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Today’s Key News Recap

AAPL

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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.

Apple

Dragon

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

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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...

Anaplan

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NVIDIA

Amazon

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INTEL-T

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%...

Alpha Metallurgical Resources

C3.AI

Alphabet - C

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Neogenomics

Microsoft

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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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Samsara

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

Spotify

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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...

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?

Conference Minutes

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

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Grupo Televisa

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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Plus500 Ltd.

Planet Labs

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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)

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GoerTek Inc. released its Q3 2025 financial report (up to September 2025) after the A-share market closed on the evening of October 24, 2025, Beijing time. The key points are as follows: 1. Overall performance: revenue &amp; gross margin, both have rebounded. ① GoerTek Inc.'s total revenue for the third quarter of 2025 was 30.6 billion yuan, a year-on-year increase of 4.4%, better than the market expectation (28 billion yuan). The growth in the company's revenue was mainly driven by downstream customers' stocking, partly in preparation for the release of new products such as iPhone, AirPods, and MR in September; ② The company's gross margin for this quarter was 12.8%...

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Meta Platforms

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Xiaomi HK SDR 2to1

Perfect - CW27

GoerTek: Steady Stocking, Meta's Flat Performance, When Will VR/AR 'Make a Big Move'?

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1022 | Dolphin Research Focus: 🐬 Macro/Industry 1. Recently, gold prices have experienced a significant decline. The French presidential office issued a joint statement with several European countries supporting the U.S. proposal for an immediate ceasefire between Russia and Ukraine. The Ukrainian president also indicated that the conflict is nearing an end, breaking the market's expectation of a prolonged geopolitical conflict. Coupled with recent mild tariff signals, risk aversion sentiment has cooled. Previously, gold prices had been rising continuously and were at a high level. When negative news emerged, the technical adjustment demand was activated, and long positions took profits and exited, leading to a drop in gold prices. 🐬 Individual Stocks 1. $LAOPU GOLD(06181.HK) Lao Pu Gold announced...

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Coca Cola

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OpenAI showcases 'AI Browser' aiming at Chrome; Laopu Gold plans discounted share placement for financing | Today's Important News Recap

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

Seeking Alpha Downgrades Apple to 'Hold' Citing High Valuation

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

Apple is rumored to launch a beta version of a standalone Siri app at WWDC 2026

Apple Repurposes Flawed Flagship Chips to Cut Costs and Target Entry-Level Market

Indian Court Rejects Apple's Request to Suspend Antitrust Case, Orders Full Cooperation

NextNRG

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InMed Pharmaceuticals

Meiwu Tech

Amesite

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CN Energy

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Generation Income Properties

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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.

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Apple's First Retail Stores Opened 25 Years Ago Today

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

Apple Card Holders Can Now Get Free AirPods Pro 3, But There's a Catch

Apple Re-Releases a Sold-Out iPhone MagSafe Grip in Three New Colors

Dow Jones Top Company Headlines at 1 AM ET: Activist Elliott Builds Big Stake in Life-Science Tools Supplier Bio-Rad | Apple ...

Binance to Launch Double Fee Waiver for ONDO Tokenized Securities

InterDigital Maps Path to $1B Recurring Revenue on Patents, Streaming Push

Apple Design Award Finalists Announced Ahead of WWDC 2026