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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)...

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

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

Today’s Key News Recap

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Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will continue talks with the U.S., but stressed it is 'not at any cost' and will not accept arbitrary U.S. demands.The current U.S.-Iran temporary ceasefire expires on Apr 22. The two sides held a first round in Oman earlier, and the region sits at an inflection point between war and peace.The restart signals a pragmatic stance by Tehran. Yet core differences remain, leaving limited room for maneuver...

Bio-Techne

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Micron Tech

CATL HK SDR 30to1

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Samsung Electronics 

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MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap

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0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full blockade of Iranian ports and the Strait of Hormuz.It will intercept all vessels to and from Iran and cut off its oil exports. Iran's military issued a hardline response, stating any US approach will be treated as a provocation and met with firm retaliation.This would sharply elevate geopolitical risk and disrupt shipping, chemicals and related supply chains. It would also reinforce expectations that the Fed keeps rates higher for longer, putting near-term pressure on HK stocks and growth names.

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HorizonRobo HK SDR1to1

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Alibaba HK SDR 5to1

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MiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News Recap

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1) Xiaomi Spring Launch: Key Points. $XIAOMI-W(01810.HK) The event's highlights were the SU7 refresh and progress on its AI foundation model. a) New-gen SU7: essentially a mid-cycle refresh. Exterior changes are minor, with the focus on hardware upgrades and a small price bump. On configs, the update favors the Standard and Pro trims. Across the lineup, standard kit now includes the V6s Plus super e-motor, lidar and 4D mmWave radar, NVIDIA Thor-U, the Jiaolong chassis, and front four-piston fixed calipers. Pricing-wise...

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Xiaomi (Spring Launch): SU7 gets a quiet refresh; MiMo free for a limited time to climb the charts

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Financial Analysis

Below is Dolphin Research's Trans from Micron's FY2026 Q2 analyst huddle. For the earnings read-through, cf. 'Micron: AI-fueled memory surge — can it break the cycle?'.Key takeaways from the analyst huddle: 1) Non-HBM carries higher GPM than HBM. The company will not materially rebalance HBM vs. non-HBM on short-term price swings.This is a strategic decision. Customers need a complete product stack to build AI systems, and you cannot sell an AI system that is short on HBM. The market requires a balanced portfolio to drive shipments at scale...

MU (Analyst briefing): Capex may decline after FY2027

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0312 | Dolphin Research Focus: 🐬 Macro/Industry 1) US core CPI for Feb. rose YoY in line with estimates. Inflation pressure eased ahead of the latest Middle East escalation, giving the Fed room to stay on hold for now.This temporarily calms fears of renewed hikes and runaway inflation. However, the Middle East conflict is lifting oil, raising the risk of an inflation rebound.The Fed's cut pace remains bound by geopolitics, and global risk assets may stay volatile. 2) The Trump administration is invoking Section 301 of the US Trade Act of 1974 ...

Apple Group

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Mirae Asset Global Investments Co., Ltd.

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NVDA to invest $26bn in in-house AI foundation models; AAPL enters the budget laptop fray | Daily News Recap

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Below is the FY25 Q4 earnings call Trans compiled by Dolphin Research for $Coreweave(CRWV.US). For our earnings take, see 'CoreWeave: Orders Soaring, Profits Plunging—Is the compute unicorn stuck in a profitability trap?'.I. Key financials recap. Cash and marketable securities: $4.2bn as of Dec 31.Financing activities: issued convertible preferred notes in Q4, raising approx. $2.6bn. Expanded the revolving credit facility to $2.5bn. In 2025, secured over $18bn in combined debt and equity financing...

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Vera Therapeutics

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CoreWeave (Trans): Massive capex fully backed by signed service contracts

DELL

Below is Dolphin Research's Trans of Dell's FY2026 Q4 earnings call. For our earnings analysis, see 'DELL: AI Is Doubling; Can It Ease 'Storage Tightness' Concerns?'Key takeaways from management: 1) Next-quarter guide: revenue of $34.7-35.7bn (midpoint +51% YoY). AI server revenue is expected to contribute ~$13bn, up ~$4bn QoQ. Infrastructure Solutions Group (ISG) revenue is guided to grow over 100% YoY...

Dell Tech

DELL Trans: AI orders exclude Rubin; legacy biz still growing

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Below is Dolphin Research's transcript of NVIDIA's FY2026 Q4 earnings call; for our take, see 'NVIDIA: Earnings Frenzy vs. Cold Stock — Is the No. 1 Stock in the Universe Losing Favor?'$NVIDIA(NVDA.US)Key takeaways: (1) FY2027 guide: full-year non-GAAP GPM to hold around 75% (mid-70s), in line with last quarter's commentary.Maintaining that margin hinges on continued generation-to-generation performance leaps for customers. If perf-per-watt gains meaningfully outpace Moore's Law...

Ategrity Specialty Holdings LLC

NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized

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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...

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

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

China Mobile's 2 billion yuan AI server procurement order excludes NVIDIA, with Huawei as the sole supplier

Dell and NVIDIA Deepen Partnership to Jointly Advance the Construction of AI Factories

Nvidia announces its new generation Vera CPU has been delivered to four major AI labs

Nvidia CEO Jensen Huang says he believes the China market will open over time

Nvidia and Dell CEOs Discuss Distributed Computing: Launching New AI Platform and High-Performance CPU

Nvidia and Dell CEOs conclude remarks on Bloomberg TV

Nvidia CEO Huang: Supply Chain Must Be Prepared

Blue Yonder Partners with NVIDIA to Launch Model Training Factory for Accelerating Supply Chain AI Agent Development

Dell and NVIDIA Launch OpenShell and AI-Q 2.0 Reference Architecture

NVIDIA CEO Jensen Huang to Deliver Keynote at Dell Technologies World

Dell Sold 1,000 NVIDIA-Chip AI Servers This Quarter

Morgan Stanley significantly raises Nvidia earnings forecast, predicts $1T revenue from Blackwell and Rubin

Keen Bank Raises Nvidia Target Price to $300 per Share

Morgan Stanley Raises Nvidia Price Target to $285, Citing AI Demand Offsetting Margin Pressure

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

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Pinned News

置顶新闻

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

NVDU

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

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At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

T-Rex 2X Long NVIDIA Daily Target ETF(NVDX.US)

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Dell AI Factory gets rack-scale infrastructure refresh

Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock