
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 "ARM: With SoftBank as ...
ARM (ARM.O) released its financial report for the second quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. Key po...
Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. ...
$NVIDIA(NVDA.US) 2025 is hailed as the “Year of AI,” with global capital and tech giants doubling down on artificial intelligence. Nvidia, as the leading player, saw its market cap soar past $5 trilli...
$Alphabet(GOOGL.US) Let me highlight another positive factor that I think is not fully priced in. I mentioned it briefly before. In the US, the signs of AI's integrated software-hardware alliances are...








