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US and China relations are such that they can alter any time especially with a President as capricious as Trump. Both parties lack trust in each other so while this reaching of preliminary consensus may bring relief to some stocks, there is no telling how long it can last.
☕️ Daily Market Talk | Mar 17, 2026
Morning everyone! Markets rally as oil drops. Meta & Nebius ink $27B AI deal, Nvidia targets $1T, US-China reach consensus. ☕️ Grab a coffee and dive into today's big questions👇
1216 | Dolphin Research Focus: 🐬 Macros/Industry. The U.S. Bureau of Labor Statistics will release on Tue a closely watched 'combined' Oct–Nov nonfarm payrolls report. Street expects -10k in Oct and +50k to +130k in Nov, with the unemployment rate rising to 4.4%–4.5%, while Gov. payrolls will be weighed by deferred exits under delayed separation plans across Oct–Nov.
🐬 Single stocks. 1) $Alibaba(BABA.US) rolled out the Wanxiang 2.6 model suite...
Rumors and media chatter had been building for weeks, including reports that Jensen Huang sparred with White House conservatives and warned that H200 sales to China might still be blocked. President Trump nevertheless announced that the U.S. Gov. will allow Nvidia to sell H200 chips to China.
Nvidia's peers may also sell chips with H200-class specs to Chinese customers. The permission covers H200-class products only.The latest Blackwell architecture and the next-gen Rubin are not on the list. The U.S. Gov. will impose a 25% levy on each sale. As for Nvidia in Q4...
+8The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to "Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?" 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...
1009 | Dolphin Research Key Focus: 🐬 Stock 1, $BILIBILI-W(09626.HK) Bilibili rose over 7%. In terms of news, on September 10th this year, Bilibili first revealed a new Three Kingdoms-themed casual asymmetric competitive card game "Three Kingdoms: Hundred Generals", and scheduled to start testing in October. Previously, the game "Three Kingdoms: Strategy Under Heaven" exclusively represented by the company performed excellently, and the market is full of expectations for its subsequent game product reserves. In addition, recently OpenAI released Sora2, sparking market attention on AI video generation technology...
