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Destiny Tech100

Today’s Key News Recap

09868

09888

OpenAI

DXYZ

INTC

01698

02525

HSAI

02423

XPEV

BIDU

89888

BEKE

IRON

300024

INTE

HBUD

04335

MS-A

MS-E

MS-F

MS-I

MS-K

MS-L

MS-O

MS-P

MS-Q

INTEU

INTEW

1111 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. The U.S. Senate has passed a temporary spending bill aimed at ending the longest government shutdown in history, which has lasted for 41 days. The bill now requires approval from the House of Representatives and the President's signature to take effect. This move is a result of bipartisan compromise, providing short-term relief from economic and livelihood impacts, but the core disagreements are merely postponed, with the possibility of another deadlock after January 30th, highlighting the increasing trend of political polarization in the United States. 🐬 Individual Stocks 1. $Baidu(BIDU.US) RoboTaxi has received the first batch of fully unmanned commercial operation licenses issued by the Abu Dhabi Integrated Transport Center...

XPENG-W

BIDU-SW

Intel

TME-SW

HESAI-W

Hesai

BEKE-W

XPeng

Baidu

BIDU-SWR

Tencent Music

Disc Medicine

Morgan Stanley

SIASUN

Citigroup

Integra Group (Russia) Sponsored GDR RegS

Integral Acquisition  1

Baidu HK SDR 10to1

INTEL-T

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

Integral Acquisition 1 - Unit

INTEGRAL ACQUISITION CORP 1 C/WTS 31/05/2028 (TO PUR COM)

XPeng surged 17% in a single day; Intel AI Chief jumps ship to OpenAI | Today's Important News Recap

shopify

Conference Minutes

PLUS

PYPL

SHOP

KLAR

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...

Plus500 Ltd.

ePlus

Paypal

Shopify 

Klarna

Paymentus

Instacart（Maplebear）

General Motors

Optec International, Inc.

Milestone Pharmaceuticals

Ameriprise Financial

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

ORCL

CSCO

DOCN

AMDL

OPEN

The following are the minutes of AMD's Q3 2025 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'AMD: Partnering with Open AI? Not a 'Spare Tire' Lifesaver'.1. Review of AMD's Core Financial DataOverall performance for the third quarter: Revenue increased by 36% year-over-year to $9.2 billion, excluding revenue from MI308 sales to China; net profit increased by 31%; free cash flow grew more than threefold; diluted earnings per share were $1.20, up 30% from $0.92 in the same period last year...

Oracle

Cisco

Digitalocean

GraniteShares 2x Long AMD Daily ETF

Crane

Opendoor Tech

AMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutions

09992

AMZN

09988

PLTR

MSFT

002245

NVDA

BABA

89988

AMZU

KBAB

BABO

BABX

MSFL

MSFO

MSFD

MSFU

MSFX

HPPD

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...

POP MART

Amazon

BABA-W

Palantir Tech

Microsoft

Jiangsu Azure Corporation

NVIDIA

Alibaba

BABA-WR

Direxion Daily AMZN Bull 2X Shares

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

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

POP MART HK SDR 20to1

Alibaba HK SDR 5to1

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

GOOG

GOOGL

01211

00710

000725

200725

00388

AAPL

COIN

01880

BYDDF

81211

BYDDY

002594

HYDD

80388

HKXCY

601888

1030 ｜Dolphin Research Focus: 🐬 Macro/Industry 1. On October 29th, Eastern Time, the Federal Reserve announced its second rate cut of the year by 25 basis points, lowering the interest rate range to 3.75%-4%, and scheduled to end the balance sheet reduction on December 1st. However, the decision saw rare dissent, with one vote advocating for a 50 basis point cut and one vote opposing the rate cut. Powell stated that a rate cut in December is 'far from certain.' U.S. stocks rose first and then fell, with increased uncertainty in December's policy, coupled with high valuations in U.S. stocks, sector rotation may intensify. It is necessary to closely monitor subsequent employment and inflation data...

Alphabet - C

Alphabet

BYD COMPANY

BOE VARITRONIX

HKEX

Apple

Coinbase

Meta Platforms

CTG DUTY-FREE

BYD Company Limited

BYD COMPANY-R

BYD Company

BYD HK SDR 10to1

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

The US-China meeting ends with market volatility; Google and Meta experience 'two different worlds' after hours | Today's Important News Recap

MSFY

STEW

The following are the $Microsoft(MSFT.US) FY26Q1 earnings call minutes. For earnings interpretation, please refer to &#34;After the 'superficial harmony' with OpenAI, is Microsoft still the best choice?&#34; 1. Review of Core Financial Information 1. Key Business Metrics a. Bookings: Increased by 112% year-over-year, far exceeding expectations, primarily driven by OpenAI's large Azure commitment contracts, as well as the continued growth in the number of contracts over $100 million for Azure Cloud and Microsoft 365...

Kurv Yield Premium Strategy Microsoft MSFT ETF

Barrick Mining

SRH Total Return Fund

Pro Ultra 7-10Yrs

Microsoft (Minutes): Data centers to double within 2 years, not serving as 'single large customer' steward

Financial Analysis

09866

ALLY

ODDS

On October 30th, after the U.S. stock market closed, $Microsoft(MSFT.US) announced its financial results for the first quarter of fiscal year 2026 ending in September. Overall, Microsoft's performance this quarter was impressive, with almost no shortcomings, and most indicators exceeded expectations. The issue is that as the most unanimously favored target, the market has very high expectations for Microsoft. It can be said that a significant outperformance is needed to surprise the market again. Moreover, the core Azure growth rate this quarter did not exceed the expectations of buyers, resulting in a lukewarm market reaction to Microsoft's performance this quarter...

NIO-SW

NIO Inc. USD OV

Ally Financial

Pacer BlueStar Digital ENT ETF

After being 'superficially harmonious but actually at odds' with OpenAI, is Microsoft still appealing?

Google

PLAY

ASIC

GEMI

GGLS

GGLL

After the market closed on October 29th, Eastern Time, $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) parent company Alphabet released its Q3 2025 financial report. After two months of revaluation under the logic of full-stack AI, with limited room for direct recovery and the market urgently needing further reasons to rise, Google delivered an impressive performance to continue its revaluation path. Specifically, the core information is as follows: 1. Explosive advertising performance: In the third quarter, YouTube and search ads both grew by 15%, exceeding market expectations...

Google's Dramatic Turnaround: From AI 'Sacrifice' to AI 'Trendsetter'