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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 &#34;ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?&#34;.1. $Arm(ARM.US) Key Financial Data ReviewOverall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

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ARM (Minutes): All new computing power is based on Arm architecture

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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...

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

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$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

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All in the same boat, is OpenAI a divine pearl or a demonic pill?

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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

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

Today’s Key News Recap

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1014 | Dolphin Research Focus: 🐬 Stocks 1, $NIO-SW(09866.HK) Nio has reached a strategic cooperation with Amap Enterprise Car Service, integrating its AI-driven corporate travel solutions. Through AI scheduling algorithms, it reduces employee business travel costs by 15%. This collaboration is a typical practice of technology empowering refined corporate management—AI technology not only directly cuts travel costs but also enhances management efficiency through process optimization and risk control, injecting positive expectations into Nio's financial health...

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OpenAI is collaborating with Arm for the development of Broadcom AI chips; 'Qixian Xiaochu' joins Meituan and Flash Delivery | Today's Important News Recap

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1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival and National Day in 2025. Holiday travel and gathering scenarios have significantly boosted customer traffic in new tea beverage stores, raising market expectations for short-term revenue recovery of brands. Nayuki, Gu Ming, and Mixue all saw increases today. 🐬 Individual Stocks 1. $Intel(INTC.US) Intel disclosed details of the Panther Lake architecture for the first time, confirming the use of RibbonFET transistors and backside power delivery design, with mass production expected in the second half of 2026...

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Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap

0122 Dolphin focuses on: 🐬 Macro/Industry 1. Trump officially announced a plan called &#34;Stargate&#34; for artificial intelligence infrastructure investment at the White House. The joint venture Stargate, established by OpenAI, SoftBank, and Oracle, is heavily investing in AI infrastructure, with an expected initial funding of $100 billion, increasing the investment scale to $500 billion within four years. Stargate is currently the largest AI infrastructure investment project in the United States, reflecting a strong desire for dominance in the AI field...

"The Stargate" is unveiled, will 500 billion open up a new landscape for AI? New Oriental's stock plummeted by 30% after earnings ｜ Review of today's important news

Metropolis Technologies Raises $1.6B to Expand Technology Applications

Mitsubishi's Attempt to Acquire Marvell Unsuccessful

SoftBank Once Considered Acquiring Marvell

SoftBank released FY2026 Q2 earnings on November 5 After-Market (EST), actual revenue USD 11.72 B (forecast USD 11.54 B), actual EPS USD 0.2794

SoftBank released FY2026 Semi-Annual earnings on November 5 After-Market EST, actual revenue USD 23.19 B (forecast USD 22.59 B), actual EPS USD 0.4859

SoftBank's Japanese telecom company in talks to buy Nvidia Rubin chips

SoftBank Q2 Operating Profit Exceeds Estimates

SoftBank reports H1 revenue of 3.40 trillion yen

SoftBank and OpenAI to Establish a New Company Soon

Masayoshi Son Becomes Japan's New Richest Man Due to SoftBank's AI Investments

SoftBank to Release FY2026 Q2 Earnings on November 5 After-Market EST, Forecast Revenue USD 11.63 B

SoftBank commits to investing $25 billion

SoftBank Approves Additional Investment of $22.5 Billion in OpenAI

SoftBank and Samsung Partner on AI-RAN Technology Development

NTT Docomo and SoftBank to Launch Starlink Satellite Communication Services

SoftBank Issues Bonds Maturing in 2061 with Initial Yield of 7.625%

SoftBank to Issue $1.1 Billion Hybrid Bonds Due in 2065

SoftBank seeks to raise about $2 billion through bond issuance

JDSC and SoftBank Sign Strategic Alliance for AI Agent Development

Masayoshi Son Acquires ABB Robotics Unit for $5.3B

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COLUMBUS ACQUISITION CORP COM USD0.0001 30/09/2025 (SUB/RIGHTS)

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