Hi, I am Dolphin Research!SQ (Trans): From app co. to AI co.SQ, the 'US Alipay': growth via credit, profits via layoffs?ABNB (Trans): Also aiming to be an all-in travel portal?ABNB: Near-term results fine, but a midlife crisis?COIN (Trans): Confident a bill will be enacted by late summerCOIN: Long Dry Spell, Awaiting Timely Policy TailwindsCoreWeave (Trans): Inference now >50% of compute usageMNST (Trans): Zero-sugar lineup remains a key U.S. growth driverMNST: New product cycle fuels demand, intl ignites—sweet turnaround?CoreWeave: Compute capacity sells, profits prove elusive — NVDA's 'foot soldier' merely scraping by?U (Trans): Q2 guide did not factor in potential boost from Runtime dataAI disruption overhang; U steadily turns the cornerDuan Yongping adds to Pop Mart; OpenAI leads 5 tech giants to launch MRC｜Daily News RecapDIS (Trans): 'One Disney' strategy — invest and streamline in tandemAPP (Trans): Multiple growth engines firing; ample runway for investmentARM (Trans): AI CPU to begin contributing revenue by end of next FY; long-term targets unchangedARM: Short-term swings can't mask its edge; AI core underpins a long-term premium?APP: Still a market darling, or has capital moved on?UBER (Trans): Building an AI-era 'everything app'UBER: In-line; Robotaxi Risk LingersDIS: New chief’s strong debut, century-old resilienceAnthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily News Recap