OpenAI

Today’s Key News Recap

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INTC

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HSAI

BIDU

89888

XPEV

BEKE

DXYZ

IRON

INTE

300024

HBUD

04335

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MS-E

MS-F

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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...

BIDU-SW

XPENG-W

TME-SW

Intel

BEKE-W

HESAI-W

Hesai

Baidu

BIDU-SWR

XPeng

Tencent Music

Destiny Tech100

Citigroup

Disc Medicine

Morgan Stanley

Integra Group (Russia) Sponsored GDR RegS

Integral Acquisition  1

SIASUN

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

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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

Qualcomm

Financial Analysis

AAPL

QCOM

DELL

MSFT

AAPB

AAPD

AAPU

AAPX

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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. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

Apple

Sable Offshore

Samsara

Dell Tech

Microsoft

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

shopify

Conference Minutes

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SHOP

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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...

Instacart（Maplebear）

Shopify 

Paypal

Klarna

Plus500 Ltd.

ePlus

Paymentus

General Motors

Optec International, Inc.

Milestone Pharmaceuticals

Ameriprise Financial

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

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ORCL

CSCO

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...

Crane

Digitalocean

Oracle

Cisco

Opendoor Tech

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

Spotify

SPOT

AMZN

NFLX

AMZU

SBCWW

$Spotify(SPOT.US) The Q3 2025 earnings report was released before the U.S. stock market opened on November 4th, with mixed performance. However, the market's main concern—profit margin—actually exceeded expectations, leading to a slightly positive market response. Specifically: 1. Profit margin exceeded expectations: Since the third quarter, Spotify has made numerous product changes (nearly 30 updates of various sizes), including lossless audio quality, playlist editing, messaging, personalized audio settings, and collaborations with Amazon Alexa and ChatGPT, etc...

Amazon

Viant Tech

Netflix

Direxion Daily AMZN Bull 2X Shares

SBC Medical

Canaan

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Can Spotify's new price hike cycle take off again?

GOOG

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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

Meta Platforms

BYD COMPANY

NVIDIA

BOE VARITRONIX

Coinbase

HKEX

CTG DUTY-FREE

SSE Index

BYD Company Limited

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company

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

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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...

Jiangsu Azure Corporation

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

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

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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

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