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The following are the minutes of NVIDIA's FY2026 Q3 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article 'More Important Than Non-Farm Payrolls! Can NVIDIA Save the US Stock Market Again?' Compared to the earnings report, the information conveyed in this earnings call is more critical: ① Data Center Revenue: GB300 sales surpassed GB200, contributing about two-thirds of Blackwell's total revenue. Hopper revenue was approximately $2 billion, with H20 accounting for about $50 million; Regarding guidance: the company provided revenue guidance for the next quarter...

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NVIDIA (Minutes): Target gross margin for next year is 75%, collaboration with OpenAI is not blind

Saudi Arabia Plans to Issue 150 Billion Riyal Real Estate Sukuk by 2030

Saudi Arabia's Q1 GDP Growth Slows to 2.8%

Saudi Aramco raises May Asian crude prices to record premiums

Saudi Capital Market Reforms to Strengthen Investment Fund Role and Launch Open Banking

Saudi Aramco Negotiating to Buy Ukrainian Drones for Oil Field Protection

Saudi Q4 GDP Growth Rate Up 5.0%

Saudi Aramco Offers Rare Oil Tender Amid Middle East Disputes

Saudi Aramco Diverts Oil Shipments to Red Sea Port of Yanbu

Saudi Arabia to Unveil Updated Strategy for $2 Trillion Economic Diversification Plan

Saudi Aramco Announces March Arab Light Crude Oil Price for the US

Saudi Arabia Unveils Several Policies to Attract Global Investments

Riyadh Plans to Build Over 300,000 Housing Units in Three Years

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EFG Hermes successfully concluded the Saudi Capital Market Investor Conference in partnership with the Saudi Exchange, emphasizing the resilience of Saudi-listed companies amid geopolitical tensions. The event provided institutional investors with insights into strategic initiatives and highlighted the strength of Saudi capital markets. EFG Hermes aims to foster long-term investor confidence and support market liquidity, reinforcing the appeal of Saudi-listed securities despite regional challenges.

Zawya

ZAWYA: EFG Hermes concludes Saudi Capital Market Investor Conference in partnership with the Saudi Exchange (Tadawul) in Riyadh

Saudi Arabia plans to issue real estate sukuk worth up to 150 billion riyals ($40 billion) by 2030, with annual issuances of around 20 billion riyals ($5.3 billion) starting this year, pending geopolitical stability. This initiative aims to alleviate liquidity pressures on the banking sector amid mega projects under Vision 2030. The Saudi Real Estate Refinance Company has already issued $2 billion in sukuk, attracting significant demand. Recent regulations have been introduced to regulate the real estate market, including fees on vacant properties.

ZAWYA: Saudi plans to issue $40bln worth of real estate bonds by 2030: Report

On Tuesday, shares of the iShares MSCI Saudi Arabia ETF (KSA) surpassed their 200-day moving average of $38.50, reaching a high of $38.53. Currently, KSA shares are up about 0.5% for the day. The 52-week range for KSA is between $35.81 and $41.50, with the last trade at $38.52.

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Nasdaq

KSA Crosses Above Key Moving Average Level

The ongoing war initiated by a U.S.-Israeli bombing campaign against Iran has significantly impacted Middle Eastern countries. Iran's leadership remains intact despite heavy casualties and economic damage, while Israel has achieved military successes but faces ongoing threats. Lebanon has suffered the most, with extensive destruction and civilian displacement. The UAE has strengthened ties with the U.S. and Israel in response to Iranian strikes, while Saudi Arabia's economic ambitions may be jeopardized. Qatar, despite its relations with Iran, faces challenges due to the conflict's regional implications.

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ISHRS MSCI Israel Capped

iShares MSCI UAE Capp

Factbox-How has the Iran war affected Middle East states?

The Middle Eastern stock markets are facing challenges due to regional tensions and investor sentiment, with key indices like Saudi Arabia's benchmark index declining. However, opportunities exist in lesser-known stocks with strong fundamentals. Notable companies include Al Wathba National Insurance, Maharah for Human Resources, and Analyst I.M.S. Investment Management Services, all showing impressive earnings growth and financial stability. Despite geopolitical uncertainties, these firms may thrive, offering potential growth for investors seeking undiscovered gems in the region.

Simplywall

Exploring Middle Eastern Market with These 3 Undiscovered Gems

FLSA

Global energy supply tensions are escalating due to disruptions in the Hormuz Strait. Saudi Aramco's CEO, Amin Nasser, warned that if the strait remains closed, global oil supply could drop by 100 million barrels per week, with a cumulative shortfall of about 1 billion barrels since the conflict began. Despite some mitigation efforts, Nasser stated this is the largest energy supply shock in history, with potential long-term impacts on the market's supply-demand balance, possibly not stabilizing until 2027.

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Franklin Ftse Saudi Arabia

Global Energy Supply Faces Unprecedented Disruption Amid Hormuz Strait Blockage

Amin Nasser, CEO of Saudi Aramco, stated that the oil market may not normalize this year if the Iran conflict isn't resolved soon. He emphasized that even if the Strait of Hormuz reopens, it could take months for the market to rebalance, potentially extending normalization into 2027. Oil futures have surged 47% this year, reflecting traders' concerns about a quick recovery. Aramco's operational efficiency allows it to export 7 million barrels daily without relying on the Strait of Hormuz, and its lifting costs are significantly lower than competitors.

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S&P Global

Oil market won't return to normal this year if Iran conflict isn't solved within weeks, Aramco CEO says

Saudi Aramco said Q1 profit rose 25% as the Iran war disrupted global oil supplies and pushed up prices. The company shifted some exports away from the Strait of Hormuz via its East-West Pipeline, which is now operating at full capacity. View on euronews

Oil giant Saudi Aramco profits jump 25% as Iran war drives prices higher

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Saudi Aramco CEO Amin Nasser warned that a near closure of the Strait of Hormuz could lead to prolonged disruptions in the oil market, potentially extending into next year. Despite this, the company's adjusted profit for Q1 rose 26% YoY to approximately USD 33.6 billion, driven by increased sales volumes and rising prices of crude and refined products. Even with a resumption of trade, the oil market may take months to rebalance, and ongoing disruptions could hinder a return to normalcy.

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CSOP SAUDI

Saudi Aramco Warns Hormuz Crisis May Prolong Oil Mkt Turbulence Into Next Yr

Saudi Aramco GAAP EPS of $0.13, revenue of $124.59B

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Saudi Aramco GAAP EPS of $0.13, revenue of $124.59B

ISHRS S Arabia(KSA.US)

ZAWYA: EFG Hermes concludes Saudi Capital Market Investor Conference in partnership with the Saudi Exchange (Tadawul) in Riyadh

ZAWYA: Saudi plans to issue $40bln worth of real estate bonds by 2030: Report

KSA Crosses Above Key Moving Average Level

Factbox-How has the Iran war affected Middle East states?

Exploring Middle Eastern Market with These 3 Undiscovered Gems

Global Energy Supply Faces Unprecedented Disruption Amid Hormuz Strait Blockage

Oil market won't return to normal this year if Iran conflict isn't solved within weeks, Aramco CEO says

Oil giant Saudi Aramco profits jump 25% as Iran war drives prices higher

Saudi Aramco Warns Hormuz Crisis May Prolong Oil Mkt Turbulence Into Next Yr

Saudi Aramco GAAP EPS of $0.13, revenue of $124.59B