growth. Microsoft's Q3 revenue rose 18% to $82.89B, with Azure growing 40% and AI revenue reaching a $37B run rate, up 123% year-over-year. However, a planned $190B capital spending for 2026 raises concerns about free cash flow and competition with Google Cloud.

Ackman bets big on Microsoft amid AI growth debate

DTCR

Grafana Labs is investigating a security incident from May 16, affecting its GitHub environment but not customer systems. The breach involved source code and internal information but did not alter the codebase. Linked to a TanStack npm supply chain attack, Grafana detected malicious activity on May 11. After a ransom demand, the company enhanced security measures and notified federal law enforcement. No action is required from customers or open-source users.

Grafana Labs Investigates GitHub Security Incident

Direxion Daily MSFT Bull 2X Shares(MSFU.US)

Microsoft sees major investor turnover amid AI boom

Ackman bets big on Microsoft amid AI growth debate

Grafana Labs Investigates GitHub Security Incident

GitHub Investigates Unauthorized Access to Internal Code Repository

S. ‘Soma’ Somasegar, 1966-2026: Microsoft and Madrona leader was a champion of developers and startups