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The following are the FY25Q3 earnings call minutes compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Uber: Performance is Fine, but Scared by Robotaxi Again?&#34; 1. Review of Core Financial Data Trip Count: Increased by 22%, marking the fastest growth rate since 2023. User Growth: User base grew by 17%; user activity increased by 4%. Financial Performance: Total bookings grew by 21%, with the average price per trip remaining stable; adjusted EBITDA and free cash flow reached record highs...

Uber Tech

NVIDIA

Stellantis NV

Alphabet - C

Alphabet

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Sensata Tech

Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long time

Financial Analysis

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AMD (AMD.O) released its financial results for the third quarter of 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 5, 2025, Beijing time. Key points are as follows: 1. Overall Performance: AMD achieved a revenue of $9.25 billion in the third quarter of 2025, a year-on-year increase of 35.6%, exceeding market expectations ($8.74 billion). The year-on-year growth in revenue was mainly driven by the client and gaming business, as well as the data center business. The company's gross margin (GAAP) for this quarter was 51.7%, an increase of 1.6 percentage points year-on-year...

Amazon

Oracle

Microsoft

Meta Platforms

Intel

Broadcom

GraniteShares 2x Long AMD Daily ETF

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

INTEL-T

AMD: 'Tied to' Open AI? Not a 'Backup' Lifesaver

Today’s Key News Recap

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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...

BABA-W

Jiangsu Azure Corporation

POP MART

Palantir Tech

Destiny Tech100

Alibaba

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Alibaba HK SDR 5to1

POP MART HK SDR 20to1

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

Conference Minutes

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The following is the Q3 2025 earnings call minutes for $Amazon(AMZN.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;AWS's Major Reversal: Has Amazon Finally 'Turned the Corner'?&#34; 1. Review of Core Financial Data 2. Detailed Information from the Earnings Call 2.1 Key Executive Statements and Strategic Outlook 1. AWS Business Momentum: AWS growth rate reached its highest level since 2022, with a year-over-year growth rate returning to 20.2%. Achieving a 20% year-over-year growth on an annualized run rate of $132 billion is extraordinary...

Spotify

Viant Tech

Sony Group Corporation

Sony

Ericsson

Netflix

Gartner

Amazon (Minutes): Computing power supply to double again by 2027

Google

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The following are the FY25 Q3 earnings call minutes for Google, compiled by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Google's Dramatic Reversal: From AI 'Sacrifice' to AI 'Trendsetter'.&#34; 1. Review of Core Financial Data 1.1 Consolidated Performance Revenue: $102.3 billion, up 16% year-over-year (15% growth at constant currency). 2. Total Revenue Costs: $41.4 billion, up 13%. 3. Technology Costs: $14.9 billion, up 8%. 4. Other Revenue Costs: $26.5 billion, up 16%, primarily due to increased YouTube content procurement costs...

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Google (Minutes): We are the only full-stack AI cloud platform

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Hello everyone, I am Dolphin Research! $Meta Platforms(META.US) released its Q3 2025 financial report after the market closed on October 30th, Eastern Time. Although the 'horrifying' net profit of 2.7 billion is 'noise', this performance, especially the underlying trends implied by the revenue and expenditure guidance combination, is definitely not something to celebrate. Specifically: 1. Strong acceleration in advertising: Advertising revenue grew by 26%, further accelerating growth. According to advertiser research..

HeartBeam

HEARTBEAM INC C/WTS 31/10/2026 (TO PUR COM)

Meta: AI investment in 'reckless driving', is the faith in capital going to be exhausted?

Wolfspeed

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Wolfspeed (WOLF.N) released its financial report for the first quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on October 30, 2025, Beijing time. The key points are as follows: 1. Core indicators: Wolfspeed achieved revenue of $197 million in the first quarter of fiscal year 2026 (i.e., Q3 2025), a year-on-year increase of 1.1%, mainly due to the slowdown in demand in the automotive market and high inventory levels among customers in the industrial &amp; energy sectors. The company's gross margin for the quarter was -39.2%, which includes a specific inventory reserve of $29 million...

SoftBank

SoftBank Group Corp.

Renesas Electronics Corporation

Infineon Technologies AG

Infineon Technologies

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Wolfspeed after Debt Relief: Layoffs and Cost Reduction Can Mitigate Losses, Profitability Still Depends on Growth

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1. Key Points of the GTC Conference 1. NVIDIA has established a strategic partnership with Nokia, investing $1 billion in Nokia's equity. They released a new product series called 'NVIDIA ARC,' which Nokia will use for future base stations to upgrade 6G and AI capabilities; 2. They released the NVQLink interconnect architecture and the CUDAQ platform, which directly connects GPU supercomputers with QPUs (quantum processors), laying the groundwork for quantum computing processors; 3. $NVIDIA(NVDA.US) is collaborating with the U.S. Department of Energy to build the largest AI supercomputer in the United States...

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Nokia

Bluebird Bio

Quantum Computing

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Rigetti Computing - CW27

GTC Conference: Next Year's Shipment 'Blockbuster', is NVIDIA‘s Limit Really “Sky”？

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Intel released its Q3 2025 financial report (as of September 2025) after the U.S. stock market closed on the morning of October 24, 2025, Beijing time. The key points are as follows: 1. Core data: $Intel(INTC.US) achieved revenue of $13.65 billion this quarter, a slight year-on-year increase of 2.8%, slightly exceeding the upper limit of the company's guidance, mainly driven by the recovery of the client business. The gross margin for this quarter rebounded significantly to 38.2% from the previous quarter, which was significantly better than the guidance expectation (34.1%). The sharp decline in gross profit margin last quarter was primarily driven by non-operating expenses.The

Taiwan Semiconductor

Lakeland Industries

SMIC

ING Groep

SMIC HK SDR 5to1

Intel: Stopping the Losses and Recovering! Can the 'American SMIC' Poach TSMC Talent?

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1020 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. In the latest interview, Trump continued to release signals of easing and hinted that the door is still open. Additionally, according to media reports, the Trump administration is quietly relaxing several tariff policies. This statement temporarily alleviated market concerns about the escalation of trade friction and is expected to boost risk asset sentiment. However, caution is needed regarding the repetitiveness of his strategy, and subsequent developments need to be observed for detailed implementation and continuity of execution. 2. Data released by the National Bureau of Statistics shows that the domestic gross domestic product for the first three quarters of 2025 was 101.5 trillion yuan, calculated at constant prices...

CATL

Coca Cola

CHINA MOBILE

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China Mobile

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Phunware

Trump Media & Tech

American Bitcoin

Trump Media & Tech - CW28

CATL HK SDR 30to1

Nvidia's Blackwell chip is about to be mass-produced in the United States; tariff easing signals continue to be released | Today's important news review

NVIDIA's Computing Chips Exposed Severe Security Issues

NVIDIA Surpasses 4 Trillion USD in Market Cap

NVIDIA's Stock Price Rises, Surpassing Microsoft in Market Cap

NVIDIA Maintains AI Market Leadership, Reports Strong Earnings

NVIDIA Chips Used in Construction of 100 Data Centers

Daniel Ives Sees Long-Term Prospects for Tech Stocks

Jensen Huang Emphasizes AI's Potential to Drive Economic Growth and Narrow the Tech Divide

NVIDIA faces challenges in China market as customers turn to self-developed chips

Global Semiconductor Industry Revenue Grew by 21% in 2024, Nvidia Takes the Lead for the First Time