Hi, I am Dolphin Research!RDDT (Trans): We are not niche; advertisers are setting up dedicated Reddit teams.
---Backed by GOOGL, RDDT keeps rallying---Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap
---AMZN (Trans): All incremental capacity was absorbed by customers immediately---RBLX (Trans): GenAI won't solve 3D online multiplayer issues200bn Arms Race: AMZN Raises the Bar in AI软件一起崩？Roblox：有生态闭环，Genie 破不了ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growthAAPL plans a low-cost MacBook; Lei Jun says the new SU7 is set for Apr | Daily News RecapARM: AI tailwinds intact; handsets now a drag?QCOM (Trans): Memory Shortage; Smartphone OEMs Cutting Production PlansGoogle (Trans): Expects compute capacity supply to remain constrained for the full year (energy, land, supply chain).GOOGL: The Giant Doubles Down on AIQCOM: Memory Crunch Deepens; Smartphone Stocks at Risk?New AI tools trigger software selloff; WeChat cracks down on Yuanbao violating links | Daily News RecapAMD (Trans): LT outlook unchanged; MI500 slated for 2027.AMD: Big talk, small results — When will it execute?DIS (Trans): No plan to acquire more IP; focus on developing existing franchisesTax-hike rumors rattled the market; Dongpeng Beverage's debut was 'lukewarm' | Daily News RecapChina ADRs: Rationale behind Tax Hike Scare?PLTR (Trans): From 'Allaying Skepticism' to 'Faster Deployment' vs. 2 yrs agoPLTR: Another strong print—can the AI apps leader get back to ATH?DIS: Volatility Inevitable in Integration; Awaiting New Growth Drivers