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Today’s Key News Recap

601339

BROS

09992

OpenAI

DXYZ

MSFT

MART

LVMUY

GOOG

GOOGL

MSFL

MSFO

MSFD

MSFU

MSFX

MSFY

GGLS

HPPD

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

T-Rex 2X Long Microsoft Daily Target 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

LEADING IDEAL

Financial Analysis

02015

MBGYY

BMWYY

NVDA

AAPL

TSLA

NVDL

07788

07388

NVDY

NVDD

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

LI AUTO-W

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

XI2CSOPNVDA

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

DELL

Conference Minutes

TECH

COMP

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)...

Dell Tech

Bio-Techne

Micron Tech

C3.AI

Compass

Ameriprise Financial

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

002245

VERA

ORCL

GPUS

GPUS-D

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

SSNGY

SFTBY

9984

SOBKY

AMZN

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

shopify

SHOP

PYPL

KLAR

PLUS

CART

OPTI

MIST

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.

ePlus

Instacart（Maplebear）

Universal

General Motors

Optec International, Inc.

Milestone Pharmaceuticals

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

09988

PLTR

BABA

89988

AMZU

HBBD

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...

BABA-W

Palantir Tech

Automatic Data Process

Alibaba

BABA-WR

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

GGLL

$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;...

Direxion Daily GOOGL Bull 2X Shares

Hasbro

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

Roblox

RBLX

603028

SAFE

07299

The following are the minutes of the FY25Q3 earnings call for $Roblox(RBLX.US) organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Roblox: Record-breaking Ecosystem Prosperity, Why is the Market Not Buying It?&#34; 1. Review of Core Financial Information a. Analysis of Ecosystem Health: a. Diversification of Content Ecosystem (&#34;Long Tail Effect&#34; is significant): The user engagement growth rate for games outside the top ten (long-tail content) accelerated from 47% in Q2 to 58% in Q3. The consumption growth rate for this segment also remained above 40%...

Mattel

SAFETY

Safehold

FL2CSOPGOLD

SPDR Gold Shares

Roblox (Minutes): Will prudently invest in AI and share profits with developers

InMed Pharmaceuticals

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

Amesite

CN Energy

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

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

3G Capital Exits Microsoft Stock in Major Portfolio Shift. MSFT Is Still One of the Best AI Plays Now.

Barchart Option

3G Capital Exits Microsoft Stock in Major Portfolio Shift. MSFT Is Still One of the Best AI Plays Now.

Bill and Melinda Gates have sold their entire holdings in Microsoft, totaling 7.7 million shares. According to Odaily, the sale is valued at over $3.2 billion.

CoinLive

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

Bill and Melinda Gates Sell All Microsoft Shares Worth Over $3.2 Billion

Billionaire investor Bill Ackman reveals new bets on Microsoft

businessinsider

ISHRS S&P Glb It

Billionaire investor Bill Ackman reveals new bets on Microsoft

CLOU

Microsoft Stock Is a Buy as Its AI Business’ Annual Revenue Run Rate Swells

Global X Cloud Computing ETF

Microsoft Stock Is a Buy as Its AI Business’ Annual Revenue Run Rate Swells

Microsoft is enhancing the Windows Update experience for Windows 11 by introducing a feature that automatically rolls back faulty drivers. The new "Cloud-Initiated Driver Recovery" will replace problematic drivers with previously working versions, eliminating the need for users to manually roll back drivers. This update aims to address frustrations with driver issues and improve overall system reliability.

- Microsoft is enhancing Windows 11 by improving the Windows Update experience, allowing users to pause updates indefinitely.  
- A new feature, "Cloud-Initiated Driver Recovery," will automatically replace malfunctioning drivers with previously functioning ones via Windows Update.  
- This update aims to streamline the recovery process for users, who currently have to manually rollback drivers or wait for vendor updates to resolve issues.

The Verge

Windows Update will soon automatically roll back faulty drivers

Phillip Securities upgraded Microsoft (NASDAQ:MSFT) to a "buy" rating with a target price of $485.00, indicating an 18.94% potential upside. Other analysts have also raised their price targets, with an average target of $560.88. Microsoft reported strong quarterly earnings, exceeding estimates with $4.27 EPS and $82.89 billion in revenue. The stock opened at $407.77, with a market cap of $3.03 trillion. Insider trading activity included a purchase by Director John W. Stanton and a sale by EVP Kathleen T. Hogan.

- Microsoft was upgraded to a "buy" rating by Phillip Securities, with a target price of $485.00, suggesting an 18.94% upside.  
- Other analysts also adjusted their ratings and price targets, with average ratings indicating a "Moderate Buy" and an overall target price of $560.88.  
- Microsoft's quarterly earnings surpassed expectations, reporting $4.27 EPS and $82.89 billion in revenue, with year-over-year revenue growth of 18.3%.

Market Beat

Microsoft (NASDAQ:MSFT) Stock Rating Upgraded by Phillip Securities

WDAY

Workday has integrated its Sana AI self-service agent for HR into Microsoft Copilot, allowing employees to manage HR tasks directly within the Copilot interface. This integration enables users to inquire about vacation balances, file time-off requests, and handle expense reports without leaving their primary work tools. The move reflects a broader trend among enterprise IT vendors to embed functionalities in collaboration platforms, enhancing user experience while maintaining data security and compliance. Workday's approach aims to streamline HR processes and improve employee engagement by meeting them where they work.

Kurv Yield Premium Strategy Microsoft MSFT ETF(MSFY.US)

3G Capital Exits Microsoft Stock in Major Portfolio Shift. MSFT Is Still One of the Best AI Plays Now.

Bill and Melinda Gates Sell All Microsoft Shares Worth Over $3.2 Billion

Billionaire investor Bill Ackman reveals new bets on Microsoft

Microsoft Stock Is a Buy as Its AI Business’ Annual Revenue Run Rate Swells

Windows Update will soon automatically roll back faulty drivers

Microsoft (NASDAQ:MSFT) Stock Rating Upgraded by Phillip Securities

Workday embeds Sana AI for HR inside Microsoft Copilot

Berkshire Money Management Inc. Makes New Investment in Microsoft Corporation $MSFT

Broadcom Turns To Private Credit For Record $35 Billion Financing

4 ways Microsoft CEO Satya Nadella threw cold water on Elon Musk's case