Direxion Daily AMZN Bull 2X Shares

Today’s Key News Recap

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0504 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) jumped over 10% intraday after Xiaomi Auto delivered 30k units in Apr. (+50% MoM). Locked-in orders for the new SU7 topped 70k.Recovering deliveries and strong order intake validate market acceptance, supporting the full-year target of 550k vehicles. The strong share move also reflects a re-rating of the 'smartphone + AIoT + auto' strategy, lifting sentiment across the supply chain.Focus now shifts to the capacity ramp and execution on order fulfillment. Follow-through will depend on these milestones...

Xiaomi HK SDR 2to1

Alphabet - C

Alphabet

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Xiaomi Corporation

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Kuaishou HK SDR 5to1

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Amazon

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Xiaomi Auto data sparks rally; Doubao to launch new paid model | Daily News Recap

AMZD

AMZN Q1 2026 First Take: In absolute terms, results were solid. Total revenue rose nearly 17% YoY, or ~15% ex-FX, with growth accelerating QoQ. Operating income came in near 24bn, well above the prior guidance high of 21.5bn and ahead of the Street. That said, after a run of positive catalysts, the stock has already rebounded over 30% from the lows to new highs. Expectations have shifted up, so from a surprise perspective, this print may not qualify as a major beat. Details: 1) AWS revenue grew 28% YoY, a sharp reacceleration of ~5ppt vs. last quarter. However, most major sell-side firms had already raised Q1 and forward AWS growth assumptions materially. 28% lands at the low end of the updated range, with some bullish houses modeling well above 30%. 2) By contrast, the broad retail segment was more of a positive surprise. Segment revenue rose 14% YoY, +2ppt QoQ, while total order growth reached 15%, the highest since 2021. Faster logistics (e.g., same-day/next-day) and near-field fresh grocery likely helped. 3) Profit beat across the board, with North America, Intl and AWS OPMs all above expectations. North America and Intl retail margins continued to expand, contrary to concerns that Middle East tensions and higher oil would weigh on retail profitability. AWS margin narrowed on higher investment, but not by much. 4) Total capex reached 44.2bn this quarter, up by almost 5bn QoQ and above the already high consensus (~43bn). This points to a faster, more aggressive build-out of compute than previously expected, implying AWS growth could further accelerate. 5) Guidance for Q2 revenue is notably upbeat, with the top end implying ~19% YoY, a further acceleration. Assuming retail grows 15%–16% next quarter, the guide implies AWS growth of roughly 30%–35%, in line to slightly ahead of the latest sell-side resets. However, the guided midpoint for Q2 operating income at 22bn is below the Street. Implied OPM of 11.2% trails the prior 12.1% expectation, suggesting conflict-related headwinds and capex intensity may weigh more visibly next quarter. $Amazon(AMZN.US) $Direxion Daily AMZN Bear 1X Shares(AMZD.US) $Direxion Daily AMZN Bull 2X Shares(AMZU.US)

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Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.Oracle's cloud &amp; AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...

Destiny Tech100

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JD HK SDR 10to1

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Alibaba HK SDR 5to1

Alibaba

Tesla

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KraneShares 2x Long BABA Daily ETF

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Boeing

ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

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In the prior report, we used the prospect of a SpaceX IPO as a starting point. We mapped the main contours of the current commercial-space opportunity.In this report, we focus on reusable rocket launches and satellite operations, profiling the major market participants. We also break down the value chain to analyze potential investment opportunities through the lenses of the competitive landscape and each link in the chain.

Bluebird Bio

AST SpaceMobile

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GraniteShares 2x Long TSLA Daily ETF

SpaceX Challengers: Can Bezos and China Inc. Catch Up?

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Most people watching the commercial space race fixate on rockets and satellite constellations. The real game is a space land grab for orbital slots and spectrum, the truly scarce hard assets. It is first-come, first-served — show up late and there may be no room left.The value of orbital slots and spectrum is self-evident: prime positions in low Earth orbit are limited, and satellite comms bands are finite. Once secured, they become core moats that are hard for latecomers to breach.Beyond commerce, these assets are tightly linked to national security. The Russia-Ukraine conflict showcased Starlink’s military utility, and whoever controls more orbits and spectrum holds the initiative in space communications.That is why global players are racing to lock in positions. SpaceX is pushing out Starlink V2 satellites not only to boost bandwidth and move toward profitability, but more importantly to occupy additional LEO slots.Jeff Bezos and Chinese aerospace firms are also fast-tracking their constellations, wary of missing the window. Even SpaceX’s urgency to list and raise capital is partly about funding faster launches and resource capture.Bottom line: there is no fallback in the fight for orbital and spectrum resources, which form the core moat for commercial space. Without enough of these rights, even best-in-class rockets will run into constraints at every turn.

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RBLX 4Q25 First Take: Q4 was broadly constructive. With sentiment depressed for a while, growth fears finally eased. 1) Bookings beat: For Roblox, bookings are more forward-looking than revenue and thus more relevant; both Q4 results and Q1 guidance topped expectations. Given management's typically conservative guide, actuals may come in stronger, which is a notable boost to sentiment.2) Healthy user ecosystem: DAU and engagement hours maintained high growth in Q4, slightly ahead of estimates. All four regions saw double-digit growth in daily time spent vs. last year.Total hours declined QoQ by a bit more than seasonal, but summer 2025 set a high watermark with multiple blockbusters clustering, making the cooldown look sharper than third-party trackers suggest. Previously, as top titles normalized, third-party data showed a steep QoQ drop vs. Q3 in platform activity.3) Monetization deepening: Strong bookings were driven by Robux purchases and the ad business launched last year. Ads will dilute ARPDAU near term, so bookings per user fell YoY.That said, it reduces reliance on pure user spend; monthly payers are increasing, further improving the platform's economic flywheel.4) Higher developer payout: The developer payout rate rose again in Q4; since Sep last year, Roblox lifted developer revenue share by 8.5%, raising post-transaction Robux earnings from 35% to 38%. Dolphin Research has long argued that sharing more with developers helps scale the ecosystem.Covenant adj. EBITDA was $690 mn, beating consensus by $100 mn, at 31% of bookings, up QoQ and YoY. $Roblox(RBLX.US) $T-Rex 2X Long RBLX Daily Target ETF(RBLU.US)

Roblox

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Netflix

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On Dec. 7, the long-running WBD sale neared the finish line as NFLX emerged as the buyer. The company agreed to acquire WBD's assets excluding cable TV for $72bn and to assume $10.7bn of WBD debt.The deal is still subject to regulatory approval due to antitrust concerns. About this acquisition...

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HSBC HK SDR 5to1

NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TV

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AI glasses are regarded as the 'next-generation personal mobile gateway' and are also the most likely mobile terminal to challenge smartphones.

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Alibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)

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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

Apple

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GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

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T-Rex 2X Inverse NVIDIA Daily Target ETF

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

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Direxion Daily AMZN Bull 2X Shares(AMZU.US)

AMZN Stock Price Forecast 2026 — What Cathie Wood and Financial Analysts Expect Right Now

I thought I could juggle motherhood and a promotion at Amazon. A turning point made me reevaluate everything.

Greg Abel Just Dumped Amazon. David Tepper Nearly Doubled His Stake. One of Them Is About to Look Very Smart.

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