GraniteShares 2x Long NVDA Daily ETF

Financial Analysis

GOOG

GOOGL

NVDA

SFTBY

9984

MSFT

AAPL

GGLS

GGLL

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

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 points are as follows: 1. Main Data: ARM achieved a revenue of $1.135 billion this quarter, a year-on-year increase of 34.5%, slightly better than market expectations ($1.059 billion). Of the $80 million quarter-on-quarter increase in revenue this quarter, half came from the licensing business and the other half from the royalty business, both of which grew this quarter. The company's gross margin was 97.4%, maintaining a high level above 97%...

Alphabet - C

Alphabet

Neogenomics

NVIDIA

SoftBank

SoftBank Group Corp.

Microsoft

Alpha Metallurgical Resources

Apple

Virtus Diversified Income & Convertible Fund

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

XL2CSOPNVDA

XI2CSOPNVDA

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

ARM: With SoftBank as a backer, a 'hot commodity' in the AI chain?

UBER

STLA

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

Stellantis NV

Sensata Tech

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

AVGO

ORCL

INTC

AMZN

MSFL

04335

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...

Broadcom

Oracle

Meta Platforms

Intel

Amazon

GraniteShares 2x Long MSFT Daily ETF

INTEL-T

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

Today’s Key News Recap

09988

OpenAI

DXYZ

09992

002245

PLTR

BABA

89988

KBAB

BABO

BABX

HBBD

HPPD

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

Destiny Tech100

POP MART

Jiangsu Azure Corporation

Palantir Tech

Alibaba

BABA-WR

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

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

ERIC

6758

SONY

NFLX

SPOT

AMZU

AMDL

COMP

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...

Ericsson

Sony Group Corporation

Sony

Netflix

Spotify

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Long AMD Daily ETF

Compass

Viant Tech

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

Google

GEMI

NNOX

IONQ

LAES

QBTS

QMCO

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...

Gemini Space Station

HCA Healthcare

Nano-X Imaging

Pros

IonQ

SEALSQ

D-Wave Quantum

Quantum

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

Meta/Facebook

BEAT

BEATW

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

WOLF

IFNNY

SOXS

SOXL

SOXX

CP00062

6723

SOBKY

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...

Infineon Technologies AG

Infineon Technologies

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

Renesas Electronics Corporation

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

OPEN

BLUE

QUBT

RGTI

NOA3

RGTIW

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...

Opendoor Tech

Bluebird Bio

Quantum Computing

Rigetti Computing

Nokia Oyj

Nokia

Rigetti Computing - CW27

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

MBLY

01696

NVMI

NOVAQ

NOVA

00981

LAKE

ASIC

688981

HSMD

CCGWW

The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?&#34; 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...

Mobileye Global

SISRAM MED

Nova

SUNNOVA ENERGY INTERNATIONAL INC

Sunnova Energy

SMIC

Cheche

Taiwan Semiconductor

Lakeland Industries

Ategrity Specialty Holdings LLC

SMIC HK SDR 5to1

Cheche Group - CW28

Intel (Minutes): 18A is expected to contribute to profits by the end of 2026

NVIDIA CEO Huang Minxin Completes Annual Stock Sale Plan

Nvidia CEO Huang Rengxun says current decision would not affect ARM

NVIDIA Expected to Post Strong Earnings to Reinvigorate Tech Stocks

Huang Rensheng States NVIDIA Struggles to Recover Inventory Write-down Losses

Nvidia's Market Cap Surpasses $400 Billion

NVIDIA's Market Cap Surpasses $400 Billion

NVIDIA's Market Cap Approaching $400 Billion

NVIDIA Market Cap Surpasses $392 Billion

Backed Launches xStocks to Support Stock Trading on Solana

US stocks hit new highs, Nasdaq and S&P 500 reach new records