T-Rex 2X Long Microsoft Daily Target ETF

Today’s Key News Recap

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1211 | Dolphin Research Focus: 🐬 Macro/Industry 1) The Fed cut rates by 25bps to 3.50%-3.75%, the third cut this year, in line with market expectations. It also announced $40bn of short-dated Treasury purchases over the next 30 days.Powell ruled out further hikes, saying rates are at the upper end of neutral. The message signals a shift from fighting inflation to supporting growth, even preempting a recession.🐬 Single stocks 1) $Microsoft(MSFT.US). CEO Satya Nadella made public remarks in Bengaluru, India...

Dutch Bros

Meta Platforms

POP MART

Destiny Tech100

Microsoft

Allianzim US Large Cap Buffer10 Mar ETF

Louis Vuitton

Alphabet - C

Alphabet

Warner Bros. Discovery

SentinelOne

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

Kurv Yield Premium Strategy Microsoft MSFT ETF

Direxion Daily Googl Bear 1x Shares

POP MART HK SDR 20to1

Microsoft's Agent AI Debuts Friday; LVMH Greater China Head Joins Pop Mart | Daily News Recap

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1210 | Dolphin Research Focus: 🐬 Macro/Industry 1) Market chatter suggests a RMB 400bn mortgage interest-subsidy program has been set. The standard subsidy rate would be 1%, while loans tied to risk regions and distressed developers could get 2%.No official document has been released yet. If implemented, it would directly lower borrowers' mortgage costs.Enhanced subsidies for risk regions and developer-linked loans would precisely ease localized housing-market stress and reduce developers' funding-chain risk. It would also support new-home demand...

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SPDR Gold Shares

CHINA VANKE

Taiwan Semiconductor

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

Palantir Tech

Pro Ultr Silver

iShares Silver Tr

Vanke

Direxion Daily GOOGL Bull 2X Shares

Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News Recap

LEADING IDEAL

Financial Analysis

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Plan to make Li Auto the best-performing company in the embodied intelligence field within the next 3 to 5 years

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Li Auto

Mercedes-Benz Group AG

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

NVIDIA

Apple

Tesla

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

Li Auto (3Q25 Minutes): Transforming Cars into Embodied Intelligence in the Physical World

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Conference Minutes

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The following are the minutes of Dell's FY2026 Q3 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Dell DELL: Storage Price Hike Adds Pressure? AI Guidance Provides Support Again.&#34; 1. $Dell Tech(DELL.US) Key Financial Information Review 1. Cash Flow and Capital Return a. Cash Flow: Operating cash flow of $1.2 billion, with an ending cash and investment balance of $11.3 billion (an increase of $1.6 billion quarter-over-quarter). b. Shareholder Return: $1.6 billion returned this quarter (repurchase of 8.9 million shares + dividend distribution)...

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Micron Tech

C3.AI

Compass

Ameriprise Financial

Dell (Minutes): The company's value lies in the overall solutions at level L11 and above.

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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...

Jiangsu Azure Corporation

ISHRS S Arabia

Target

Vera Therapeutics

Oracle

Hyperscale Data

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25

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

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The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

Samsung Electronics 

SoftBank

SoftBank Group Corp.

Amazon

ARM (Minutes): All new computing power is based on Arm architecture

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The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?&#34; 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

Shopify 

Paymentus

Paypal

Klarna

Plus500 Ltd.

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Instacart（Maplebear）

Universal

General Motors

Optec International, Inc.

Milestone Pharmaceuticals

Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

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1104 ｜Dolphin Research Focus: 🐬 Stocks 1、$Amazon(AMZN.US) Amazon Web Services (AWS) announced the signing of a $38 billion (approximately RMB 270 billion) computing power contract with OpenAI. OpenAI will immediately utilize hundreds of thousands of NVIDIA GPUs from AWS, which can be expanded to tens of millions of CPUs in the future. AWS will also build dedicated infrastructure to support model training and inference tasks. For AWS, this move is a key response to the rapid growth of Microsoft Azure and Google Cloud...

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Automatic Data Process

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Direxion Daily AMZN Bull 2X Shares

Alibaba HK SDR 5to1

AWS & OpenAI Ink Computing Agreement; Ele.me Starts Name Change｜Today's Important News Recap

$Amazon(AMZN.US) announced its Q3 2025 financial results after the U.S. stock market closed on October 31st, Beijing time. As the current market is almost entirely focused on cloud business, this quarter AWS finally experienced long-awaited accelerated growth beyond expectations, which is the biggest highlight and key signal of this quarter's performance. Aside from this, the company's growth and profit performance in the retail business were generally stable and in line with expectations. Specifically: 1. The long-awaited AWS acceleration has finally arrived: the current growth rate of the cloud business has almost become the single indicator that &#34;determines life and death&#34;...

Hasbro

AWS major reversal, has Amazon finally 'seen the light at the end of the tunnel'?

Microsoft launches XBOX Player Voice platform to collect player feedback

Microsoft holds a Virtual Training Day on creating agents in Copilot Studio

Kyndryl announces expansion of its cloud modernization solution to Microsoft Azure data center regions in Japan

Microsoft reportedly postpones $1B data center project in Kenya due to cost issues

DEVCORE Wins Pwn2Own Berlin Championship, Exploits Four Microsoft Core Products

Microsoft Releases May 2026 Security Update, Patching 139 Vulnerabilities

Microsoft acknowledges and fixes performance issues with Teams in the Asia-Pacific region

Microsoft 365 Suffers Several Service Degradations Affecting Copilot and Other Features

Microsoft AI CEO Predicts AI Will Take Over White-Collar Jobs Within 18 Months

Kyndryl Expands Cloud Uplift Services to Japan's Azure Data Centers for Data Sovereignty

Microsoft confirms a bug in the Windows 11 May update is causing installation failures

Microsoft confirms phasing out SMS verification codes for personal accounts, strongly promoting passkey login

Solvares Group will expand scheduling optimization options for Microsoft Dynamics 365 Field Service customers

Microsoft Launches 'Study and Learn Agent' in Microsoft 365 Copilot

TD Cowen Maintains a Buy Rating on Microsoft Corporation (MSFT)

Analysts Raise Microsoft Price Target to $680, Citing AI and Cloud Leadership

Microsoft Gains Market Attention with Surge in Options Volume, Dominated by Call Options

Microsoft executives reportedly warn that GitHub's AI lead is diminishing

Microsoft Executive to Speak at Evercore Global TMT Conference.

Microsoft to Host Computer Vision Workshop at CVPR 2026 Conference.

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

Solvares Group announced the integration of its scheduling optimization solution, VISITOUR, with Microsoft Dynamics 365 Field Service. This collaboration aims to enhance real-time appointment scheduling and predictive-traffic route optimization for customers, particularly in complex scenarios. A VISITOUR accelerator has been developed to facilitate quick onboarding and improve scheduling precision. Both companies will work together on technical enablement and customer success programs to support this integration.

Fidelity

Solvares Group to Expand Scheduling Optimization Options for Microsoft Dynamics 365 Field Service Customers

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Concerns are rising in the AI market as long-term U.S. bond yields remain high, with the 30-year Treasury yield around 5%. This challenges tech giants like Nvidia, Microsoft, and Meta, whose valuations rely on expected interest rate cuts. Speculation about Kevin Warsh's leadership at the Federal Reserve raises concerns about continued balance sheet reduction, potentially pressuring long-term yields and tech valuations. The current economic climate suggests the Fed may not act quickly to alleviate market pressures from sustained high yields.

T-Rex 2X Long Microsoft Daily Target ETF(MSFX.US)

Solvares Group to Expand Scheduling Optimization Options for Microsoft Dynamics 365 Field Service Customers

Concerns Arise Over AI Market Amid Rising Long-Term U.S. Bond Yields

Ackman shifts billions into Microsoft, trims Alphabet stake

Soon, Microsoft will let users reconfigure control of Copilot key: Know why

Elon Musk Loses OpenAI Lawsuit-What The Trial Revealed About AI Investing