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Today’s Key News Recap

GOOG

GOOGL

OpenAI

DXYZ

NVDA

QCOM

AVGO

AMZN

UBER

SHOP

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May 6 | Dolphin Research Focus: Macro/Industry. The US SEC has proposed allowing listed companies to voluntarily file semiannual reports instead of quarterly reports, reducing periodic disclosures from four times a year to two. 🐬Companies could continue using Form 10-Q or switch to a new Form 10-S for half-year reporting. The proposal now enters a 60-day comment period and would take effect once adopted.The aim is to ease compliance burdens, curb short-termism among management, and support long-term planning. However, lower transparency and delayed data could weaken price discovery and exacerbate information asymmetry...

Alphabet - C

Alphabet

Destiny Tech100

NVIDIA

Disney

Qualcomm

Broadcom

Amazon

AppLovin

Meta Platforms

Uber Tech

Unity Software

ServiceNow

Shopify 

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Anthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily 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

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Xiaomi Corporation

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KUAISHOU-W

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Kuaishou HK SDR 5to1

Palantir Tech

Duolingo

Intel

INTEL-T

Taiwan Semiconductor

ByteDance

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

Google

Conference Minutes

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Below is Dolphin Research's Trans of the FY26 Q1 earnings call for $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US). For our earnings analysis, please see 'AI Google: No ghost stories, only a bumper harvest'.I. Core highlights recap. 1) Shareholder returns: the BOD announced a 5% increase to the quarterly dividend. 2) Outlook: at spot FX, Q2 consolidated revenue is expected to see an ~1 ppt FX tailwind (vs. 3 ppts in Q1); full-year CapEx guidance was raised to $180-190bn (prior $175-185bn)...

Citigroup

CureVac BV

Chewy

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

CITIGROUP INC 6.250 NON CUM SER II PFD WI

GOOGL (Trans): ROIC-Disciplined AI Investment to Stay Ahead

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Below is Dolphin Research's transcript summary of $Trip.com(TCOM.US) FY25 Q4 earnings call. For our earnings take, please see 'Trip.com: After the regulatory crackdown, can it stay lean and premium?'I. Review of core financial metrics. II. Detailed call notes.2.1 Management's key messages. 1) Three priority areas for investment.Inbound travel is viewed as a structural growth engine for the platform and destination economies. CSR initiatives: long-term value creation requires ongoing reinvestment in the ecosystem...

Tripadvisor

TRIP.COM-S

Trip.com

TRIP ADR US+

Trip.com HK SDR 50to1

TCOM (Trans): No update on regulatory issues

Circle

CRCL

Below is Dolphin Research's Trans of the $Circle(CRCL.US) FY25 Q4 earnings call. For the earnings analysis, please see 'Circle: Results rebut bears — can the top stablecoin stock stay 'stable'?'. I. Key financials recap. II. Earnings call details. 2.1 Management key messages. 1) Macro outlook — convergence of tech change. We are at the very early stage of a profound transformation in the global economic system, driven by the convergence of blockchain/stablecoins, tech acceleration, and AI. The future will feature tens of billions, or even hundreds of billions, of AI agents...

Circle (Trans): New Bill Nears Passage; Arc to Drive Future Growth

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MercadoLibre

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BABA

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Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US). For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'. I. Review of key financial metrics. II. Call details. 2.1 Management highlights. 1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold. This boosted purchase frequency and attracted new buyers...

Mercadolibre

BABA-W

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Roku

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Mercado (Trans): Will develop an in-house e-comm Agent

shopify

FIGS

Below is Dolphin Research's Trans of the FY25 Q4 earnings call for $Shopify (SHOP.US). For the earnings breakdown, see 'Shopify: Solid results yet a plunge — are commerce agents a silver bullet or a poison?'.Core metrics recap, and regional/channel performance are as follows. North America revenue rose 28% YoY, with the platform now covering over 14% of the US e-com market.International revenue grew 36% YoY. Nearly half of merchants are outside North America, and Europe Q4 GMV increased 45% (FXN +35%). Offline: GMV was up 29% YoY...

Health In Tech

Paymentus

Figs

SHOP (Trans): Under the e-com Agent model, the company still monetizes primarily through payments

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SOBKY

Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...

SAP AG-Sponsored

MediaTek

SoftBank Group Corp.

SoftBank

ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth

CoreWeave

Deep Research

NBIS

MSFT

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MSFL

MSFO

MSFD

In our prior coverage of CoreWeave, the new-cloud leader, Dolphin Research summarized the cloud services biz model and the nature of factor inputs, arguing that long-term model risk is non-trivial. Long-term visibility remains low, but that does not preclude mid-term opportunities.In this note we will focus on two things. First, the company's mid-term edges and why it has emerged as the leader in today's NeoCloud landscape.Second, a deep dive into CoreWeave's capital-intensive, highly leveraged model. We will assess its steady-state margin profile and discuss the revenue scale required...

Nebius

Microsoft

Coreweave

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

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CoreWeave: Cloud rising star or just a 'workhorse'?

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Google and Blackstone Launch AI Cloud Company, Plan 500MW Capacity by 2027

SandboxAQ and Anthropic Collaborate to Integrate Scientific AI Models into Claude

Arete Research Raises Alphabet Price Target to $425, Maintains Buy Rating

Waymo Expands High-Precision Mapping and Trial Operations in London

Hingham Institution Acquires Massive Stake in Alphabet, Becoming Top Holding

Berkshire Hathaway Buys Delta and Macy's, Cuts Amazon in Q1, Adds to Alphabet

Bank of America Analyst Justin Post Maintains Buy Rating on Alphabet Class C

Crestwood Reduces Stake in Alphabet, Alphabet Raises Quarterly Dividend to $0.22

Gobi Capital Reduces Alphabet Inc. (GOOG) Holdings by 163,100 Shares, Spark Maintains Outperform Rating

Bill Ackman Clarifies Google Stake Reduction to Fund Microsoft Investment, Remains Bullish Long-Term

Morningstar Cuts Alphabet (GOOGL) Stake by 4,036 Shares; TipRanks AI Rates 'Outperform'

Alphabet and SpaceX Negotiate to Develop AI Orbital Data Center

Welch Financial Planning LLC New Investment in Alphabet Inc. Stock Worth $867,000

Google Completes Largest Non-Japanese Corporate Yen Bond Issuance, 4-Month Financing Nears $60 Billion

Gardner Russo & Gardner Reduces Alphabet Inc. Holdings by 580K Shares Amid Mixed Analyst Outlook

Moody's rates Alphabet new senior unsecured bonds at AA2, outlook stable

YouTube Reports: TV Short Video Views Exceed 2 Billion Hours Monthly, Living Room Becomes Fastest Growing Screen

Epic vs. Google Antitrust Hearing Set for July 16: Focus Shifts to Enforcement Dispute

Meta and Google Spend Millions on Child Org Partnerships for Responsible Tech Use Amidst Criticism

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

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Google I/O primer: Alphabet's AI showcase is its chance to wow Wall Street

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

Google I/O took place on May 19th, followed closely by Google Marketing Live on May 21st. The market focus has shifted from "Will Gemini 4.0 be released?" to "Can AI make money?"—Can AI search expand commercial queries? Can AI Max replace Dynamic Search Ads as the new default for advertising? Can agency-based shopping complete the transaction loop? Can Google Cloud's backlog of orders, which nearly doubled to $462 billion month-over-month, continue to grow? Everything hinges on these two events. Are you betting that Alphabet will take another leap forward with AI, or has its valuation already exhausted expectations?

With two AI conferences being held in quick succession, can Google AI truly make money?

GOOW

Google's upcoming I/O conference is crucial for Alphabet as it seeks to validate its AI advancements following a 140% stock surge. Investors are eager to see a solid product roadmap, particularly regarding the anticipated Gemini 4 model and its broader ecosystem. Analysts highlight Google's unique position to monetize AI at scale due to its vertical integration, which enhances innovation speed. Key areas of focus include AI agents and commerce integration, aiming to establish Gemini as a comprehensive operating layer across Google's services.

- Alphabet's stock has surged 140% in the past year, attributed to its rapidly growing cloud business and advancements in artificial intelligence.  
- Key developments anticipated at the upcoming Google I/O include potential announcements about the next-generation Gemini model and further innovations in agentic commerce, enhancing Google's AI capabilities across various products.  
- Investors are particularly focused on how Google plans to monetize AI technologies and the impact of its partnerships, such as with Anthropic, on future cloud revenue.

CNBC

Roundhill GOOGL WeeklyPay ETF

Mizuho Financial

Mizuho Financial Group, Inc.

Affirm

CLOU

Persistent Systems has been recognized as the 2026 Google Cloud Partner of the Year in the Services & Industry Solutions – Supply Chain & Logistics category. This accolade highlights Persistent's expertise in modernizing supply chain operations on Google Cloud, enhancing visibility and decision-making through AI-driven capabilities. The partnership aims to transform supply chains into resilient, intelligent systems, leveraging cloud-native architectures and automation to optimize operations across various industries.

Persistent Recognized by Google Cloud for Advancing AI-Led Supply Chain Transformation

Direxion Daily GOOGL Bull 2X Shares(GGLL.US)

Google I/O primer: Alphabet's AI showcase is its chance to wow Wall Street

Persistent Recognized by Google Cloud for Advancing AI-Led Supply Chain Transformation

Google Reportedly Teams Up with Blackstone to Establish New AI Cloud Company

Midwest Trust Co Buys 9,774 Shares of Alphabet Inc. $GOOG

Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare

SandboxAQ brings its drug discovery models to Claude — no PhD in computing required

Arete Research Forecasts Strong Price Appreciation for Alphabet (NASDAQ:GOOGL) Stock

Ex-Google man takes reins at under-fire BBC

Berkshire triples Alphabet stake while slashing 16 holdings

2019 Gp L.L.C. Gv Sells 87,475 Shares of Alphabet (NASDAQ:GOOG) Stock

YouTube expands AI deepfake detection tool to more creators: What is it

Google is rolling out its redesigned Workspace app icons