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Today’s Key News Recap

GOOG

GOOGL

OpenAI

DXYZ

NVDA

QCOM

AVGO

AMZN

UBER

SHOP

GGLS

GGLL

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 

Direxion Daily GOOGL Bull 2X Shares

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

HXXD

01810

XIACY

81810

01024

81024

HKUD

PLTR

DUOL

INTC

04335

BYTED

AMZU

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

XIAOMI-W

Xiaomi Corporation

XIAOMI-WR

KUAISHOU-W

KUAISHOU-WR

Kuaishou HK SDR 5to1

Palantir Tech

Duolingo

Intel

INTEL-T

Taiwan Semiconductor

ByteDance

Direxion Daily AMZN Bull 2X Shares

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

Google

Conference Minutes

CVAC

CHWY

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

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

Ctrip

TRIP

09961

TCOM

K3RD

HTGD

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

MELI

09988

BABA

89988

HBBD

ROKU

KBAB

BABO

BABX

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

9984

SFTBY

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

CRWV

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'?

Google Launches Gemini Intelligence, Upgrades AI Features

Google Removes Over 830 Million Malicious Ads in 2025

Google Criticizes EU Interference Affecting Device Makers' AI Services

Google Builds New Data Center in Michigan and Establishes Energy Impact Fund

Google Invests in AI-Driven Studio to Boost YouTube Children's Content Quality

Google Launches GUI Across App Task Management Phone

Google Releases Emergency Patch for Chrome

DuckDuckGo CEO Testifies: Chrome Browser Could Be Worth Over $5 Billion

Google Launches Gemini 2.5 Pro Model

Google Reports Strong Q4 2024 Earnings

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

GOOW

CoreWeave's stock fell 3% in premarket trading following the announcement of a joint venture between Google and Blackstone to create a new cloud focused on tensor processing units. While Bernstein analyst Madison Rezaei noted that the deal isn't immediately problematic for CoreWeave, it signals increased competition that could pressure pricing and margins. Rezaei maintains an underperform rating on CoreWeave's stock, suggesting that the combined entity of Google and Blackstone may have advantages in cost of capital and long-term margin potential.

- A joint venture between Google and Blackstone aims to create a new cloud focused on tensor processing units, causing a dip in CoreWeave's stock.  
- The partnership will initially invest $5 billion to provide 500 megawatts of cloud capacity, increasing competition for neocloud companies like CoreWeave and potentially impacting their pricing and margins.  
- Bernstein analyst Madison Rezaei asserts that while the deal is not immediately threatening to CoreWeave, it suggests an intensifying competition in the market.

Dow Jones

Blackstone

T-REX 2X Long CRWV Daily Target ETF

Leverage Shares 2X Long CRWV Daily ETF

Global X Cloud Computing ETF

Roundhill GOOGL WeeklyPay ETF

Tradr 2X Long CRWV Daily ETF

CoreWeave's stock falls as new Google cloud venture may signal more competition ahead

SNDK

Billionaire Stanley Druckenmiller has sold his entire stake in Alphabet and invested heavily in memory and storage stocks, including Sandisk, Micron Technology, and Seagate Technology. His decision follows a significant profit from Alphabet, which appreciated over 50% during his holding period. Druckenmiller's shift reflects skepticism about AI stocks while capitalizing on the growing demand for memory and storage solutions amid AI infrastructure expansion.

- On May 15, institutional investors were required to file Form 13F, marking a significant date in the financial calendar.  
- Stanley Druckenmiller sold his entire stake in Alphabet and invested heavily in memory and storage stocks like Sandisk, Micron Technology, and Seagate Technology, indicating a shift in focus from AI-related investments.  
- This move aligns with his strategy of capitalizing on short-term opportunities, driven by strong demand for data storage solutions amidst AI infrastructure expansion.

Motley Fool

Micron Tech

Sandisk

Seagate Tech

Sandisk - WI

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

.SPX

The S&P 500 is experiencing a record divergence between its overall performance and the performance of most individual stocks. A few major tech stocks, particularly Alphabet and Nvidia, are driving the index higher, while the majority of stocks are underperforming. This trend raises concerns about market breadth and sustainability, as the index's gains are heavily reliant on a small number of companies. Analysts suggest that broad participation is essential for a healthy market, despite the current dominance of Big Tech.

- The S&P 500 is experiencing notable performance divergence, largely driven by a few Big Tech stocks like Alphabet and Nvidia, while the majority of stocks are seeing losses.  
- This concentration on momentum stocks has led to cautious sentiments among analysts, as the index's gains are primarily from a select few companies, raising concerns about market health.  
- In May, Big Tech contributed 85% of the S&P 500's advance, highlighting their outsized influence, despite mixed results from other tech stocks in the "Magnificent Seven."

S&P 500

iShares Core S&P 500

VG S&P 500

The S&P 500 and most of its stocks are heading in opposite directions at a record pace. What investors should know.

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CoreWeave's stock falls as new Google cloud venture may signal more competition ahead

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

The S&P 500 and most of its stocks are heading in opposite directions at a record pace. What investors should know.

Google May Define Agentic AI… but These Stocks Will Make Investors Richer

11:30 ETCondé Nast CEO Told His Teams to Plan As If Search Is Zero -- A Year Before the Data Proved Him Right. New 5W research measures the discovery shift the visionary Condé Nast chief foresaw -- across ChatGPT, Claude, Gemini, Perplexity, and Google AI Overviews